Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $65.7M | 8.3% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $60.5M | 7.7% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $57.8M | 7.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $53.9M | 6.8% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $45.2M | 5.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $43.4M | 5.5% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $31.1M | 3.9% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $29.4M | 3.7% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $26.5M | 3.4% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $25.7M | 3.3% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $25.3M | 3.2% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $21.3M | 2.7% |
| Apple Inc.COM | COM | $19.3M | 2.4% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $18M | 2.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $17.5M | 2.2% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $16.9M | 2.1% |
| iShares Inc.MSCI GBL MIN VOL | MSCI GBL MIN VOL | $15.5M | 2.0% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $13.9M | 1.8% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $13.6M | 1.7% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $10.6M | 1.3% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $10.1M | 1.3% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $9.83M | 1.2% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $9.33M | 1.2% |
| Vanguard Wellington FDUS MULTIFACTOR | US MULTIFACTOR | $7.62M | 1.0% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $7.02M | 0.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $7M | 0.9% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $6.13M | 0.8% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $5.71M | 0.7% |
| Microsoft Corp.COM | COM | $4.94M | 0.6% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $4.74M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $4.69M | 0.6% |
| iShares TRMSCI USA VALUE | MSCI USA VALUE | $4.04M | 0.5% |
| iShares TRCORE HIGH DV ETF | CORE HIGH DV ETF | $3.63M | 0.5% |
| iShares TRFUTU EXPO TE ETF | FUTU EXPO TE ETF | $3.32M | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.27M | 0.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3.16M | 0.4% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $3.08M | 0.4% |
| Amazon Com Inc.COM | COM | $2.91M | 0.4% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $2.91M | 0.4% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $2.8M | 0.4% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.66M | 0.3% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $2.47M | 0.3% |
| Nvidia CorporationCOM | COM | $2.45M | 0.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.37M | 0.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.87M | 0.2% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $1.85M | 0.2% |
| Visa Inc.COM CL A | COM CL A | $1.76M | 0.2% |
| Costco Wholesale CorporationCOM | COM | $1.69M | 0.2% |
| Meta Platforms Inc.CL A | CL A | $1.66M | 0.2% |
| Cincinnati Finl Corp.COM | COM | $1.49M | 0.2% |
iShares TRCORE S&P500 ETF$65.7M
- Class
- CORE S&P500 ETF
- Share
- 8.3%
iShares TRRUS 1000 GRW ETF$60.5M
- Class
- RUS 1000 GRW ETF
- Share
- 7.7%
Vanguard Index FdsVALUE ETF$57.8M
- Class
- VALUE ETF
- Share
- 7.3%
Vanguard Index FdsTOTAL STK MKT$53.9M
- Class
- TOTAL STK MKT
- Share
- 6.8%
iShares TRCORE US AGGBD ET$45.2M
- Class
- CORE US AGGBD ET
- Share
- 5.7%
Vanguard Specialized FundsDIV APP ETF$43.4M
- Class
- DIV APP ETF
- Share
- 5.5%
Vanguard BD Index FdsTOTAL BND MRKT$31.1M
- Class
- TOTAL BND MRKT
- Share
- 3.9%
iShares TRCORE S&P MCP ETF$29.4M
- Class
- CORE S&P MCP ETF
- Share
- 3.7%
Vanguard Star FdsVG TL INTL STK F$26.5M
- Class
- VG TL INTL STK F
- Share
- 3.4%
Vanguard Index FdsGROWTH ETF$25.7M
- Class
- GROWTH ETF
- Share
- 3.3%
iShares TRCORE S&P SCP ETF$25.3M
- Class
- CORE S&P SCP ETF
- Share
- 3.2%
iShares TRMSCI USA MIN ETF$21.3M
- Class
- MSCI USA MIN ETF
- Share
- 2.7%
Apple Inc.COM$19.3M
- Class
- COM
- Share
- 2.4%
iShares Inc.CORE MSCI EMKT$18M
- Class
- CORE MSCI EMKT
- Share
- 2.3%
Vanguard Index FdsS&P 500 ETF SHS$17.5M
- Class
- S&P 500 ETF SHS
- Share
- 2.2%
iShares TRCORE S&P TTL STK$16.9M
- Class
- CORE S&P TTL STK
- Share
- 2.1%
iShares Inc.MSCI GBL MIN VOL$15.5M
- Class
- MSCI GBL MIN VOL
- Share
- 2.0%
J P Morgan Exchange Traded FMUNICIPAL ETF$13.9M
- Class
- MUNICIPAL ETF
- Share
- 1.8%
iShares TRCORE MSCI TOTAL$13.6M
- Class
- CORE MSCI TOTAL
- Share
- 1.7%
Vanguard Mun BD FdsTAX EXEMPT BD$10.6M
- Class
- TAX EXEMPT BD
- Share
- 1.3%
Vanguard Whitehall FdsHIGH DIV YLD$10.1M
- Class
- HIGH DIV YLD
- Share
- 1.3%
iShares TRNATIONAL MUN ETF$9.83M
- Class
- NATIONAL MUN ETF
- Share
- 1.2%
iShares TRCORE MSCI EAFE$9.33M
- Class
- CORE MSCI EAFE
- Share
- 1.2%
Vanguard Wellington FDUS MULTIFACTOR$7.62M
- Class
- US MULTIFACTOR
- Share
- 1.0%
Schwab Strategic TRUS DIVIDEND EQ$7.02M
- Class
- US DIVIDEND EQ
- Share
- 0.9%
Vanguard Index FdsSMALL CP ETF$7M
- Class
- SMALL CP ETF
- Share
- 0.9%
Dimensional ETF TrustUS CORE EQT MKT$6.13M
- Class
- US CORE EQT MKT
- Share
- 0.8%
Vanguard Index FdsMID CAP ETF$5.71M
- Class
- MID CAP ETF
- Share
- 0.7%
Microsoft Corp.COM$4.94M
- Class
- COM
- Share
- 0.6%
Vanguard Scottsdale FdsINTER TERM TREAS$4.74M
- Class
- INTER TERM TREAS
- Share
- 0.6%
JPMORGAN Chase & COCOM$4.69M
- Class
- COM
- Share
- 0.6%
iShares TRMSCI USA VALUE$4.04M
- Class
- MSCI USA VALUE
- Share
- 0.5%
iShares TRCORE HIGH DV ETF$3.63M
- Class
- CORE HIGH DV ETF
- Share
- 0.5%
iShares TRFUTU EXPO TE ETF$3.32M
- Class
- FUTU EXPO TE ETF
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$3.27M
- Class
- CAP STK CL A
- Share
- 0.4%
State Str SPDR S&P 500 ETF TTR UNIT$3.16M
- Class
- TR UNIT
- Share
- 0.4%
Select Sector SPDR TRST STR TECHN ETF$3.08M
- Class
- ST STR TECHN ETF
- Share
- 0.4%
Amazon Com Inc.COM$2.91M
- Class
- COM
- Share
- 0.4%
iShares TR0-3 MTH TREASURY$2.91M
- Class
- 0-3 MTH TREASURY
- Share
- 0.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.8M
- Class
- FTSE EMR MKT ETF
- Share
- 0.4%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.66M
- Class
- VAN FTSE DEV MKT
- Share
- 0.3%
Vanguard Intl Equity Index FALLWRLD EX US$2.47M
- Class
- ALLWRLD EX US
- Share
- 0.3%
Nvidia CorporationCOM$2.45M
- Class
- COM
- Share
- 0.3%
Alphabet Inc.CAP STK CL C$2.37M
- Class
- CAP STK CL C
- Share
- 0.3%
Berkshire Hathaway Inc. DelCL B NEW$1.87M
- Class
- CL B NEW
- Share
- 0.2%
Vanguard Malvern FdsSTRM INFPROIDX$1.85M
- Class
- STRM INFPROIDX
- Share
- 0.2%
Visa Inc.COM CL A$1.76M
- Class
- COM CL A
- Share
- 0.2%
Costco Wholesale CorporationCOM$1.69M
- Class
- COM
- Share
- 0.2%
Meta Platforms Inc.CL A$1.66M
- Class
- CL A
- Share
- 0.2%
Cincinnati Finl Corp.COM$1.49M
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 140 positions by value, with holdings of the same security combined. The 140 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1851395
- File number
- 028-21116
- Options
- 0 call, 0 put
- In the 25 largest
- 82.9%
- Prior quarter
- $689M at 31 March 2026
- Positions opened
- 14
- Positions closed
- 8
Common questions
What are Baron Silver Stevens Financial Advisors’ 13F holdings worth?
$791 million across 140 positions for the quarter ended 30 June 2026.
What is Baron Silver Stevens Financial Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $65.7 million, or 8.3% of reported 13F value, as of 30 June 2026.
How concentrated is Baron Silver Stevens Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 55.6% of reported value and the twenty-five largest for 82.9%, across 140 positions as of 30 June 2026.
Does Form 13F show everything Baron Silver Stevens Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Baron Silver Stevens Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.