BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Est. AUM

$687.2M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$57.0M	87294	8.30%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$52.2M	265923	7.59%	SOLE
3	ISHARES TR	RUS 1000 GRW ETF	$50.4M	118212	7.33%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$47.1M	146799	6.85%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$42.2M	425375	6.14%	SOLE
6	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$38.8M	180382	5.64%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$29.5M	400097	4.29%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$25.5M	378336	3.72%	SOLE
9	VANGUARD STAR FDS	VG TL INTL STK F	$24.1M	312425	3.51%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$21.1M	48411	3.08%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$20.8M	167681	3.03%	SOLE
12	ISHARES TR	MSCI USA MIN VOL	$20.0M	216124	2.92%	SOLE
13	ISHARES INC	MSCI GBL MIN VOL	$16.1M	134626	2.34%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$14.7M	211440	2.15%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.5M	24203	2.10%	SOLE
16	ISHARES TR	CORE S&P TTL STK	$14.3M	100274	2.08%	SOLE
17	ISHARES TR	CORE MSCI TOTAL	$12.0M	138261	1.74%	SOLE
18	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$11.7M	234829	1.71%	SOLE
19	VANGUARD MUN BD FDS	TAX EXEMPT BD	$10.3M	207164	1.50%	SOLE
20	APPLE INC	COM	$10.2M	40299	1.49%	SOLE
21	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.5M	64370	1.39%	SOLE
22	ISHARES TR	NATIONAL MUN ETF	$9.5M	89186	1.38%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$8.3M	91381	1.20%	SOLE
24	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.6M	216665	0.97%	SOLE
25	VANGUARD WELLINGTON FD	US MULTIFACTOR	$6.2M	39930	0.90%	SOLE
26	VANGUARD INDEX FDS	SMALL CP ETF	$6.0M	22973	0.88%	SOLE
27	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$5.8M	97636	0.85%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.1M	112670	0.74%	SOLE
29	VANGUARD INDEX FDS	MID CAP ETF	$5.0M	17529	0.73%	SOLE
30	MICROSOFT CORP	COM	$5.0M	13409	0.72%	SOLE
31	ISHARES TR	CORE HIGH DV ETF	$3.6M	26507	0.52%	SOLE
32	ISHARES TR	MSCI USA VALUE	$3.1M	21999	0.46%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4213	0.40%	SOLE
34	ISHARES TR	FUTURE EXPONENTI	$2.7M	39521	0.39%	SOLE
35	ALPHABET INC	CAP STK CL A	$2.6M	9053	0.38%	SOLE
36	AMAZON COM INC	COM	$2.5M	12215	0.37%	SOLE
37	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.5M	46495	0.37%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	36941	0.34%	SOLE
39	JPMORGAN CHASE & CO	COM	$2.4M	8015	0.34%	SOLE
40	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.4M	31342	0.34%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.1M	16184	0.31%	SOLE
42	NVIDIA CORPORATION	COM	$2.1M	12296	0.31%	SOLE
43	ISHARES TR	0-3 MNTH TREASRY	$2.1M	20927	0.31%	SOLE
44	ALPHABET INC	CAP STK CL C	$1.9M	6800	0.28%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$1.8M	1830	0.27%	SOLE
46	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.8M	35179	0.26%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3521	0.25%	SOLE
48	META PLATFORMS INC	CL A	$1.7M	2930	0.24%	SOLE
49	VISA INC	COM CL A	$1.6M	5436	0.24%	SOLE
50	ISHARES TR	IBONDS DEC2026	$1.6M	66433	0.23%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.