13F Insight
DOSSIER · 13F-HR · Q3 2026

Baron Financial Group, LLC

$205M in tracked AUM across 57 positions as of Q3 2026.

BF
CIK 0001832093 · last filed Sep 30, 2026
Total AUM
$205M
as of Q3 2026
Holdings
57
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Baron Financial Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$25M33K12.4%02
IWM
ISHARES TR
$20M71K9.5%03
QQQ
INVESCO QQQ TR
$16M22K7.8%04
VTIP
VANGUARD MALVERN FDS
$14M281K6.7%05
IWR
ISHARES TR
$9M84K4.4%06
EFA
ISHARES TR
$8M74K3.8%07
CWB
SPDR SERIES TRUST
$7M71K3.5%08
EEM
ISHARES TR
$6M94K3.0%09
GLD
SPDR GOLD TR
$6M16K2.9%10
BNDX
VANGUARD CHARLOTTE FDS
$6M122K2.8%

Filing history

2026Q3Sep 30
$205M▼ 2.0%
57 positionsView →2026Q2Jun 30
$210M▲ 13.0%
56 positionsView →2026Q1Mar 31
$185M▼ 0.6%
53 positionsView →2025Q4Dec 31
$187M▲ 2.2%
57 positionsView →2025Q3Sep 30
$183M▲ 7.1%
50 positionsLocked2025Q2Jun 30
$170M▲ 7.2%
49 positionsLocked2025Q1Mar 31
$159M▼ 1.4%
47 positionsLocked2024Q4Dec 31
$161M▼ 1.4%
50 positionsLocked2024Q3Sep 30
$164M▲ 4.0%
47 positionsLocked2024Q2Jun 30
$157M▼ 3.0%
47 positionsLocked2024Q1Mar 31
$162M▲ 3.3%
50 positionsLocked2023Q4Dec 31
$157M▲ 1.9%
51 positionsLocked
Showing 12 of 24