Baron Financial Group, LLC
All 13F Filings
- Location
- Fair Lawn, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 205,347
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 57 | 205,347 | 13F-HR | Baron Financial Group, LLC |
| Q2 2026 | 7/9/2026 | 56 | 209,566 | 13F-HR | Baron Financial Group, LLC |
| 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 | 8.195 K | 4.0% | 0 | 3.69 K | -3.69 K |
| ETFs | 196.7 K | 95.8% | 0 | 521 | -521 |
| Debt | 452 | 0.2% | 0 | 11 | -11 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
205,347
Holdings
57
QoQ value change ($000)
-4,219
(-2.0%)
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.