Baron Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$185,406
Net value change ($000)
-1,102 (-0.6%)
New positions
0
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTIP 504 4.0%
IWR 357 5.7%
XOM 331 41.0%
BNDX 286 5.6%
XLU 286 72.0%
BWX 280 9.4%
SRVR 248 49.8%
VOO 207 88.1%
ICVT 168 3.4%
VNQ 160 2.9%
Top Reduces (Value $000, Stocks/ETFs)
SPY -687 -3.1%
QQQ -662 -5.0%
AAPL -591 -28.0%
IWF -398 -11.2%
MSFT -285 -32.4%
VEA -267 -100.0%
VUG -243 -100.0%
VHT -230 -5.5%
ADP -218 -100.0%
DSI -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type