Baron Financial Group, LLC
CIK 1832093 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- SPY11.86%
- IWM10.31%
- QQQ7.62%
- VTIP6.55%
- IWR4.20%
- EFA3.69%
- CWB3.68%
- EEM3.06%
- VNQ2.91%
- ICVT2.87%
Share classes counted separately56.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDWeight decreased · -0.97 pp3.78% → 2.81%Shares -290 (-1.78%)
- QQQWeight increased · +0.88 pp6.74% → 7.62%Shares +24 (+0.11%)
- IWRWeight increased · +0.63 pp3.57% → 4.20%Shares +11.73K (+17.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $24.85M | 11.86% | 33.28K shares | 11.45% → 11.86%+0.41 pp +630 (+1.93%) | Added | ▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $21.61M | 10.31% | 71.92K shares | 9.79% → 10.31%+0.52 pp -1.28K (-1.75%) | Reduced | ▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $15.97M | 7.62% | 21.69K shares | 6.74% → 7.62%+0.88 pp +24 (+0.11%) | Added | ▾ |
| 04 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $13.73M | 6.55% | 273.38K shares | 7.11% → 6.55%-0.56 pp +9.29K (+3.52%) | Added | ▾ |
| 05 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $8.80M | 4.20% | 79.77K shares | 3.57% → 4.20%+0.63 pp +11.73K (+17.24%) | Added | ▾ |
| 06 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $7.74M | 3.69% | 74.53K shares | 3.92% → 3.69%-0.23 pp -247 (-0.33%) | Reduced | ▾ |
| 07 | CWBSS SPDR BB CONV SEC ETFST STR CONV ETF View history and evidence | $7.72M | 3.68% | 71.58K shares | 3.57% → 3.68%+0.11 pp -810 (-1.12%) | Reduced | ▾ |
| 08 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $6.42M | 3.06% | 93.83K shares | 2.91% → 3.06%+0.15 pp -1.14K (-1.20%) | Reduced | ▾ |
| 09 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $6.11M | 2.91% | 63.34K shares | 3.05% → 2.91%-0.14 pp -312 (-0.49%) | Reduced | ▾ |
| 10 | ICVTISHARES CONVERTIBLE BOND ETFCONV BD ETF View history and evidence | $6.02M | 2.87% | 49.45K shares | 2.73% → 2.87%+0.14 pp -310 (-0.62%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1832093 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 209565830
}Research all 56 reported holdings.
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