Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of March 31, 2026

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 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 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 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 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 168k 124.31
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $20M 216k 92.74
Ishares Msci Gbl Min Vol (ACWV) 2.3 $16M 135k 119.51
Ishares Core Msci Emkt (IEMG) 2.1 $15M 211k 69.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $15M 24k 597.57
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $14M 100k 142.43
Ishares Tr Core Msci Total (IXUS) 1.7 $12M 138k 86.64
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.7 $12M 235k 49.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $10M 207k 49.89
Apple (AAPL) 1.5 $10M 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 89k 106.15
Ishares Tr Core Msci Eafe (IEFA) 1.2 $8.3M 91k 90.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $6.6M 217k 30.68
Vanguard Wellington Us Multifactor (VFMF) 0.9 $6.2M 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 98k 59.55
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $5.1M 113k 45.12
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $5.0M 18k 287.18
Microsoft Corporation (MSFT) 0.7 $5.0M 13k 370.18
Ishares Tr Core High Dv Etf (HDV) 0.5 $3.6M 27k 135.72
Ishares Tr Msci Usa Value (VLUE) 0.5 $3.1M 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 9.1k 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 47k 54.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.4M 37k 64.08
JPMorgan Chase & Co. (JPM) 0.3 $2.4M 8.0k 294.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.4M 31k 75.10
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $2.2M 16k 132.90
NVIDIA Corporation (NVDA) 0.3 $2.1M 12k 174.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $2.1M 21k 100.66
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.0M 6.8k 286.86
Costco Wholesale Corporation (COST) 0.3 $1.8M 1.8k 996.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.8M 35k 49.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M 3.5k 479.20
Meta Platforms Cl A (META) 0.2 $1.7M 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 66k 24.24
Pepsi (PEP) 0.2 $1.4M 9.3k 155.29
Nextera Energy (NEE) 0.2 $1.3M 14k 92.88
Johnson & Johnson (JNJ) 0.2 $1.2M 5.0k 244.44
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $1.2M 48k 25.33
Procter & Gamble Company (PG) 0.2 $1.2M 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 5.2k 213.69
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $1.1M 45k 24.24
Broadcom (AVGO) 0.1 $1.0M 3.3k 309.54
Walt Disney Company (DIS) 0.1 $1.0M 11k 96.38
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $1.0M 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 21k 45.62
Chevron Corporation (CVX) 0.1 $926k 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 6.8k 120.29
Southern Company (SO) 0.1 $780k 8.1k 96.52
Ishares Tr U S Equity Factr (LRGF) 0.1 $740k 11k 66.00
Eli Lilly & Co. (LLY) 0.1 $722k 784.00 920.75
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $711k 33k 21.89
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $695k 33k 20.93
McDonald's Corporation (MCD) 0.1 $693k 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 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 4.0k 138.32
Caterpillar (CAT) 0.1 $551k 777.00 708.46
Exxon Mobil Corporation (XOM) 0.1 $534k 3.1k 169.69
Duke Energy Corp Com New (DUK) 0.1 $518k 4.0k 130.96
Mastercard Incorporated Cl A (MA) 0.1 $511k 1.0k 499.66
Spdr Series Trust State Street Spd (SPAB) 0.1 $488k 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 4.0k 113.18
Northrop Grumman Corporation (NOC) 0.1 $441k 647.00 682.24
Abbvie (ABBV) 0.1 $435k 2.0k 217.49
UnitedHealth (UNH) 0.1 $424k 1.6k 270.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $395k 2.1k 191.81
Cisco Systems (CSCO) 0.1 $388k 5.0k 77.60
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $358k 6.3k 56.68
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $352k 7.6k 46.19
International Business Machines (IBM) 0.0 $344k 1.4k 242.39
Lockheed Martin Corporation (LMT) 0.0 $341k 563.00 604.93
American Express Company (AXP) 0.0 $335k 1.1k 302.48
Honeywell International (HON) 0.0 $331k 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 6.2k 50.20
Linde SHS (LIN) 0.0 $308k 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 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 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 3.6k 76.05
At&t (T) 0.0 $269k 9.3k 28.99
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $266k 12k 22.95
Philip Morris International (PM) 0.0 $261k 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 2.5k 102.25
Morgan Stanley Com New (MS) 0.0 $248k 1.5k 164.57
Oracle Corporation (ORCL) 0.0 $242k 1.6k 147.11
Prudential Financial (PRU) 0.0 $239k 2.5k 97.69
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $237k 1.5k 155.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $232k 1.8k 132.54
Ishares Gold Tr Ishares New (IAU) 0.0 $227k 2.6k 88.16
Thermo Fisher Scientific (TMO) 0.0 $219k 444.00 492.27
General Dynamics Corporation (GD) 0.0 $217k 633.00 343.22
Ishares Tr Rus 1000 Etf (IWB) 0.0 $208k 583.00 356.56
Union Pacific Corporation (UNP) 0.0 $207k 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 1.1k 194.15
Ishares Msci Israel Etf (EIS) 0.0 $206k 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 1.6k 132.10