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Latest Baron Financial Group, LLC Stock Portfolio

$205Million | No. of Holdings #57

Baron Financial Group, LLC Performance

2026 Q3-2.00%
YTD+4.45%
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 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Baron Financial Group, LLC reported an equity portfolio of $205.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Baron Financial Group, LLC are SPY, IJR, QQQ. The fund has invested 12.4% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9.5% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in ISHARES TR (AGT), ISHARES INC (EMGF) and ISHARES TR (IBCE). Baron Financial Group, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, AUTOMATIC DATA PROCESSING IN (ADP) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to AMPLIFY ETF TR (AMLX), ISHARES TR (AAXJ) and FIRST TR EXCHANGE-TRADED FD (GRID).
Baron Financial Group, LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$205Million
  as of Oct 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 -2% in the last quarter. In trailing 12 months, it's portfolio return was 5.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,081,470
automatic data processing in216,779
select sector spdr tr211,368
New stocks bought by Baron Financial Group, LLC

Additions

Ticker% Inc.
amplify etf tr18.13
ishares tr17.16
first tr exchange-traded fd13.01
pacer fds tr9.68
select sector spdr tr8.62
spdr series trust7.81
ishares tr5.76
vanguard index fds4.97
Additions to existing portfolio by Baron Financial Group, LLC

Reductions

Ticker% Reduced
ishares tr-8.4
ishares inc-7.52
ishares tr-7.14
vanguard world fd-6.2
apple inc-4.16
invesco exchange traded fd t-3.16
ishares tr-2.46
vanguard index fds-1.98
Baron Financial Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-917,483
nvidia corporation-615,083
Baron Financial Group, LLC got rid off the above stocks

Sector Distribution

Baron Financial Group, LLC has about 94.8% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
Sector%
Others94.8
Healthcare2.7
Technology1.6

Market Cap. Distribution

Baron Financial Group, LLC has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
Category%
UNALLOCATED94.8
MID-CAP2.6
MEGA-CAP2.4

Stocks belong to which Index?

About 5.3% 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%
Others94.8
S&P 5002.7
RUSSELL 20002.6
Top 5 Winners (%)%
MSFT
microsoft corp
37.5 %
AAPL
apple inc
14.8 %
VAW
vanguard world fd
5.5 %
VAW
vanguard world fd
5.2 %
VB
vanguard index fds
4.6 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
0.5 M
AAPL
apple inc
0.3 M
VAW
vanguard world fd
0.2 M
MSFT
microsoft corp
0.2 M
GLD
spdr gold tr
0.2 M
Top 5 Losers (%)%
IBM
international business machs
-21.8 %
AAXJ
ishares tr
-16.0 %
XLB
select sector spdr tr
-12.6 %
AFTY
pacer fds tr
-10.4 %
IJR
ishares tr
-8.2 %
Top 5 Losers ($)$
IJR
ishares tr
-1.6 M
BIL
spdr series trust
-0.5 M
AGT
ishares tr
-0.4 M
VB
vanguard index fds
-0.4 M
IJR
ishares tr
-0.4 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 57 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. SPY was the most profitable stock for Baron Financial Group, LLC last quarter.

$205.35MTotal Value
59.00Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Baron Financial Group, LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
2.07%40,725
$4.26M
2.07%
decreased 0.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
0.12%14,475
$246.1K
0.12%
increased 17.16 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
0.12%2,390
$241.6K
0.12%
decreased 1.24 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Baron Financial Group, LLC's holding in Ishares Tr over time
0.1%1,465
$214.2K
0.1%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Baron Financial Group, LLC's holding in Ishares Tr over time
2.39%99,135
$4.90M
2.39%
decreased 0.59 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Baron Financial Group, LLC's holding in Pacer Fds Tr over time
0.4%29,298
$830.0K
0.4%
increased 9.68 percentadded
AGGP
Nylim Etf Tr

Nylim Etf Tr

AGGP
Baron Financial Group, LLC's holding in Nylim Etf Tr over time
1.74%99,257
$3.58M
1.74%
increased 0.38 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Baron Financial Group, LLC's holding in Ishares Tr over time
2.7%49,089
$5.54M
2.7%
decreased 0.74 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Baron Financial Group, LLC's holding in Ishares Tr over time
1.39%27,600
$2.84M
1.39%
decreased 8.4 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Baron Financial Group, LLC's holding in Spdr Series Trust over time
3.5%71,101
$7.19M
3.5%
decreased 0.66 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Baron Financial Group, LLC's holding in Spdr Series Trust over time
1.83%177,376
$3.76M
1.83%
increased 7.81 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%5,920
$452.3K
0.22%
decreased 0.34 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Baron Financial Group, LLC's holding in Vanguard Charlotte Fds over time
2.78%121,620
$5.70M
2.78%
increased 4.05 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
2.51%82,603
$5.15M
2.51%
decreased 0.15 percentreduced