What does Baron Financial Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Baron Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$21M33K11.5%

ISHARES TR

$18M73K9.8%

VANGUARD MALVERN FDS

$13M264K7.1%

INVESCO QQQ TR

$13M22K6.7%

ISHARES TR

$7M75K3.9%

SPDR GOLD TR

$7M16K3.8%

SPDR SERIES TRUST

$7M72K3.6%

ISHARES TR

$7M68K3.6%

VANGUARD INDEX FDS

$6M64K3.0%

ISHARES TR

$5M95K2.9%

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