BARON SILVER STEVENS FINANCIAL ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1851395 · latest 13F-HR filed 2026-05-13
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.
Loading holdings…
AUM
$689.2M
Long-equity book
Holdings
134
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+9 / −7 / ↑45 / ↓39
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$3.4M +8.7%
- VANGUARD BD INDEX FDS$2.4M +8.9%
- VANGUARD STAR FDS$1.5M +6.6%
- ISHARES INC$1.4M +10.5%
- ISHARES TR$1.1M +5.8%
Top Trims
- ISHARES TR-$4.4M -8.0%
- VANGUARD INDEX FDS-$2.4M -10.4%
- JPMORGAN CHASE & CO-$2.4M -49.9%
- MICROSOFT CORP-$1.7M -25.1%
- APPLE INC-$1.2M -10.5%
New Positions
- SOUTHERN CO$780.4K
- SPDR SERIES TRUST$488.2K
- NORTHROP GRUMMAN CORP$441.4K
- LINDE PLC$308.4K
- MOTOROLA SOLUTIONS INC$299.9K
Exited Positions
- CINCINNATI FINL CORP$1.3M
- ISHARES TR$992.7K
- INVESCO QQQ TR$583.6K
- ACCENTURE PLC IRELAND$263.4K
- SALESFORCE INC$253.5K
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 | $57.0M | 8.27% | 87,294 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $52.2M | 7.57% | 265,923 | SH |
| 3 | ISHARES TR | IWF | 464287614 | $50.4M | 7.31% | 118,212 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $47.1M | 6.83% | 146,799 | SH |
| 5 | ISHARES TR | AGG | 464287226 | $42.2M | 6.13% | 425,375 | SH |
| 6 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $38.8M | 5.63% | 180,382 | SH |
| 7 | VANGUARD BD INDEX FDS | BND | 921937835 | $29.5M | 4.28% | 400,097 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $25.5M | 3.71% | 378,336 | SH |
| 9 | VANGUARD STAR FDS | VXUS | 921909768 | $24.1M | 3.50% | 312,425 | SH |
| 10 | VANGUARD INDEX FDS | VUG | 922908736 | $21.1M | 3.07% | 48,411 | SH |
| 11 | ISHARES TR | IJR | 464287804 | $20.8M | 3.02% | 167,681 | SH |
| 12 | ISHARES TR | USMV | 46429B697 | $20.0M | 2.91% | 216,124 | SH |
| 13 | ISHARES INC | ACWV | 464286525 | $16.1M | 2.33% | 134,626 | SH |
| 14 | ISHARES INC | IEMG | 46434G103 | $14.7M | 2.14% | 211,440 | SH |
| 15 | VANGUARD INDEX FDS | VOO | 922908363 | $14.5M | 2.10% | 24,203 | SH |
| 16 | ISHARES TR | ITOT | 464287150 | $14.3M | 2.07% | 100,274 | SH |
| 17 | ISHARES TR | IXUS | 46432F834 | $12.0M | 1.74% | 138,261 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $11.7M | 1.70% | 234,829 | SH |
| 19 | VANGUARD MUN BD FDS | VTEB | 922907746 | $10.3M | 1.50% | 207,164 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $10.2M | 1.48% | 40,299 | SH |
| 21 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $9.5M | 1.38% | 64,370 | SH |
| 22 | ISHARES TR | MUB | 464288414 | $9.5M | 1.37% | 89,186 | SH |
| 23 | ISHARES TR | IEFA | 46432F842 | $8.3M | 1.20% | 91,381 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $6.6M | 0.96% | 216,665 | SH |
| 25 | VANGUARD WELLINGTON FD | VFMF | 921935607 | $6.2M | 0.90% | 39,930 | SH |
| 26 | VANGUARD INDEX FDS | VB | 922908751 | $6.0M | 0.87% | 22,973 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $5.8M | 0.84% | 97,636 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $5.1M | 0.74% | 112,670 | SH |
| 29 | VANGUARD INDEX FDS | VO | 922908629 | $5.0M | 0.73% | 17,529 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 0.72% | 13,409 | SH |
| 31 | ISHARES TR | HDV | 46429B663 | $3.6M | 0.52% | 26,507 | SH |
| 32 | ISHARES TR | VLUE | 46432F388 | $3.1M | 0.45% | 21,999 | SH |
| 33 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.7M | 0.40% | 4,213 | SH |
| 34 | ISHARES TR | XT | 46434V381 | $2.7M | 0.39% | 39,521 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $2.6M | 0.38% | 9,053 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $2.5M | 0.37% | 12,215 | SH |
| 37 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.5M | 0.36% | 46,495 | SH |
| 38 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.4M | 0.34% | 36,941 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.4M | 0.34% | 8,015 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $2.4M | 0.34% | 31,342 | SH |
| 41 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.2M | 0.31% | 16,184 | SH |
| 42 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.1M | 0.31% | 12,296 | SH |
| 43 | ISHARES TR | SGOV | 46436E718 | $2.1M | 0.31% | 20,927 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $2.0M | 0.28% | 6,800 | SH |
| 45 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.8M | 0.26% | 1,830 | SH |
| 46 | VANGUARD MALVERN FDS | VTIP | 922020805 | $1.8M | 0.25% | 35,179 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.7M | 0.24% | 3,521 | SH |
| 48 | META PLATFORMS INC | META | 30303M102 | $1.7M | 0.24% | 2,930 | SH |
| 49 | VISA INC | V | 92826C839 | $1.6M | 0.24% | 5,436 | SH |
| 50 | ISHARES TR | IBDR | 46435GAA0 | $1.6M | 0.23% | 66,433 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |