Baron Financial Group, LLC
CIK
1832093
Location
Fair Lawn, NJ
Portfolio Value
Small
$209,565,930
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,363
/ 8,793
▲ 869
· as of Jun 2026
Top Industry
Asset Management
47.2%
3Y Alpha vs SPY
-7.1%
Period ended 3 months ago
Filed Jul 9, 2026 · 3mo
24 quarters · since Sep 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
36.2%
+18.4 pts
Top 5
67.6%
+14.1 pts
Top 10
82.5%
+6.0 pts
HHI
1,655
Moderately concentrated+843
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.0% | $197,037,257 |
| Financial Services | 3.5% | $7,278,587 |
| Technology | 1.8% | $3,690,076 |
| Energy | 0.4% | $917,527 |
| Healthcare | 0.2% | $329,396 |
| Consumer Defensive | 0.1% | $313,087 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +24,600 | 636,101 | $75,916,646 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +14,820 | 236,097 | $11,284,139 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | +9,295 | 273,385 | $13,732,128 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +7,332 | 22,212 | $1,007,092 | |
| BNDX | Vanguard Total International Bond ETF | +4,918 | 116,890 | $5,660,982 | |
| EDV | Vanguard World Funds Extended Duration ETF | +3,822 | 18,894 | $4,747,736 | |
| VB | Vanguard Morningstar Small-Cap ETF | +3,009 | 21,185 | $6,791,494 | |
| AAAP | Pacer Barings CLO Market Flex ETF | +2,803 | 26,713 | $848,672 | |
| AIEQ | Amplify AI Powered Equity ETF | +2,525 | 120,964 | $5,105,709 | |
| C | Citigroup Inc | +2,109 | 7,809 | $1,092,947 | |
| SPY | Spdr S&P 500 ETF Trust | +630 | 33,282 | $24,853,999 | |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | +515 | 98,886 | $3,619,227 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +179 | 60,757 | $3,061,545 | |
| DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | +112 | 1,707 | $327,317 | |
| QQQ | Invesco Qqq Trust, Series 1 | +24 | 21,691 | $15,973,252 | |
| NVDA | Nvidia Corp | +9 | 3,074 | $615,076 | |
| AAPL | Apple Inc. | +2 | 5,986 | $1,732,108 | |
| XOM | ExxonMobil Holdings Corp | +1 | 6,711 | $917,527 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKF | iShares MSCI BIC ETF | −1,138 | 93,833 | $6,419,115 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −800 | 17,775 | $2,173,704 | |
| IVZ | Invesco Ltd. | −512 | 82,725 | $5,437,514 | |
| VIG | Vanguard Dividend Appreciation ETF | −312 | 64,710 | $6,431,624 | |
| GLD | Spdr Gold Trust | −290 | 15,992 | $5,891,132 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −45 | 5,940 | $462,785 | |
| MSFT | Microsoft Corp | −14 | 1,594 | $594,593 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −7 | 3,880 | $2,728,959 | |
| IBM | International Business Machines Corp | −2 | 2,661 | $748,299 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
31 tracked positions ·
$209,565,930 total
· filing declares
56 positions · $209,565,830
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 636,101 | $75,916,646 | 36.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 33,282 | $24,853,999 | 11.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 21,691 | $15,973,252 | 7.62% | |
| VCHY |
Vanguard U.S. High-Yield Corporate Bond Index ETF
|
Added | 273,385 | $13,732,128 | 6.55% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 236,097 | $11,284,139 | 5.38% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 21,185 | $6,791,494 | 3.24% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 64,710 | $6,431,624 | 3.07% | |
| BKF |
iShares MSCI BIC ETF
|
Reduced | 93,833 | $6,419,115 | 3.06% | |
| GLD |
Spdr Gold Trust
|
Reduced | 15,992 | $5,891,132 | 2.81% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 116,890 | $5,660,982 | 2.70% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Reduced | 82,725 | $5,437,514 | 2.59% | |
| AIEQ |
Amplify AI Powered Equity ETF
|
Added | 120,964 | $5,105,709 | 2.44% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 18,894 | $4,747,736 | 2.27% | |
| HFXI |
NYLI FTSE International Equity Currency Neutral ETF
|
Added | 98,886 | $3,619,227 | 1.73% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 60,757 | $3,061,545 | 1.46% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 3,880 | $2,728,959 | 1.30% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 17,775 | $2,173,704 | 1.04% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,986 | $1,732,108 | 0.83% | |
| C |
Citigroup Inc
Financial Services
|
Added | 7,809 | $1,092,947 | 0.52% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 22,212 | $1,007,092 | 0.48% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,711 | $917,527 | 0.44% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Added | 26,713 | $848,672 | 0.40% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,661 | $748,299 | 0.36% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,074 | $615,076 | 0.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,594 | $594,593 | 0.28% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Held | 25,977 | $481,353 | 0.23% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Reduced | 5,940 | $462,785 | 0.22% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,309 | $329,396 | 0.16% | |
| DTRE |
First Trust Alerian Disruptive Technology Real Estate ETF
|
Added | 1,707 | $327,317 | 0.16% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 3,415 | $313,087 | 0.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 815 | $266,773 | 0.13% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.