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Baron Financial Group, LLC Portfolio
$205.3M across 57 positions as of 2026-09-30, with 57% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.8%
-3.7% a year vs the S&P 500
3 years
+15.1%
-6.2% a year vs the S&P 500
5 years
+6.7%
-5.5% a year vs the S&P 500
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYState Street SPDR S&P 500 ETF Trust | $25.4M | 12.4% | 33,328 |
| IWMiShares Russell 2000 Index Fund | $19.6M | 9.5% | 70,503 |
| QQQInvesco QQQ Trust, Series 1 | $16M | 7.8% | 21,665 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $13.8M | 6.7% | 280,745 |
| IWRiShares Russell Mid-Cap ETF | $9M | 4.4% | 84,361 |
| EFAiShares MSCI EAFE ETF | $7.7M | 3.8% | 74,156 |
| CWBSPDR Bloomberg Convertible Securities ETF | $7.2M | 3.5% | 71,101 |
| EEMiShares MSCI Emerging Index Fund | $6.2M | 3.0% | 93,542 |
| GLDSPDR Gold Shares | $6M | 2.9% | 15,824 |
| BNDXVanguard Total International Bond ETF | $5.7M | 2.8% | 121,620 |
| VNQVanguard Real Estate ETF | $5.7M | 2.8% | 63,212 |
| ISHARES TR | $5.5M | 2.7% | 49,089 |
| CGWInvesco S&P Global Water Index ETF | $5.1M | 2.5% | 82,603 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $5M | 2.4% | 108,040 |
| IQLTiShares MSCI Intl Quality Factor ETF | $4.9M | 2.4% | 99,135 |
| SUBiShares Short-Term National Muni Bond ETF | $4.3M | 2.1% | 40,725 |
| VHTVanguard Health Care ETF | $4.1M | 2.0% | 13,010 |
| IJRiShares Core S&P Small-Cap ETF | $4M | 1.9% | 29,120 |
| SPDR SERIES TRUST | $3.8M | 1.8% | 177,376 |
| IWFiShares Russell 1000 Growth ETF | $3.6M | 1.8% | 28,952 |
| NYLIM ETF TR | $3.6M | 1.7% | 99,257 |
| VBVanguard Small-Cap ETF | $3.2M | 1.6% | 11,384 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $3.1M | 1.5% | 60,992 |
| IEMGiShares Core MSCI Emerging Markets ETF | $3.1M | 1.5% | 37,601 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $2.8M | 1.4% | 27,600 |
| IWDiShares Russell 1000 Value ETF | $2.7M | 1.3% | 10,806 |
| MDYSPDR MidCap Trust Series I | $2.6M | 1.2% | 3,885 |
| VTIVanguard Total Stock Market ETF | $2.1M | 1.0% | 5,711 |
| SPGPINVESCO EXCHANGE TRADED FD T | $2M | 1.0% | 17,213 |
| AAPLApple Inc | $1.9M | 0.9% | 5,737 |
| ESGEiShares ESG Aware MSCI EM ETF | $1.8M | 0.9% | 33,631 |
| IJHiShares Core S&P Mid-Cap ETF | $1.8M | 0.9% | 24,422 |
| XOMExxonmobil Holdings Corp | $1.1M | 0.5% | 6,645 |
| CCitigroup Inc | $1M | 0.5% | 7,809 |
| VOOVanguard S&P 500 ETF | $977.9K | 0.5% | 1,395 |
| XLUState Street Utilities Select Sector SPDR ETF | $951.6K | 0.5% | 24,127 |
| SRVRPacer Data & Infrastructure Real Estate ETF | $830K | 0.4% | 29,298 |
| MSFTMicrosoft Corp | $818K | 0.4% | 1,595 |
| VGTVanguard Information Tech ETF | $631.4K | 0.3% | 5,024 |
| IBMInternational Business Machines Corp | $586K | 0.3% | 2,665 |
| ARCCAres Capital Corp | $496.2K | 0.2% | 25,977 |
| BSVVanguard Short-Term Bond ETF | $452.3K | 0.2% | 5,920 |
| MTUMiShares MSCI USA Momentum Factor ETF | $433.2K | 0.2% | 1,365 |
| ABBVAbbVie Inc | $342.4K | 0.2% | 1,309 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $341.6K | 0.2% | 1,929 |
| VIGVanguard Div Appreciation ETF | $318.9K | 0.2% | 1,367 |
| IEFAiShares Core MSCI EAFE ETF | $309.1K | 0.2% | 3,191 |
| CLColgate-Palmolive Co | $291.4K | 0.1% | 3,415 |
| JPMJPMorgan Chase & Co | $269.6K | 0.1% | 815 |
| ICLNiShares Global Clean Energy ETF | $246.1K | 0.1% | 14,475 |
| MUBiShares National Muni Bond ETF | $241.6K | 0.1% | 2,390 |
| AMPLIFY ETF TR | $235.2K | 0.1% | 16,450 |
| VUGVanguard Growth ETF | $219.5K | 0.1% | 2,436 |
| ADPAutomatic Data Processing Inc | $216.8K | 0.1% | 840 |
| DSIiShares ESG MSCI KLD 400 ETF | $214.2K | 0.1% | 1,465 |
| IVWiShares S&P 500 Growth ETF | $213.8K | 0.1% | 1,503 |
| XLVState Street Health Care Select Sector SPDR ETF | $211.4K | 0.1% | 1,255 |
Quarter ending 2026-09-30.
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