Baron Silver Stevens Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Baron Silver Stevens Financial Advisors, LLC reported 146 stock positions worth $683.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.4% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 8.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.4%). Compared with Q2 2025, it opened 8 new positions, sold out of 6, added to 70 and reduced 54. The biggest buy was Apple (AAPL, shares +9%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001851395
- Portfolio Value
- $683.2M (Q3 2025)
- SEC Filing
- 0001172661-25-004458 ↗ filed Oct 28, 2025
Holdings Value
Holdings 146 stocks · $683.2M
| IVV iShares Core S&P 500 ETF | 8.44% | 86,145 | $57.7M | Add +5.8% |
| IWF iShares Russell 1000 Growth | 7.97% | 116,207 | $54.4M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.38% | 270,495 | $50.4M | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 7.03% | 146,253 | $48.0M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 5.52% | 174,849 | $37.7M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 5.48% | 373,584 | $37.5M | Add +4.2% |
| BND Vanguard Total Bond Market | 3.75% | 344,536 | $25.6M | Add +5.5% |
| IJH iShares Core S&P Midcap ETF | 3.62% | 378,548 | $24.7M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 3.17% | 227,905 | $21.7M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 3.15% | 293,049 | $21.5M | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.08% | 43,910 | $21.1M | Reduce -10.8% |
| IJR iShares Core S&P Small-Cap E | 2.91% | 167,299 | $19.9M | Add +1.6% |
| AAPL Apple Inc. | 2.63% | 70,690 | $18.0M | Add +8.5% |
| ACWV iShares MSCI Global Min Vol | 2.45% | 139,571 | $16.7M | Add +5.1% |
| ITOT iShares Core S&P Total U.S. | 2.07% | 97,054 | $14.1M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 1.93% | 21,540 | $13.2M | Reduce -4.8% |
| IEMG iShares Core MSCI Emerging | 1.92% | 198,832 | $13.1M | Add +10.2% |
| IXUS iShares Core Intl Stock ETF | 1.51% | 124,788 | $10.3M | Add +5.5% |
| JMUB JPMorgan Municipal ETF | 1.44% | 195,290 | $9.9M | Add +33.7% |
| MSFT Microsoft Corp. | 1.35% | 17,797 | $9.2M | Add +35.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.35% | 184,091 | $9.2M | Reduce -8.9% |
| VYM Vanguard High DVD Yield ETF | 1.35% | 65,261 | $9.2M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 1.34% | 85,882 | $9.1M | Reduce -5.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.07% | 83,848 | $7.3M | Add +11.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.82% | 22,015 | $5.6M | Add +1.4% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 199,738 | $5.5M | Add +8.1% |
| VGIT Vanguard Intermediate-Term T | 0.77% | 87,103 | $5.2M | Add +2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.71% | 16,547 | $4.9M | Add +0.9% |
| DFAU Dimensional US Core Equity M | 0.64% | 95,391 | $4.4M | Add +7.4% |
| VFMF Vanguard US Multifactor ETF | 0.61% | 29,029 | $4.2M | Add +21.1% |
| HDV iShares Core High Dividend E | 0.49% | 27,331 | $3.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.46% | 17,003 | $3.2M | Reduce -6.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.42% | 40,100 | $2.9M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.41% | 12,853 | $2.8M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 4,017 | $2.7M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.38% | 8,327 | $2.6M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 0.38% | 10,747 | $2.6M | Add +30.1% |
| GOOGL Alphabet Inc. Class A | 0.36% | 10,208 | $2.5M | Reduce -3.6% |
| VLUE iShares MSCI USA Value Facto | 0.35% | 19,314 | $2.4M | Reduce -13.0% |
| META Meta Platforms Inc. Class A | 0.35% | 3,288 | $2.4M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 42,590 | $2.3M | Add +0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 32,135 | $2.3M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 34,409 | $2.1M | Add +1.0% |
| V Visa Inc. Class A | 0.29% | 5,807 | $2.0M | Reduce -1.6% |
| VTIP Vanguard Short-Term Tips | 0.26% | 34,539 | $1.7M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 3,406 | $1.7M | Reduce -1.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 67,499 | $1.7M | Add +0.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 68,075 | $1.7M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.24% | 10,697 | $1.6M | Add +5.6% |
| COST Costco Wholesale Corp. | 0.24% | 1,756 | $1.6M | Reduce -1.7% |
| IWD iShares Russell 1000 Value E | 0.23% | 7,810 | $1.6M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.23% | 3,463 | $1.5M | Reduce -7.3% |
| XLK SS Technology Select Sector | 0.20% | 4,845 | $1.4M | Reduce -41.9% |
| PEP Pepsico Inc. | 0.20% | 9,512 | $1.3M | Add +152.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.18% | 49,438 | $1.3M | Add +1.4% |
| AVGO Broadcom Inc. | 0.18% | 3,646 | $1.2M | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 10,365 | $1.2M | Add +244.6% |
| SGOV iShares 0-3 Month Treasury B | 0.17% | 11,649 | $1.2M | Add +11.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.17% | 46,386 | $1.1M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.16% | 14,115 | $1.1M | Reduce -6.5% |
| JNJ Johnson & Johnson | 0.15% | 5,600 | $1.0M | Reduce -1.2% |
| HD Home Depot Inc. | 0.13% | 2,200 | $892K | Reduce -2.2% |
| TT Trane Technologies PLC | 0.13% | 2,095 | $884K | Reduce -14.6% |
| FBND Fidelity Total Bond ETF | 0.12% | 18,240 | $843K | No change |
| WMT Walmart Inc. | 0.12% | 8,076 | $832K | Reduce -4.4% |
| GILD Gilead Sciences Inc. | 0.11% | 7,024 | $780K | Reduce -0.8% |
| LRGF iShares US Equity Factor ETF | 0.11% | 11,218 | $775K | No change |
| LLY Eli Lilly & Co. | 0.11% | 1,005 | $767K | Add +8.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.11% | 16,404 | $766K | Reduce -7.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.11% | 34,359 | $761K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.11% | 1,314 | $747K | Reduce -0.9% |
| MCD McDonald's Corp. | 0.10% | 2,324 | $706K | Reduce -2.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.10% | 33,186 | $704K | No change |
| CVX Chevron Corp. | 0.10% | 4,439 | $689K | Add +13.4% |
| GLD SPDR Gold Shares | 0.10% | 1,925 | $684K | Add +0.3% |
| PFE Pfizer Inc. | 0.09% | 23,987 | $611K | Add +144.4% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 3,034 | $590K | Reduce -2.0% |
| RTX RTX Corp. | 0.08% | 3,311 | $554K | Add +0.7% |
| ABBV Abbvie Inc. | 0.08% | 2,368 | $548K | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 900 | $540K | No change |
| AXP American Express Co. | 0.08% | 1,599 | $531K | No change |
| MO Altria Group Inc. | 0.07% | 7,447 | $492K | Reduce -6.0% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 6,684 | $484K | No change |
| AVUS Avantis U.S. Equity ETF | 0.07% | 4,367 | $475K | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.06% | 3,922 | $442K | Add +21.8% |
| IVE iShares S&P 500 Value ETF | 0.06% | 2,063 | $426K | Add +1.1% |
| ED Consolidated Edison Inc. | 0.06% | 4,218 | $424K | New |
| CAT Caterpillar Inc. | 0.06% | 881 | $420K | Add +4.1% |
| DUK Duke Energy Corp. | 0.06% | 3,306 | $409K | Add +4.1% |
| ABT Abbott Laboratories | 0.06% | 3,016 | $404K | Add +77.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 6,895 | $396K | No change |
| AMAT Applied Materials Inc. | 0.06% | 1,930 | $395K | Add +1.6% |
| PM Philip Morris International | 0.06% | 2,434 | $395K | Reduce -14.0% |
| ESGV Vanguard ESG US Stock ETF | 0.06% | 3,240 | $384K | No change |
| APH Amphenol Corp. Class A | 0.05% | 2,990 | $370K | New |
| CSCO Cisco Systems Inc. | 0.05% | 5,313 | $364K | Add +0.6% |
| ORCL Oracle Corp. | 0.05% | 1,273 | $358K | New |
| MRK Merck & Co. Inc. | 0.05% | 4,206 | $353K | Reduce -13.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,251 | $353K | Reduce -15.4% |
| GS Goldman Sachs Group Inc. | 0.05% | 441 | $351K | Add +8.3% |
Portfolio Sells Q2 2025 → Q3 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.8% | 3.08% | −0.37 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.9% | 1.35% | −0.24 |
| MUB iShares National Muni Bond E | Reduce -5.6% | 1.34% | −0.18 |
| IBDU iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.16 |
| XLK SS Technology Select Sector | Reduce -41.9% | 0.20% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 1.93% | −0.13 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.8% | 1.35% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.41% | −0.05 |
| VLUE iShares MSCI USA Value Facto | Reduce -13.0% | 0.35% | −0.05 |
| V Visa Inc. Class A | Reduce -1.6% | 0.29% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.24% | −0.05 |
| TT Trane Technologies PLC | Reduce -14.6% | 0.13% | −0.04 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -0.8% | 0.49% | −0.03 |
| DE Deere & Co. | Reduce -25.8% | 0.04% | −0.03 |
| PM Philip Morris International | Reduce -14.0% | 0.06% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.9% | 0.11% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -15.4% | 0.05% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.25% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -32.5% | 0.04% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 0.38% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.0% | 0.04% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -8.0% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -6.5% | 0.16% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -0.8% | 0.11% | −0.01 |
| CRM Salesforce Inc. | Reduce -3.1% | 0.04% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.23% | −0.01 |
| WMT Walmart Inc. | Reduce -4.4% | 0.12% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.11% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -13.2% | 0.05% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -7.8% | 0.05% | −0.01 |
| PGR Progressive Corp. | Reduce -3.2% | 0.04% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -18.0% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.10% | −0.01 |
| UNP Union Pacific Corp. | Reduce -9.1% | 0.03% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -21.1% | 0.04% | −0.01 |
| DHR Danaher Corp. | Reduce -3.8% | 0.04% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -19.2% | 0.03% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.0% | 0.09% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -9.5% | 0.03% | −0.00 |
| MO Altria Group Inc. | Reduce -6.0% | 0.07% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -4.2% | 0.03% | −0.00 |
| BA The Boeing Co. | Reduce -0.4% | 0.03% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.5% | 0.05% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -9.9% | 0.03% | −0.00 |
| CSX CSX Corp. | Reduce -4.0% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +8.5% | 2.63% | +0.49 |
| IVV iShares Core S&P 500 ETF | Add +5.8% | 8.44% | +0.34 |
| IWF iShares Russell 1000 Growth | Add +3.1% | 7.97% | +0.31 |
| MSFT Microsoft Corp. | Add +35.7% | 1.35% | +0.30 |
| JMUB JPMorgan Municipal ETF | Add +33.7% | 1.44% | +0.28 |
| IEMG iShares Core MSCI Emerging | Add +10.2% | 1.92% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +30.1% | 0.38% | +0.15 |
| PEP Pepsico Inc. | Add +152.1% | 0.20% | +0.12 |
| DIS The Walt Disney Co. | Add +244.6% | 0.17% | +0.11 |
| VFMF Vanguard US Multifactor ETF | Add +21.1% | 0.61% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.7% | 1.07% | +0.07 |
| ED Consolidated Edison Inc. | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | Add +144.4% | 0.09% | +0.05 |
| IXUS iShares Core Intl Stock ETF | Add +5.5% | 1.51% | +0.04 |
| DFAU Dimensional US Core Equity M | Add +7.4% | 0.64% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +4.5% | 5.52% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| IWB iShares Russell 1000 ETF | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | New | 0.03% | +0.03 |
| OEF iShares S&P 100 ETF | New | 0.03% | +0.03 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +1.6% | 2.91% | +0.03 |
| ABT Abbott Laboratories | Add +77.5% | 0.06% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +8.1% | 0.80% | +0.01 |
| CVX Chevron Corp. | Add +13.4% | 0.10% | +0.01 |
| GD General Dynamics Corp. | Add +20.9% | 0.04% | +0.01 |
| XOM Exxon Mobil Corp. | Add +21.8% | 0.06% | +0.01 |
| CAT Caterpillar Inc. | Add +4.1% | 0.06% | +0.01 |
| IAU iShares Gold Trust | Add +10.6% | 0.05% | +0.01 |
| GLD SPDR Gold Shares | Add +0.3% | 0.10% | +0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +17.5% | 0.04% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +8.3% | 0.05% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +16.4% | 0.04% | +0.01 |
| VZ Verizon Communications Inc. | Add +22.6% | 0.04% | +0.01 |
| RTX RTX Corp. | Add +0.7% | 0.08% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.9% | 0.34% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +11.3% | 0.17% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +2.3% | 0.04% | +0.00 |
| AMAT Applied Materials Inc. | Add +1.6% | 0.06% | +0.00 |
| MS Morgan Stanley | Add +0.1% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.9% | 0.04% | +0.00 |
| AVUS Avantis U.S. Equity ETF | Add +3.3% | 0.07% | +0.00 |
| DUK Duke Energy Corp. | Add +4.1% | 0.06% | −0.00 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +5.9% | 0.04% | −0.00 |
| IVE iShares S&P 500 Value ETF | Add +1.1% | 0.06% | −0.00 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +5.2% | 0.04% | −0.00 |
| WMB Williams Cos Inc. | Add +1.2% | 0.03% | −0.00 |
| T AT&T Inc. | Add +2.6% | 0.03% | −0.00 |
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 |