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Latest Baron Financial Group, LLC Stock Portfolio

$209Million | No. of Holdings #56

Baron Financial Group, LLC Performance

2026 Q2+6.90%
YTD+6.58%
2025+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 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Baron Financial Group, LLC reported an equity portfolio of $209.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Baron Financial Group, LLC are SPY, IJR, QQQ. The fund has invested 11.9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10.3% of portfolio in ISHARES TR. <br><br> They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (AGT) and INVESCO EXCHANGE TRADED FD T (CSD). Baron Financial Group, LLC opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB).
Baron Financial Group, LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$209Million
  as of Jul 09, 2026

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

Our best estimate is that Baron Financial Group, LLC made a return of 6.9% in the last quarter. In trailing 12 months, it's portfolio return was 15.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds209,838
ishares tr208,602
ishares tr206,517
New stocks bought by Baron Financial Group, LLC

Additions

Ticker% Inc.
vanguard world fd700
ishares tr294
vanguard index fds79.84
select sector spdr tr49.27
citigroup inc37.00
ishares tr17.24
pacer fds tr11.72
spdr series trust10.5
Additions to existing portfolio by Baron Financial Group, LLC

Reductions

Ticker% Reduced
ishares inc-14.61
ishares tr-6.11
invesco exchange traded fd t-4.31
vanguard world fd-3.97
ishares inc-3.58
ishares tr-2.7
ishares tr-2.33
ishares tr-2.00
Baron Financial Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Baron Financial Group, LLC

Sector Distribution

Baron Financial Group, LLC has about 94.4% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
Sector%
Others94.4
Healthcare2.6
Technology1.8

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED94.4
MEGA-CAP3
SMALL-CAP2.4

Stocks belong to which Index?

About 5.6% of the stocks held by Baron Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others94.4
S&P 5003.2
RUSSELL 20002.4
Top 5 Winners (%)%
IBCE
ishares tr
42.4 %
QQQ
invesco qqq tr
27.6 %
IJR
ishares tr
21.0 %
IJR
ishares tr
20.3 %
C
citigroup inc
19.6 %
Top 5 Winners ($)$
IJR
ishares tr
3.8 M
QQQ
invesco qqq tr
3.5 M
SPY
state str spdr s&p 500 etf t
3.2 M
BIL
spdr series trust
1.2 M
IJR
ishares tr
1.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
IJR
ishares tr
-60.4 %
XOM
exxon mobil corp
-19.4 %
GLD
spdr gold tr
-14.3 %
BIL
spdr series trust
-1.2 %
Top 5 Losers ($)$
IJR
ishares tr
-5.5 M
VAW
vanguard world fd
-1.6 M
GLD
spdr gold tr
-1.0 M
XOM
exxon mobil corp
-0.2 M
BIL
spdr series trust
0.0 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 56 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Baron Financial Group, LLC last quarter.

$209.57MTotal Value
56.00Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Baron Financial Group, LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
2.07%40,800
$4.34M
2.07%
decreased 0.32 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
0.12%2,420
$260.4K
0.12%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
0.12%12,355
$253.2K
0.12%
increased 7.43 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
0.1%1,465
$208.6K
0.1%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Baron Financial Group, LLC's holding in Ishares Tr over time
2.36%99,720
$4.94M
2.36%
decreased 0.52 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Baron Financial Group, LLC's holding in Pacer Fds Tr over time
0.41%26,713
$848.7K
0.41%
increased 11.72 percentadded
AGGP
New York Life Investments Et

New York Life Investments Et

AGGP
Baron Financial Group, LLC's holding in New York Life Investments Et over time
1.73%98,886
$3.62M
1.73%
increased 0.52 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Baron Financial Group, LLC's holding in Ishares Tr over time
2.87%49,453
$6.02M
2.87%
decreased 0.62 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Baron Financial Group, LLC's holding in Ishares Tr over time
1.48%30,130
$3.10M
1.48%
decreased 6.11 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Baron Financial Group, LLC's holding in Spdr Series Trust over time
3.68%71,576
$7.72M
3.68%
decreased 1.12 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Baron Financial Group, LLC's holding in Spdr Series Trust over time
1.7%164,521
$3.57M
1.7%
increased 10.5 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Baron Financial Group, LLC's holding in Vanguard Bd Index Fds over time
0.22%5,940
$462.8K
0.22%
decreased 0.75 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Baron Financial Group, LLC's holding in Vanguard Charlotte Fds over time
2.7%116,890
$5.66M
2.7%
increased 4.39 percentadded
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Baron Financial Group, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
2.6%82,725
$5.44M
2.6%
decreased 0.62 percentreduced