Baron Financial Group, LLC - Portfolio Stock Holdings

Baron Financial Group, LLC disclosed 56 stock positions in a recent SEC 13F filing. $209,565,955 of stock holdings were filed, with the largest holdings including SPY, IWM, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $369,113,175 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.