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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	ARCC	ARES CAPITAL CORP	Financial Services	25,977.0	$468K	0.25%	—	—	$18.02	+4.4%
42	VOO	VANGUARD INDEX FDS	—	739.0	$442K	0.24%	+364.0	+97.1%	$597.49	+15.5%
43	VGT	VANGUARD WORLD FD	—	628.0	$438K	0.24%	—	—	$697.72	-83.1%
44	MTUM	ISHARES TR	—	1,505.0	$361K	0.20%	-50.0	-3.2%	$239.99	+30.9%
45	VIG	VANGUARD SPECIALIZED FUNDS	—	1,367.0	$294K	0.16%	—	—	$215.06	+8.5%
46	IEFA	ISHARES TR	—	3,246.0	$294K	0.16%	-55.0	-1.7%	$90.53	+8.6%
47	CL	COLGATE PALMOLIVE CO	Consumer Defensive	3,415.0	$291K	0.16%	—	—	$85.23	+5.4%
48	ABBV	ABBVIE INC	Healthcare	1,309.0	$285K	0.15%	—	—	$217.49	-2.0%
49	GRID	FIRST TR EXCHANGE-TRADED FD	—	1,595.0	$261K	0.14%	+131.0	+8.9%	$163.58	+20.4%
50	MUB	ISHARES TR	—	2,420.0	$257K	0.14%	—	—	$106.15	+0.5%
51	JPM	JPMORGAN CHASE & CO	Financial Services	815.0	$240K	0.13%	—	—	$294.16	+4.3%
52	ICLN	ISHARES TR	—	11,500.0	$210K	0.11%	+970.0	+9.2%	$18.29	+25.4%
53	BATT	AMPLIFY ETF TR	—	12,880.0	$192K	0.10%	+1K	+10.9%	$14.89	+15.5%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 89.9%

Technology 6.7%

Energy 2.3%

Healthcare 0.6%

Consumer Defensive 0.6%