Baron Financial Group, LLC holds a focused book of 56 stocks worth $209.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Growth ETF and trimmed Ishares Russell 2000 ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1832093/holdings"
Use Arkolith to show Baron Financial Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $24.9M | 33.3K | 11.9% | ▲+1.9% Added · +630 sh | |
| 2 | Ishares TR RUSSELL 2000 ETF | $21.6M | 71.9K | 10.3% | ▼−1.7% Reduced · −1K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $16.0M | 21.7K | 7.6% | ▲+0.1% Added · +24 sh | |
| 4 | Vanguard Malvern FDS STRM INFPROIDX | $13.7M | 273.4K | 6.6% | ▲+3.5% Added · +9K sh | |
| 5 | Ishares TR RUS MID CAP ETF | $8.8M | 79.8K | 4.2% | ▲+17% Added · +12K sh | |
| 6 | Ishares TR MSCI EAFE ETF | $7.7M | 74.5K | 3.7% | ▼−0.3% Reduced · −247 sh | |
| 7 | SPDR Series Trust ST STR CONV ETF | $7.7M | 71.6K | 3.7% | ▼−1.1% Reduced · −810 sh | |
| 8 | Ishares TR MSCI EMG MKT ETF | $6.4M | 93.8K | 3.1% | ▼−1.2% Reduced · −1K sh | |
| 9 | Vanguard Index FDS REAL ESTATE ETF | $6.1M | 63.3K | 2.9% | ▼−0.5% Reduced · −312 sh | |
| 10 | Ishares TR CONV BD ETF | $6.0M | 49.5K | 2.9% | ▼−0.6% Reduced · −310 sh | |
| 11 | SPDR Gold TR GOLD SHS | $5.9M | 16.0K | 2.8% | ▼−1.8% Reduced · −290 sh | |
| 12 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.7M | 116.9K | 2.7% | ▲+4.4% Added · +5K sh | |
| 13 | Invesco Exch Traded FD TR II S&P GBL WATER | $5.4M | 82.7K | 2.6% | ▼−0.6% Reduced · −512 sh | |
| 14 | Ishares TR MSCI INTL QUALTY | $4.9M | 99.7K | 2.4% | ▼−0.5% Reduced · −522 sh | |
| 15 | Amplify ETF TR CWP ENHANCED DIV | $4.9M | 107.0K | 2.3% | ▲+1.4% Added · +1K sh | |
| 16 | Ishares TR CORE S&P SCP ETF | $4.4M | 29.9K | 2.1% | ▼−2.7% Reduced · −828 sh | |
| 17 | Ishares TR SHRT NAT MUN ETF | $4.3M | 40.8K | 2.1% | ▼−0.3% Reduced · −130 sh | |
| 18 | Vanguard World FD HEALTH CAR ETF | $4.1M | 13.9K | 2.0% | ▼−4.0% Reduced · −574 sh | |
| 19 | New York Life Investments Et HEDGE MULTI STRA | $3.6M | 98.9K | 1.7% | ▲+0.5% Added · +515 sh | |
| 20 | Ishares TR RUS 1000 GRW ETF | $3.6M | 29.1K | 1.7% | ▲+294% Added · +22K sh | |
| 21 | SPDR Series Trust ST INTL BBG ETF | $3.6M | 164.5K | 1.7% | ▲+10% Added · +16K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $3.5M | 11.6K | 1.7% | ▲+0.6% Added · +64 sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $3.1M | 37.7K | 1.5% | ▼−3.6% Reduced · −1K sh | |
| 24 | Ishares TR ESG AW MSCI EAFE | $3.1M | 30.1K | 1.5% | ▼−6.1% Reduced · −2K sh | |
| 25 | SPDR Index SHS FDS ST STR PO EX ETF | $3.1M | 60.8K | 1.5% | ▲+0.3% Added · +179 sh | |
| 26 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.7M | 3.9K | 1.3% | ▼−0.2% Reduced · −7 sh | |
| 27 | Ishares TR RUS 1000 VAL ETF | $2.7M | 11.0K | 1.3% | ▼−2.0% Reduced · −225 sh | |
| 28 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $2.2M | 17.8K | 1.0% | ▼−4.3% Reduced · −800 sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.8K | 1.0% | ▼−1.4% Reduced · −81 sh | |
| 30 | Ishares Inc ESG AWR MSCI EM | $2.0M | 36.4K | 0.9% | ▼−15% Reduced · −6K sh | |
| 31 | Ishares TR CORE S&P MCP ETF | $1.8M | 23.3K | 0.9% | ▲+2.3% Added · +525 sh | |
| 32 | Apple Inc COM | $1.7M | 6.0K | 0.8% | ▲~0% Added · +2 sh | |
| 33 | Citigroup Inc COM NEW | $1.1M | 7.8K | 0.5% | ▲+37% Added · +2K sh | |
| 34 | Select Sector SPDR TR ST STR UTIL ETF | $1.0M | 22.2K | 0.5% | ▲+49% Added · +7K sh | |
| 35 | Exxon Mobil Corp COM | $917K | 6.7K | 0.4% | ▲~0% Added · +1 sh | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $913K | 1.3K | 0.4% | ▲+80% Added · +590 sh | |
| 37 | Pacer FDS TR DATA AND INFRAST | $849K | 26.7K | 0.4% | ▲+12% Added · +3K sh | |
| 38 | International Business Machs COM | $748K | 2.7K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 39 | Nvidia Corporation COM | $615K | 3.1K | 0.3% | ▲+0.3% Added · +9 sh | |
| 40 | Vanguard World FD INF TECH ETF | $600K | 5.0K | 0.3% | ▲+700% Added · +4K sh | |
| 41 | Microsoft Corp COM | $595K | 1.6K | 0.3% | ▼−0.9% Reduced · −14 sh | |
| 42 | Ishares TR MSCI USA MMENTM | $504K | 1.5K | 0.2% | ▼−2.3% Reduced · −35 sh | |
| 43 | Ares Capital Corp COM | $481K | 26.0K | 0.2% | —Held | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $463K | 5.9K | 0.2% | ▼−0.8% Reduced · −45 sh | |
| 45 | Abbvie Inc COM | $329K | 1.3K | 0.2% | —Held | |
| 46 | First TR Exchange-Traded FD NASDQ CLN EDGE | $327K | 1.7K | 0.2% | ▲+7.0% Added · +112 sh | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $323K | 1.4K | 0.2% | —Held | |
| 48 | Colgate Palmolive Co COM | $313K | 3.4K | 0.1% | —Held | |
| 49 | Ishares TR CORE MSCI EAFE | $312K | 3.2K | 0.1% | ▼−0.5% Reduced · −15 sh | |
| 50 | JPMorgan Chase & Co COM | $267K | 815 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 56 | $209.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 53 | $185.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 57 | $186.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 50 | $182.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 49 | $170.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 47 | $159.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 50 | $161.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 47 | $163.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.