Baron Silver Stevens Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$689.2M
Q ending 2026-03-31
Prior quarter
$692.9M
Q ending 2025-12-31
Change
-0.5% QoQ · +20.6% YoY
Positions
134
reported holdings
Largest positions
Top 100 of 134 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $57.0M | 87K |
| Vanguard Index Fds | VTV | Shares | $52.2M | 266K |
| Ishares Tr | IWF | Shares | $50.4M | 118K |
| Vanguard Index Fds | VTI | Shares | $47.1M | 147K |
| Ishares Tr | AGG | Shares | $42.2M | 425K |
| Vanguard Specialized Funds | VIG | Shares | $38.8M | 180K |
| Vanguard Bd Index Fds | BND | Shares | $29.5M | 400K |
| Ishares Tr | IJH | Shares | $25.5M | 378K |
| Vanguard Star Fds | VXUS | Shares | $24.1M | 312K |
| Vanguard Index Fds | VUG | Shares | $21.1M | 48K |
| Ishares Tr | IJR | Shares | $20.8M | 168K |
| Ishares Tr | USMV | Shares | $20.0M | 216K |
| Ishares Inc | ACWV | Shares | $16.1M | 135K |
| Ishares Inc | IEMG | Shares | $14.7M | 211K |
| Vanguard Index Fds | VOO | Shares | $14.5M | 24K |
| Ishares Tr | ITOT | Shares | $14.3M | 100K |
| Ishares Tr | IXUS | Shares | $12.0M | 138K |
| J P Morgan Exchange Traded F | JMUB | Shares | $11.7M | 235K |
| Vanguard Mun Bd Fds | VTEB | Shares | $10.3M | 207K |
| Apple Inc | AAPL | Shares | $10.2M | 40K |
| Vanguard Whitehall Fds | VYM | Shares | $9.5M | 64K |
| Ishares Tr | MUB | Shares | $9.5M | 89K |
| Ishares Tr | IEFA | Shares | $8.3M | 91K |
| Schwab Strategic Tr | SCHD | Shares | $6.6M | 217K |
| Vanguard Wellington Fd | VFMF | Shares | $6.2M | 40K |
| Vanguard Index Fds | VB | Shares | $6.0M | 23K |
| Vanguard Scottsdale Fds | VGIT | Shares | $5.8M | 98K |
| Dimensional Etf Trust | DFAU | Shares | $5.1M | 113K |
| Vanguard Index Fds | VO | Shares | $5.0M | 18K |
| Microsoft Corp | MSFT | Shares | $5.0M | 13K |
| Ishares Tr | HDV | Shares | $3.6M | 27K |
| Ishares Tr | VLUE | Shares | $3.1M | 22K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.7M | 4K |
| Ishares Tr | XT | Shares | $2.7M | 40K |
| Alphabet Inc | GOOGL | Shares | $2.6M | 9K |
| Amazon Com Inc | AMZN | Shares | $2.5M | 12K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.5M | 46K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.4M | 37K |
| Jpmorgan Chase & Co | JPM | Shares | $2.4M | 8K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.4M | 31K |
| Select Sector Spdr Tr | XLK | Shares | $2.2M | 16K |
| Nvidia Corporation | NVDA | Shares | $2.1M | 12K |
| Ishares Tr | SGOV | Shares | $2.1M | 21K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Vanguard Malvern Fds | VTIP | Shares | $1.8M | 35K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 4K |
| Meta Platforms Inc | META | Shares | $1.7M | 3K |
| Visa Inc | V | Shares | $1.6M | 5K |
| Ishares Tr | IBDR | Shares | $1.6M | 66K |
| Pepsico Inc | PEP | Shares | $1.4M | 9K |
| Nextera Energy Inc | NEE | Shares | $1.3M | 14K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Ishares Tr | IBDT | Shares | $1.2M | 48K |
| Procter & Gamble Co | PG | Shares | $1.2M | 8K |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| Ishares Tr | IWD | Shares | $1.1M | 5K |
| Ishares Tr | IBDS | Shares | $1.1M | 45K |
| Broadcom Inc | AVGO | Shares | $1.0M | 3K |
| Disney Walt Co | DIS | Shares | $1.0M | 10K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.0M | 20K |
| Gilead Sciences Inc | GILD | Shares | $1000K | 7K |
| Walmart Inc | WMT | Shares | $945K | 8K |
| Fidelity Merrimack Str Tr | FBND | Shares | $936K | 21K |
| Chevron Corporation | CVX | Shares | $926K | 4K |
| Trane Technologies Plc | Shares | $866K | 2K | |
| Spdr Gold Tr | GLD | Shares | $828K | 2K |
| Merck & Co Inc | MRK | Shares | $814K | 7K |
| Southern Co | SO | Shares | $780K | 8K |
| Ishares Tr | LRGF | Shares | $740K | 11K |
| Eli Lilly & Co | LLY | Shares | $722K | 784 |
| Ishares Tr | IBDV | Shares | $711K | 32K |
| Ishares Tr | IBDW | Shares | $695K | 33K |
| Mcdonalds Corp | MCD | Shares | $693K | 2K |
| Pfizer Inc | PFE | Shares | $642K | 23K |
| Applied Matls Inc | AMAT | Shares | $614K | 2K |
| Home Depot Inc | HD | Shares | $600K | 2K |
| Rtx Corporation | RTX | Shares | $557K | 3K |
| Vanguard Intl Equity Index F | VT | Shares | $553K | 4K |
| Caterpillar Inc | CAT | Shares | $550K | 777 |
| Exxon Mobil Corp | XOM | Shares | $534K | 3K |
| Duke Energy Corp New | DUK | Shares | $518K | 4K |
| Mastercard Incorporated | MA | Shares | $511K | 1K |
| Spdr Series Trust | SPAB | Shares | $488K | 19K |
| Altria Group Inc | MO | Shares | $481K | 7K |
| Dimensional Etf Trust | DFUS | Shares | $474K | 7K |
| American Centy Etf Tr | AVUS | Shares | $470K | 4K |
| Consolidated Edison Inc | ED | Shares | $449K | 4K |
| Northrop Grumman Corp | NOC | Shares | $441K | 647 |
| Abbvie Inc | ABBV | Shares | $435K | 2K |
| Unitedhealth Group Inc | UNH | Shares | $423K | 2K |
| Ishares Tr | QUAL | Shares | $395K | 2K |
| Cisco Sys Inc | CSCO | Shares | $388K | 5K |
| J P Morgan Exchange Traded F | JEPI | Shares | $358K | 6K |
| Ishares Tr | IUSB | Shares | $352K | 8K |
| International Business Machs | IBM | Shares | $344K | 1K |
| Lockheed Martin Corp | LMT | Shares | $341K | 563 |
| American Express Co | AXP | Shares | $335K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $331K | 1K |
| Csx Corp | CSX | Shares | $317K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.