SEC Form 13F

Baron Financial Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$209,565,830
Positions56

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$24,854,05733,282
ISHARES TRIWMRUSSELL 2000 ETF$21,607,19371,916
INVESCO QQQ TRQQQUNIT SER 1$15,972,90221,691
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$13,732,129273,385
ISHARES TRIWRRUS MID CAP ETF$8,799,89679,767
ISHARES TREFAMSCI EAFE ETF$7,742,63774,534
SPDR SERIES TRUSTCWBST STR CONV ETF$7,717,32571,576
ISHARES TREEMMSCI EMG MKT ETF$6,419,09393,833
VANGUARD INDEX FDSVNQREAL ESTATE ETF$6,108,12063,343
ISHARES TRICVTCONV BD ETF$6,020,40949,453

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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