Baron Financial Group
Baron Financial Group reported 57 stocks worth $205M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPY (12.4%), IWM (9.5%) and QQQ (7.8%). Compared with Q2 2026, the fund opened new positions in XOM, ADP and XLV, added to SPY, VTIP and IWR, trimmed IWM, QQQ and EFA and sold out of XOM and NVDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $25.4M | 12.4% | 33K | +46 (+0%) | 8 of 8 | |
| 2 |  IWM Ishares TR | $19.6M | 9.5% | 71K | −1,413 (−2%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $16M | 7.8% | 22K | −26 (−0%) | 8 of 8 | |
| 4 |  VTIP Vanguard Shrt Inf Prot | $13.8M | 6.7% | 281K | +7,360 (+3%) | 8 of 8 | |
| 5 |  IWR Ishares TR | $9M | 4.4% | 84K | +4,594 (+6%) | 8 of 8 | |
| 6 |  EFA Ishares TR | $7.7M | 3.8% | 74K | −378 (−1%) | 8 of 8 | |
| 7 |  CWB Spdr Series Trust | $7.2M | 3.5% | 71K | −475 (−1%) | 8 of 8 | |
| 8 |  EEM Ishares Msci Emerging | $6.2M | 3.0% | 94K | −291 (−0%) | 8 of 8 | |
| 9 |  GLD Spdr Gold TR | $6M | 2.9% | 16K | −168 (−1%) | 8 of 8 | |
| 10 |  BNDX Vanguard Total | $5.7M | 2.8% | 122K | +4,730 (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baron Financial Group 13F FAQ
What does Baron Financial Group own?
Baron Financial Group reported 57 stocks worth $205M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPY (12.4%), IWM (9.5%) and QQQ (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Baron Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 17 added to, 26 trimmed and 2 sold out. New positions include XOM, ADP and XLV. It sold all of XOM and NVDA.
When will Baron Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Baron Financial Group's portfolio worth?
The Q3 2026 filing reports $205M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.