Baron Financial Group, LLC
All 13F Filings
- Location
- Fair Lawn, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 185,406
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 53 | 185,406 | 13F-HR | Baron Financial Group, LLC |
| Q4 2025 | 1/9/2026 | 57 | 186,508 | 13F-HR | Baron Financial Group, LLC |
| Q3 2025 | 10/8/2025 | 50 | 182,519 | 13F-HR | Baron Financial Group, LLC |
| Q2 2025 | 7/9/2025 | 49 | 170,424 | 13F-HR | Baron Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.73 K | 5.8% | 0 | 96.3 K | -96.3 K |
| ETFs | 174.2 K | 94.0% | 95.22 K | 0 | 95.22 K |
| Debt | 469 | 0.3% | 0 | 26 | -26 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
185,406
Holdings
53
QoQ value change ($000)
-1,102
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.