Investor
Baron Financial Group, LLC
CIK 0001832093 · filed 2026-04-09 · SEC filing
13F book
$185.4M
Positions
53
0 new · 4 sold
Largest name
11.5%
Spdr S&P 500 Etf Tr
Est. mark
−$580.6K
Price effect on 53 names still held. Flow −$521.3K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 32.7K | $21.2M | 11.5% | −$1.02M | Added−$687.5K |
| Ishares Tr | — | 73.2K | $18.2M | 9.8% | $134.7K | Cut−$213 |
| Vanguard Malvern Fds | — | 264.1K | $13.2M | 7.1% | $125.7K | Added$504.3K |
| Invesco Qqq Tr | — | 21.7K | $12.5M | 6.7% | −$796.3K | Added−$661.8K |
| Ishares Tr | — | 74.8K | $7.26M | 3.9% | $82.3K | Cut$39.1K |
| Spdr Gold Tr | — | 16.3K | $7.01M | 3.8% | $553.3K | Cut−$20.2K |
| Spdr Series Trust | — | 72.4K | $6.62M | 3.6% | $167.9K | Cut$157.7K |
| Ishares Tr | — | 68K | $6.62M | 3.6% | $62.4K | Added$356.7K |
| Vanguard Index Fds | — | 63.7K | $5.65M | 3.0% | $13.1K | Added$160.6K |
| Ishares Tr | — | 95K | $5.39M | 2.9% | $197.5K | Cut$69K |
| Vanguard Charlotte Fds | — | 112K | $5.38M | 2.9% | −$28.5K | Added$286.1K |
| Invesco Exch Traded Fd Tr Ii | — | 83.2K | $5.32M | 2.9% | $77.3K | Cut−$20.2K |
| Ishares Tr | — | 49.8K | $5.07M | 2.7% | $163.6K | Added$168K |
| Amplify Etf Tr | — | 105.6K | $4.73M | 2.6% | $36K | Added$150.9K |
| Ishares Tr | — | 100.2K | $4.63M | 2.5% | $78.2K | Cut−$4.21K |
| Ishares Tr | — | 40.9K | $4.36M | 2.4% | −$8.19K | Cut−$9.79K |
| Vanguard World Fd | — | 14.4K | $3.93M | 2.1% | −$224.2K | Cut−$230.5K |
| Ishares Tr | — | 30.7K | $3.81M | 2.1% | $126.7K | Cut$9.66K |
| New York Life Investments Et | — | 98.4K | $3.36M | 1.8% | $59K | Added$115K |
| Spdr Series Trust | — | 148.9K | $3.27M | 1.8% | −$76.9K | Added$280.2K |
| Ishares Tr | — | 7.38K | $3.15M | 1.7% | −$346K | Cut−$398.1K |
| Ishares Tr | — | 32.1K | $3.07M | 1.7% | $17K | Cut−$62.9K |
| Vanguard Index Fds | — | 11.6K | $3.03M | 1.6% | $44.8K | Added$117.6K |
| Spdr Index Shs Fds | — | 60.6K | $2.77M | 1.5% | $75.1K | Cut$60.9K |
| Ishares Inc | — | 39.1K | $2.73M | 1.5% | $98.9K | Cut−$116K |
| Ishares Tr | — | 11.2K | $2.4M | 1.3% | $37.4K | Cut−$7.79K |
| Spdr S&P Midcap 400 Etf Tr | — | 3.89K | $2.4M | 1.3% | $52.2K | Cut$14.8K |
| Invesco Exchange Traded Fd T | — | 18.6K | $2M | 1.1% | −$115.8K | Added−$114.8K |
| Ishares Inc | — | 42.6K | $1.94M | 1.0% | $55.4K | Cut−$71.2K |
| Vanguard Index Fds | — | 5.89K | $1.89M | 1.0% | −$85.1K | Cut−$109.3K |
| Ishares Tr | — | 22.8K | $1.54M | 0.8% | $34.9K | Cut−$9.25K |
| Apple Inc. | AAPL | 5.98K | $1.52M | 0.8% | −$108K | Cut−$591.3K |
| Exxon Mobil Corp | — | 6.71K | $1.14M | 0.6% | $331K | Held |
| Pacer Fds Tr | — | 23.9K | $746.5K | 0.4% | $44.8K | Added$248.9K |
| Select Sector Spdr Tr | — | 14.9K | $682.8K | 0.4% | $29.8K | Added$285.6K |
| Citigroup Inc | — | 5.7K | $646.4K | 0.3% | −$18.7K | Cut−$38.1K |
| International Business Machs | — | 2.66K | $645.4K | 0.3% | −$142.4K | Added−$137.8K |
| Microsoft Corp | MSFT | 1.61K | $595.4K | 0.3% | −$182.1K | Cut−$284.1K |
| Nvidia Corp | NVDA | 3.06K | $534.5K | 0.3% | −$37.1K | Cut−$92.5K |
| Vanguard Bd Index Fds | — | 5.99K | $469.3K | 0.3% | −$2.39K | Cut−$25.4K |
| Ares Capital Corp | ARCC | 26K | $468.1K | 0.3% | −$57.4K | Held |
| Vanguard Index Fds | — | 739 | $441.5K | 0.2% | −$10.9K | Added$206.6K |
| Vanguard World Fd | — | 628 | $438.2K | 0.2% | −$35.2K | Held |
| Ishares Tr | — | 1.5K | $361.2K | 0.2% | −$15.5K | Cut−$28K |
| Vanguard Specialized Funds | — | 1.37K | $294K | 0.2% | −$6.45K | Held |
| Ishares Tr | — | 3.25K | $293.9K | 0.2% | $3.47K | Cut−$1.45K |
| Colgate Palmolive Co | CL | 3.42K | $291.1K | 0.2% | $21.2K | Held |
| AbbVie Inc. | ABBV | 1.31K | $284.7K | 0.2% | −$14.4K | Held |
| First Tr Exchange Traded Fd | — | 1.59K | $260.9K | 0.1% | $15.5K | Added$36.9K |
| Ishares Tr | — | 2.42K | $256.9K | 0.1% | −$2.32K | Held |
| Jpmorgan Chase & Co. | — | 815 | $239.7K | 0.1% | −$22.9K | Held |
| Ishares Tr | — | 11.5K | $210.3K | 0.1% | $19.6K | Added$37.3K |
| Amplify Etf Tr | — | 12.9K | $191.8K | 0.1% | $12.7K | Added$31.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.