Baron Silver Stevens Financial Advisors
Latest statistics and disclosures from Baron Silver Stevens Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWF, VTV, VTI, VIG, and represent 36.34% of Baron Silver Stevens Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, JMUB, MSFT, IWF, VIG, VTV, AGG, AAPL, BND, IEMG.
- Started 8 new stock positions in APH, PLTR, BLK, IWB, SCHX, ED, ORCL, OEF.
- Reduced shares in these 10 stocks: VUG, XLK, IBDU, VTEB, VOO, MUB, VT, VLUE, , NVDA.
- Sold out of its positions in ADBE, CTAS, CMCSA, ISRG, IBDU, VT.
- Baron Silver Stevens Financial Advisors was a net buyer of stock by $19M.
- Baron Silver Stevens Financial Advisors has $683M in assets under management (AUM), dropping by 9.40%.
- Central Index Key (CIK): 0001851395
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Portfolio Holdings for Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors holds 146 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $58M | +5% | 86k | 669.31 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 8.0 | $54M | +3% | 116k | 468.41 |
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| Vanguard Index Fds Value Etf (VTV) | 7.4 | $50M | +3% | 271k | 186.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.0 | $48M | 146k | 328.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.5 | $38M | +4% | 175k | 215.79 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.5 | $38M | +4% | 374k | 100.25 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.8 | $26M | +5% | 345k | 74.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.6 | $25M | 379k | 65.26 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.2 | $22M | 228k | 95.14 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.2 | $22M | +2% | 293k | 73.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $21M | -10% | 44k | 479.62 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.9 | $20M | 167k | 118.83 |
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| Apple (AAPL) | 2.6 | $18M | +8% | 71k | 254.63 |
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| Ishares Msci Gbl Min Vol (ACWV) | 2.4 | $17M | +5% | 140k | 119.92 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.1 | $14M | 97k | 145.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $13M | -4% | 22k | 612.38 |
|
| Ishares Core Msci Emkt (IEMG) | 1.9 | $13M | +10% | 199k | 65.92 |
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| Ishares Tr Core Msci Total (IXUS) | 1.5 | $10M | +5% | 125k | 82.58 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.4 | $9.9M | +33% | 195k | 50.47 |
|
| Microsoft Corporation (MSFT) | 1.3 | $9.2M | +35% | 18k | 517.97 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.3 | $9.2M | -8% | 184k | 50.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $9.2M | 65k | 140.95 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $9.1M | -5% | 86k | 106.49 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $7.3M | +11% | 84k | 87.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $5.6M | 22k | 254.29 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $5.5M | +8% | 200k | 27.30 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.8 | $5.2M | 87k | 60.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $4.9M | 17k | 293.75 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $4.4M | +7% | 95k | 45.76 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.6 | $4.2M | +21% | 29k | 144.28 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $3.3M | 27k | 122.45 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.2M | -6% | 17k | 186.58 |
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| Ishares Tr Future Exponenti (XT) | 0.4 | $2.9M | 40k | 71.94 |
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| Amazon (AMZN) | 0.4 | $2.8M | -2% | 13k | 219.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.7M | 4.0k | 666.18 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.6M | -3% | 8.3k | 315.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.6M | +30% | 11k | 243.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.5M | -3% | 10k | 243.10 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $2.4M | -12% | 19k | 125.05 |
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| Meta Platforms Cl A (META) | 0.4 | $2.4M | +3% | 3.3k | 734.38 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.3M | 43k | 54.18 |
|
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.3M | 32k | 71.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.1M | 34k | 59.92 |
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| Visa Com Cl A (V) | 0.3 | $2.0M | 5.8k | 341.40 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $1.7M | +3% | 35k | 50.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.7M | 3.4k | 502.74 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $1.7M | 68k | 25.19 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.7M | 68k | 24.30 |
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| Procter & Gamble Company (PG) | 0.2 | $1.6M | +5% | 11k | 153.66 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | 1.8k | 925.81 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.6M | 7.8k | 203.60 |
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| Tesla Motors (TSLA) | 0.2 | $1.5M | -7% | 3.5k | 444.72 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.4M | -41% | 4.8k | 281.86 |
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| Pepsi (PEP) | 0.2 | $1.3M | +152% | 9.5k | 140.44 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $1.3M | 49k | 25.52 |
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| Broadcom (AVGO) | 0.2 | $1.2M | -2% | 3.6k | 329.94 |
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| Walt Disney Company (DIS) | 0.2 | $1.2M | +244% | 10k | 114.50 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.2M | +11% | 12k | 100.70 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $1.1M | 46k | 24.34 |
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| Nextera Energy (NEE) | 0.2 | $1.1M | -6% | 14k | 75.49 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.0M | 5.6k | 185.44 |
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| Home Depot (HD) | 0.1 | $892k | -2% | 2.2k | 405.25 |
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| Trane Technologies SHS (TT) | 0.1 | $884k | -14% | 2.1k | 421.96 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $843k | 18k | 46.24 |
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| Wal-Mart Stores (WMT) | 0.1 | $832k | -4% | 8.1k | 103.06 |
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| Gilead Sciences (GILD) | 0.1 | $780k | 7.0k | 111.00 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $775k | 11k | 69.08 |
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| Eli Lilly & Co. (LLY) | 0.1 | $768k | +8% | 1.0k | 763.63 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $766k | -7% | 16k | 46.71 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $761k | 34k | 22.15 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $747k | 1.3k | 568.81 |
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| McDonald's Corporation (MCD) | 0.1 | $706k | -2% | 2.3k | 303.90 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $704k | 33k | 21.22 |
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| Chevron Corporation (CVX) | 0.1 | $689k | +13% | 4.4k | 155.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $684k | 1.9k | 355.47 |
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| Pfizer (PFE) | 0.1 | $611k | +144% | 24k | 25.48 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $590k | -2% | 3.0k | 194.50 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $554k | 3.3k | 167.33 |
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| Abbvie (ABBV) | 0.1 | $548k | 2.4k | 231.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $540k | 900.00 | 600.37 |
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| American Express Company (AXP) | 0.1 | $531k | 1.6k | 332.16 |
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| Altria (MO) | 0.1 | $492k | -6% | 7.4k | 66.06 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $484k | 6.7k | 72.44 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $475k | +3% | 4.4k | 108.70 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $442k | +21% | 3.9k | 112.75 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $426k | 2.1k | 206.51 |
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| Consolidated Edison (ED) | 0.1 | $424k | NEW | 4.2k | 100.52 |
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| Caterpillar (CAT) | 0.1 | $420k | +4% | 881.00 | 477.15 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $409k | +4% | 3.3k | 123.77 |
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| Abbott Laboratories (ABT) | 0.1 | $404k | +77% | 3.0k | 133.94 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $396k | 6.9k | 57.47 |
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| Applied Materials (AMAT) | 0.1 | $395k | 1.9k | 204.74 |
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| Philip Morris International (PM) | 0.1 | $395k | -13% | 2.4k | 162.22 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $384k | 3.2k | 118.44 |
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| Amphenol Corp Cl A (APH) | 0.1 | $370k | NEW | 3.0k | 123.75 |
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| Cisco Systems (CSCO) | 0.1 | $364k | 5.3k | 68.43 |
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| Oracle Corporation (ORCL) | 0.1 | $358k | NEW | 1.3k | 281.24 |
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| Merck & Co (MRK) | 0.1 | $353k | -13% | 4.2k | 83.93 |
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| International Business Machines (IBM) | 0.1 | $353k | -15% | 1.3k | 282.16 |
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| Goldman Sachs (GS) | 0.1 | $351k | +8% | 441.00 | 796.36 |
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| Morgan Stanley Com New (MS) | 0.1 | $348k | 2.2k | 158.96 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $340k | -7% | 5.9k | 57.10 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $329k | +10% | 4.5k | 72.77 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $329k | -4% | 2.7k | 120.72 |
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| Coca-Cola Company (KO) | 0.0 | $309k | 4.7k | 66.32 |
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| Honeywell International (HON) | 0.0 | $304k | 1.4k | 210.58 |
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| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $302k | +5% | 13k | 22.49 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $296k | +2% | 397.00 | 746.63 |
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| Verizon Communications (VZ) | 0.0 | $294k | +22% | 6.7k | 43.95 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $293k | +17% | 4.9k | 59.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $291k | 1.2k | 246.74 |
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| General Dynamics Corporation (GD) | 0.0 | $291k | +20% | 852.00 | 341.00 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $284k | +16% | 1.9k | 145.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $274k | 1.1k | 241.96 |
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| Deere & Company (DE) | 0.0 | $274k | -25% | 599.00 | 457.26 |
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| Progressive Corporation (PGR) | 0.0 | $274k | -3% | 1.1k | 246.95 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $271k | +5% | 12k | 23.39 |
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| CSX Corporation (CSX) | 0.0 | $267k | -4% | 7.5k | 35.51 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $265k | -8% | 1.4k | 183.74 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $262k | 1.6k | 164.54 |
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| Amgen (AMGN) | 0.0 | $262k | 927.00 | 282.20 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $258k | 1.7k | 148.61 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $257k | 2.6k | 99.95 |
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| salesforce (CRM) | 0.0 | $256k | -3% | 1.1k | 237.00 |
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| Danaher Corporation (DHR) | 0.0 | $251k | -3% | 1.3k | 198.31 |
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| Netflix (NFLX) | 0.0 | $248k | 207.00 | 1198.92 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $242k | -21% | 250.00 | 968.09 |
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| UnitedHealth (UNH) | 0.0 | $239k | -32% | 692.00 | 345.30 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $237k | -9% | 475.00 | 499.73 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $237k | -19% | 487.00 | 485.68 |
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| American Electric Power Company (AEP) | 0.0 | $236k | 2.1k | 112.55 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $234k | -17% | 3.4k | 67.83 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $231k | -4% | 1.7k | 135.65 |
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| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $227k | 6.2k | 36.45 |
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| Boeing Company (BA) | 0.0 | $221k | 1.0k | 215.83 |
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| Motorola Solutions Com New (MSI) | 0.0 | $220k | 482.00 | 457.29 |
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| Union Pacific Corporation (UNP) | 0.0 | $220k | -9% | 929.00 | 236.50 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $219k | 1.7k | 129.76 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $217k | NEW | 1.2k | 182.42 |
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| Williams Companies (WMB) | 0.0 | $217k | 3.4k | 63.35 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $213k | NEW | 583.00 | 365.48 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $211k | NEW | 8.0k | 26.34 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $206k | NEW | 619.00 | 332.84 |
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| Blackrock (BLK) | 0.0 | $205k | NEW | 175.00 | 1169.20 |
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| Lowe's Companies (LOW) | 0.0 | $205k | -9% | 814.00 | 251.33 |
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| At&t (T) | 0.0 | $201k | +2% | 7.1k | 28.24 |
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Past Filings by Baron Silver Stevens Financial Advisors
SEC 13F filings are viewable for Baron Silver Stevens Financial Advisors going back to 2020
- Baron Silver Stevens Financial Advisors 2025 Q3 filed Oct. 28, 2025
- Baron Silver Stevens Financial Advisors 2025 Q2 filed July 17, 2025
- Baron Silver Stevens Financial Advisors 2025 Q1 filed May 7, 2025
- Baron Silver Stevens Financial Advisors 2024 Q4 filed Jan. 17, 2025
- Baron Silver Stevens Financial Advisors 2024 Q3 filed Oct. 28, 2024
- Baron Silver Stevens Financial Advisors 2024 Q2 filed July 18, 2024
- Baron Silver Stevens Financial Advisors 2024 Q1 filed May 2, 2024
- Baron Silver Stevens Financial Advisors 2023 Q4 filed Feb. 7, 2024
- Baron Silver Stevens Financial Advisors 2023 Q3 filed Oct. 31, 2023
- Baron Silver Stevens Financial Advisors 2023 Q2 filed July 24, 2023
- Baron Silver Stevens Financial Advisors 2023 Q1 filed April 18, 2023
- Baron Silver Stevens Financial Advisors 2022 Q4 filed Jan. 30, 2023
- Baron Silver Stevens Financial Advisors 2022 Q3 filed Nov. 2, 2022
- Baron Silver Stevens Financial Advisors 2022 Q2 filed July 26, 2022
- Baron Silver Stevens Financial Advisors 2022 Q1 filed May 3, 2022
- Baron Silver Stevens Financial Advisors 2021 Q4 filed Jan. 31, 2022