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 36.61% of Baron Silver Stevens Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG, JPM, XLK, BND, AGG, CINF, VOO, JMUB, VFMF, IBDU.
- Started 6 new stock positions in PRU, CINF, ANET, JPST, VT, IBDU.
- Reduced shares in these 10 stocks: AAPL (-$7.8M), MSFT, IBDQ, GOOG, VTV, NVDA, IVE, IJR, IUSB, IJH.
- Sold out of its positions in T, DYNF, BLK, BA, OEF, IVW, IVE, EFV, IBDQ, ESGU. LOW, MSI, NFLX, COWZ, PLTR, PGR, TXN, TPYP, UNP, WMB.
- Baron Silver Stevens Financial Advisors was a net seller of stock by $-646k.
- Baron Silver Stevens Financial Advisors has $693M in assets under management (AUM), dropping by 1.43%.
- Central Index Key (CIK): 0001851395
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Portfolio Holdings for Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.6 | $60M | 87k | 684.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.9 | $55M | 116k | 473.30 |
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| Vanguard Index Fds Value Etf (VTV) | 7.3 | $51M | 266k | 190.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $50M | 148k | 335.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $39M | 178k | 219.78 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.6 | $39M | +4% | 389k | 99.88 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.9 | $27M | +5% | 365k | 74.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.5 | $25M | 372k | 66.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $24M | +10% | 48k | 487.87 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.3 | $23M | +2% | 300k | 75.44 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.1 | $21M | 225k | 94.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $20M | -2% | 164k | 120.18 |
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| Ishares Msci Gbl Min Vol (ACWV) | 2.4 | $17M | 141k | 118.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $15M | +8% | 23k | 627.15 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.1 | $15M | 97k | 148.69 |
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| Ishares Core Msci Emkt (IEMG) | 1.9 | $13M | 199k | 67.22 |
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| Ishares Tr Core Msci Total (IXUS) | 1.7 | $11M | +8% | 135k | 84.64 |
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| Apple (AAPL) | 1.6 | $11M | -40% | 42k | 271.86 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.6 | $11M | +11% | 219k | 50.50 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $9.8M | +6% | 196k | 50.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $9.4M | 65k | 143.52 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $9.2M | 86k | 107.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $7.5M | 84k | 89.46 |
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| Microsoft Corporation (MSFT) | 1.0 | $6.6M | -22% | 14k | 483.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $6.0M | +5% | 23k | 257.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $5.7M | +3% | 207k | 27.43 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.8 | $5.5M | +24% | 36k | 150.73 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.7 | $5.1M | -3% | 84k | 59.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $5.0M | +4% | 17k | 290.22 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.7M | +75% | 15k | 322.24 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $4.5M | 97k | 46.80 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $3.3M | 27k | 121.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.1M | -2% | 10k | 313.00 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $3.1M | +16% | 23k | 136.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.9M | +4% | 4.2k | 681.92 |
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| Amazon (AMZN) | 0.4 | $2.8M | -4% | 12k | 230.82 |
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| Ishares Tr Future Exponenti (XT) | 0.4 | $2.8M | 40k | 69.74 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.5M | -19% | 14k | 186.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.4M | +12% | 39k | 62.47 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.4M | +241% | 17k | 143.97 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.4M | 32k | 73.56 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.3M | 43k | 53.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.3M | -31% | 7.4k | 313.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.1M | +20% | 4.1k | 502.65 |
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| Visa Com Cl A (V) | 0.3 | $1.9M | -6% | 5.4k | 350.73 |
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| Meta Platforms Cl A (META) | 0.3 | $1.9M | -12% | 2.9k | 660.10 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $1.8M | +4% | 36k | 49.46 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.7M | 68k | 24.23 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | +8% | 1.9k | 862.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.6M | 7.8k | 210.35 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.6M | +40% | 16k | 100.38 |
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| Procter & Gamble Company (PG) | 0.2 | $1.5M | -4% | 10k | 143.32 |
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| Tesla Motors (TSLA) | 0.2 | $1.4M | -9% | 3.1k | 449.72 |
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| Pepsi (PEP) | 0.2 | $1.3M | -2% | 9.3k | 143.52 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $1.3M | NEW | 8.1k | 163.32 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $1.3M | 50k | 25.45 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 5.6k | 206.98 |
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| Walt Disney Company (DIS) | 0.2 | $1.2M | 10k | 113.77 |
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| Nextera Energy (NEE) | 0.2 | $1.1M | 14k | 80.28 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $1.1M | 47k | 24.28 |
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| Broadcom (AVGO) | 0.2 | $1.1M | -11% | 3.2k | 346.14 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $993k | NEW | 42k | 23.41 |
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| Eli Lilly & Co. (LLY) | 0.1 | $924k | -14% | 859.00 | 1075.72 |
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| Gilead Sciences (GILD) | 0.1 | $891k | +3% | 7.3k | 122.74 |
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| Wal-Mart Stores (WMT) | 0.1 | $862k | -4% | 7.7k | 111.41 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $840k | 18k | 46.04 |
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| Trane Technologies SHS (TT) | 0.1 | $809k | 2.1k | 389.20 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $779k | 11k | 69.43 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $767k | 35k | 22.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $763k | 1.9k | 396.31 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $751k | +59% | 6.2k | 120.36 |
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| Home Depot (HD) | 0.1 | $716k | -5% | 2.1k | 344.10 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $702k | 33k | 21.15 |
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| McDonald's Corporation (MCD) | 0.1 | $697k | 2.3k | 305.64 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $633k | -15% | 1.1k | 570.88 |
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| Chevron Corporation (CVX) | 0.1 | $607k | -10% | 4.0k | 152.41 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $593k | NEW | 4.2k | 141.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $584k | +5% | 950.00 | 614.31 |
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| Pfizer (PFE) | 0.1 | $569k | -4% | 23k | 24.90 |
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| International Business Machines (IBM) | 0.1 | $566k | +52% | 1.9k | 296.21 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $537k | -11% | 2.9k | 183.40 |
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| American Express Company (AXP) | 0.1 | $535k | -9% | 1.4k | 369.95 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $496k | 6.7k | 74.17 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $473k | -3% | 4.2k | 111.78 |
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| Caterpillar (CAT) | 0.1 | $462k | -8% | 806.00 | 572.87 |
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| Applied Materials (AMAT) | 0.1 | $461k | -6% | 1.8k | 257.00 |
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| Abbvie (ABBV) | 0.1 | $457k | -15% | 2.0k | 228.49 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $443k | NEW | 8.7k | 50.59 |
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| Merck & Co (MRK) | 0.1 | $439k | 4.2k | 105.26 |
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| Altria (MO) | 0.1 | $420k | -2% | 7.3k | 57.66 |
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| Consolidated Edison (ED) | 0.1 | $409k | -2% | 4.1k | 99.32 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $374k | -3% | 3.2k | 117.23 |
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| Cisco Systems (CSCO) | 0.1 | $373k | -8% | 4.8k | 77.03 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $371k | -38% | 1.9k | 198.62 |
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| Philip Morris International (PM) | 0.1 | $368k | -5% | 2.3k | 160.42 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $354k | -53% | 7.6k | 46.54 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $344k | +14% | 456.00 | 753.78 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $336k | -14% | 2.8k | 120.96 |
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| Goldman Sachs (GS) | 0.0 | $326k | -15% | 371.00 | 879.32 |
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| Abbott Laboratories (ABT) | 0.0 | $311k | -17% | 2.5k | 125.29 |
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| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $299k | 13k | 22.32 |
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| Amphenol Corp Cl A (APH) | 0.0 | $299k | -26% | 2.2k | 135.14 |
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| Honeywell International (HON) | 0.0 | $295k | +4% | 1.5k | 195.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $282k | 1.1k | 246.16 |
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| CSX Corporation (CSX) | 0.0 | $280k | +2% | 7.7k | 36.25 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $280k | 1.7k | 160.97 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $278k | +21% | 575.00 | 484.09 |
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| Amgen (AMGN) | 0.0 | $274k | -9% | 837.00 | 327.31 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $272k | -3% | 469.00 | 580.28 |
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| Morgan Stanley Com New (MS) | 0.0 | $268k | -31% | 1.5k | 177.53 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $267k | 12k | 23.08 |
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| Prudential Financial (PRU) | 0.0 | $265k | NEW | 2.3k | 112.88 |
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| Coca-Cola Company (KO) | 0.0 | $264k | -18% | 3.8k | 69.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $263k | -16% | 981.00 | 268.48 |
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| General Dynamics Corporation (GD) | 0.0 | $259k | -9% | 770.00 | 336.66 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $258k | -24% | 4.5k | 57.24 |
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| UnitedHealth (UNH) | 0.0 | $256k | +11% | 774.00 | 330.11 |
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| salesforce (CRM) | 0.0 | $254k | -11% | 957.00 | 264.91 |
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| American Electric Power Company (AEP) | 0.0 | $251k | +4% | 2.2k | 115.36 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $248k | -7% | 1.5k | 167.94 |
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| Deere & Company (DE) | 0.0 | $247k | -11% | 530.00 | 465.57 |
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| Verizon Communications (VZ) | 0.0 | $242k | -11% | 5.9k | 40.73 |
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| Danaher Corporation (DHR) | 0.0 | $239k | -17% | 1.0k | 229.10 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $239k | -9% | 2.3k | 102.54 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $229k | -14% | 214.00 | 1069.86 |
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| Oracle Corporation (ORCL) | 0.0 | $224k | -9% | 1.1k | 194.91 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $223k | -6% | 1.6k | 139.34 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $222k | 1.7k | 131.63 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $218k | 583.00 | 373.44 |
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| Arista Networks Com Shs (ANET) | 0.0 | $217k | NEW | 1.7k | 131.03 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $216k | 8.0k | 26.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $211k | -42% | 2.6k | 81.17 |
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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 Q4 filed Feb. 6, 2026
- 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