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 $185.4M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($21.2M, 11.45%), IWM ($18.2M, 9.79%), VTIP ($13.2M, 7.11%), QQQ ($12.5M, 6.74%), EFA ($7.3M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $21.2M | 11.45% | 32,652 | Added |
| 2 | IWM | ISHARES TR | $18.2M | 9.79% | 73,195 | Trimmed |
| 3 | VTIP | VANGUARD MALVERN FDS | $13.2M | 7.11% | 264,090 | Added |
| 4 | QQQ | INVESCO QQQ TR | $12.5M | 6.74% | 21,667 | Added |
| 5 | EFA | ISHARES TR | $7.3M | 3.92% | 74,781 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $7.0M | 3.78% | 16,282 | Trimmed |
| 7 | CWB | SPDR SERIES TRUST | $6.6M | 3.57% | 72,386 | Trimmed |
| 8 | IWR | ISHARES TR | $6.6M | 3.57% | 68,036 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $5.6M | 3.05% | 63,655 | Added |
| 10 | EEM | ISHARES TR | $5.4M | 2.91% | 94,971 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $5.4M | 2.90% | 111,972 | Added |
| 12 | CGW | INVESCO EXCH TRADED FD TR II | $5.3M | 2.87% | 83,237 | Trimmed |
| 13 | ICVT | ISHARES TR | $5.1M | 2.73% | 49,763 | Added |
| 14 | DIVO | AMPLIFY ETF TR | $4.7M | 2.55% | 105,559 | Added |
| 15 | IQLT | ISHARES TR | $4.6M | 2.50% | 100,242 | Trimmed |
| 16 | SUB | ISHARES TR | $4.4M | 2.35% | 40,930 | Trimmed |
| 17 | VHT | VANGUARD WORLD FD | $3.9M | 2.12% | 14,444 | Trimmed |
| 18 | IJR | ISHARES TR | $3.8M | 2.06% | 30,683 | Trimmed |
| 19 | QAI | NEW YORK LIFE INVESTMENTS ET | $3.4M | 1.81% | 98,371 | Added |
| 20 | BWX | SPDR SERIES TRUST | $3.3M | 1.76% | 148,891 | Added |
| 21 | IWF | ISHARES TR | $3.1M | 1.70% | 7,378 | Trimmed |
| 22 | ESGD | ISHARES TR | $3.1M | 1.65% | 32,090 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $3.0M | 1.63% | 11,550 | Added |
| 24 | SPDW | SPDR INDEX SHS FDS | $2.8M | 1.49% | 60,578 | Trimmed |
| 25 | IEMG | ISHARES INC | $2.7M | 1.47% | 39,093 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31