Baron Financial Group, LLC ETF holdings
Fair Lawn, NJ
Reported $202.5M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$202.5M
ETFs held
46
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
96.6%
of $209.6M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $24.9M | 33,282 | +630 shares |
| IWM | iShares Russell 2000 ETF | $21.6M | 71,916 | −1,279 shares |
| QQQ | Invesco QQQ Trust | $16.0M | 21,691 | +24 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $13.7M | 273,385 | +9,295 shares |
| IWR | iShares Russell Mid-Cap ETF | $8.8M | 79,767 | +11,731 shares |
| EFA | iShares MSCI EAFE ETF | $7.7M | 74,534 | −247 shares |
| CWB | State Street SPDR Bloomberg Convertible Securities ETF | $7.7M | 71,576 | −810 shares |
| EEM | iShares MSCI Emerging Markets ETF | $6.4M | 93,833 | −1,138 shares |
| VNQ | Vanguard Real Estate ETF | $6.1M | 63,343 | −312 shares |
| ICVT | iShares Convertible Bond ETF | $6.0M | 49,453 | −310 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001832093. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Baron Financial Group, LLC own?
Baron Financial Group, LLC reported 46 ETF positions worth $202.5M in its Form 13F for June 30, 2026. The largest was SPY, at $24.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.