Baron Silver Stevens Financial Advisors, LLC 13F Holdings
CIK 0001851395 · Boca Raton, FL
As of Sep 30, 2025, Baron Silver Stevens Financial Advisors, LLC reported 146 positions worth $683.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 86,145 | $57.7M | 8.44% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 116,207 | $54.4M | 7.97% |
| VANGUARD VALUE INDEX FUND | VTV | — | 270,495 | $50.4M | 7.38% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 146,253 | $48.0M | 7.03% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 174,849 | $37.7M | 5.52% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 373,584 | $37.5M | 5.48% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 344,536 | $25.6M | 3.75% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 378,548 | $24.7M | 3.62% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 227,905 | $21.7M | 3.17% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 293,049 | $21.5M | 3.15% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 43,910 | $21.1M | 3.08% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 167,299 |