Q2 2026 13F · SEC CIK 1851395

Baron Silver Stevens Financial Advisors, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $787.9M
Reported positions: 138
Top holdings a year, 3 yrs: +14.4%
Assets under management: $1.2B

Baron Silver Stevens Financial Advisors, LLC is a wealth manager that reported 138 positions worth $787.9M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 8.3%), Ishares Russell 1000 Growth ETF (IWF, 7.7%), Vanguard Value ETF (VTV, 7.3%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Baron Silver Stevens Financial Advisors, LLC holdings largest 50 of 138 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baron Silver Stevens Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	8.3%	8.3%	87,712	+0.5%	$65.7M
IWFIshares Russell 1000 Growth ETF	7.7%	7.3%	487,084	+312.0%	$60.5M
VTVVanguard Value ETF	7.3%	7.6%	265,398	-0.2%	$57.8M
VTIVanguard Index Fds	6.8%	6.8%	145,696	-0.8%	$53.9M
AGGIshares Tr	5.7%	6.1%	456,728	+7.4%	$45.2M
VIGVanguard Dividend Appreciation ETF	5.5%	5.6%	183,565	+1.8%	$43.4M
BNDVanguard Total Bond Market ETF	3.9%	4.3%	423,082	+5.7%	$31.1M
IJHIshares Tr	3.7%	3.7%	381,125	+0.7%	$29.4M
VXUSVanguard Star Fds Vanguard Total Intl St	3.4%	3.5%	310,372	-0.7%	$26.5M
VUGVanguard Indx Fd	3.3%	3.1%	298,638	+516.9%	$25.7M
IJRIshares Core S&p Small Cap ETF	3.2%	3.0%	170,780	+1.8%	$25.3M
USMVIshares Msci USA Min Volfctr ETF	2.7%	2.9%	221,195	+2.3%	$21.3M
AAPLApple Inc	2.5%	1.5%	66,717	+65.6%	$19.3M
IEMGIshares	2.3%	2.1%	217,113	+2.7%	$18.0M
VOOVanguard S&p 500 ETF	2.2%	2.1%	25,540	+5.5%	$17.5M
ITOTIshares Total US Stock Market ETF	2.1%	2.1%	103,101	+2.8%	$16.9M
ACWVIshares Inc	2.0%	2.3%	128,883	-4.3%	$15.5M
JMUBJ P Morgan Exchange Traded F	1.8%	1.7%	274,073	+16.7%	$13.9M
IXUSIshares Core Msci Total International St	1.7%	1.7%	142,981	+3.4%	$13.6M
VTEBVanguard Tx Ex Bd	1.3%	1.5%	208,792	+0.8%	$10.6M
VYMVym	1.3%	1.4%	63,632	-1.1%	$10.1M
MUBIshares National Muni Bond ETF	1.2%	1.4%	91,385	+2.5%	$9.8M
IEFAIshares Core Msci Eafe ETF	1.2%	1.2%	96,618	+5.7%	$9.3M
VFMFVanguard Wellington Fd	1.0%	0.9%	43,048	+7.8%	$7.6M
SCHDSchwab Strategic Tr	0.9%	1.0%	221,245	+2.1%	$7.0M
VBVanguard Indx Fd	0.9%	0.9%	23,077	+0.5%	$7.0M
DFAUDimensional US Core Equity Market ETF	0.8%	0.7%	118,653	+5.3%	$6.1M
VOVanguard Index Fds	0.7%	0.7%	70,927	+304.6%	$5.7M
MSFTMicrosoft Corp	0.6%	0.7%	13,255	-1.1%	$4.9M
VGITVanguard Intermediate Treasury ETF	0.6%	0.8%	80,295	-17.8%	$4.7M
JPMJpmorgan Chase & Co	0.6%	0.3%	14,335	+78.9%	$4.7M
VLUEIshares	0.5%	0.5%	20,201	-8.2%	$4.0M
HDVIshares Tr	0.5%	0.5%	132,302	+399.1%	$3.6M
XTIShares Exponential Technologi	0.4%	0.4%	40,158	+1.6%	$3.3M
GOOGLAlphabet Inc	0.4%	0.4%	9,143	+1.0%	$3.3M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	4,229	+0.4%	$3.2M
XLKState Street Technology Select Sector Sp	0.4%	0.3%	16,142	-0.3%	$3.1M
AMZNAmazon Com Inc Com	0.4%	0.4%	12,217	+0.0%	$2.9M
SGOViShares 0-3 Month Treasury Bon	0.4%	0.3%	28,885	+38.0%	$2.9M
VWOVanguard Intl Equity Index F	0.4%	0.4%	46,908	+0.9%	$2.8M
VEAVanguard Tax-Managed Fds	0.3%	0.3%	37,297	+1.0%	$2.7M
VEUVanguard FTSE All	0.3%	0.3%	29,481	-5.9%	$2.5M
NVDANvidia Corporation Com	0.3%	0.3%	12,257	-0.3%	$2.5M
GOOGAlphabet Inc	0.3%	0.3%	6,700	-1.5%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	3,747	+6.4%	$1.9M
VTIPVanguard Malvern Fds	0.2%	0.3%	36,792	+4.6%	$1.8M
VVisa Inc Com Cl A	0.2%	0.2%	5,136	-5.5%	$1.8M
COSTCostco Whsl Corp New	0.2%	0.3%	1,811	-1.0%	$1.7M
METAMeta Platforms Inc Class A	0.2%	0.2%	2,946	+0.5%	$1.7M
CINFCincinnati Financial Corporation	0.2%	—	8,027	—	$1.5M

What Baron Silver Stevens Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.8% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$787.9M	138
Q1 2026	$689.2M	134
Q4 2025	$692.9M	132
Q3 2025	$683.2M	146
Q2 2025	$624.5M	144
Q1 2025	$571.6M	124
Q4 2024	$589.2M	127
Q3 2024	$572.8M	120
Q2 2024	$523.3M	108
Q1 2024	$513.3M	123
Q4 2023	$473.3M	101
Q3 2023	$440.8M	103

Questions about Baron Silver Stevens Financial Advisors, LLC's portfolio

What stocks does Baron Silver Stevens Financial Advisors, LLC own?

Baron Silver Stevens Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 138 positions worth $787.9M. The largest are Ishares Core S&p 500 ETF (IVV) at 8.3%, Ishares Russell 1000 Growth ETF (IWF) at 7.7%, Vanguard Value ETF (VTV) at 7.3%, Vanguard Index Fds (VTI) at 6.8% and Ishares Tr (AGG) at 5.7%.

What did Baron Silver Stevens Financial Advisors, LLC buy last quarter?

In Q2 2026, Baron Silver Stevens Financial Advisors, LLC added Vanguard Indx Fd (VUG) (+516.9% shares), Ishares Tr (HDV) (+399.1% shares) and Ishares Russell 1000 Growth ETF (IWF) (+312.0% shares), compared with its Q1 2026 filing.

What did Baron Silver Stevens Financial Advisors, LLC sell last quarter?

In Q2 2026, Baron Silver Stevens Financial Advisors, LLC cut from its top 50 Ishares Tr ETF Ibonds Dec 2026 Term Corp (IBDR), Vanguard Intermediate Treasury ETF (VGIT) (-17.8% shares), Ishares (VLUE) (-8.2% shares) and Vanguard FTSE All (VEU) (-5.9% shares), compared with its Q1 2026 filing.

How has Baron Silver Stevens Financial Advisors, LLC's portfolio performed?

A portfolio copying Baron Silver Stevens Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Baron Silver Stevens Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Baron Silver Stevens Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Baron Silver Stevens Financial Advisors, LLC manage?

Baron Silver Stevens Financial Advisors, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $787.9M.