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The Analysis of Baron Financial Group, LLC's Holdings & P&L

Currently, Baron Financial Group, LLC holds 53 types of securities in its portfolio with a total value $185.4M. In the most recent quarter, they have increased their positions in VTIP (+7.6K shares, valued at $378.6K), BWX (+16.3K shares, valued at $357.1K), SPY (+504 shares, valued at $327.8K); decreased their positions in GLD (-1.4K shares, valued at $622.6K), AAPL (-1.8K shares, valued at $451.3K), IEMG (-3.2K shares, valued at $223.0K).

1M P&L

-5.6M-3.01%

3M P&L

-6.7M-3.58%

HY P&L

+3.5M+2.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A166.1M

96.7%

2Consumer Electronics1.5M

0.9%

3Oil & Gas Integrated1.1M

0.7%

Top Industries by Stock Count

1N/A41 stocks

82.0%

2Drug Manufacturers - General1 stocks

2.0%

3Consumer Electronics1 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T32.7K shares1.57%2026-03-312026-04-09

IWM ISHARES TR73.2K shares-0.74%2026-03-312026-04-09

VTIP VANGUARD MALVERN FDS264.1K shares2.96%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR21.7K shares1.09%2026-03-312026-04-09

EFA ISHARES TR74.8K shares-0.60%2026-03-312026-04-09

GLD SPDR GOLD TR16.3K shares-8.16%2026-03-312026-04-09

CWB SPDR SERIES TRUST72.4K shares-0.16%2026-03-312026-04-09

IWR ISHARES TR68.0K shares4.66%2026-03-312026-04-09

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VNQ VANGUARD INDEX FDS63.7K shares2.68%2026-03-312026-04-09

EEM ISHARES TR95.0K shares-2.41%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS112.0K shares6.21%2026-03-312026-04-09

CGW INVESCO EXCH TRADED FD TR II83.2K shares-1.83%2026-03-312026-04-09

ICVT ISHARES TR49.8K shares0.09%2026-03-312026-04-09

DIVO AMPLIFY ETF TR105.6K shares2.49%2026-03-312026-04-09

IQLT ISHARES TR100.2K shares-1.78%2026-03-312026-04-09

SUB ISHARES TR40.9K shares-0.04%2026-03-312026-04-09

Sponsored

VHT VANGUARD WORLD FD14.4K shares-0.15%2026-03-312026-04-09

IJR ISHARES TR30.7K shares-3.08%2026-03-312026-04-09

QAI NEW YORK LIFE INVESTMENTS ET98.4K shares1.70%2026-03-312026-04-09

BWX SPDR SERIES TRUST148.9K shares12.27%2026-03-312026-04-09

IWF ISHARES TR7.4K shares-1.47%2026-03-312026-04-09

ESGD ISHARES TR32.1K shares-2.55%2026-03-312026-04-09

VB VANGUARD INDEX FDS11.6K shares2.47%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS60.6K shares-0.53%2026-03-312026-04-09

Sponsored

IEMG ISHARES INC39.1K shares-7.56%2026-03-312026-04-09

IWD ISHARES TR11.2K shares-1.88%2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 403.9K shares-1.57%2026-03-312026-04-09

SPGP INVESCO EXCHANGE TRADED FD T18.6K shares0.05%2026-03-312026-04-09

ESGE ISHARES INC42.6K shares-6.31%2026-03-312026-04-09

VTI VANGUARD INDEX FDS5.9K shares-1.21%2026-03-312026-04-09

IJH ISHARES TR22.8K shares-2.85%2026-03-312026-04-09

AAPL APPLE INC6.0K shares-22.91%2026-03-312026-04-09

Sponsored

XOM EXXON MOBIL CORP6.7K shares0.00%2026-03-312026-04-09

SRVR PACER FDS TR23.9K shares37.61%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR14.9K shares59.91%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC5.7K shares-2.83%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS2.7K shares0.72%2026-03-312026-04-09

MSFT MICROSOFT CORP1.6K shares-11.60%2026-03-312026-04-09

NVDA NVIDIA CORPORATION3.1K shares-8.83%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS6.0K shares-4.65%2026-03-312026-04-09

Sponsored

ARCC ARES CAPITAL CORP26.0K shares0.00%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS739 shares97.07%2026-03-312026-04-09

VGT VANGUARD WORLD FD628 shares0.00%2026-03-312026-04-09

MTUM ISHARES TR1.5K shares-3.22%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-04-09

IEFA ISHARES TR3.2K shares-1.67%2026-03-312026-04-09

CL COLGATE PALMOLIVE CO3.4K shares0.00%2026-03-312026-04-09

ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-04-09

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD1.6K shares8.95%2026-03-312026-04-09

MUB ISHARES TR2.4K shares0.00%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO815 shares0.00%2026-03-312026-04-09

ICLN ISHARES TR11.5K shares9.21%2026-03-312026-04-09

BATT AMPLIFY ETF TR12.9K shares10.89%2026-03-312026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

1.57%

Shares32.7K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

-0.74%

Shares73.2K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

2.96%

Shares264.1K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

1.09%

Shares21.7K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

-0.60%

Shares74.8K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-8.16%

Shares16.3K

Event2026-03-31

Filed2026-04-09

CWB

SPDR SERIES TRUST

-0.16%

Shares72.4K

Event2026-03-31

Filed2026-04-09

IWR

ISHARES TR

4.66%

Shares68.0K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

2.68%

Shares63.7K

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

-2.41%

Shares95.0K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

6.21%

Shares112.0K

Event2026-03-31

Filed2026-04-09

CGW

INVESCO EXCH TRADED FD TR II

-1.83%

Shares83.2K

Event2026-03-31

Filed2026-04-09

ICVT

ISHARES TR

0.09%

Shares49.8K

Event2026-03-31

Filed2026-04-09

DIVO

AMPLIFY ETF TR

2.49%

Shares105.6K

Event2026-03-31

Filed2026-04-09

IQLT

ISHARES TR

-1.78%

Shares100.2K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TR

-0.04%

Shares40.9K

Event2026-03-31

Filed2026-04-09

VHT

VANGUARD WORLD FD

-0.15%

Shares14.4K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-3.08%

Shares30.7K

Event2026-03-31

Filed2026-04-09

QAI

NEW YORK LIFE INVESTMENTS ET

1.70%

Shares98.4K

Event2026-03-31

Filed2026-04-09

BWX

SPDR SERIES TRUST

12.27%

Shares148.9K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-1.47%

Shares7.4K

Event2026-03-31

Filed2026-04-09

ESGD

ISHARES TR

-2.55%

Shares32.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

2.47%

Shares11.6K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

-0.53%

Shares60.6K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-7.56%

Shares39.1K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-1.88%

Shares11.2K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

-1.57%

Shares3.9K

Event2026-03-31

Filed2026-04-09

SPGP

INVESCO EXCHANGE TRADED FD T

0.05%

Shares18.6K

Event2026-03-31

Filed2026-04-09

ESGE

ISHARES INC

-6.31%

Shares42.6K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-1.21%

Shares5.9K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-2.85%

Shares22.8K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-22.91%

Shares6.0K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-09

SRVR

PACER FDS TR

37.61%

Shares23.9K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

59.91%

Shares14.9K

Event2026-03-31

Filed2026-04-09

CITIGROUP INC

-2.83%

Shares5.7K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

0.72%

Shares2.7K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-11.60%

Shares1.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-8.83%

Shares3.1K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

-4.65%

Shares6.0K

Event2026-03-31

Filed2026-04-09

ARCC

ARES CAPITAL CORP

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

97.07%

Shares739

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

0.00%

Shares628

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

-3.22%

Shares1.5K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

-1.67%

Shares3.2K

Event2026-03-31

Filed2026-04-09

COLGATE PALMOLIVE CO

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

GRID

FIRST TR EXCHANGE-TRADED FD

8.95%

Shares1.6K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

0.00%

Shares815

Event2026-03-31

Filed2026-04-09

ICLN

ISHARES TR

9.21%

Shares11.5K

Event2026-03-31

Filed2026-04-09

BATT

AMPLIFY ETF TR

10.89%

Shares12.9K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available