Holders — by stockHoldings — by fund
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001851395
$790.6M
disclosed book value
140
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 100 of 140 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 87,712 | $65.7M | 8.3% |
| 2 | IWFISHARES TR | 487,084 | $60.5M | 7.7% |
| 3 | VTVVANGUARD INDEX FDS | 265,398 | $57.8M | 7.3% |
| 4 | VTIVANGUARD INDEX FDS | 145,696 | $53.9M | 6.8% |
| 5 | AGGISHARES TR | 456,728 | $45.2M | 5.7% |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 183,565 | $43.4M | 5.5% |
| 7 | BNDVANGUARD BD INDEX FDS | 423,082 | $31.1M | 3.9% |
| 8 | IJHISHARES TR | 381,125 | $29.4M | 3.7% |
| 9 | VXUSVANGUARD STAR FDS | 310,372 | $26.5M | 3.4% |
| 10 | VUGVANGUARD INDEX FDS | 298,638 | $25.7M | 3.3% |
| 11 | IJRISHARES TR | 170,780 | $25.3M | 3.2% |
| 12 | USMVISHARES TR | 221,195 | $21.3M | 2.7% |
| 13 | AAPLAPPLE INC | 66,717 | $19.3M | 2.4% |
| 14 | IEMGISHARES INC | 217,113 | $18.0M | 2.3% |
| 15 | VOOVANGUARD INDEX FDS | 25,540 | $17.5M | 2.2% |
| 16 | ITOTISHARES TR | 103,101 | $16.9M | 2.1% |
| 17 | ACWVISHARES INC | 128,883 | $15.5M | 2% |
| 18 | JMUBJ P MORGAN EXCHANGE TRADED F | 274,073 | $13.9M | 1.8% |
| 19 | IXUSISHARES TR | 142,981 | $13.6M | 1.7% |
| 20 | VTEBVANGUARD MUN BD FDS | 208,792 | $10.6M | 1.3% |
| 21 | VYMVANGUARD WHITEHALL FDS | 63,632 | $10.1M | 1.3% |
| 22 | MUBISHARES TR | 91,385 | $9.8M | 1.2% |
| 23 | IEFAISHARES TR | 96,618 | $9.3M | 1.2% |
| 24 | VFMFVANGUARD WELLINGTON FD | 43,048 | $7.6M | 1% |
| 25 | SCHDSCHWAB STRATEGIC TR | 221,245 | $7.0M | 0.9% |
| 26 | VBVANGUARD INDEX FDS | 23,077 | $7.0M | 0.9% |
| 27 | DFAUDIMENSIONAL ETF TRUST | 118,653 | $6.1M | 0.8% |
| 28 | VOVANGUARD INDEX FDS | 70,927 | $5.7M | 0.7% |
| 29 | MSFTMICROSOFT CORP | 13,255 | $4.9M | 0.6% |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 80,295 | $4.7M | 0.6% |
| 31 | JPMJPMORGAN CHASE & CO | 14,335 | $4.7M | 0.6% |
| 32 | VLUEISHARES TR | 20,201 | $4.0M | 0.5% |
| 33 | HDVISHARES TR | 132,302 | $3.6M | 0.5% |
| 34 | XTISHARES TR | 40,158 | $3.3M | 0.4% |
| 35 | GOOGLALPHABET INC | 9,143 | $3.3M | 0.4% |
| 36 | SPYSTATE STR SPDR S&P 500 ETF T | 4,229 | $3.2M | 0.4% |
| 37 | XLKSELECT SECTOR SPDR TR | 16,142 | $3.1M | 0.4% |
| 38 | AMZNAMAZON COM INC | 12,217 | $2.9M | 0.4% |
| 39 | SGOVISHARES TR | 28,885 | $2.9M | 0.4% |
| 40 | VWOVANGUARD INTL EQUITY INDEX F | 46,908 | $2.8M | 0.4% |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 37,297 | $2.7M | 0.3% |
| 42 | VEUVANGUARD INTL EQUITY INDEX F | 29,481 | $2.5M | 0.3% |
| 43 | NVDANVIDIA CORPORATION | 12,257 | $2.5M | 0.3% |
| 44 | GOOGALPHABET INC | 6,700 | $2.4M | 0.3% |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,747 | $1.9M | 0.2% |
| 46 | VTIPVANGUARD MALVERN FDS | 36,792 | $1.8M | 0.2% |
| 47 | VVISA INC | 5,136 | $1.8M | 0.2% |
| 48 | COSTCOSTCO WHOLESALE CORPORATION | 1,811 | $1.7M | 0.2% |
| 49 | METAMETA PLATFORMS INC | 2,946 | $1.7M | 0.2% |
| 50 | CINFCINCINNATI FINL CORP | 8,027 | $1.5M | 0.2% |
| 51 | IBDRISHARES TR | 60,718 | $1.5M | 0.2% |
| 52 | FBNDFIDELITY MERRIMACK STR TR | 30,990 | $1.4M | 0.2% |
| 53 | IBDTISHARES TR | 54,236 | $1.4M | 0.2% |
| 54 | JNJJOHNSON & JOHNSON | 5,253 | $1.3M | 0.2% |
| 55 | AMATAPPLIED MATLS INC | 1,795 | $1.3M | 0.2% |
| 56 | TSLATESLA INC | 3,057 | $1.3M | 0.2% |
| 57 | AVGOBROADCOM INC | 3,400 | $1.3M | 0.2% |
| 58 | NEENEXTERA ENERGY INC | 14,599 | $1.3M | 0.2% |
| 59 | IWDISHARES TR | 5,193 | $1.3M | 0.2% |
| 60 | PEPPEPSICO INC | 9,201 | $1.2M | 0.2% |
| 61 | IBDUISHARES TR | 53,470 | $1.2M | 0.2% |
| 62 | IBDSISHARES TR | 49,536 | $1.2M | 0.2% |
| 63 | PGPROCTER & GAMBLE CO | 7,956 | $1.2M | 0.1% |
| 64 | TTTRANE TECHNOLOGIES PLC | 2,079 | $1.0M | 0.1% |
| 65 | DISDISNEY WALT CO | 10,446 | $1.0M | 0.1% |
| 66 | JPSTJ P MORGAN EXCHANGE TRADED F | 18,638 | $942,540 | 0.1% |
| 67 | LLYELI LILLY & CO | 775 | $930,558 | 0.1% |
| 68 | GILDGILEAD SCIENCES INC | 7,173 | $906,326 | 0.1% |
| 69 | MRKMERCK & CO INC | 6,964 | $894,874 | 0.1% |
| 70 | XOMEXXON MOBIL CORP | 6,523 | $891,861 | 0.1% |
| 71 | WMTWALMART INC | 7,602 | $861,034 | 0.1% |
| 72 | CATCATERPILLAR INC | 794 | $845,531 | 0.1% |
| 73 | LRGFISHARES TR | 10,860 | $821,342 | 0.1% |
| 74 | SOSOUTHERN CO | 8,372 | $801,284 | 0.1% |
| 75 | IBDVISHARES TR | 34,859 | $759,945 | 0.1% |
| 76 | QQQINVESCO QQQ TR | 1,023 | $753,337 | 0.1% |
| 77 | CVXCHEVRON CORPORATION | 4,329 | $717,575 | 0.1% |
| 78 | IBDWISHARES TR | 33,186 | $691,596 | 0.1% |
| 79 | GLDSPDR GOLD TR | 1,866 | $687,397 | 0.1% |
| 80 | UNHUNITEDHEALTH GROUP INC | 1,565 | $650,461 | 0.1% |
| 81 | VTVANGUARD INTL EQUITY INDEX F | 3,995 | $627,015 | 0.1% |
| 82 | HDHOME DEPOT INC | 1,777 | $626,712 | 0.1% |
| 83 | MOALTRIA GROUP INC | 8,289 | $596,397 | 0.1% |
| 84 | CSCOCISCO SYS INC | 4,968 | $583,643 | 0.1% |
| 85 | MCDMCDONALDS CORP | 2,042 | $551,984 | 0.1% |
| 86 | MAMASTERCARD INCORPORATED | 1,072 | $550,579 | 0.1% |
| 87 | RTXRTX CORPORATION | 2,895 | $549,271 | 0.1% |
| 88 | DFUSDIMENSIONAL ETF TRUST | 6,684 | $547,687 | 0.1% |
| 89 | PFEPFIZER INC | 22,560 | $543,245 | 0.1% |
| 90 | AVUSAMERICAN CENTY ETF TR | 4,229 | $541,650 | 0.1% |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 1,909 | $536,830 | 0.1% |
| 92 | ABBVABBVIE INC | 1,986 | $499,757 | 0.1% |
| 93 | DUKDUKE ENERGY CORP NEW | 3,875 | $490,567 | 0.1% |
| 94 | SPABSPDR SERIES TRUST | 19,056 | $486,309 | 0.1% |
| 95 | AMDADVANCED MICRO DEVICES INC | 813 | $472,280 | 0.1% |
| 96 | QUALISHARES TR | 2,060 | $452,026 | 0.1% |
| 97 | EDCONSOLIDATED EDISON INC | 3,967 | $438,869 | 0.1% |
| 98 | VGTVANGUARD WORLD FD | 3,616 | $432,184 | 0.1% |
| 99 | APHAMPHENOL CORP | 2,268 | $399,894 | 0.1% |
| 100 | ASMLASML HLDG NV | 198 | $393,909 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.