Baron Financial Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 57 total holdings, with a total value of $2,053,465,955.
The largest holding in the portfolio is the State Street SPDR S&P 500 ETF Trust, which accounts for approximately 12.4% of the total assets. The fund holds 25,416,990 shares of this ETF, valued at $254,169,900. Other significant equity positions include the Vanguard Morningstar Small Cap ETF, valued at $32,385,350, and the Vanguard Morningstar Total Stock Market ETF, valued at $21,372,850.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 50 positions consisting of various ETFs tracking indices such as the S&P 500, MSCI EAFE, and Russell 2000. Individual stock holdings include Apple Inc., Microsoft Corporation, AbbVie Inc., and JPMorgan Chase & Co.
Baron Financial Group, LLC is based in Fair Lawn, New Jersey, and is led by Chief Compliance Officer Gregory Cannillo. The filing was signed on October 9, 2026.
