Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baron Financial Group, LLC (CIK 1832093) reported $209.6M across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($24.9M, 11.86%), IWM ($21.6M, 10.31%), QQQ ($16.0M, 7.62%), VTIP ($13.7M, 6.55%), IWR ($8.8M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $24.9M | 11.86% | 33,282 | Added |
| 2 | IWM | ISHARES TR | $21.6M | 10.31% | 71,916 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $16.0M | 7.62% | 21,691 | Added |
| 4 | VTIP | VANGUARD MALVERN FDS | $13.7M | 6.55% | 273,385 | Added |
| 5 | IWR | ISHARES TR | $8.8M | 4.20% | 79,767 | Added |
| 6 | EFA | ISHARES TR | $7.7M | 3.69% | 74,534 | Trimmed |
| 7 | CWB | SPDR SERIES TRUST | $7.7M | 3.68% | 71,576 | Trimmed |
| 8 | EEM | ISHARES TR | $6.4M | 3.06% | 93,833 | Trimmed |
| 9 | VNQ | VANGUARD INDEX FDS | $6.1M | 2.91% | 63,343 | Trimmed |
| 10 | ICVT | ISHARES TR | $6.0M | 2.87% | 49,453 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $5.9M | 2.81% | 15,992 | Trimmed |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $5.7M | 2.70% | 116,890 | Added |
| 13 | CGW | INVESCO EXCH TRADED FD TR II | $5.4M | 2.59% | 82,725 | Trimmed |
| 14 | IQLT | ISHARES TR | $4.9M | 2.36% | 99,720 | Trimmed |
| 15 | DIVO | AMPLIFY ETF TR | $4.9M | 2.33% | 107,039 | Added |
| 16 | IJR | ISHARES TR | $4.4M | 2.11% | 29,855 | Trimmed |
| 17 | SUB | ISHARES TR | $4.3M | 2.07% | 40,800 | Trimmed |
| 18 | VHT | VANGUARD WORLD FD | $4.1M | 1.98% | 13,870 | Trimmed |
| 19 | QAI | NEW YORK LIFE INVESTMENTS ET | $3.6M | 1.73% | 98,886 | Added |
| 20 | IWF | ISHARES TR | $3.6M | 1.72% | 29,072 | Added |
| 21 | BWX | SPDR SERIES TRUST | $3.6M | 1.70% | 164,521 | Added |
| 22 | VB | VANGUARD INDEX FDS | $3.5M | 1.68% | 11,614 | Added |
| 23 | IEMG | ISHARES INC | $3.1M | 1.49% | 37,692 | Trimmed |
| 24 | ESGD | ISHARES TR | $3.1M | 1.48% | 30,130 | Trimmed |
| 25 | SPDW | SPDR INDEX SHS FDS | $3.1M | 1.46% | 60,757 | Added |
Source: SEC Form 13F filings · as of 2026-06-30