Baron Financial Group, LLC reported 11 positions worth $13.05M for the quarter ended Sep 30, 2026, up 0.5% on the prior quarter. It opened 1 new position, added to 2, trimmed 3 and exited 1. Its largest holding is Spdr Gold Trust at 46.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ADP Automatic Data Processing Inc | +840 | $216.78K | 1.66% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NVDA Nvidia Corp | -3,074 | $615.08K | 4.74% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 15.8K | $6.03M | 46.18% | -168 | -1.1% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 5,737 | $1.91M | 14.64% | -249 | -4.2% | Reduced | 0% |
| 3 | XOM ExxonMobil Holdings Corp | Energy | 6,645 | $1.08M | 8.29% | -66 | -1.0% | Reduced | 0% |
| 4 | C Citigroup Inc | Others | 7,809 | $1.01M | 7.75% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,595 | $817.95K | 6.27% | +1 | +0.1% | Added | 0% |
| 6 | IBM International Business Machines Corp | Technology | 2,665 | $586.02K | 4.49% | +4 | +0.2% | Added | 0% |
| 7 | ARCC Ares Capital Corp | Financial Services | 26.0K | $496.16K | 3.8% | 0 | 0.0% | Unchanged | 0% |
| 8 | ABBV AbbVie Inc. | Healthcare | 1,309 | $342.42K | 2.62% | 0 | 0.0% | Unchanged | 0% |
| 9 | CL Colgate Palmolive Co | Consumer Staples | 3,415 | $291.37K | 2.23% | 0 | 0.0% | Unchanged | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 815 | $269.63K | 2.07% | 0 | 0.0% | Unchanged | 0% |
| 11 | ADP Automatic Data Processing Inc | Technology | 840 | $216.78K | 1.66% | +840 | – | New | 0% |
Tip. Select a row to see that position’s full history at Baron Financial.
As of its Q3 2026 13F filing, Baron Financial Group, LLC’s five largest positions were Spdr Gold Trust (GLD) at 46.2%, Apple Inc. (AAPL) at 14.6%, ExxonMobil Holdings Corp (XOM) at 8.3%, Citigroup Inc (C) at 7.7%, Microsoft Corp (MSFT) at 6.3% of the reported portfolio.
Baron Financial Group, LLC reported a 13F portfolio worth $13.05M across 11 positions for Q3 2026. That is up 0.5% from the previous quarter.
Its largest purchases by value were Automatic Data Processing Inc ($216.78K), International Business Machines Corp ($879.58), Microsoft Corp ($512.82). It opened 1 new positions.
Its largest sales by value were Nvidia Corp ($615.08K), Apple Inc. ($82.92K), Spdr Gold Trust ($63.98K). It exited 1 positions entirely.
From the Form 13F-HR reports Baron Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.