—

Baron Financial Group, LLC

Q2 2026 13F Holdings

  • Location
    fair lawn, NJ
  • Num holdings

    56

  • Value ($000)

    $209,566

  • Date Filed
    07/09/2026
  • 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 Q2 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
$24.85M
12 %

33,282

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$21.61M
10 %

71,916

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$15.97M
8 %

21,691

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$13.73M
7 %

273,385

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$8.8M
4 %

79,767

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$7.74M
4 %

74,534

---

SPDR SERIES TRUST

ST STR CONV ETF
78464A359
$7.72M
4 %

71,576

E
EEM

ISHARES TR

MSCI EMG MKT ETF
464287234
$6.42M
3 %

93,833

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$6.11M
3 %

63,343

I
ICVT

ISHARES TR

CONV BD ETF
46435G102
$6.02M
3 %

49,453

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 56