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Gregory Cannillo

Baron Financial Group, Llc

Assets Managed
$209.566M
Holdings
56
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
13.04%(2Q avg: 6.23%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Baron Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 209.566M in assets, with a quarterly growth rate of 13.04% and a 2-quarter average growth rate of 6.23%. The portfolio is managed by Gregory Cannillo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.93%
11.86%
$24.854M
33,282 shares@ $746.78 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1.74%
10.32%
$21.607M
71,916 shares@ $300.46 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.12%
7.63%
$15.973M
21,691 shares@ $736.39 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 3.52%
6.56%
$13.732M
273,385 shares@ $50.24 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 17.25%
4.2%
$8.8M
79,767 shares@ $110.33 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.33%
3.7%
$7.743M
74,534 shares@ $103.89 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Decreased -1.11%
3.69%
$7.717M
71,576 shares@ $107.83 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -1.19%
3.07%
$6.419M
93,833 shares@ $68.41 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -0.49%
2.92%
$6.108M
63,343 shares@ $96.43 avg price
ICVT
Ishares Convertible Bond Etf
Recent Activity
Decreased -0.62%
2.88%
$6.02M
49,453 shares@ $121.75 avg price

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