—

Baron Financial Group, LLC

Q1 2026 13F Holdings

  • Location
    fair lawn, NJ
  • Num holdings

    53

  • Value ($000)

    $185,406

  • Date Filed
    04/09/2026
  • Form type
    13F-HR
  • CIK
    0001832093
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$21.23M
12 %

32,652

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$18.15M
10 %

73,195

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$13.19M
7 %

264,090

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$12.51M
7 %

21,667

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$7.26M
4 %

74,781

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$7.01M
4 %

16,282

---

SPDR SERIES TRUST

STATE STREET SPD
78464A359
$6.62M
4 %

72,386

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$6.62M
4 %

68,036

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$5.65M
3 %

63,655

E
EEM

ISHARES TR

MSCI EMG MKT ETF
464287234
$5.39M
3 %

94,971

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 53