account_balance

Investment manager · 13F filer · SEC CIK 1832093

Baron Financial Group, LLC

Reported value$205Mas of Sep 30, 2026

Positions57 2 new, 1 sold out

Top 10 weight56.8%SPY alone is 12%

FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

12.4%

IWMiShares Tr

9.5%

QQQInvesco QQQ Tr

7.8%

VTIPVanguard Malvern FDS

6.7%Added +3%

IWRiShares Tr

4.4%Added +6%

EFAiShares Tr

3.8%

CWBSPDR Series Trust

3.5%

EEMiShares Tr

3.0%

GLDSPDR Gold Trust

2.9%

BNDXVanguard Charlotte FDS

2.8%+4%

VNQVanguard Index FDS

2.8%

ICVTiShares Tr

2.7%

SPYSPDR S&P 500 ETF Trust

12.4%

IWMiShares Tr

9.5%

QQQInvesco QQQ Tr

7.8%

VTIPVanguard Malvern FDS

6.7%+3%

IWRiShares Tr

4.4%+6%

EFAiShares Tr

3.8%

CWB3.5%

EEM3.0%

GLD2.9%

BNDX

VNQ2.8%

ICVT

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPY SPDR S&P 500 ETF Trust 12.4% Held

IWM iShares Tr 9.5% Held

QQQ Invesco QQQ Tr 7.8% Held

VTIP Vanguard Malvern FDS 6.7% Added +3%

IWR iShares Tr 4.4% Added +6%

EFA iShares Tr 3.8% Held

CWB SPDR Series Trust 3.5% Held

EEM iShares Tr 3.0% Held

GLD SPDR Gold Trust 2.9% Held

BNDX Vanguard Charlotte FDS 2.8% Added +4%

VNQ Vanguard Index FDS 2.8% Held

ICVT iShares Tr 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 9, 2026 filing

add_circleNew

ADP $217K
XLV $211K

arrow_upwardAdded

SRVR +10%
XLU +9%
BWX +8%
IWR +6%

arrow_downwardTrimmed

ESGD −8%
ESGE −8%
MTUM −7%
VHT −6%

remove_circleSold out

NVDA $615K

Baron Financial Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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