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, VTV, IWF, VTI, AGG, and represent 36.12% of Baron Silver Stevens Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGG, BND, IWF, VXUS, IEMG, JMUB, VGIT, SO, DFAU, IEFA.
- Started 9 new stock positions in NOC, T, SPAB, TXN, MSI, UNP, EIS, SO, LIN.
- Reduced shares in these 10 stocks: JPM, CINF, IBDU, USMV, ACWV, QQQ, IWD, XOM, AAPL, PG.
- Sold out of its positions in ANET, CINF, DHR, QQQ, IBDU, CRM, ACN.
- Baron Silver Stevens Financial Advisors was a net buyer of stock by $10M.
- Baron Silver Stevens Financial Advisors has $689M in assets under management (AUM), dropping by -0.53%.
- Central Index Key (CIK): 0001851395
Tip: Access up to 7 years of quarterly data
Positions held by Baron Silver Stevens Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors holds 134 positions in its portfolio as reported in the March 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 | $57M | 87k | 653.21 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 7.6 | $52M | 266k | 196.20 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.3 | $50M | +2% | 118k | 426.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.8 | $47M | 147k | 320.81 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.1 | $42M | +9% | 425k | 99.27 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $39M | 180k | 215.06 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.3 | $30M | +9% | 400k | 73.64 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $26M | 378k | 67.53 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.5 | $24M | +4% | 312k | 77.11 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $21M | 48k | 436.79 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $21M | +2% | 168k | 124.31 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.9 | $20M | -3% | 216k | 92.74 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 2.3 | $16M | -4% | 135k | 119.51 |
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $15M | +6% | 211k | 69.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $15M | +3% | 24k | 597.57 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.1 | $14M | +2% | 100k | 142.43 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.7 | $12M | +2% | 138k | 86.64 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.7 | $12M | +7% | 235k | 49.99 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $10M | +5% | 207k | 49.89 |
|
| Apple (AAPL) | 1.5 | $10M | -4% | 40k | 253.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $9.5M | 64k | 148.10 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.4 | $9.5M | +3% | 89k | 106.15 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $8.3M | +8% | 91k | 90.53 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $6.6M | +4% | 217k | 30.68 |
|
| Vanguard Wellington Us Multifactor (VFMF) | 0.9 | $6.2M | +10% | 40k | 155.08 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $6.0M | 23k | 261.92 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.8 | $5.8M | +15% | 98k | 59.55 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $5.1M | +16% | 113k | 45.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $5.0M | 18k | 287.18 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $5.0M | -2% | 13k | 370.18 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $3.6M | -3% | 27k | 135.72 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.5 | $3.1M | -2% | 22k | 142.19 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.7M | 4.2k | 650.34 |
|
|
| Ishares Tr Future Exponenti (XT) | 0.4 | $2.7M | 40k | 68.15 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.6M | -9% | 9.1k | 287.56 |
|
| Amazon (AMZN) | 0.4 | $2.5M | 12k | 208.27 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.5M | +7% | 47k | 54.05 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.4M | -4% | 37k | 64.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.4M | -45% | 8.0k | 294.19 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.4M | -2% | 31k | 75.10 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.2M | -2% | 16k | 132.90 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $2.1M | -9% | 12k | 174.40 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $2.1M | +28% | 21k | 100.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.0M | -7% | 6.8k | 286.86 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | -4% | 1.8k | 996.61 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $1.8M | -2% | 35k | 49.95 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | -14% | 3.5k | 479.20 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.7M | +2% | 2.9k | 572.14 |
|
| Visa Com Cl A (V) | 0.2 | $1.6M | 5.4k | 302.26 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.6M | -2% | 66k | 24.24 |
|
| Pepsi (PEP) | 0.2 | $1.4M | 9.3k | 155.29 |
|
|
| Nextera Energy (NEE) | 0.2 | $1.3M | -2% | 14k | 92.88 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | -11% | 5.0k | 244.44 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $1.2M | -3% | 48k | 25.33 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.2M | -20% | 8.0k | 144.45 |
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | 3.1k | 371.75 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | -33% | 5.2k | 213.69 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $1.1M | -4% | 45k | 24.24 |
|
| Broadcom (AVGO) | 0.1 | $1.0M | +2% | 3.3k | 309.54 |
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | +2% | 11k | 96.38 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.0M | +127% | 20k | 50.61 |
|
| Gilead Sciences (GILD) | 0.1 | $1000k | 7.2k | 139.38 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $945k | 7.6k | 124.28 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $936k | +12% | 21k | 45.62 |
|
| Chevron Corporation (CVX) | 0.1 | $926k | +12% | 4.5k | 206.90 |
|
| Trane Technologies SHS (TT) | 0.1 | $866k | 2.1k | 416.74 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $828k | 1.9k | 430.29 |
|
|
| Merck & Co (MRK) | 0.1 | $815k | +62% | 6.8k | 120.29 |
|
| Southern Company (SO) | 0.1 | $780k | NEW | 8.1k | 96.52 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $740k | 11k | 66.00 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $722k | -8% | 784.00 | 920.75 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $711k | -6% | 33k | 21.89 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $695k | 33k | 20.93 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $693k | -2% | 2.2k | 310.80 |
|
| Pfizer (PFE) | 0.1 | $642k | 23k | 28.08 |
|
|
| Applied Materials (AMAT) | 0.1 | $614k | 1.8k | 341.81 |
|
|
| Home Depot (HD) | 0.1 | $600k | -12% | 1.8k | 328.89 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $557k | 2.9k | 192.90 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $553k | -4% | 4.0k | 138.32 |
|
| Caterpillar (CAT) | 0.1 | $551k | -3% | 777.00 | 708.46 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $534k | -49% | 3.1k | 169.69 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $518k | +23% | 4.0k | 130.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $511k | -7% | 1.0k | 499.66 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $488k | NEW | 19k | 25.62 |
|
| Altria (MO) | 0.1 | $481k | 7.3k | 65.99 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $474k | 6.7k | 70.91 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $470k | 4.2k | 111.18 |
|
|
| Consolidated Edison (ED) | 0.1 | $449k | -3% | 4.0k | 113.18 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $441k | NEW | 647.00 | 682.24 |
|
| Abbvie (ABBV) | 0.1 | $435k | 2.0k | 217.49 |
|
|
| UnitedHealth (UNH) | 0.1 | $424k | +102% | 1.6k | 270.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $395k | +10% | 2.1k | 191.81 |
|
| Cisco Systems (CSCO) | 0.1 | $388k | +3% | 5.0k | 77.60 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $358k | +39% | 6.3k | 56.68 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $352k | 7.6k | 46.19 |
|
|
| International Business Machines (IBM) | 0.0 | $344k | -25% | 1.4k | 242.39 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $341k | -2% | 563.00 | 604.93 |
|
| American Express Company (AXP) | 0.0 | $335k | -23% | 1.1k | 302.48 |
|
| Honeywell International (HON) | 0.0 | $331k | -3% | 1.5k | 226.12 |
|
| CSX Corporation (CSX) | 0.0 | $317k | 7.7k | 41.05 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $315k | 452.00 | 697.72 |
|
|
| Verizon Communications (VZ) | 0.0 | $313k | +4% | 6.2k | 50.20 |
|
| Linde SHS (LIN) | 0.0 | $308k | NEW | 622.00 | 495.76 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $308k | 2.7k | 112.27 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $300k | NEW | 691.00 | 433.97 |
|
| Deere & Company (DE) | 0.0 | $299k | 530.00 | 563.30 |
|
|
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $297k | 13k | 22.13 |
|
|
| Goldman Sachs (GS) | 0.0 | $296k | -5% | 350.00 | 846.72 |
|
| Amgen (AMGN) | 0.0 | $295k | 837.00 | 351.85 |
|
|
| American Electric Power Company (AEP) | 0.0 | $286k | 2.2k | 131.14 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $284k | 1.1k | 248.00 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $283k | 214.00 | 1320.83 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $280k | 2.2k | 126.35 |
|
|
| Coca-Cola Company (KO) | 0.0 | $272k | -5% | 3.6k | 76.05 |
|
| At&t (T) | 0.0 | $269k | NEW | 9.3k | 28.99 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $266k | 12k | 22.95 |
|
|
| Philip Morris International (PM) | 0.0 | $261k | -31% | 1.6k | 165.37 |
|
| Abbott Laboratories (ABT) | 0.0 | $254k | 2.5k | 102.67 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $251k | +5% | 2.5k | 102.25 |
|
| Morgan Stanley Com New (MS) | 0.0 | $248k | 1.5k | 164.57 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $242k | +43% | 1.6k | 147.11 |
|
| Prudential Financial (PRU) | 0.0 | $239k | +4% | 2.5k | 97.69 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $237k | +3% | 1.5k | 155.11 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $232k | +3% | 1.8k | 132.54 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $227k | 2.6k | 88.16 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $219k | -5% | 444.00 | 492.27 |
|
| General Dynamics Corporation (GD) | 0.0 | $217k | -17% | 633.00 | 343.22 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $208k | 583.00 | 356.56 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $207k | NEW | 852.00 | 242.76 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $206k | 1.7k | 118.62 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $206k | NEW | 1.1k | 194.15 |
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $206k | NEW | 1.8k | 116.04 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $206k | 8.0k | 25.64 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $205k | -3% | 1.6k | 132.10 |
|
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 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
- Baron Silver Stevens Financial Advisors 2022 Q2 filed July 26, 2022