Baron Financial Group, LLC: 13F holdings
CIK 18320932026Q2
| Positions | 56 |
|---|
| Reported value | $209.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 56 (+3 vs prior quarter) |
|---|
| Reported value | $209.6m (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 33,282 | $24.9m | 11.9% |
| IWM ISHARES TR | 71,916 | $21.6m | 10.3% |
| QQQ INVESCO QQQ TR | 21,691 | $16.0m | 7.6% |
| VTIP VANGUARD MALVERN FDS | 273,385 | $13.7m | 6.6% |
| IWR ISHARES TR | 79,767 | $8.8m | 4.2% |
| EFA ISHARES TR | 74,534 | $7.7m | 3.7% |
| CWB SPDR SERIES TRUST | 71,576 | $7.7m | 3.7% |
| EEM ISHARES TR | 93,833 | $6.4m | 3.1% |
| VNQ VANGUARD INDEX FDS | 63,343 | $6.1m | 2.9% |
| ICVT ISHARES TR | 49,453 | $6.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1832093")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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