Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of Sept. 30, 2025

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