Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of June 30, 2026

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