Institutional Fund
Baron Financial Group, LLC
Fair Lawn, NJCIK 18320935 filings on record
Portfolio Value
$185.41M
Q1 2026
Holdings
53
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-0.6%
from $186.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr11.5%
- Ishares Tr9.8%
- Vanguard Malvern Fds7.1%
- Invesco Qqq Tr6.7%
- Ishares Tr3.9%
- Spdr Gold Tr3.8%
- Other57.2%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 32.7K | $21.23M | 11.5% | +504 | Added |
| 2 | Ishares Tr | 73.2K | $18.15M | 9.8% | −548 | Reduced |
| 3 | Vanguard Malvern Fds | 264.1K | $13.19M | 7.1% | +7.6K | Added |
| 4 | Invesco Qqq Tr | 21.7K | $12.51M | 6.7% | +233 | Added |
| 5 | Ishares Tr | 74.8K | $7.26M | 3.9% | −449 | Reduced |
| 6 | Spdr Gold Tr | 16.3K | $7.01M | 3.8% | −1.4K | Reduced |
| 7 | Spdr Series Trust | 72.4K | $6.62M | 3.6% | −115 | Reduced |
| 8 | Ishares Tr | 68.0K | $6.62M | 3.6% | +3.0K | Added |
| 9 | Vanguard Index Fds | 63.7K | $5.65M | 3.0% | +1.7K | Added |
| 10 | Ishares Tr | 95.0K | $5.39M | 2.9% | −2.4K | Reduced |
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