StockDriftsStockDriftsTop 50 Baron Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.86% | 33.3K | $24.9M | +1.93%(+630) | $352.18(+120.16%) | 2026-06-30 | |
| IWM | ISHARES TR | 10.31% | 71.9K | $21.6M | -1.75%(-1.28K) | $150.19(+102.25%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.62% | 21.7K | $16.0M | +0.11%(+24) | $282.56(+159.24%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 6.55% | 273.4K | $13.7M | +3.52%(+9.29K) | $51.41(-3.31%) | 2026-06-30 | |
| IWR | ISHARES TR | 4.2% | 79.8K | $8.8M | +17.24%(+11.73K) | $75.46(+51.75%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.69% | 74.5K | $7.7M | -0.33%(-247) | $63.44(+71.27%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 3.68% | 71.6K | $7.7M | -1.12%(-810) | $65.41(+62.98%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.06% | 93.8K | $6.4M | -1.20%(-1.14K) | $42.19(+60.46%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.91% | 63.3K | $6.1M | -0.49%(-312) | $80.88(+20.93%) | 2026-06-30 | |
| ICVT | ISHARES TR | 2.87% | 49.5K | $6.0M | -0.62%(-310) | $70.29(+68.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.91% | +47.82% | +6.35% | +36.04% |
| Top 20 Holdings Unweighted | +12.88% | +43.85% | +5.61% | +31.39% |
Baron Financial Group, LLC reports $209.57M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are SPY (11.9%), IWM (10.3%) and QQQ (7.6%). The top 20 holdings account for 79.15% of reported assets. Its disclosed equity book has returned +47.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baron Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832093). View Baron Financial Group, LLC’s 13F filings on SEC