Baron Silver Stevens Financial Advisors, LLC

Name: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13F holdings, Q3 2025
Creator: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Published: 2025-10-28

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
MS Morgan Stanley	0.05%	2,189	$348K	Add +0.1%
JEPI JPMorgan Equity Premium Inco	0.05%	5,947	$340K	Reduce -7.8%
IAU iShares Gold Trust	0.05%	4,524	$329K	Add +10.6%
IVW iShares S&P 500 Growth ETF	0.05%	2,724	$329K	Reduce -4.5%
KO The Coca-Cola Co.	0.05%	4,661	$309K	Add +1.5%
HON Honeywell International Inc.	0.04%	1,442	$304K	Add +1.3%
IBHG iShares Ibonds 2027 HY Inc.	0.04%	13,406	$302K	Add +5.2%
VGT Vanguard Info Tech ETF	0.04%	397	$296K	Add +2.3%
VZ Verizon Communications Inc.	0.04%	6,683	$294K	Add +22.6%
DYNF Ishrs US E F R A ETF-Usd Inc.	0.04%	4,949	$293K	Add +17.5%
ACN Accenture PLC Class A	0.04%	1,178	$291K	Reduce -2.0%
GD General Dynamics Corp.	0.04%	852	$291K	Add +20.9%
ESGU iShares ESG Aware MSCI USA	0.04%	1,949	$284K	Add +16.4%
IWM iShares Russell 2000 ETF	0.04%	1,133	$274K	Add +0.9%
DE Deere & Co.	0.04%	599	$274K	Reduce -25.8%
PGR Progressive Corp.	0.04%	1,109	$274K	Reduce -3.2%
IBHF iShares Ibond 2026 HY & Inc.	0.04%	11,586	$271K	Add +5.9%
CSX CSX Corp.	0.04%	7,521	$267K	Reduce -4.0%
TXN Texas Instruments Inc.	0.04%	1,444	$265K	Reduce -8.0%
IUSG iShares Core S&P U.S. Growth	0.04%	1,593	$262K	No change
AMGN Amgen Inc.	0.04%	927	$262K	No change
SHOP Shopify Inc. Class A	0.04%	1,737	$258K	No change
IUSV iShares Core S&P U.S. Value	0.04%	2,575	$257K	No change
CRM Salesforce Inc.	0.04%	1,080	$256K	Reduce -3.1%
DHR Danaher Corp.	0.04%	1,266	$251K	Reduce -3.8%
NFLX Netflix Inc.	0.04%	207	$248K	Add +0.5%
ASML ASML Holding NV-NY Reg SHS	0.04%	250	$242K	Reduce -21.1%
UNH Unitedhealth Group Inc.	0.04%	692	$239K	Reduce -32.5%
LMT Lockheed Martin Corp.	0.03%	475	$237K	Reduce -9.5%
TMO Thermo Fisher Scientific Inc.	0.03%	487	$237K	Reduce -19.2%
AEP American Electric Power	0.03%	2,092	$235K	Reduce -0.1%
EFV iShares MSCI Eafe Value ETF	0.03%	3,447	$234K	Reduce -18.0%
SUSA iShares ESG Optimized MSCI U	0.03%	1,705	$231K	Reduce -4.2%
TPYP Tortoise North American Pipe	0.03%	6,219	$227K	No change
BA The Boeing Co.	0.03%	1,025	$221K	Reduce -0.4%
MSI Motorola Solutions Inc.	0.03%	482	$220K	No change
UNP Union Pacific Corp.	0.03%	929	$220K	Reduce -9.1%
IJJ iShares S&P Mid-Cap 400 Valu	0.03%	1,688	$219K	Reduce -0.1%
PLTR Palantir Technologies Inc. Class A	0.03%	1,192	$217K	New
WMB Williams Cos Inc.	0.03%	3,420	$217K	Add +1.2%
IWB iShares Russell 1000 ETF	0.03%	583	$213K	New
SCHX Schwab US Large-Cap ETF	0.03%	8,018	$211K	New
OEF iShares S&P 100 ETF	0.03%	619	$206K	New
BLK BlackRock Inc.	0.03%	175	$205K	New
LOW Lowe's Cos Inc.	0.03%	814	$205K	Reduce -9.9%
T AT&T Inc.	0.03%	7,123	$201K	Add +2.6%

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