Top Institutional Investors

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1851395 · latest 13F-HR filed 2026-07-31

Backtest portfolio

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC manages $790.6M in 13F-reported U.S. long-equity assets across 140 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (8.31%), IWF (7.65%), VTV (7.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 8, added to 85, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4800 N. FEDERAL HIGHWAY
SUITE 210-A
BOCA RATON, FL 33431
Phone
(561) 447-1997
Filing Manager
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, FL
Signatory
Carrie Prusa
Chief Compliance Officer, Investment Adviser Representative
Loading holdings…
AUM

$790.6M

Long-equity book

Holdings

140

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+14 / −8 / ↑85 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$10.1M +20.0%
  • APPLE INC$9.1M +88.8%
  • ISHARES TR$8.7M +15.2%
  • VANGUARD INDEX FDS$6.8M +14.5%
  • VANGUARD INDEX FDS$5.7M +10.9%
Show all 85 →

Top Trims

  • VANGUARD SCOTTSDALE FDS-$1.1M -18.5%
  • CHEVRON CORPORATION-$208.3K -22.5%
  • PEPSICO INC-$193.6K -13.4%
  • MCDONALDS CORP-$141.1K -20.4%
  • SPDR GOLD TR-$140.9K -17.0%
Show all 16 →

New Positions

  • CINCINNATI FINL CORP$1.5M
  • ISHARES TR$1.2M
  • INVESCO QQQ TR$753.3K
  • ADVANCED MICRO DEVICES INC$472.3K
  • ISHARES TR$364.0K
Show all 14 →

Exited Positions

  • HONEYWELL INTL INC$331.0K
  • ISHARES TR$296.7K
  • AT&T INC$268.7K
  • ISHARES TR$265.9K
  • ABBOTT LABORATORIES$253.7K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $65.7M 8.31% 87,712 SH
2 ISHARES TR IWF 464287614 $60.5M 7.65% 487,084 SH
3 VANGUARD INDEX FDS VTV 922908744 $57.8M 7.32% 265,398 SH
4 VANGUARD INDEX FDS VTI 922908769 $53.9M 6.82% 145,696 SH
5 ISHARES TR AGG 464287226 $45.2M 5.72% 456,728 SH
6 VANGUARD SPECIALIZED FUNDS VIG 921908844 $43.4M 5.49% 183,565 SH
7 VANGUARD BD INDEX FDS BND 921937835 $31.1M 3.93% 423,082 SH
8 ISHARES TR IJH 464287507 $29.4M 3.72% 381,125 SH
9 VANGUARD STAR FDS VXUS 921909768 $26.5M 3.36% 310,372 SH
10 VANGUARD INDEX FDS VUG 922908736 $25.7M 3.25% 298,638 SH
11 ISHARES TR IJR 464287804 $25.3M 3.20% 170,780 SH
12 ISHARES TR USMV 46429B697 $21.3M 2.70% 221,195 SH
13 APPLE INC AAPL 037833100 $19.3M 2.44% 66,717 SH
14 ISHARES INC IEMG 46434G103 $18.0M 2.27% 217,113 SH
15 VANGUARD INDEX FDS VOO 922908363 $17.5M 2.22% 25,540 SH
16 ISHARES TR ITOT 464287150 $16.9M 2.14% 103,101 SH
17 ISHARES INC ACWV 464286525 $15.5M 1.96% 128,883 SH
18 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $13.9M 1.76% 274,073 SH
19 ISHARES TR IXUS 46432F834 $13.6M 1.73% 142,981 SH
20 VANGUARD MUN BD FDS VTEB 922907746 $10.6M 1.34% 208,792 SH
21 VANGUARD WHITEHALL FDS VYM 921946406 $10.1M 1.27% 63,632 SH
22 ISHARES TR MUB 464288414 $9.8M 1.24% 91,385 SH
23 ISHARES TR IEFA 46432F842 $9.3M 1.18% 96,618 SH
24 VANGUARD WELLINGTON FD VFMF 921935607 $7.6M 0.96% 43,048 SH
25 SCHWAB STRATEGIC TR SCHD 808524797 $7.0M 0.89% 221,245 SH
26 VANGUARD INDEX FDS VB 922908751 $7.0M 0.88% 23,077 SH
27 DIMENSIONAL ETF TRUST DFAU 25434V104 $6.1M 0.78% 118,653 SH
28 VANGUARD INDEX FDS VO 922908629 $5.7M 0.72% 70,927 SH
29 MICROSOFT CORP MSFT 594918104 $4.9M 0.63% 13,255 SH
30 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $4.7M 0.60% 80,295 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $4.7M 0.59% 14,335 SH
32 ISHARES TR VLUE 46432F388 $4.0M 0.51% 20,201 SH
33 ISHARES TR HDV 46429B663 $3.6M 0.46% 132,302 SH
34 ISHARES TR XT 46434V381 $3.3M 0.42% 40,158 SH
35 ALPHABET INC GOOGL 02079K305 $3.3M 0.41% 9,143 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.2M 0.40% 4,229 SH
37 SELECT SECTOR SPDR TR XLK 81369Y803 $3.1M 0.39% 16,142 SH
38 AMAZON COM INC AMZN 023135106 $2.9M 0.37% 12,217 SH
39 ISHARES TR SGOV 46436E718 $2.9M 0.37% 28,885 SH
40 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.8M 0.35% 46,908 SH
41 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.7M 0.34% 37,297 SH
42 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.5M 0.31% 29,481 SH
43 NVIDIA CORPORATION NVDA 67066G104 $2.5M 0.31% 12,257 SH
44 ALPHABET INC GOOG 02079K107 $2.4M 0.30% 6,700 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 0.24% 3,747 SH
46 VANGUARD MALVERN FDS VTIP 922020805 $1.8M 0.23% 36,792 SH
47 VISA INC V 92826C839 $1.8M 0.22% 5,136 SH
48 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.7M 0.21% 1,811 SH
49 META PLATFORMS INC META 30303M102 $1.7M 0.21% 2,946 SH
50 CINCINNATI FINL CORP CINF 172062101 $1.5M 0.19% 8,027 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $790.6M 140 0001172661-26-002983
2026-03-31 2026-05-13 $689.2M 134 0001172661-26-001755
2025-12-31 2026-02-06 $692.9M 132 0001172661-26-000512
2025-09-30 2025-10-28 $683.2M 146 0001172661-25-004458