Baron Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$205,347
Net value change ($000)
-4,219 (-2.0%)
New positions
3
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 1,081 NEW
SPY 563 2.3%
MSFT 223 37.5%
ADP 217 NEW
XLV 211 NEW
IWR 202 2.3%
BWX 190 5.3%
AAPL 179 10.3%
GLD 135 2.3%
DIVO 131 2.7%
Top Reduces (Value $000, Stocks/ETFs)
IWM -2,015 -9.3%
XOM -917 -100.0%
NVDA -615 -100.0%
CWB -523 -6.8%
ICVT -476 -7.9%
IJR -467 -10.5%
VNQ -442 -7.2%
CGW -289 -5.3%
VB -282 -8.0%
ESGD -254 -8.2%
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