Baron Silver Stevens Financial Advisors, LLC

Name: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13F holdings, Q4 2025
Creator: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Published: 2026-02-06

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

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%
IBHG iShares Ibonds 2027 HY Inc.	0.04%	13,406	$299K	No change
APH Amphenol Corp. Class A	0.04%	2,212	$299K	Reduce -26.0%
HON Honeywell International Inc.	0.04%	1,510	$295K	Add +4.7%
IWM iShares Russell 2000 ETF	0.04%	1,146	$282K	Add +1.1%
CSX CSX Corp.	0.04%	7,733	$280K	Add +2.8%
SHOP Shopify Inc. Class A	0.04%	1,737	$280K	No change
LMT Lockheed Martin Corp.	0.04%	575	$278K	Add +21.1%
AMGN Amgen Inc.	0.04%	837	$274K	Reduce -9.7%
TMO Thermo Fisher Scientific Inc.	0.04%	469	$272K	Reduce -3.7%
MS Morgan Stanley	0.04%	1,509	$268K	Reduce -31.1%
IBHF iShares Ibond 2026 HY & Inc.	0.04%	11,586	$267K	No change
PRU Prudential Financial Inc.	0.04%	2,349	$265K	New
KO The Coca-Cola Co.	0.04%	3,780	$264K	Reduce -18.9%
ACN Accenture PLC Class A	0.04%	981	$263K	Reduce -16.7%
GD General Dynamics Corp.	0.04%	770	$259K	Reduce -9.6%
JEPI JPMorgan Equity Premium Inco	0.04%	4,512	$258K	Reduce -24.1%
UNH Unitedhealth Group Inc.	0.04%	774	$256K	Add +11.8%
CRM Salesforce Inc.	0.04%	957	$254K	Reduce -11.4%
AEP American Electric Power	0.04%	2,177	$251K	Add +4.1%
IUSG iShares Core S&P U.S. Growth	0.04%	1,474	$248K	Reduce -7.5%
DE Deere & Co.	0.04%	530	$247K	Reduce -11.5%
VZ Verizon Communications Inc.	0.03%	5,931	$242K	Reduce -11.3%
DHR Danaher Corp.	0.03%	1,045	$239K	Reduce -17.5%
IUSV iShares Core S&P U.S. Value	0.03%	2,331	$239K	Reduce -9.5%
ASML ASML Holding NV-NY Reg SHS	0.03%	214	$229K	Reduce -14.4%
ORCL Oracle Corp.	0.03%	1,147	$224K	Reduce -9.9%
SUSA iShares ESG Optimized MSCI U	0.03%	1,601	$223K	Reduce -6.1%
IJJ iShares S&P Mid-Cap 400 Valu	0.03%	1,688	$222K	No change
IWB iShares Russell 1000 ETF	0.03%	583	$218K	No change
ANET Arista Networks Inc.	0.03%	1,658	$217K	New
SCHX Schwab US Large-Cap ETF	0.03%	8,018	$216K	No change
IAU iShares Gold Trust	0.03%	2,594	$211K	Reduce -42.7%

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