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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, AGG, and represent 35.81% of Baron Silver Stevens Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$46M), VUG (+$22M), AAPL (+$7.6M), VO, AGG, HDV, JPM, JMUB, BND, CINF.
Started 14 new stock positions in VOE, AMD, BSCR, LCTU, BA, ANET, CINF, CGGR, IVE, ESGU. KLAC, VFLO, IBDU, QQQ.
Reduced shares in these 10 stocks: VGIT, ACWV, VTI, VLUE, Honeywell International, IBHG, , IBHF, ABT, IJJ.
Sold out of its positions in T, ABT, Honeywell International, IAU, IJJ, IBHG, IBHF, SHOP.
Baron Silver Stevens Financial Advisors was a net buyer of stock by $102M.
Baron Silver Stevens Financial Advisors has $791M in assets under management (AUM), dropping by 14.71%.
Central Index Key (CIK): 0001851395

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Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.3	$66M		88k	748.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.7	$61M	+312%	487k	124.17	View chart
Vanguard Index Fds Value Etf (VTV)	7.3	$58M		265k	217.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.8	$54M		146k	370.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.7	$45M	+7%	457k	98.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.5	$43M		184k	236.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.9	$31M	+5%	423k	73.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$29M		381k	77.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.4	$27M		310k	85.49	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$26M	+516%	299k	86.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$25M		171k	148.31	View chart
Ishares Tr Msci Usa Min Etf (USMV)	2.7	$21M	+2%	221k	96.46	View chart
Apple (AAPL)	2.4	$19M	+65%	67k	289.36	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$18M	+2%	217k	82.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$18M	+5%	26k	686.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.1	$17M	+2%	103k	164.27	View chart
Ishares Msci Gbl Min Vol (ACWV)	2.0	$16M	-4%	129k	120.23	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.8	$14M	+16%	274k	50.66	View chart
Ishares Tr Core Msci Total (IXUS)	1.7	$14M	+3%	143k	95.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$11M		209k	50.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$10M		64k	158.03	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$9.8M	+2%	91k	107.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$9.3M	+5%	97k	96.58	View chart
Vanguard Wellington Us Multifactor (VFMF)	1.0	$7.6M	+7%	43k	176.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$7.0M	+2%	221k	31.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$7.0M		23k	303.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$6.1M	+5%	119k	51.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$5.7M	+304%	71k	80.57	View chart
Microsoft Corporation (MSFT)	0.6	$4.9M		13k	373.04	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$4.7M	-17%	80k	58.98	View chart
JPMorgan Chase & Co. (JPM)	0.6	$4.7M	+78%	14k	327.35	View chart
Ishares Tr Msci Usa Value (VLUE)	0.5	$4.0M	-8%	20k	199.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$3.6M	+399%	132k	27.41	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.4	$3.3M		40k	82.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.3M		9.1k	357.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.2M		4.2k	746.77	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$3.1M		16k	190.52	View chart
Amazon (AMZN)	0.4	$2.9M		12k	238.34	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$2.9M	+38%	29k	100.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.8M		47k	59.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.7M		37k	71.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.5M	-5%	30k	83.75	View chart
NVIDIA Corporation (NVDA)	0.3	$2.5M		12k	200.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.4M		6.7k	353.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.9M	+6%	3.7k	500.39	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$1.8M	+4%	37k	50.23	View chart
Visa Com Cl A (V)	0.2	$1.8M	-5%	5.1k	343.13	View chart
Costco Wholesale Corporation (COST)	0.2	$1.7M		1.8k	935.64	View chart
Meta Platforms Cl A (META)	0.2	$1.7M		2.9k	563.30	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.5M	NEW	8.0k	185.14	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.2	$1.5M	-8%	61k	24.23	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.4M	+51%	31k	45.49	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$1.4M	+13%	54k	25.25	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M	+5%	5.3k	253.98	View chart
Applied Materials (AMAT)	0.2	$1.3M		1.8k	723.05	View chart
Tesla Motors (TSLA)	0.2	$1.3M		3.1k	420.60	View chart
Broadcom (AVGO)	0.2	$1.3M	+3%	3.4k	377.79	View chart
Nextera Energy (NEE)	0.2	$1.3M	+4%	15k	87.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.3M		5.2k	242.45	View chart
Pepsi (PEP)	0.2	$1.2M		9.2k	135.40	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$1.2M	NEW	54k	23.16	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.2	$1.2M	+10%	50k	24.22	View chart
Procter & Gamble Company (PG)	0.1	$1.2M		8.0k	146.65	View chart
Trane Technologies SHS (TT)	0.1	$1.0M		2.1k	491.16	View chart
Walt Disney Company (DIS)	0.1	$1.0M		10k	96.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$943k	-6%	19k	50.57	View chart
Eli Lilly & Co. (LLY)	0.1	$931k		775.00	1200.72	View chart
Gilead Sciences (GILD)	0.1	$906k		7.2k	126.35	View chart
Merck & Co (MRK)	0.1	$895k	+2%	7.0k	128.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$892k	+107%	6.5k	136.73	View chart
Wal-Mart Stores (WMT)	0.1	$861k		7.6k	113.26	View chart
Caterpillar (CAT)	0.1	$846k	+2%	794.00	1064.90	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$821k	-3%	11k	75.63	View chart
Southern Company (SO)	0.1	$801k	+3%	8.4k	95.71	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$760k	+7%	35k	21.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$753k	NEW	1.0k	736.40	View chart
Chevron Corporation (CVX)	0.1	$718k	-3%	4.3k	165.76	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$692k		33k	20.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$687k	-3%	1.9k	368.38	View chart
UnitedHealth (UNH)	0.1	$651k		1.6k	415.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$627k		4.0k	156.95	View chart
Home Depot (HD)	0.1	$627k	-2%	1.8k	352.68	View chart
Altria (MO)	0.1	$596k	+13%	8.3k	71.95	View chart
Cisco Systems (CSCO)	0.1	$584k		5.0k	117.48	View chart
McDonald's Corporation (MCD)	0.1	$552k	-8%	2.0k	270.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$551k	+4%	1.1k	513.60	View chart
Raytheon Technologies Corp (RTX)	0.1	$549k		2.9k	189.73	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$548k		6.7k	81.94	View chart
Pfizer (PFE)	0.1	$543k		23k	24.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$542k		4.2k	128.08	View chart
International Business Machines (IBM)	0.1	$537k	+34%	1.9k	281.21	View chart
Abbvie (ABBV)	0.1	$500k		2.0k	251.64	View chart
Duke Energy Corp Com New (DUK)	0.1	$491k		3.9k	126.60	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$486k		19k	25.52	View chart
Advanced Micro Devices (AMD)	0.1	$472k	NEW	813.00	580.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$452k		2.1k	219.43	View chart
Consolidated Edison (ED)	0.1	$439k		4.0k	110.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$432k	+700%	3.6k	119.52	View chart
Amphenol Corp Cl A (APH)	0.1	$400k	+2%	2.3k	176.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$394k	-7%	198.00	1989.44	View chart
American Express Company (AXP)	0.0	$385k	+2%	1.1k	338.25	View chart
CSX Corporation (CSX)	0.0	$368k		7.7k	47.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$364k	NEW	2.2k	163.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$355k	-2%	2.7k	132.24	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$351k		7.6k	46.15	View chart
Goldman Sachs (GS)	0.0	$350k		346.00	1012.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$349k		1.2k	300.45	View chart
Morgan Stanley Com New (MS)	0.0	$342k	+8%	1.6k	209.04	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$340k	NEW	7.2k	47.20	View chart
Northrop Grumman Corporation (NOC)	0.0	$330k		647.00	509.31	View chart
Linde SHS (LIN)	0.0	$323k		622.00	518.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$317k	-11%	5.6k	56.48	View chart
Deere & Company (DE)	0.0	$315k	-6%	496.00	634.33	View chart
Kla Corp Com New (KLAC)	0.0	$311k	NEW	1.0k	301.71	View chart
Texas Instruments Incorporated (TXN)	0.0	$310k	-2%	1.0k	298.09	View chart
Amgen (AMGN)	0.0	$302k		835.00	362.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$302k	NEW	15k	19.61	View chart
Arista Networks Com Shs (ANET)	0.0	$297k	NEW	1.7k	169.88	View chart
Philip Morris International (PM)	0.0	$296k	+3%	1.6k	180.95	View chart
Coca-Cola Company (KO)	0.0	$291k		3.6k	81.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$287k		1.5k	188.09	View chart
Lockheed Martin Corporation (LMT)	0.0	$287k		563.00	509.91	View chart
Motorola Solutions Com New (MSI)	0.0	$287k		691.00	415.29	View chart
American Electric Power Company (AEP)	0.0	$283k	-5%	2.1k	136.87	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$281k	NEW	3.5k	80.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$270k		2.5k	110.15	View chart
Prudential Financial (PRU)	0.0	$265k		2.5k	107.93	View chart
Verizon Communications (VZ)	0.0	$264k		6.2k	42.34	View chart
Union Pacific Corporation (UNP)	0.0	$253k	+9%	930.00	272.15	View chart
Oracle Corporation (ORCL)	0.0	$240k		1.6k	146.55	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$239k		1.6k	154.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$239k		583.00	409.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$236k		8.0k	29.43	View chart
General Dynamics Corporation (GD)	0.0	$224k		633.00	354.24	View chart
Thermo Fisher Scientific (TMO)	0.0	$223k		444.00	502.11	View chart
Ishares Msci Israel Etf (EIS)	0.0	$216k		1.8k	120.72	View chart
Boeing Company (BA)	0.0	$208k	NEW	959.00	216.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$207k	NEW	1.0k	197.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$207k	NEW	911.00	227.06	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$201k	NEW	4.4k	45.75	View chart

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 2026 Q2 filed July 31, 2026
Baron Silver Stevens Financial Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

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