Baron Financial Group, LLC - Portfolio overview

Baron Financial Group, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 11.41%
2. IWM - ISHARES TR, 9.75%
3. VTIP - VANGUARD MALVERN FDS, 7.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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