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Baron Financial Group, LLC

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13F filer, CIK 1832093, Fair Lawn, NJ

Baron Financial Group, LLC reported $185,405,870 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 55.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000326

Period
2026-03-31
Reported value
$185M
Holdings
53
Top 10 weight
55.9%
New
0
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIPadded+7,580$379K
BWXadded+16,270$357K
SPYadded+504$328K
BNDXadded+6,547$315K
IWRadded+3,027$294K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLDreduced-1,447-$623K
AAPLreduced-1,778-$451K
VEAexited-4,275-$267K
VUGexited-499-$243K
IEMGreduced-3,197-$223K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000326, largest first. % of portfolio is the value over $185,405,870, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,457 shares; 2025Q1: 32,519 shares; 2025Q2: 32,645 shares; 2025Q3: 32,709 shares; 2025Q4: 32,148 shares; 2026Q1: 32,652 shares 32,652$21.2M11.45%+504Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,620 shares; 2025Q1: 74,133 shares; 2025Q2: 74,289 shares; 2025Q3: 74,035 shares; 2025Q4: 73,743 shares; 2026Q1: 73,195 shares 73,195$18.2M9.79%-548Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,890 shares; 2025Q1: 262,175 shares; 2025Q2: 259,940 shares; 2025Q3: 260,035 shares; 2025Q4: 256,510 shares; 2026Q1: 264,090 shares 264,090$13.2M7.11%+7,580Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,075 shares; 2025Q1: 21,933 shares; 2025Q2: 21,864 shares; 2025Q3: 21,919 shares; 2025Q4: 21,434 shares; 2026Q1: 21,667 shares 21,667$12.5M6.74%+233Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,556 shares; 2025Q1: 76,574 shares; 2025Q2: 75,345 shares; 2025Q3: 75,364 shares; 2025Q4: 75,230 shares; 2026Q1: 74,781 shares 74,781$7.26M3.92%-449Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,735 shares; 2025Q1: 22,373 shares; 2025Q2: 20,731 shares; 2025Q3: 19,367 shares; 2025Q4: 17,729 shares; 2026Q1: 16,282 shares 16,282$7.01M3.78%-1,447Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,900 shares; 2025Q1: 74,773 shares; 2025Q2: 73,673 shares; 2025Q3: 73,566 shares; 2025Q4: 72,501 shares; 2026Q1: 72,386 shares 72,386$6.62M3.57%-115Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,700 shares; 2025Q1: 58,129 shares; 2025Q2: 61,455 shares; 2025Q3: 62,434 shares; 2025Q4: 65,009 shares; 2026Q1: 68,036 shares 68,036$6.62M3.57%+3,027Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,681 shares; 2025Q1: 58,835 shares; 2025Q2: 58,615 shares; 2025Q3: 59,239 shares; 2025Q4: 61,992 shares; 2026Q1: 63,655 shares 63,655$5.65M3.05%+1,663Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,439 shares; 2025Q1: 100,519 shares; 2025Q2: 99,374 shares; 2025Q3: 99,331 shares; 2025Q4: 97,321 shares; 2026Q1: 94,971 shares 94,971$5.39M2.91%-2,350Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,335 shares; 2025Q1: 94,335 shares; 2025Q2: 96,655 shares; 2025Q3: 98,055 shares; 2025Q4: 105,425 shares; 2026Q1: 111,972 shares 111,972$5.38M2.9%+6,547Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,688 shares; 2025Q1: 91,112 shares; 2025Q2: 88,817 shares; 2025Q3: 87,320 shares; 2025Q4: 84,785 shares; 2026Q1: 83,237 shares 83,237$5.32M2.87%-1,548Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,818 shares; 2025Q1: 49,071 shares; 2025Q2: 49,381 shares; 2025Q3: 50,035 shares; 2025Q4: 49,720 shares; 2026Q1: 49,763 shares 49,763$5.07M2.73%+43Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,720 shares; 2025Q1: 97,847 shares; 2025Q2: 99,412 shares; 2025Q3: 101,529 shares; 2025Q4: 102,999 shares; 2026Q1: 105,559 shares 105,559$4.73M2.55%+2,560Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,205 shares; 2025Q1: 106,054 shares; 2025Q2: 104,619 shares; 2025Q3: 104,110 shares; 2025Q4: 102,055 shares; 2026Q1: 100,242 shares 100,242$4.63M2.5%-1,813Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,890 shares; 2025Q1: 39,875 shares; 2025Q2: 39,210 shares; 2025Q3: 39,095 shares; 2025Q4: 40,945 shares; 2026Q1: 40,930 shares 40,930$4.36M2.35%-15Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,162 shares; 2025Q1: 15,164 shares; 2025Q2: 15,064 shares; 2025Q3: 14,856 shares; 2025Q4: 14,466 shares; 2026Q1: 14,444 shares 14,444$3.93M2.12%-22Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,244 shares; 2025Q1: 34,684 shares; 2025Q2: 33,944 shares; 2025Q3: 33,453 shares; 2025Q4: 31,657 shares; 2026Q1: 30,683 shares 30,683$3.81M2.06%-974Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,968 shares; 2025Q1: 93,398 shares; 2025Q2: 93,788 shares; 2025Q3: 95,316 shares; 2025Q4: 96,731 shares; 2026Q1: 98,371 shares 98,371$3.36M1.81%+1,640Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,801 shares; 2025Q1: 107,056 shares; 2025Q2: 112,126 shares; 2025Q3: 121,381 shares; 2025Q4: 132,621 shares; 2026Q1: 148,891 shares 148,891$3.27M1.76%+16,270Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,270 shares; 2025Q1: 7,914 shares; 2025Q2: 7,751 shares; 2025Q3: 7,578 shares; 2025Q4: 7,488 shares; 2026Q1: 7,378 shares 7,378$3.15M1.7%-110Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,013 shares; 2025Q1: 33,921 shares; 2025Q2: 33,161 shares; 2025Q3: 33,075 shares; 2025Q4: 32,930 shares; 2026Q1: 32,090 shares 32,090$3.07M1.65%-840Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,506 shares; 2025Q1: 7,730 shares; 2025Q2: 9,918 shares; 2025Q3: 11,020 shares; 2025Q4: 11,272 shares; 2026Q1: 11,550 shares 11,550$3.03M1.63%+278Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,793 shares; 2025Q1: 63,623 shares; 2025Q2: 61,738 shares; 2025Q3: 61,568 shares; 2025Q4: 60,898 shares; 2026Q1: 60,578 shares 60,578$2.77M1.49%-320Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,766 shares; 2025Q1: 45,427 shares; 2025Q2: 44,927 shares; 2025Q3: 44,035 shares; 2025Q4: 42,290 shares; 2026Q1: 39,093 shares 39,093$2.73M1.47%-3,197Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,119 shares; 2025Q1: 11,904 shares; 2025Q2: 11,779 shares; 2025Q3: 11,611 shares; 2025Q4: 11,456 shares; 2026Q1: 11,241 shares 11,241$2.4M1.3%-215Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,154 shares; 2025Q1: 4,131 shares; 2025Q2: 4,007 shares; 2025Q3: 3,958 shares; 2025Q4: 3,949 shares; 2026Q1: 3,887 shares 3,887$2.4M1.29%-62Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,232 shares; 2025Q1: 18,335 shares; 2025Q2: 18,640 shares; 2025Q3: 18,610 shares; 2025Q4: 18,565 shares; 2026Q1: 18,575 shares 18,575$2M1.08%+10Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,223 shares; 2025Q1: 46,665 shares; 2025Q2: 46,255 shares; 2025Q3: 46,337 shares; 2025Q4: 45,452 shares; 2026Q1: 42,586 shares 42,586$1.94M1.04%-2,866Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,285 shares; 2025Q1: 6,235 shares; 2025Q2: 6,090 shares; 2025Q3: 5,999 shares; 2025Q4: 5,959 shares; 2026Q1: 5,887 shares 5,887$1.89M1.02%-72Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,765 shares; 2025Q1: 25,362 shares; 2025Q2: 24,842 shares; 2025Q3: 24,632 shares; 2025Q4: 23,481 shares; 2026Q1: 22,812 shares 22,812$1.54M0.83%-669Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,901 shares; 2025Q1: 5,993 shares; 2025Q2: 5,715 shares; 2025Q3: 7,422 shares; 2025Q4: 7,762 shares; 2026Q1: 5,984 shares 5,984$1.52M0.82%-1,778Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares; 2025Q4: 6,710 shares; 2026Q1: 6,710 shares 6,710$1.14M0.61%0Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 17,375 shares; 2026Q1: 23,910 shares 23,910$746K0.4%+6,535Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,305 shares; 2026Q1: 14,880 shares 14,880$683K0.37%+5,575Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,866 shares; 2026Q1: 5,700 shares 5,700$646K0.35%-166Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,349 shares; 2025Q1: 2,753 shares; 2025Q2: 2,756 shares; 2025Q3: 2,659 shares; 2025Q4: 2,644 shares; 2026Q1: 2,663 shares 2,663$645K0.35%+19Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,851 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,819 shares; 2026Q1: 1,608 shares 1,608$595K0.32%-211Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares; 2026Q1: 3,065 shares 3,065$535K0.29%-297Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,385 shares; 2025Q1: 6,355 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 6,277 shares; 2026Q1: 5,985 shares 5,985$469K0.25%-292Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,307 shares; 2025Q1: 19,581 shares; 2025Q2: 19,862 shares; 2025Q3: 25,977 shares; 2025Q4: 25,977 shares; 2026Q1: 25,977 shares 25,977$468K0.25%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 739 shares 739$442K0.24%+364Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628$438K0.24%0Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,936 shares; 2025Q1: 1,735 shares; 2025Q2: 1,675 shares; 2025Q3: 1,575 shares; 2025Q4: 1,555 shares; 2026Q1: 1,505 shares 1,505$361K0.19%-50Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares 1,367$294K0.16%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,236 shares; 2025Q1: 3,311 shares; 2025Q2: 3,429 shares; 2025Q3: 3,316 shares; 2025Q4: 3,301 shares; 2026Q1: 3,246 shares 3,246$294K0.16%-55Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,465 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,415 shares 3,415$291K0.16%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309$285K0.15%0Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,595 shares 1,595$261K0.14%+131Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,465 shares; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares 2,420$257K0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815$240K0.13%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,530 shares; 2026Q1: 11,500 shares 11,500$210K0.11%+970Timeline
BATTAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,615 shares; 2026Q1: 12,880 shares 12,880$192K0.1%+1,265Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VEAVANGUARD TAX-MANAGED FDS4,275$267Kshares
VUGVANGUARD INDEX FDS499$243Kshares
ADPAUTOMATIC DATA PROCESSING IN848$218Kshares
DSIISHARES TR1,565$202Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000326 base2026-04-09acceptance time not in the bulk data set