Latest Baron Financial Group, LLC Stock Portfolio

Baron Financial Group, LLC Performance:

2026 Q1: -0.3%YTD: -0.3%2025: 14.42%

Performance for 2026 Q1 is -0.3%, and YTD is -0.3%, and 2025 is 14.42%.

About Baron Financial Group, LLC and 13F Hedge Fund Stock Holdings

Baron Financial Group, LLC is a hedge fund based in Fair Lawn, NJ. On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Baron Financial Group, LLC reported an equity portfolio of $185.4 Millions as of 31 Mar, 2026.

The top stock holdings of Baron Financial Group, LLC are SPY, IJR, VTIP. The fund has invested 11.4% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9.8% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD TAX-MANAGED FDS (VEA), VANGUARD INDEX FDS (VB) and AUTOMATIC DATA PROCESSING IN (ADP) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), MICROSOFT CORP (MSFT) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and PACER FDS TR (AFTY).

Baron Financial Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Baron Financial Group, LLC made a return of -0.3% in the last quarter. In trailing 12 months, it's portfolio return was 15.37%.

Performance
S&P 500

New Buys

No new stocks were added by Baron Financial Group, LLC

Additions

Ticker	% Inc.
vanguard index fds	97.07
select sector spdr tr	59.91
pacer fds tr	37.61
spdr series trust	12.27
amplify etf tr	10.89
ishares tr	9.21
first tr exchange-traded fd	8.95
vanguard charlotte fds	6.21

Additions to existing portfolio by Baron Financial Group, LLC

Reductions

Ticker	% Reduced
apple inc	-22.91
microsoft corp	-11.6
nvidia corporation	-8.83
spdr gold tr	-8.16
ishares inc	-7.56
ishares inc	-6.31
vanguard bd index fds	-4.65
ishares tr	-3.22

Baron Financial Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard tax-managed fds	-267,081
ishares tr	-201,619
automatic data processing in	-218,191
vanguard index fds	-243,443

Baron Financial Group, LLC got rid off the above stocks

Sector Distribution

Baron Financial Group, LLC has about 94.2% of it's holdings in Others sector.

Sector	%
Others	94.2
Healthcare	2.8
Technology	1.8

Market Cap. Distribution

Baron Financial Group, LLC has about 3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.2
MEGA-CAP	3
SMALL-CAP	2.7

Stocks belong to which Index?

About 5.9% of the stocks held by Baron Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.2
S&P 500	3.2
RUSSELL 2000	2.7

Top 5 Winners (%)		%
XOM	exxon mobil corp	41.0 %
AAXJ	ishares tr	10.8 %
GLD	spdr gold tr	8.2 %
CL	colgate palmolive co	7.9 %
AFTY	pacer fds tr	7.7 %

Top 5 Winners ($)		$
GLD	spdr gold tr	0.6 M
XOM	exxon mobil corp	0.3 M
IJR	ishares tr	0.2 M
BIL	spdr series trust	0.2 M
AGT	ishares tr	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-22.1 %
IBM	international business machs	-18.1 %
	ares capital corp	-10.9 %
IJR	ishares tr	-9.8 %
JPM	jpmorgan chase & co	-8.7 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-1.0 M
QQQ	invesco qqq tr	-0.8 M
IJR	ishares tr	-0.3 M
VAW	vanguard world fd	-0.2 M
MSFT	microsoft corp	-0.2 M

Baron Financial Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Baron Financial Group, LLC

Baron Financial Group, LLC has 53 stocks in it's portfolio. About 55.9% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Baron Financial Group, LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.82	5,984	1,518,800	reduced	-22.91

AAXJ	ishares tr	2.35	40,930	4,359,040	reduced	-0.04

AAXJ	ishares tr	0.14	2,420	256,883	unchanged	0.00

AAXJ	ishares tr	0.11	11,500	210,335	added	9.21

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.15	1,309	284,695	unchanged	0.00

ACWF	ishares tr	2.50	100,242	4,634,190	reduced	-1.78

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AFTY	pacer fds tr	0.40	23,910	746,471	added	37.61

AGGP	new york life investments et	1.81	98,371	3,356,420	added	1.7

AGT	ishares tr	2.73	49,763	5,065,380	added	0.09

AGT	ishares tr	1.66	32,090	3,068,450	reduced	-2.55

AMLX	amplify etf tr	2.55	105,559	4,734,320	added	2.49

AMLX	amplify etf tr	0.10	12,880	191,784	added	10.89

BIL	spdr series trust	3.57	72,386	6,624,770	reduced	-0.16

BIL	spdr series trust	1.76	148,891	3,268,160	added	12.27

BIV	vanguard bd index fds	0.25	5,985	469,284	reduced	-4.65

BNDX	vanguard charlotte fds	2.90	111,972	5,380,260	added	6.21

C	citigroup inc	0.35	5,700	646,437	reduced	-2.83

CGW	invesco exch traded fd tr ii	2.87	83,237	5,322,170	reduced	-1.83