Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of Dec. 31, 2025

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
Ishares Tr Rus 1000 Grw Etf (IWF) 7.9 $55M 116k 473.30
Vanguard Index Fds Value Etf (VTV) 7.3 $51M 266k 190.99
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $50M 148k 335.27
Vanguard Specialized Funds Div App Etf (VIG) 5.6 $39M 178k 219.78
Ishares Tr Core Us Aggbd Et (AGG) 5.6 $39M 389k 99.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $27M 365k 74.07
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $25M 372k 66.00
Vanguard Index Fds Growth Etf (VUG) 3.4 $24M 48k 487.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.3 $23M 300k 75.44
Ishares Tr Msci Usa Min Vol (USMV) 3.1 $21M 225k 94.16
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $20M 164k 120.18
Ishares Msci Gbl Min Vol (ACWV) 2.4 $17M 141k 118.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $15M 23k 627.15
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $15M 97k 148.69
Ishares Core Msci Emkt (IEMG) 1.9 $13M 199k 67.22
Ishares Tr Core Msci Total (IXUS) 1.7 $11M 135k 84.64
Apple (AAPL) 1.6 $11M 42k 271.86
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.6 $11M 219k 50.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $9.8M 196k 50.29
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $9.4M 65k 143.52
Ishares Tr National Mun Etf (MUB) 1.3 $9.2M 86k 107.11
Ishares Tr Core Msci Eafe (IEFA) 1.1 $7.5M 84k 89.46
Microsoft Corporation (MSFT) 1.0 $6.6M 14k 483.65
Vanguard Index Fds Small Cp Etf (VB) 0.9 $6.0M 23k 257.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $5.7M 207k 27.43
Vanguard Wellington Us Multifactor (VFMF) 0.8 $5.5M 36k 150.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $5.1M 84k 59.93
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $5.0M 17k 290.22
JPMorgan Chase & Co. (JPM) 0.7 $4.7M 15k 322.24
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $4.5M 97k 46.80
Ishares Tr Core High Dv Etf (HDV) 0.5 $3.3M 27k 121.61
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.1M 10k 313.00
Ishares Tr Msci Usa Value (VLUE) 0.4 $3.1M 23k 136.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.9M 4.2k 681.92
Amazon (AMZN) 0.4 $2.8M 12k 230.82
Ishares Tr Future Exponenti (XT) 0.4 $2.8M 40k 69.74
NVIDIA Corporation (NVDA) 0.4 $2.5M 14k 186.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.4M 39k 62.47
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $2.4M 17k 143.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.4M 32k 73.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.3M 43k 53.76
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M 7.4k 313.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 4.1k 502.65
Visa Com Cl A (V) 0.3 $1.9M 5.4k 350.73
Meta Platforms Cl A (META) 0.3 $1.9M 2.9k 660.10
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.8M 36k 49.46
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $1.7M 68k 24.23
Costco Wholesale Corporation (COST) 0.2 $1.6M 1.9k 862.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.6M 7.8k 210.35
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.6M 16k 100.38
Procter & Gamble Company (PG) 0.2 $1.5M 10k 143.32
Tesla Motors (TSLA) 0.2 $1.4M 3.1k 449.72
Pepsi (PEP) 0.2 $1.3M 9.3k 143.52
Cincinnati Financial Corporation (CINF) 0.2 $1.3M 8.1k 163.32
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $1.3M 50k 25.45
Johnson & Johnson (JNJ) 0.2 $1.2M 5.6k 206.98
Walt Disney Company (DIS) 0.2 $1.2M 10k 113.77
Nextera Energy (NEE) 0.2 $1.1M 14k 80.28
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $1.1M 47k 24.28
Broadcom (AVGO) 0.2 $1.1M 3.2k 346.14
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $993k 42k 23.41
Eli Lilly & Co. (LLY) 0.1 $924k 859.00 1075.72
Gilead Sciences (GILD) 0.1 $891k 7.3k 122.74
Wal-Mart Stores (WMT) 0.1 $862k 7.7k 111.41
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $840k 18k 46.04
Trane Technologies SHS (TT) 0.1 $809k 2.1k 389.20
Ishares Tr U S Equity Factr (LRGF) 0.1 $779k 11k 69.43
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $767k 35k 22.07
Spdr Gold Tr Gold Shs (GLD) 0.1 $763k 1.9k 396.31
Exxon Mobil Corporation (XOM) 0.1 $751k 6.2k 120.36
Home Depot (HD) 0.1 $716k 2.1k 344.10
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $702k 33k 21.15
McDonald's Corporation (MCD) 0.1 $697k 2.3k 305.64
Mastercard Incorporated Cl A (MA) 0.1 $633k 1.1k 570.88
Chevron Corporation (CVX) 0.1 $607k 4.0k 152.41
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $593k 4.2k 141.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $584k 950.00 614.31
Pfizer (PFE) 0.1 $569k 23k 24.90
International Business Machines (IBM) 0.1 $566k 1.9k 296.21
Raytheon Technologies Corp (RTX) 0.1 $537k 2.9k 183.40
American Express Company (AXP) 0.1 $535k 1.4k 369.95
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $496k 6.7k 74.17
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $473k 4.2k 111.78
Caterpillar (CAT) 0.1 $462k 806.00 572.87
Applied Materials (AMAT) 0.1 $461k 1.8k 257.00
Abbvie (ABBV) 0.1 $457k 2.0k 228.49
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $443k 8.7k 50.59
Merck & Co (MRK) 0.1 $439k 4.2k 105.26
Altria (MO) 0.1 $420k 7.3k 57.66
Consolidated Edison (ED) 0.1 $409k 4.1k 99.32
Duke Energy Corp Com New (DUK) 0.1 $374k 3.2k 117.23
Cisco Systems (CSCO) 0.1 $373k 4.8k 77.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $371k 1.9k 198.62
Philip Morris International (PM) 0.1 $368k 2.3k 160.42
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $354k 7.6k 46.54
Vanguard World Inf Tech Etf (VGT) 0.0 $344k 456.00 753.78
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $336k 2.8k 120.96
Goldman Sachs (GS) 0.0 $326k 371.00 879.32
Abbott Laboratories (ABT) 0.0 $311k 2.5k 125.29
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $299k 13k 22.32
Amphenol Corp Cl A (APH) 0.0 $299k 2.2k 135.14
Honeywell International (HON) 0.0 $295k 1.5k 195.16
Ishares Tr Russell 2000 Etf (IWM) 0.0 $282k 1.1k 246.16
CSX Corporation (CSX) 0.0 $280k 7.7k 36.25
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $280k 1.7k 160.97
Lockheed Martin Corporation (LMT) 0.0 $278k 575.00 484.09
Amgen (AMGN) 0.0 $274k 837.00 327.31
Thermo Fisher Scientific (TMO) 0.0 $272k 469.00 580.28
Morgan Stanley Com New (MS) 0.0 $268k 1.5k 177.53
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $267k 12k 23.08
Prudential Financial (PRU) 0.0 $265k 2.3k 112.88
Coca-Cola Company (KO) 0.0 $264k 3.8k 69.91
Accenture Plc Ireland Shs Class A (ACN) 0.0 $263k 981.00 268.48
General Dynamics Corporation (GD) 0.0 $259k 770.00 336.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $258k 4.5k 57.24
UnitedHealth (UNH) 0.0 $256k 774.00 330.11
salesforce (CRM) 0.0 $254k 957.00 264.91
American Electric Power Company (AEP) 0.0 $251k 2.2k 115.36
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $248k 1.5k 167.94
Deere & Company (DE) 0.0 $247k 530.00 465.57
Verizon Communications (VZ) 0.0 $242k 5.9k 40.73
Danaher Corporation (DHR) 0.0 $239k 1.0k 229.10
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $239k 2.3k 102.54
Asml Holding N V N Y Registry Shs (ASML) 0.0 $229k 214.00 1069.86
Oracle Corporation (ORCL) 0.0 $224k 1.1k 194.91
Ishares Tr Esg Optimized (SUSA) 0.0 $223k 1.6k 139.34
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $222k 1.7k 131.63
Ishares Tr Rus 1000 Etf (IWB) 0.0 $218k 583.00 373.44
Arista Networks Com Shs (ANET) 0.0 $217k 1.7k 131.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $216k 8.0k 26.91
Ishares Gold Tr Ishares New (IAU) 0.0 $211k 2.6k 81.17