BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held in its portfolio 132 assets valued at $692,899,923 (i.e. $692.90M).
The most valuable assets in the portfolio included: ISHARES TR ($59.50M), ISHARES TR ($54.79M), and VANGUARD INDEX FDS ($50.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 132 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 86874 | 59503523 | CORE S&P500 ETF |
| ISHARES TR | 115751 | 54785334 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 265857 | 50776205 | VALUE ETF |
| VANGUARD INDEX FDS | 147614 | 49490593 | TOTAL STK MKT |
| VANGUARD SPECIALIZED FUNDS | 177970 | 39114298 | DIV APP ETF |
| ISHARES TR | 388878 | 38841191 | CORE US AGGBD ET |
| VANGUARD BD INDEX FDS | 365175 | 27048557 | TOTAL BND MRKT |
| ISHARES TR | 372397 | 24578261 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 48360 | 23593185 | GROWTH ETF |
| VANGUARD STAR FDS | 299460 | 22591309 | VG TL INTL STK F |
| ISHARES TR | 224532 | 21142015 | MSCI USA MIN VOL |
| ISHARES TR | 163894 | 19696782 | CORE S&P SCP ETF |
| ISHARES INC | 141078 | 16753107 | MSCI GBL MIN VOL |
| VANGUARD INDEX FDS | 23427 | 14692303 | S&P 500 ETF SHS |
| ISHARES TR | 97415 | 14484725 | CORE S&P TTL STK |
| ISHARES INC | 198471 | 13341273 | CORE MSCI EMKT |
| ISHARES TR | 135248 | 11447462 | CORE MSCI TOTAL |
| APPLE INC | 42016 | 11422502 | COM |
| J P MORGAN EXCHANGE TRADED F | 218585 | 11038575 | MUNICIPAL ETF |
| VANGUARD MUN BD FDS | 195742 | 9843870 | TAX EXEMPT BD |
| VANGUARD WHITEHALL FDS | 65346 | 9378507 | HIGH DIV YLD |
| ISHARES TR | 85908 | 9201661 | NATIONAL MUN ETF |
| ISHARES TR | 83892 | 7504981 | CORE MSCI EAFE |
| MICROSOFT CORP | 13708 | 6629930 | COM |
| VANGUARD INDEX FDS | 23144 | 5970026 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 206758 | 5671387 | US DIVIDEND EQ |
| VANGUARD WELLINGTON FD | 36207 | 5457307 | US MULTIFACTOR |
| VANGUARD SCOTTSDALE FDS | 84298 | 5051979 | INTER TERM TREAS |
| VANGUARD INDEX FDS | 17315 | 5025233 | MID CAP ETF |
| JPMORGAN CHASE & CO. | 14618 | 4710460 | COM |
| DIMENSIONAL ETF TRUST | 96842 | 4532206 | US CORE EQT MKT |
| ISHARES TR | 27331 | 3323824 | CORE HIGH DV ETF |
| ALPHABET INC | 9969 | 3120318 | CAP STK CL A |
| ISHARES TR | 22538 | 3081621 | MSCI USA VALUE |
| SPDR S&P 500 ETF TR | 4213 | 2872929 | TR UNIT |
| AMAZON COM INC | 12295 | 2837932 | COM |
| ISHARES TR | 39840 | 2778446 | FUTURE EXPONENTI |
| NVIDIA CORPORATION | 13632 | 2542368 | COM |
| VANGUARD TAX-MANAGED FDS | 38827 | 2425548 | VAN FTSE DEV MKT |
| SELECT SECTOR SPDR TR | 16546 | 2382128 | STATE STREET TEC |
| VANGUARD INTL EQUITY INDEX F | 32135 | 2363851 | ALLWRLD EX US |
| VANGUARD INTL EQUITY INDEX F | 43200 | 2322465 | FTSE EMR MKT ETF |
| ALPHABET INC | 7387 | 2318041 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 4100 | 2060865 | CL B NEW |
| VISA INC | 5436 | 1906589 | COM CL A |
| META PLATFORMS INC | 2869 | 1893813 | CL A |
| VANGUARD MALVERN FDS | 36023 | 1781698 | STRM INFPROIDX |
| ISHARES TR | 68276 | 1654332 | IBONDS DEC2026 |
| COSTCO WHSL CORP NEW | 1907 | 1644770 | COM |
| ISHARES TR | 7810 | 1642861 | RUS 1000 VAL ETF |
| ISHARES TR | 16326 | 1638824 | 0-3 MNTH TREASRY |
| PROCTER AND GAMBLE CO | 10177 | 1458595 | COM |
| TESLA INC | 3133 | 1408973 | COM |
| PEPSICO INC | 9304 | 1335332 | COM |
| CINCINNATI FINL CORP | 8109 | 1324362 | COM |
| ISHARES TR | 49832 | 1268475 | IBDS DEC28 ETF |
| JOHNSON & JOHNSON | 5645 | 1168414 | COM |
| DISNEY WALT CO | 10204 | 1160909 | COM |
| NEXTERA ENERGY INC | 14306 | 1148548 | COM |
| ISHARES TR | 46539 | 1129975 | IBONDS 27 ETF |
| BROADCOM INC | 3217 | 1113519 | COM |
| ISHARES TR | 42415 | 992728 | IBONDS DEC 29 |
| ELI LILLY & CO | 859 | 924046 | COM |
| GILEAD SCIENCES INC | 7260 | 891121 | COM |
| WALMART INC | 7739 | 862202 | COM |
| FIDELITY MERRIMACK STR TR | 18240 | 839770 | TOTAL BD ETF |
| TRANE TECHNOLOGIES PLC | 2079 | 809147 | SHS |
| ISHARES TR | 11218 | 778866 | U S EQUITY FACTR |
| ISHARES TR | 34765 | 767273 | IBONDS DEC 2030 |
| SPDR GOLD TR | 1925 | 762897 | GOLD SHS |
| EXXON MOBIL CORP | 6243 | 751388 | COM |
| HOME DEPOT INC | 2080 | 715728 | COM |
| ISHARES TR | 33186 | 701884 | IBONDS DEC 2031 |
| MCDONALDS CORP | 2281 | 697154 | COM |
| MASTERCARD INCORPORATED | 1108 | 632535 | CL A |
| CHEVRON CORP NEW | 3984 | 607201 | COM |
| VANGUARD INTL EQUITY INDEX F | 4202 | 592734 | TT WRLD ST ETF |
| INVESCO QQQ TR | 950 | 583595 | UNIT SER 1 |
| PFIZER INC | 22860 | 569214 | COM |
| INTERNATIONAL BUSINESS MACHS | 1909 | 565465 | COM |
| RTX CORPORATION | 2929 | 537181 | COM |
| AMERICAN EXPRESS CO | 1445 | 534578 | COM |
| DIMENSIONAL ETF TRUST | 6684 | 495752 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 4229 | 472718 | US EQT ETF |
| CATERPILLAR INC | 806 | 461733 | COM |
| APPLIED MATLS INC | 1795 | 461310 | COM |
| ABBVIE INC | 2002 | 457437 | COM |
| J P MORGAN EXCHANGE TRADED F | 8748 | 442561 | ULTRA SHRT ETF |
| MERCK & CO INC | 4170 | 438934 | COM |
| ALTRIA GROUP INC | 7289 | 420286 | COM |
| CONSOLIDATED EDISON INC | 4117 | 408900 | COM |
| DUKE ENERGY CORP NEW | 3191 | 374081 | COM NEW |
| CISCO SYS INC | 4835 | 372463 | COM |
| ISHARES TR | 1867 | 370824 | MSCI USA QLT FCT |
| PHILIP MORRIS INTL INC | 2294 | 368011 | COM |
| ISHARES TR | 7613 | 354309 | CORE UNIVRSL USD |
| VANGUARD WORLD FD | 456 | 343724 | INF TECH ETF |
| VANGUARD WORLD FD | 2774 | 335543 | ESG US STK ETF |
| GOLDMAN SACHS GROUP INC | 371 | 326228 | COM |
| ABBOTT LABS | 2481 | 310844 | COM |
| ISHARES TR | 13406 | 299222 | IBONDS 2027 TERM |
| AMPHENOL CORP NEW | 2212 | 298930 | CL A |
| HONEYWELL INTL INC | 1510 | 294698 | COM |
| ISHARES TR | 1146 | 282099 | RUSSELL 2000 ETF |
| CSX CORP | 7733 | 280321 | COM |
| SHOPIFY INC | 1737 | 279605 | CL A SUB VTG SHS |
| LOCKHEED MARTIN CORP | 575 | 278352 | COM |
| AMGEN INC | 837 | 273958 | COM |
| THERMO FISHER SCIENTIFIC INC | 469 | 272149 | COM |
| MORGAN STANLEY | 1509 | 267893 | COM NEW |
| ISHARES TR | 11586 | 267405 | IBONDS 2026 TERM |
| PRUDENTIAL FINL INC | 2349 | 265155 | COM |
| COCA COLA CO | 3780 | 264260 | COM |
| ACCENTURE PLC IRELAND | 981 | 263382 | SHS CLASS A |
| GENERAL DYNAMICS CORP | 770 | 259228 | COM |
| J P MORGAN EXCHANGE TRADED F | 4512 | 258267 | EQUITY PREMIUM |
| UNITEDHEALTH GROUP INC | 774 | 255505 | COM |
| SALESFORCE INC | 957 | 253519 | COM |
| AMERICAN ELEC PWR CO INC | 2177 | 251141 | COM |
| ISHARES TR | 1474 | 247544 | CORE S&P US GWT |
| DEERE & CO | 530 | 246752 | COM |
| VERIZON COMMUNICATIONS INC | 5931 | 241593 | COM |
| DANAHER CORPORATION | 1045 | 239411 | COM |
| ISHARES TR | 2331 | 239021 | CORE S&P US VLU |
| ASML HOLDING N V | 214 | 228950 | N Y REGISTRY SHS |
| ORACLE CORP | 1147 | 223562 | COM |
| ISHARES TR | 1601 | 223091 | ESG OPTIMIZED |
| ISHARES TR | 1688 | 222190 | S&P MC 400VL ETF |
| ISHARES TR | 583 | 217716 | RUS 1000 ETF |
| ARISTA NETWORKS INC | 1658 | 217248 | COM SHS |
| SCHWAB STRATEGIC TR | 8018 | 215764 | US LRG CAP ETF |
| ISHARES GOLD TR | 2594 | 210555 | ISHARES NEW |
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