Baron Financial Group, LLC
CIK: 1832093SEC EDGAR →
Portfolio Value
$86.9B
Holdings
53
As of
Q1 2026
New Positions
53
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | 264,090 | $13.2B | 15.18% |
| 2 | ISHARES TR | 74,781 | $7.3B | 8.36% |
| 3 | SPDR SERIES TRUST | 72,386 | $6.6B | 7.62% |
| 4 | ISHARES TR | 68,036 | $6.6B | 7.61% |
| 5 | VANGUARD INDEX FDS | 63,655 | $5.6B | 6.50% |
| 6 | ISHARES TR | 94,971 | $5.4B | 6.21% |
| 7 | VANGUARD CHARLOTTE FDS | 111,972 | $5.4B | 6.19% |
| 8 | INVESCO EXCH TRADED FD TR II | 83,237 | $5.3B | 6.12% |
| 9 | AMPLIFY ETF TR | 105,559 | $4.7B | 5.45% |
| 10 | ISHARES TR | 100,242 | $4.6B | 5.33% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $86.3B | 99.3% |
| Unknown | 4 | $314.0M | 0.4% |
| Consumer Defensive | 1 | $291.1M | 0.3% |
| Technology | 4 | $3.3M | 0.0% |
| Energy | 1 | $1.1M | 0.0% |
| Healthcare | 1 | $285K | 0.0% |