Portfolio (Quarterly) Guide ↗

Baron Financial Group, LLC

· CIK 0001832093

13F Portfolio $185M AUM 53 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 17 Added 23 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VEA	VANGUARD TAX-MANAGED FDS	—	4,275	$267K	0.14%	SOLD
2	VUG	VANGUARD INDEX FDS	—	499	$243K	0.13%	SOLD
3	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	848	$218K	0.12%	SOLD
4	DSI	ISHARES TR	—	1,565	$202K	0.11%	SOLD

Sector Allocation

Financial Services 89.9%

Technology 6.7%

Energy 2.3%

Healthcare 0.6%

Consumer Defensive 0.6%