Baron Silver Stevens Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Baron Silver Stevens Financial Advisors, LLC reported 138 stock positions worth $787.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 7.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.3%). Compared with Q1 2026, it opened 14 new positions, sold out of 10, added to 55 and reduced 39. The biggest buy was Apple (AAPL, shares +66%) and the biggest sale iShares MSCI Global Min Vol (ACWV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001851395
- Portfolio Value
- $787.9M (Q2 2026)
- SEC Filing
- 0001172661-26-002983 ↗ filed Jul 31, 2026
Holdings Value
Holdings 138 stocks · $787.9M
| IVV iShares Core S&P 500 ETF | 8.34% | 87,712 | $65.7M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 7.68% | 487,084 | $60.5M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.34% | 265,398 | $57.8M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 6.84% | 145,696 | $53.9M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 5.74% | 456,728 | $45.2M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 5.51% | 183,565 | $43.4M | Add +1.8% |
| BND Vanguard Total Bond Market | 3.94% | 423,082 | $31.1M | Add +5.7% |
| IJH iShares Core S&P Midcap ETF | 3.73% | 381,125 | $29.4M | Add +0.7% |
| VXUS Vanguard Total Intl Stock | 3.37% | 310,372 | $26.5M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.26% | 298,638 | $25.7M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 3.21% | 170,780 | $25.3M | Add +1.9% |
| USMV iShares MSCI USA Min Vol Fac | 2.71% | 221,195 | $21.3M | Add +2.4% |
| AAPL Apple Inc. | 2.45% | 66,717 | $19.3M | Add +65.5% |
| IEMG iShares Core MSCI Emerging | 2.28% | 217,113 | $18.0M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 2.23% | 25,540 | $17.5M | Add +5.5% |
| ITOT iShares Core S&P Total U.S. | 2.15% | 103,101 | $16.9M | Add +2.8% |
| ACWV iShares MSCI Global Min Vol | 1.97% | 128,883 | $15.5M | Reduce -4.3% |
| JMUB JPMorgan Municipal ETF | 1.76% | 274,073 | $13.9M | Add +16.7% |
| IXUS iShares Core Intl Stock ETF | 1.73% | 142,981 | $13.6M | Add +3.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.34% | 208,792 | $10.6M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 1.28% | 63,632 | $10.1M | Reduce -1.1% |
| MUB iShares National Muni Bond E | 1.25% | 91,385 | $9.8M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.18% | 96,618 | $9.3M | Add +5.7% |
| VFMF Vanguard US Multifactor ETF | 0.97% | 43,048 | $7.6M | Add +7.8% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 221,245 | $7.0M | Add +2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.89% | 23,077 | $7.0M | Add +0.5% |
| DFAU Dimensional US Core Equity M | 0.78% | 118,653 | $6.1M | Add +5.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 70,927 | $5.7M | Add +1.2% |
| MSFT Microsoft Corp. | 0.63% | 13,255 | $4.9M | Reduce -1.1% |
| VGIT Vanguard Intermediate-Term T | 0.60% | 80,295 | $4.7M | Reduce -17.8% |
| JPM JPMorgan Chase & Co. | 0.60% | 14,335 | $4.7M | Add +78.8% |
| VLUE iShares MSCI USA Value Facto | 0.51% | 20,201 | $4.0M | Reduce -8.2% |
| HDV iShares Core High Dividend E | 0.46% | 132,302 | $3.6M | Reduce -0.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.42% | 40,158 | $3.3M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.41% | 9,143 | $3.3M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 4,229 | $3.2M | Add +0.4% |
| XLK SS Technology Select Sector | 0.39% | 16,142 | $3.1M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.37% | 12,217 | $2.9M | Add +0.0% |
| SGOV iShares 0-3 Month Treasury B | 0.37% | 28,885 | $2.9M | Add +38.0% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 46,908 | $2.8M | Add +0.9% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 37,297 | $2.7M | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 29,481 | $2.5M | Reduce -5.9% |
| NVDA Nvidia Corp. | 0.31% | 12,257 | $2.5M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.30% | 6,700 | $2.4M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,747 | $1.9M | Add +6.4% |
| VTIP Vanguard Short-Term Tips | 0.23% | 36,792 | $1.8M | Add +4.6% |
| V Visa Inc. Class A | 0.22% | 5,136 | $1.8M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 0.22% | 1,811 | $1.7M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.21% | 2,946 | $1.7M | Add +0.6% |
| CINF Cincinnati Financial Corp. | 0.19% | 8,027 | $1.5M | New |
| FBND Fidelity Total Bond ETF | 0.18% | 30,990 | $1.4M | Add +51.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.17% | 54,236 | $1.4M | Add +13.3% |
| JNJ Johnson & Johnson | 0.17% | 5,253 | $1.3M | Add +5.5% |
| AMAT Applied Materials Inc. | 0.16% | 1,795 | $1.3M | No change |
| TSLA Tesla Inc. | 0.16% | 3,057 | $1.3M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.16% | 3,400 | $1.3M | Add +3.3% |
| NEE Nextera Energy Inc. | 0.16% | 14,599 | $1.3M | Add +4.2% |
| IWD iShares Russell 1000 Value E | 0.16% | 5,193 | $1.3M | No change |
| PEP Pepsico Inc. | 0.16% | 9,201 | $1.2M | Reduce -0.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.16% | 53,470 | $1.2M | New |
| PG The Procter & Gamble Co. | 0.15% | 7,956 | $1.2M | Reduce -1.1% |
| TT Trane Technologies PLC | 0.13% | 2,079 | $1.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 10,446 | $1.0M | Reduce -0.2% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 18,638 | $943K | Reduce -6.5% |
| LLY Eli Lilly & Co. | 0.12% | 775 | $931K | Reduce -1.1% |
| GILD Gilead Sciences Inc. | 0.12% | 7,173 | $906K | No change |
| MRK Merck & Co. Inc. | 0.11% | 6,964 | $895K | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.11% | 6,523 | $892K | Add +107.2% |
| WMT Walmart Inc. | 0.11% | 7,602 | $861K | No change |
| CAT Caterpillar Inc. | 0.11% | 794 | $846K | Add +2.2% |
| LRGF iShares US Equity Factor ETF | 0.10% | 10,860 | $821K | Reduce -3.2% |
| SO The Southern Co. | 0.10% | 8,372 | $801K | Add +3.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.10% | 34,859 | $760K | Add +7.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,023 | $753K | New |
| CVX Chevron Corp. | 0.09% | 4,329 | $718K | Reduce -3.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.09% | 33,186 | $692K | No change |
| GLD SPDR Gold Shares | 0.09% | 1,866 | $687K | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.08% | 1,565 | $650K | No change |
| VT Vanguard Tot World STK ETF | 0.08% | 3,995 | $627K | No change |
| HD Home Depot Inc. | 0.08% | 1,777 | $627K | Reduce -2.6% |
| MO Altria Group Inc. | 0.08% | 8,289 | $596K | Add +13.7% |
| CSCO Cisco Systems Inc. | 0.07% | 4,968 | $584K | Reduce -0.6% |
| MCD McDonald's Corp. | 0.07% | 2,042 | $552K | Reduce -8.4% |
| MA Mastercard Inc. Class A | 0.07% | 1,072 | $551K | Add +4.9% |
| RTX RTX Corp. | 0.07% | 2,895 | $549K | Add +0.2% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 6,684 | $548K | No change |
| PFE Pfizer Inc. | 0.07% | 22,560 | $543K | Reduce -1.3% |
| AVUS Avantis U.S. Equity ETF | 0.07% | 4,229 | $542K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,909 | $537K | Add +34.6% |
| ABBV Abbvie Inc. | 0.06% | 1,986 | $500K | Reduce -0.8% |
| DUK Duke Energy Corp. | 0.06% | 3,875 | $491K | Reduce -2.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.06% | 19,056 | $486K | No change |
| AMD Advanced Micro Devices | 0.06% | 813 | $472K | New |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 2,060 | $452K | No change |
| ED Consolidated Edison Inc. | 0.06% | 3,967 | $439K | No change |
| VGT Vanguard Info Tech ETF | 0.05% | 3,616 | $432K | No change |
| APH Amphenol Corp. Class A | 0.05% | 2,268 | $400K | Add +2.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.05% | 198 | $394K | Reduce -7.5% |
| AXP American Express Co. | 0.05% | 1,137 | $385K | Add +2.6% |
| CSX CSX Corp. | 0.05% | 7,733 | $368K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.7M (not counted above)
Total filed on the 13F, all lines: $790.6M.
Portfolio Sells Q1 2026 → Q2 2026
| ACWV iShares MSCI Global Min Vol | Reduce -4.3% | 1.97% | −0.37 |
| VGIT Vanguard Intermediate-Term T | Reduce -17.8% | 0.60% | −0.24 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 7.34% | −0.23 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.16 |
| VXUS Vanguard Total Intl Stock | Reduce -0.7% | 3.37% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 1.28% | −0.11 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.63% | −0.09 |
| HDV iShares Core High Dividend E | Reduce -0.2% | 0.46% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.16% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 0.22% | −0.05 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -3.3% | 0.09% | −0.04 |
| IBHG iShares Ibonds 2027 HY Inc. | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| IBHF iShares Ibond 2026 HY & Inc. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.03 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.03 |
| GLD SPDR Gold Shares | Reduce -3.1% | 0.09% | −0.03 |
| MCD McDonald's Corp. | Reduce -8.4% | 0.07% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.9% | 0.31% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.5% | 0.12% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.3% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.15% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.13% | −0.02 |
| V Visa Inc. Class A | Reduce -5.5% | 0.22% | −0.01 |
| DUK Duke Energy Corp. | Reduce -2.0% | 0.06% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -11.0% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -2.6% | 0.08% | −0.01 |
| AEP American Electric Power | Reduce -5.0% | 0.04% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.03% | −0.00 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.04% | −0.00 |
| DE Deere & Co. | Reduce -6.4% | 0.04% | −0.00 |
| LRGF iShares US Equity Factor ETF | Reduce -3.2% | 0.10% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.16% | −0.00 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.31% | +0.00 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.06% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.1% | 0.04% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.1% | 0.04% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -7.5% | 0.05% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 6.84% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -2.1% | 0.04% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.12% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 0.30% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.6% | 0.07% | +0.02 |
| VLUE iShares MSCI USA Value Facto | Reduce -8.2% | 0.51% | +0.06 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.39% | +0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +65.5% | 2.45% | +0.97 |
| IWF iShares Russell 1000 Growth | Add +3.0% | 7.68% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +78.8% | 0.60% | +0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.8% | 3.26% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +1.9% | 3.21% | +0.19 |
| CINF Cincinnati Financial Corp. | New | 0.19% | +0.19 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.16% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +2.7% | 2.28% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +5.5% | 2.23% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.10% | +0.10 |
| ITOT iShares Core S&P Total U.S. | Add +2.8% | 2.15% | +0.08 |
| VFMF Vanguard US Multifactor ETF | Add +7.8% | 0.97% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +38.0% | 0.37% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 8.34% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| JMUB JPMorgan Municipal ETF | Add +16.7% | 1.76% | +0.06 |
| ESGU iShares ESG Aware MSCI USA | New | 0.05% | +0.05 |
| CGGR Cap Group Growth Equity | New | 0.04% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +51.0% | 0.18% | +0.04 |
| DFAU Dimensional US Core Equity M | Add +5.3% | 0.78% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.04% | +0.04 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.41% | +0.04 |
| XOM Exxon Mobil Corp. | Add +107.2% | 0.11% | +0.04 |
| LCTU iShares U.S. Carbon Transiti | New | 0.04% | +0.04 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +1.6% | 0.42% | +0.03 |
| CAT Caterpillar Inc. | Add +2.2% | 0.11% | +0.03 |
| BA The Boeing Co. | New | 0.03% | +0.03 |
| IVE iShares S&P 500 Value ETF | New | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.03% | +0.03 |
| VFLO Victoryshares Free Cash Flow | New | 0.03% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.7% | 3.73% | +0.02 |
| IBM Intl Business Machines Corp. | Add +34.6% | 0.07% | +0.02 |
| AVGO Broadcom Inc. | Add +3.3% | 0.16% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.5% | 0.89% | +0.01 |
| APH Amphenol Corp. Class A | Add +2.5% | 0.05% | +0.01 |
| MS Morgan Stanley | Add +8.8% | 0.04% | +0.01 |
| MO Altria Group Inc. | Add +13.7% | 0.08% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.40% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +1.3% | 0.04% | +0.00 |
| UNP Union Pacific Corp. | Add +9.2% | 0.03% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.0% | 0.37% | +0.00 |
| AXP American Express Co. | Add +2.6% | 0.05% | +0.00 |
| PM Philip Morris International | Add +3.9% | 0.04% | −0.00 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +13.3% | 0.17% | −0.00 |
| EIS iShares MSCI Israel ETF | Add +0.6% | 0.03% | −0.00 |
| MA Mastercard Inc. Class A | Add +4.9% | 0.07% | −0.00 |
| MRK Merck & Co. Inc. | Add +2.9% | 0.11% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.2% | 0.73% | −0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | New | 60,718 | $1.5M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | New | 49,536 | $1.2M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 138 | $787.9M | IVV, IWF, VTV, VTI, AGG |
| Q1 2026 | 134 | $689.2M | IVV, VTV, IWF, VTI, AGG |
| Q4 2025 | 132 | $692.9M | IVV, IWF, VTV, VTI, VIG |
| Q3 2025 | 146 | $683.2M | IVV, IWF, VTV, VTI, VIG |
| Q2 2025 | 144 | $624.5M | IVV, IWF, VTV, VTI, AGG |
| Q1 2025 | 124 | $571.6M | VTV, IVV, IWF, VTI, AGG |
| Q4 2024 | 127 | $589.2M | IVV, IWF, VTV, VTI, AGG |
| Q3 2024 | 120 | $572.8M | VTV, IVV, IWF, VTI, AGG |
| Q2 2024 | 108 | $523.3M | IVV, IWF, VTV, VTI, AGG |
| Q1 2024 | 123 | $513.3M | IVV, VTV, IWF, VTI, VIG |