Baron Financial Group, LLC

Institutional manager (13F) · CIK 1832093

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $185M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$21M	32,652
2	ISHARES TR	$18M	73,195
3	VANGUARD MALVERN FDS	$13M	264,090
4	INVESCO QQQ TR	$13M	21,667
5	ISHARES TR	$7M	74,781
6	SPDR GOLD TR	$7M	16,282
7	SPDR SERIES TRUST	$7M	72,386
8	ISHARES TR	$7M	68,036
9	VANGUARD INDEX FDS	$6M	63,655
10	ISHARES TR	$5M	94,971
11	VANGUARD CHARLOTTE FDS	$5M	111,972
12	INVESCO EXCH TRADED FD TR II	$5M	83,237
13	ISHARES TR	$5M	49,763
14	AMPLIFY ETF TR	$5M	105,559
15	ISHARES TR	$5M	100,242
16	ISHARES TR	$4M	40,930
17	VANGUARD WORLD FD	$4M	14,444
18	ISHARES TR	$4M	30,683
19	NEW YORK LIFE INVESTMENTS ET	$3M	98,371
20	SPDR SERIES TRUST	$3M	148,891
21	ISHARES TR	$3M	7,378
22	ISHARES TR	$3M	32,090
23	VANGUARD INDEX FDS	$3M	11,550
24	SPDR INDEX SHS FDS	$3M	60,578
25	ISHARES INC	$3M	39,093
26	ISHARES TR	$2M	11,241
27	STATE STR SPDR S&P MIDCAP 40	$2M	3,887
28	INVESCO EXCHANGE TRADED FD T	$2M	18,575
29	ISHARES INC	$2M	42,586
30	VANGUARD INDEX FDS	$2M	5,887
31	ISHARES TR	$2M	22,812
32	APPLE INC	$2M	5,984
33	EXXON MOBIL CORP	$1M	6,710
34	PACER FDS TR	$746k	23,910
35	SELECT SECTOR SPDR TR	$683k	14,880
36	CITIGROUP INC	$646k	5,700
37	INTERNATIONAL BUSINESS MACHS	$645k	2,663
38	MICROSOFT CORP	$595k	1,608
39	NVIDIA CORPORATION	$535k	3,065
40	VANGUARD BD INDEX FDS	$469k	5,985
41	ARES CAPITAL CORP	$468k	25,977
42	VANGUARD INDEX FDS	$442k	739
43	VANGUARD WORLD FD	$438k	628
44	ISHARES TR	$361k	1,505
45	VANGUARD SPECIALIZED FUNDS	$294k	1,367
46	ISHARES TR	$294k	3,246
47	COLGATE PALMOLIVE CO	$291k	3,415
48	ABBVIE INC	$285k	1,309
49	FIRST TR EXCHANGE-TRADED FD	$261k	1,595
50	ISHARES TR	$257k	2,420

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.