Baron Silver Stevens Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Baron Silver Stevens Financial Advisors, LLC reported 132 stock positions worth $692.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.6% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 7.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.3%). Compared with Q3 2025, it opened 6 new positions, sold out of 20, added to 48 and reduced 64. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +10%) and the biggest sale Apple (AAPL, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001851395
- Portfolio Value
- $692.9M (Q4 2025)
- SEC Filing
- 0001172661-26-000512 ↗ filed Feb 6, 2026
Holdings Value
Holdings 132 stocks · $692.9M
| IVV iShares Core S&P 500 ETF | 8.59% | 86,874 | $59.5M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 7.91% | 115,751 | $54.8M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.33% | 265,857 | $50.8M | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 7.14% | 147,614 | $49.5M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 5.64% | 177,970 | $39.1M | Add +1.8% |
| AGG iShares Core U.S. Aggregate | 5.61% | 388,878 | $38.8M | Add +4.1% |
| BND Vanguard Total Bond Market | 3.90% | 365,175 | $27.0M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 3.55% | 372,397 | $24.6M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.40% | 48,360 | $23.6M | Add +10.1% |
| VXUS Vanguard Total Intl Stock | 3.26% | 299,460 | $22.6M | Add +2.2% |
| USMV iShares MSCI USA Min Vol Fac | 3.05% | 224,532 | $21.1M | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 2.84% | 163,894 | $19.7M | Reduce -2.0% |
| ACWV iShares MSCI Global Min Vol | 2.42% | 141,078 | $16.8M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 2.12% | 23,427 | $14.7M | Add +8.8% |
| ITOT iShares Core S&P Total U.S. | 2.09% | 97,415 | $14.5M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 1.93% | 198,471 | $13.3M | Reduce -0.2% |
| IXUS iShares Core Intl Stock ETF | 1.65% | 135,248 | $11.4M | Add +8.4% |
| AAPL Apple Inc. | 1.65% | 42,016 | $11.4M | Reduce -40.6% |
| JMUB JPMorgan Municipal ETF | 1.59% | 218,585 | $11.0M | Add +11.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.42% | 195,742 | $9.8M | Add +6.3% |
| VYM Vanguard High DVD Yield ETF | 1.35% | 65,346 | $9.4M | Add +0.1% |
| MUB iShares National Muni Bond E | 1.33% | 85,908 | $9.2M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.08% | 83,892 | $7.5M | Add +0.1% |
| MSFT Microsoft Corp. | 0.96% | 13,708 | $6.6M | Reduce -23.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.86% | 23,144 | $6.0M | Add +5.1% |
| SCHD Schwab US DVD Equity ETF | 0.82% | 206,758 | $5.7M | Add +3.5% |
| VFMF Vanguard US Multifactor ETF | 0.79% | 36,207 | $5.5M | Add +24.7% |
| VGIT Vanguard Intermediate-Term T | 0.73% | 84,298 | $5.1M | Reduce -3.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 17,315 | $5.0M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 0.68% | 14,618 | $4.7M | Add +75.5% |
| DFAU Dimensional US Core Equity M | 0.65% | 96,842 | $4.5M | Add +1.5% |
| HDV iShares Core High Dividend E | 0.48% | 27,331 | $3.3M | No change |
| GOOGL Alphabet Inc. Class A | 0.45% | 9,969 | $3.1M | Reduce -2.3% |
| VLUE iShares MSCI USA Value Facto | 0.44% | 22,538 | $3.1M | Add +16.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 4,213 | $2.9M | Add +4.9% |
| AMZN Amazon.com Inc. | 0.41% | 12,295 | $2.8M | Reduce -4.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.40% | 39,840 | $2.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.37% | 13,632 | $2.5M | Reduce -19.8% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 38,827 | $2.4M | Add +12.8% |
| XLK SS Technology Select Sector | 0.34% | 16,546 | $2.4M | Add +70.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 32,135 | $2.4M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 43,200 | $2.3M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.33% | 7,387 | $2.3M | Reduce -31.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 4,100 | $2.1M | Add +20.4% |
| V Visa Inc. Class A | 0.28% | 5,436 | $1.9M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.27% | 2,869 | $1.9M | Reduce -12.7% |
| VTIP Vanguard Short-Term Tips | 0.26% | 36,023 | $1.8M | Add +4.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 68,276 | $1.7M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.24% | 1,907 | $1.6M | Add +8.6% |
| IWD iShares Russell 1000 Value E | 0.24% | 7,810 | $1.6M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.24% | 16,326 | $1.6M | Add +40.1% |
| PG The Procter & Gamble Co. | 0.21% | 10,177 | $1.5M | Reduce -4.9% |
| TSLA Tesla Inc. | 0.20% | 3,133 | $1.4M | Reduce -9.5% |
| PEP Pepsico Inc. | 0.19% | 9,304 | $1.3M | Reduce -2.2% |
| CINF Cincinnati Financial Corp. | 0.19% | 8,109 | $1.3M | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.18% | 49,832 | $1.3M | Add +0.8% |
| JNJ Johnson & Johnson | 0.17% | 5,645 | $1.2M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 10,204 | $1.2M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.17% | 14,306 | $1.1M | Add +1.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.16% | 46,539 | $1.1M | Add +0.3% |
| AVGO Broadcom Inc. | 0.16% | 3,217 | $1.1M | Reduce -11.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.14% | 42,415 | $993K | New |
| LLY Eli Lilly & Co. | 0.13% | 859 | $924K | Reduce -14.5% |
| GILD Gilead Sciences Inc. | 0.13% | 7,260 | $891K | Add +3.4% |
| WMT Walmart Inc. | 0.12% | 7,739 | $862K | Reduce -4.2% |
| FBND Fidelity Total Bond ETF | 0.12% | 18,240 | $840K | No change |
| TT Trane Technologies PLC | 0.12% | 2,079 | $809K | Reduce -0.8% |
| LRGF iShares US Equity Factor ETF | 0.11% | 11,218 | $779K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.11% | 34,765 | $767K | Add +1.2% |
| GLD SPDR Gold Shares | 0.11% | 1,925 | $763K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 6,243 | $751K | Add +59.2% |
| HD Home Depot Inc. | 0.10% | 2,080 | $716K | Reduce -5.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.10% | 33,186 | $702K | No change |
| MCD McDonald's Corp. | 0.10% | 2,281 | $697K | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.09% | 1,108 | $633K | Reduce -15.7% |
| CVX Chevron Corp. | 0.09% | 3,984 | $607K | Reduce -10.3% |
| VT Vanguard Tot World STK ETF | 0.09% | 4,202 | $593K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 950 | $584K | Add +5.6% |
| PFE Pfizer Inc. | 0.08% | 22,860 | $569K | Reduce -4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,909 | $565K | Add +52.6% |
| RTX RTX Corp. | 0.08% | 2,929 | $537K | Reduce -11.5% |
| AXP American Express Co. | 0.08% | 1,445 | $535K | Reduce -9.6% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 6,684 | $496K | No change |
| AVUS Avantis U.S. Equity ETF | 0.07% | 4,229 | $473K | Reduce -3.2% |
| CAT Caterpillar Inc. | 0.07% | 806 | $462K | Reduce -8.5% |
| AMAT Applied Materials Inc. | 0.07% | 1,795 | $461K | Reduce -7.0% |
| ABBV Abbvie Inc. | 0.07% | 2,002 | $457K | Reduce -15.5% |
| JPST JPMorgan Ultra-Short Income | 0.06% | 8,748 | $443K | New |
| MRK Merck & Co. Inc. | 0.06% | 4,170 | $439K | Reduce -0.9% |
| MO Altria Group Inc. | 0.06% | 7,289 | $420K | Reduce -2.1% |
| ED Consolidated Edison Inc. | 0.06% | 4,117 | $409K | Reduce -2.4% |
| DUK Duke Energy Corp. | 0.05% | 3,191 | $374K | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.05% | 4,835 | $372K | Reduce -9.0% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,867 | $371K | Reduce -38.5% |
| PM Philip Morris International | 0.05% | 2,294 | $368K | Reduce -5.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.05% | 7,613 | $354K | Reduce -53.6% |
| VGT Vanguard Info Tech ETF | 0.05% | 456 | $344K | Add +14.9% |
| ESGV Vanguard ESG US Stock ETF | 0.05% | 2,774 | $336K | Reduce -14.4% |
| GS Goldman Sachs Group Inc. | 0.05% | 371 | $326K | Reduce -15.9% |
| ABT Abbott Laboratories | 0.04% | 2,481 | $311K | Reduce -17.7% |
Portfolio Sells Q3 2025 → Q4 2025
| AAPL Apple Inc. | Reduce -40.6% | 1.65% | −0.99 |
| MSFT Microsoft Corp. | Reduce -23.0% | 0.96% | −0.39 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.25 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.5% | 3.05% | −0.12 |
| NVDA Nvidia Corp. | Reduce -19.8% | 0.37% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -12.7% | 0.27% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 3.55% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.0% | 2.84% | −0.07 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 7.91% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -53.6% | 0.05% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.7% | 7.33% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -31.3% | 0.33% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.04 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.04 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.2% | 0.73% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.03 |
| TPYP Tortoise North American Pipe | Sold out | 0.00% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -38.5% | 0.05% | −0.03 |
| BA The Boeing Co. | Sold out | 0.00% | −0.03 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.03 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.03 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.9% | 0.21% | −0.03 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -5.5% | 0.10% | −0.03 |
| TSLA Tesla Inc. | Reduce -9.5% | 0.20% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.7% | 0.40% | −0.02 |
| ORCL Oracle Corp. | Reduce -9.9% | 0.03% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -15.7% | 0.09% | −0.02 |
| IAU iShares Gold Trust | Reduce -42.7% | 0.03% | −0.02 |
| AVGO Broadcom Inc. | Reduce -11.8% | 0.16% | −0.02 |
| V Visa Inc. Class A | Reduce -6.4% | 0.28% | −0.01 |
| ABT Abbott Laboratories | Reduce -17.7% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Reduce -15.5% | 0.07% | −0.01 |
| CVX Chevron Corp. | Reduce -10.3% | 0.09% | −0.01 |
| TT Trane Technologies PLC | Reduce -0.8% | 0.12% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -24.1% | 0.04% | −0.01 |
| MS Morgan Stanley | Reduce -31.1% | 0.04% | −0.01 |
| MO Altria Group Inc. | Reduce -2.1% | 0.06% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -26.0% | 0.04% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.1% | 3.40% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +75.5% | 0.68% | +0.30 |
| CINF Cincinnati Financial Corp. | New | 0.19% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +8.8% | 2.12% | +0.19 |
| VFMF Vanguard US Multifactor ETF | Add +24.7% | 0.79% | +0.17 |
| BND Vanguard Total Bond Market | Add +6.0% | 3.90% | +0.15 |
| JMUB JPMorgan Municipal ETF | Add +11.9% | 1.59% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 8.59% | +0.15 |
| XLK SS Technology Select Sector | Add +70.8% | 0.34% | +0.14 |
| IXUS iShares Core Intl Stock ETF | Add +8.4% | 1.65% | +0.14 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.14% | +0.14 |
| AGG iShares Core U.S. Aggregate | Add +4.1% | 5.61% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +1.8% | 5.64% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.9% | 7.14% | +0.12 |
| VXUS Vanguard Total Intl Stock | Add +2.2% | 3.26% | +0.11 |
| VLUE iShares MSCI USA Value Facto | Add +16.7% | 0.44% | +0.09 |
| VT Vanguard Tot World STK ETF | New | 0.09% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.3% | 1.42% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +40.1% | 0.24% | +0.06 |
| JPST JPMorgan Ultra-Short Income | New | 0.06% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +12.8% | 0.35% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.4% | 0.30% | +0.05 |
| XOM Exxon Mobil Corp. | Add +59.2% | 0.11% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.1% | 0.86% | +0.04 |
| PRU Prudential Financial Inc. | New | 0.04% | +0.04 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +52.6% | 0.08% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 0.41% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +0.4% | 2.09% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +3.5% | 0.82% | +0.02 |
| JNJ Johnson & Johnson | Add +0.8% | 0.17% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +1.5% | 0.65% | +0.02 |
| GILD Gilead Sciences Inc. | Add +3.4% | 0.13% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.6% | 0.73% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 1.08% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.17% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 1.35% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +14.9% | 0.05% | +0.01 |
| LMT Lockheed Martin Corp. | Add +21.1% | 0.04% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.6% | 0.08% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +11.8% | 0.04% | +0.00 |
| AEP American Electric Power | Add +4.1% | 0.04% | +0.00 |
| CSX CSX Corp. | Add +2.8% | 0.04% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +4.3% | 0.26% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +1.1% | 0.04% | +0.00 |
| COST Costco Wholesale Corp. | Add +8.6% | 0.24% | −0.00 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +1.2% | 0.11% | −0.00 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +0.8% | 0.18% | −0.00 |
| HON Honeywell International Inc. | Add +4.7% | 0.04% | −0.00 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.3% | 0.16% | −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 |