Baron Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$209,566
Net value change ($000)
+24,160 (13.0%)
New positions
3
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 3,619 17.0%
QQQ 3,468 27.7%
IWM 3,455 19.0%
IWR 2,185 33.0%
CWB 1,092 16.5%
EEM 1,026 19.0%
ICVT 955 18.9%
IJR 614 16.1%
VTIP 541 4.1%
VB 496 16.4%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,115 -15.9%
XOM -221 -19.4%
SUB -15 -0.3%
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