Baron Financial Group, LLC Diversified Active

Name: Baron Financial Group, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Baron Financial Group, LLC
Published: 2026-07-09

Location: Fair Lawn, NJ

CIK: 0001832093 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 9, 2026

Total Value: $210M (100.0% shares, 0.0% debt)

Holdings (56)

New Positions (3)

VUG VANGUARD INDEX FDS 0.1%

Value $210K Shares 2,436 Est. Cost $86.14 Unrealized —

DSI ISHARES TR 0.1%

Value $209K Shares 1,465 Est. Cost $142.39 Unrealized —

IVW ISHARES TR 0.1%

Value $207K Shares 1,502 Est. Cost $137.49 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VUG	VANGUARD INDEX FDS	2,436	$210K	0.1%	$86.14	—	GROWTH ETF	922908736
DSI	ISHARES TR	1,465	$209K	0.1%	$142.39	—	ESG MSCI KLD ETF	464288570
IVW	ISHARES TR	1,502	$207K	0.1%	$137.49	—	S&P 500 GRWT ETF	464287309

Increased Positions (16)

SPY STATE STR SPDR S&P 500 ETF T 11.9%

Value $24.85M (+17.0%) Shares 33,282 (+1.9%) Est. Cost $304516.22 Unrealized —

IWR ISHARES TR 4.2%

Value $8.8M (+33.0%) Shares 79,767 (+17.2%) Est. Cost $76.49 Unrealized —

VTIP VANGUARD MALVERN FDS 6.6%

Value $13.73M (+4.1%) Shares 273,385 (+3.5%) Est. Cost $48483.84 Unrealized —

VOO VANGUARD INDEX FDS 0.4%

Value $913K (+106.7%) Shares 1,329 (+79.8%) Est. Cost $645.38 Unrealized —

IWF ISHARES TR 1.7%

Value $3.61M (+14.7%) Shares 29,072 (+294.0%) Est. Cost $55135.81 Unrealized —

C CITIGROUP INC 0.5%

Value $1.093M (+69.1%) Shares 7,809 (+37.0%) Est. Cost $113.45 Unrealized —

XLU SELECT SECTOR SPDR TR 0.5%

Value $1.007M (+47.5%) Shares 22,212 (+49.3%) Est. Cost $44.37 Unrealized —

BWX SPDR SERIES TRUST 1.7%

Value $3.567M (+9.1%) Shares 164,521 (+10.5%) Est. Cost $15456.17 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 2.7%

Value $5.661M (+5.2%) Shares 116,890 (+4.4%) Est. Cost $49.01 Unrealized —

IJH ISHARES TR 0.9%

Value $1.8M (+16.8%) Shares 23,337 (+2.3%) Est. Cost $35448.18 Unrealized —

VGT VANGUARD WORLD FD 0.3%

Value $600K (+37.0%) Shares 5,024 (+700.0%) Est. Cost $36609.25 Unrealized —

DIVO AMPLIFY ETF TR 2.3%

Value $4.892M (+3.3%) Shares 107,039 (+1.4%) Est. Cost $38.26 Unrealized —

SRVR PACER FDS TR 0.4%

Value $849K (+13.7%) Shares 26,713 (+11.7%) Est. Cost $30.69 Unrealized —

GRID FIRST TR EXCHANGE-TRADED FD 0.2%

Value $327K (+25.5%) Shares 1,707 (+7.0%) Est. Cost $156.37 Unrealized —

ICLN ISHARES TR 0.1%

Value $253K (+20.4%) Shares 12,355 (+7.4%) Est. Cost $16.86 Unrealized —

BATT AMPLIFY ETF TR 0.1%

Value $214K (+11.6%) Shares 13,925 (+8.1%) Est. Cost $14.02 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	STATE STR SPDR S&P 500 ETF T	33,282 (+1.9%)	$24.85M (+17.0%)	11.9%	$304516.22	—	TR UNIT	78462F103
IWR	ISHARES TR	79,767 (+17.2%)	$8.8M (+33.0%)	4.2%	$76.49	—	RUS MID CAP ETF	464287499
VTIP	VANGUARD MALVERN FDS	273,385 (+3.5%)	$13.73M (+4.1%)	6.6%	$48483.84	—	STRM INFPROIDX	922020805
VOO	VANGUARD INDEX FDS	1,329 (+79.8%)	$913K (+106.7%)	0.4%	$645.38	—	S&P 500 ETF SHS	922908363
IWF	ISHARES TR	29,072 (+294.0%)	$3.61M (+14.7%)	1.7%	$55135.81	—	RUS 1000 GRW ETF	464287614
C	CITIGROUP INC	7,809 (+37.0%)	$1.093M (+69.1%)	0.5%	$113.45	—	COM NEW	172967424
XLU	SELECT SECTOR SPDR TR	22,212 (+49.3%)	$1.007M (+47.5%)	0.5%	$44.37	—	ST STR UTIL ETF	81369Y886
BWX	SPDR SERIES TRUST	164,521 (+10.5%)	$3.567M (+9.1%)	1.7%	$15456.17	—	ST INTL BBG ETF	78464A516
BNDX	VANGUARD CHARLOTTE FDS	116,890 (+4.4%)	$5.661M (+5.2%)	2.7%	$49.01	—	TOTAL INT BD ETF	92203J407
IJH	ISHARES TR	23,337 (+2.3%)	$1.8M (+16.8%)	0.9%	$35448.18	—	CORE S&P MCP ETF	464287507
VGT	VANGUARD WORLD FD	5,024 (+700.0%)	$600K (+37.0%)	0.3%	$36609.25	—	INF TECH ETF	92204A702
DIVO	AMPLIFY ETF TR	107,039 (+1.4%)	$4.892M (+3.3%)	2.3%	$38.26	—	CWP ENHANCED DIV	032108409
SRVR	PACER FDS TR	26,713 (+11.7%)	$849K (+13.7%)	0.4%	$30.69	—	DATA AND INFRAST	69374H741
GRID	FIRST TR EXCHANGE-TRADED FD	1,707 (+7.0%)	$327K (+25.5%)	0.2%	$156.37	—	NASDQ CLN EDGE	33737A108
ICLN	ISHARES TR	12,355 (+7.4%)	$253K (+20.4%)	0.1%	$16.86	—	GL CLEAN ENE ETF	464288224
BATT	AMPLIFY ETF TR	13,925 (+8.1%)	$214K (+11.6%)	0.1%	$14.02	—	AMPLIFY LITHIUM	032108805

Decreased Positions (13)

IWM ISHARES TR 10.3%

Value $21.61M (+19.0%) Shares 71,916 (-1.7%) Est. Cost $148594.92 Unrealized —

GLD SPDR GOLD TR 2.8%

Value $5.891M (-15.9%) Shares 15,992 (-1.8%) Est. Cost $174714.40 Unrealized —

CWB SPDR SERIES TRUST 3.7%

Value $7.717M (+16.5%) Shares 71,576 (-1.1%) Est. Cost $69328.03 Unrealized —

EEM ISHARES TR 3.1%

Value $6.419M (+19.0%) Shares 93,833 (-1.2%) Est. Cost $39603.01 Unrealized —

IJR ISHARES TR 2.1%

Value $4.428M (+16.1%) Shares 29,855 (-2.7%) Est. Cost $74508.48 Unrealized —

IEMG ISHARES INC 1.5%

Value $3.122M (+14.5%) Shares 37,692 (-3.6%) Est. Cost $34592.94 Unrealized —

IWD ISHARES TR 1.3%

Value $2.671M (+11.2%) Shares 11,016 (-2.0%) Est. Cost $118130.15 Unrealized —

VTI VANGUARD INDEX FDS 1.0%

Value $2.148M (+13.8%) Shares 5,806 (-1.4%) Est. Cost $159473.98 Unrealized —

VHT VANGUARD WORLD FD 2.0%

Value $4.147M (+5.4%) Shares 13,870 (-4.0%) Est. Cost $187932.42 Unrealized —

SPGP INVESCO EXCHANGE TRADED FD T 1.0%

Value $2.174M (+8.7%) Shares 17,775 (-4.3%) Est. Cost $87.57 Unrealized —

MTUM ISHARES TR 0.2%

Value $504K (+39.5%) Shares 1,470 (-2.3%) Est. Cost $144959.20 Unrealized —

ESGE ISHARES INC 0.9%

Value $1.989M (+2.7%) Shares 36,366 (-14.6%) Est. Cost $33299.59 Unrealized —

ESGD ISHARES TR 1.5%

Value $3.098M (+1.0%) Shares 30,130 (-6.1%) Est. Cost $65105.48 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWM	ISHARES TR	71,916 (-1.7%)	$21.61M (+19.0%)	10.3%	$148594.92	—	RUSSELL 2000 ETF	464287655
GLD	SPDR GOLD TR	15,992 (-1.8%)	$5.891M (-15.9%)	2.8%	$174714.40	—	GOLD SHS	78463V107
CWB	SPDR SERIES TRUST	71,576 (-1.1%)	$7.717M (+16.5%)	3.7%	$69328.03	—	ST STR CONV ETF	78464A359
EEM	ISHARES TR	93,833 (-1.2%)	$6.419M (+19.0%)	3.1%	$39603.01	—	MSCI EMG MKT ETF	464287234
IJR	ISHARES TR	29,855 (-2.7%)	$4.428M (+16.1%)	2.1%	$74508.48	—	CORE S&P SCP ETF	464287804
IEMG	ISHARES INC	37,692 (-3.6%)	$3.122M (+14.5%)	1.5%	$34592.94	—	CORE MSCI EMKT	46434G103
IWD	ISHARES TR	11,016 (-2.0%)	$2.671M (+11.2%)	1.3%	$118130.15	—	RUS 1000 VAL ETF	464287598
VTI	VANGUARD INDEX FDS	5,806 (-1.4%)	$2.148M (+13.8%)	1.0%	$159473.98	—	TOTAL STK MKT	922908769
VHT	VANGUARD WORLD FD	13,870 (-4.0%)	$4.147M (+5.4%)	2.0%	$187932.42	—	HEALTH CAR ETF	92204A504
SPGP	INVESCO EXCHANGE TRADED FD T	17,775 (-4.3%)	$2.174M (+8.7%)	1.0%	$87.57	—	S&P 500 GARP ETF	46137V431
MTUM	ISHARES TR	1,470 (-2.3%)	$504K (+39.5%)	0.2%	$144959.20	—	MSCI USA MMENTM	46432F396
ESGE	ISHARES INC	36,366 (-14.6%)	$1.989M (+2.7%)	0.9%	$33299.59	—	ESG AWR MSCI EM	46434G863
ESGD	ISHARES TR	30,130 (-6.1%)	$3.098M (+1.0%)	1.5%	$65105.48	—	ESG AW MSCI EAFE	46435G516

Unchanged Positions (24)

QQQ INVESCO QQQ TR 7.6%

Value $15.97M Shares 21,691 Est. Cost $282.08 Unrealized —

ICVT ISHARES TR 2.9%

Value $6.02M Shares 49,453 Est. Cost $70.06 Unrealized —

VB VANGUARD INDEX FDS 1.7%

Value $3.521M Shares 11,614 Est. Cost $228.35 Unrealized —

EFA ISHARES TR 3.7%

Value $7.743M Shares 74,534 Est. Cost $60712.56 Unrealized —

VNQ VANGUARD INDEX FDS 2.9%

Value $6.108M Shares 63,343 Est. Cost $52237.23 Unrealized —

MDY STATE STR SPDR S&P MIDCAP 40 1.3%

Value $2.729M Shares 3,880 Est. Cost $338830.50 Unrealized —

IQLT ISHARES TR 2.4%

Value $4.941M Shares 99,720 Est. Cost $26466.55 Unrealized —

SPDW SPDR INDEX SHS FDS 1.5%

Value $3.062M Shares 60,757 Est. Cost $25.97 Unrealized —

QAI NEW YORK LIFE INVESTMENTS ET 1.7%

Value $3.619M Shares 98,886 Est. Cost $25498.50 Unrealized —

XOM EXXON MOBIL CORP 0.4%

Value $917K Shares 6,711 Est. Cost $33.89 Unrealized —

AAPL APPLE INC 0.8%

Value $1.732M Shares 5,986 Est. Cost $144.94 Unrealized —

CGW INVESCO EXCH TRADED FD TR II 2.6%

Value $5.438M Shares 82,725 Est. Cost $41986.22 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.4%

Value $748K Shares 2,661 Est. Cost $94.22 Unrealized —

NVDA NVIDIA CORPORATION 0.3%

Value $615K Shares 3,074 Est. Cost $186.13 Unrealized —

ABBV ABBVIE INC 0.2%

Value $329K Shares 1,309 Est. Cost $136.65 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 0.2%

Value $323K Shares 1,367 Est. Cost $154.69 Unrealized —

JPM JPMORGAN CHASE & CO 0.1%

Value $267K Shares 815 Est. Cost $252.67 Unrealized —

CL COLGATE PALMOLIVE CO 0.1%

Value $313K Shares 3,415 Est. Cost $67.34 Unrealized —

IEFA ISHARES TR 0.1%

Value $312K Shares 3,231 Est. Cost $56803.44 Unrealized —

SUB ISHARES TR 2.1%

Value $4.344M Shares 40,800 Est. Cost $101627.22 Unrealized —

ARCC ARES CAPITAL CORP 0.2%

Value $481K Shares 25,977 Est. Cost $13.18 Unrealized —

BSV VANGUARD BD INDEX FDS 0.2%

Value $463K Shares 5,940 Est. Cost $79150.75 Unrealized —

MUB ISHARES TR 0.1%

Value $260K Shares 2,420 Est. Cost $115387.99 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $595K Shares 1,594 Est. Cost $219.61 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	21,691	$15.97M	7.6%	$282.08	—	UNIT SER 1	46090E103
ICVT	ISHARES TR	49,453	$6.02M	2.9%	$70.06	—	CONV BD ETF	46435G102
VB	VANGUARD INDEX FDS	11,614	$3.521M	1.7%	$228.35	—	SMALL CP ETF	922908751
EFA	ISHARES TR	74,534	$7.743M	3.7%	$60712.56	—	MSCI EAFE ETF	464287465
VNQ	VANGUARD INDEX FDS	63,343	$6.108M	2.9%	$52237.23	—	REAL ESTATE ETF	922908553
MDY	STATE STR SPDR S&P MIDCAP 40	3,880	$2.729M	1.3%	$338830.50	—	UTSER1 S&PDCRP	78467Y107
IQLT	ISHARES TR	99,720	$4.941M	2.4%	$26466.55	—	MSCI INTL QUALTY	46434V456
SPDW	SPDR INDEX SHS FDS	60,757	$3.062M	1.5%	$25.97	—	ST STR PO EX ETF	78463X889
QAI	NEW YORK LIFE INVESTMENTS ET	98,886	$3.619M	1.7%	$25498.50	—	HEDGE MULTI STRA	45409B107
XOM	EXXON MOBIL CORP	6,711	$917K	0.4%	$33.89	—	COM	30231G102
AAPL	APPLE INC	5,986	$1.732M	0.8%	$144.94	—	COM	037833100
CGW	INVESCO EXCH TRADED FD TR II	82,725	$5.438M	2.6%	$41986.22	—	S&P GBL WATER	46138E263
IBM	INTERNATIONAL BUSINESS MACHS	2,661	$748K	0.4%	$94.22	—	COM	459200101
NVDA	NVIDIA CORPORATION	3,074	$615K	0.3%	$186.13	—	COM	67066G104
ABBV	ABBVIE INC	1,309	$329K	0.2%	$136.65	—	COM	00287Y109
VIG	VANGUARD SPECIALIZED FUNDS	1,367	$323K	0.2%	$154.69	—	DIV APP ETF	921908844
JPM	JPMORGAN CHASE & CO	815	$267K	0.1%	$252.67	—	COM	46625H100
CL	COLGATE PALMOLIVE CO	3,415	$313K	0.1%	$67.34	—	COM	194162103
IEFA	ISHARES TR	3,231	$312K	0.1%	$56803.44	—	CORE MSCI EAFE	46432F842
SUB	ISHARES TR	40,800	$4.344M	2.1%	$101627.22	—	SHRT NAT MUN ETF	464288158
ARCC	ARES CAPITAL CORP	25,977	$481K	0.2%	$13.18	—	COM	04010L103
BSV	VANGUARD BD INDEX FDS	5,940	$463K	0.2%	$79150.75	—	SHORT TRM BOND	921937827
MUB	ISHARES TR	2,420	$260K	0.1%	$115387.99	—	NATIONAL MUN ETF	464288414
MSFT	MICROSOFT CORP	1,594	$595K	0.3%	$219.61	—	COM	594918104