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CIK: 0001832093
Total reported value
$205.3M
$205.3M
53 檔
35.2%
At the close of Q1 2026, Baron Financial Group, LLC disclosed equity holdings valued at approximately $205.3M, spread across 53 reported holdings.
In Q1 2026, Baron Financial Group, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.45% | +0.52% | +1.57% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.79% | -0.77% | -0.74% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.11% | +0.18% | +2.96% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.74% | +0.18% | +1.09% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.92% | +0.06% | -0.60% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.78% | +0.12% | -8.16% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.57% | -0.18% | -0.16% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.57% | +0.18% | +4.66% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.05% | -0.15% | +2.68% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.91% | -0.02% | -2.41% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.90% | +0.08% | +6.21% | |
| 12 | CGW | Invesco S&p Global Water Ind | ETF-Other | 2.87% | -0.08% | -1.83% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.73% | -0.17% | +0.09% | |
| 14 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.55% | +0.12% | +2.49% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 2.50% | +0.03% | -1.78% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 2.35% | — | -0.04% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 2.12% | +0.02% | -0.15% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.06% | -0.18% | -3.08% | |
| 19 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.81% | +0.01% | +1.70% | |
| 20 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.76% | +0.13% | +12.27% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.70% | +0.05% | -1.47% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.65% | -0.09% | -2.55% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | -0.10% | +2.47% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.49% | +0.03% | -0.53% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.47% | — | -7.56% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.30% | +0.03% | -1.88% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.29% | -0.06% | -1.57% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.08% | -0.04% | +0.05% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.04% | -0.06% | -6.31% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.01% | -1.21% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | -2.85% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.10% | -22.91% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.44% | EXIT | |
| 34 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.40% | — | +37.61% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.37% | -0.02% | +59.91% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.35% | -0.03% | -2.83% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | -0.07% | +0.72% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | +0.12% | -11.60% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | -0.29% | EXIT | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | -4.65% | |
| 41 | ARCC | Ares Capital CORP | Stock-Financials | 0.25% | +0.01% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.04% | +97.07% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.02% | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.19% | -0.03% | -3.22% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | +0.01% | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | -1.67% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.16% | -0.01% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.01% | — | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.14% | +0.01% | +8.95% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Baron Financial Group, LLC reported a total U.S. public equity portfolio value of $205.3M across 53 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IWM, VTIP) accounted for 35.2% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VEA
前期市值: $267.1K
During Q1 2026, Baron Financial Group, LLC's top holdings by market value included SPY (11.4%)、IWM (9.8%)、VTIP (7.1%). The largest single position, SPY, represented 11.4% of total portfolio value.
In Q1 2026, Baron Financial Group, LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 26 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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