Baron Silver Stevens Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Baron Silver Stevens Financial Advisors, LLC reported 134 stock positions worth $689.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.3% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 7.6%) and iShares Russell 1000 Growth (IWF, 7.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 43 and reduced 57. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +9%) and the biggest sale JPMorgan Chase (JPM, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001851395
- Portfolio Value
- $689.2M (Q1 2026)
- SEC Filing
- 0001172661-26-001755 ↗ filed May 13, 2026
Holdings Value
Holdings 134 stocks · $689.2M
| IVV iShares Core S&P 500 ETF | 8.27% | 87,294 | $57.0M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.57% | 265,923 | $52.2M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 7.31% | 118,212 | $50.4M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 6.83% | 146,799 | $47.1M | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 6.13% | 425,375 | $42.2M | Add +9.4% |
| VIG Vanguard Dividend Apprec ETF | 5.63% | 180,382 | $38.8M | Add +1.4% |
| BND Vanguard Total Bond Market | 4.28% | 400,097 | $29.5M | Add +9.6% |
| IJH iShares Core S&P Midcap ETF | 3.71% | 378,336 | $25.5M | Add +1.6% |
| VXUS Vanguard Total Intl Stock | 3.50% | 312,425 | $24.1M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.07% | 48,411 | $21.1M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 3.02% | 167,681 | $20.8M | Add +2.3% |
| USMV iShares MSCI USA Min Vol Fac | 2.91% | 216,124 | $20.0M | Reduce -3.7% |
| ACWV iShares MSCI Global Min Vol | 2.33% | 134,626 | $16.1M | Reduce -4.6% |
| IEMG iShares Core MSCI Emerging | 2.14% | 211,440 | $14.7M | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 2.10% | 24,203 | $14.5M | Add +3.3% |
| ITOT iShares Core S&P Total U.S. | 2.07% | 100,274 | $14.3M | Add +2.9% |
| IXUS iShares Core Intl Stock ETF | 1.74% | 138,261 | $12.0M | Add +2.2% |
| JMUB JPMorgan Municipal ETF | 1.70% | 234,829 | $11.7M | Add +7.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.50% | 207,164 | $10.3M | Add +5.8% |
| AAPL Apple Inc. | 1.48% | 40,299 | $10.2M | Reduce -4.1% |
| VYM Vanguard High DVD Yield ETF | 1.38% | 64,370 | $9.5M | Reduce -1.5% |
| MUB iShares National Muni Bond E | 1.37% | 89,186 | $9.5M | Add +3.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.20% | 91,381 | $8.3M | Add +8.9% |
| SCHD Schwab US DVD Equity ETF | 0.96% | 216,665 | $6.6M | Add +4.8% |
| VFMF Vanguard US Multifactor ETF | 0.90% | 39,930 | $6.2M | Add +10.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.87% | 22,973 | $6.0M | Reduce -0.7% |
| VGIT Vanguard Intermediate-Term T | 0.84% | 97,636 | $5.8M | Add +15.8% |
| DFAU Dimensional US Core Equity M | 0.74% | 112,670 | $5.1M | Add +16.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 17,529 | $5.0M | Add +1.2% |
| MSFT Microsoft Corp. | 0.72% | 13,409 | $5.0M | Reduce -2.2% |
| HDV iShares Core High Dividend E | 0.52% | 26,507 | $3.6M | Reduce -3.0% |
| VLUE iShares MSCI USA Value Facto | 0.45% | 21,999 | $3.1M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 4,213 | $2.7M | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.39% | 39,521 | $2.7M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.38% | 9,053 | $2.6M | Reduce -9.2% |
| AMZN Amazon.com Inc. | 0.37% | 12,215 | $2.5M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 46,495 | $2.5M | Add +7.6% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 36,941 | $2.4M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 0.34% | 8,015 | $2.4M | Reduce -45.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 31,342 | $2.4M | Reduce -2.5% |
| XLK SS Technology Select Sector | 0.31% | 16,184 | $2.2M | Reduce -2.2% |
| NVDA Nvidia Corp. | 0.31% | 12,296 | $2.1M | Reduce -9.8% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 20,927 | $2.1M | Add +28.2% |
| GOOG Alphabet Inc. Class C | 0.28% | 6,800 | $2.0M | Reduce -8.0% |
| COST Costco Wholesale Corp. | 0.26% | 1,830 | $1.8M | Reduce -4.0% |
| VTIP Vanguard Short-Term Tips | 0.26% | 35,179 | $1.8M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,521 | $1.7M | Reduce -14.1% |
| META Meta Platforms Inc. Class A | 0.24% | 2,930 | $1.7M | Add +2.1% |
| V Visa Inc. Class A | 0.24% | 5,436 | $1.6M | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.23% | 66,433 | $1.6M | Reduce -2.7% |
| PEP Pepsico Inc. | 0.21% | 9,269 | $1.4M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.19% | 14,010 | $1.3M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.18% | 4,977 | $1.2M | Reduce -11.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.18% | 47,862 | $1.2M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.17% | 8,041 | $1.2M | Reduce -21.0% |
| TSLA Tesla Inc. | 0.17% | 3,083 | $1.1M | Reduce -1.6% |
| IWD iShares Russell 1000 Value E | 0.16% | 5,193 | $1.1M | Reduce -33.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.16% | 44,677 | $1.1M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.15% | 3,290 | $1.0M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 10,469 | $1.0M | Add +2.6% |
| JPST JPMorgan Ultra-Short Income | 0.15% | 19,929 | $1.0M | Add +127.8% |
| GILD Gilead Sciences Inc. | 0.15% | 7,173 | $1000K | Reduce -1.2% |
| WMT Walmart Inc. | 0.14% | 7,602 | $945K | Reduce -1.8% |
| FBND Fidelity Total Bond ETF | 0.14% | 20,518 | $936K | Add +12.5% |
| CVX Chevron Corp. | 0.13% | 4,475 | $926K | Add +12.3% |
| TT Trane Technologies PLC | 0.13% | 2,079 | $866K | No change |
| GLD SPDR Gold Shares | 0.12% | 1,925 | $828K | No change |
| MRK Merck & Co. Inc. | 0.12% | 6,771 | $814K | Add +62.4% |
| SO The Southern Co. | 0.11% | 8,085 | $780K | New |
| LRGF iShares US Equity Factor ETF | 0.11% | 11,218 | $740K | No change |
| LLY Eli Lilly & Co. | 0.10% | 784 | $722K | Reduce -8.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.10% | 32,472 | $711K | Reduce -6.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.10% | 33,186 | $695K | No change |
| MCD McDonald's Corp. | 0.10% | 2,230 | $693K | Reduce -2.2% |
| PFE Pfizer Inc. | 0.09% | 22,860 | $642K | No change |
| AMAT Applied Materials Inc. | 0.09% | 1,795 | $614K | No change |
| HD Home Depot Inc. | 0.09% | 1,824 | $600K | Reduce -12.3% |
| RTX RTX Corp. | 0.08% | 2,889 | $557K | Reduce -1.4% |
| VT Vanguard Tot World STK ETF | 0.08% | 3,995 | $553K | Reduce -4.9% |
| CAT Caterpillar Inc. | 0.08% | 777 | $550K | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.08% | 3,149 | $534K | Reduce -49.6% |
| DUK Duke Energy Corp. | 0.08% | 3,954 | $518K | Add +23.9% |
| MA Mastercard Inc. Class A | 0.07% | 1,022 | $511K | Reduce -7.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.07% | 19,056 | $488K | New |
| MO Altria Group Inc. | 0.07% | 7,289 | $481K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 6,684 | $474K | No change |
| AVUS Avantis U.S. Equity ETF | 0.07% | 4,229 | $470K | No change |
| ED Consolidated Edison Inc. | 0.07% | 3,967 | $449K | Reduce -3.6% |
| NOC Northrop Grumman Corp. | 0.06% | 647 | $441K | New |
| ABBV Abbvie Inc. | 0.06% | 2,002 | $435K | No change |
| UNH Unitedhealth Group Inc. | 0.06% | 1,565 | $423K | Add +102.2% |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 2,060 | $395K | Add +10.3% |
| CSCO Cisco Systems Inc. | 0.06% | 4,998 | $388K | Add +3.4% |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 6,313 | $358K | Add +39.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.05% | 7,613 | $352K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,418 | $344K | Reduce -25.7% |
| LMT Lockheed Martin Corp. | 0.05% | 563 | $341K | Reduce -2.1% |
| AXP American Express Co. | 0.05% | 1,108 | $335K | Reduce -23.3% |
| HON Honeywell International Inc. | 0.05% | 1,464 | $331K | Reduce -3.0% |
| CSX CSX Corp. | 0.05% | 7,733 | $317K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Reduce -45.2% | 0.34% | −0.34 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 6.83% | −0.31 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.72% | −0.24 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.19 |
| AAPL Apple Inc. | Reduce -4.1% | 1.48% | −0.16 |
| IBDU iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.14 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.7% | 2.91% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.08 |
| ACWV iShares MSCI Global Min Vol | Reduce -4.6% | 2.33% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -33.5% | 0.16% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -9.2% | 0.38% | −0.07 |
| NVDA Nvidia Corp. | Reduce -9.8% | 0.31% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.1% | 0.24% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -8.0% | 0.28% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -21.0% | 0.17% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.37% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.17% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -25.7% | 0.05% | −0.03 |
| XLK SS Technology Select Sector | Reduce -2.2% | 0.31% | −0.03 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -49.6% | 0.08% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -8.7% | 0.10% | −0.03 |
| AXP American Express Co. | Reduce -23.3% | 0.05% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -7.8% | 0.07% | −0.02 |
| HD Home Depot Inc. | Reduce -12.3% | 0.09% | −0.02 |
| PM Philip Morris International | Reduce -31.3% | 0.04% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.8% | 0.39% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.4% | 0.04% | −0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -6.6% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.3% | 0.03% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -4.0% | 0.18% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.9% | 0.34% | −0.01 |
| GD General Dynamics Corp. | Reduce -17.8% | 0.03% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -4.0% | 0.16% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -4.9% | 0.08% | −0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -2.7% | 0.23% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -5.7% | 0.04% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.1% | 0.04% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 0.05% | −0.00 |
| MS Morgan Stanley | Reduce -0.3% | 0.04% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -3.1% | 0.03% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -2.3% | 0.26% | −0.00 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.10% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.5% | 0.34% | +0.00 |
| KO The Coca-Cola Co. | Reduce -5.3% | 0.04% | +0.00 |
| IAU iShares Gold Trust | Reduce -1.0% | 0.03% | +0.00 |
| RTX RTX Corp. | Reduce -1.4% | 0.08% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Add +9.4% | 6.13% | +0.52 |
| BND Vanguard Total Bond Market | Add +9.6% | 4.28% | +0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 7.57% | +0.24 |
| VXUS Vanguard Total Intl Stock | Add +4.3% | 3.50% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +6.5% | 2.14% | +0.21 |
| IJR iShares Core S&P Small-Cap E | Add +2.3% | 3.02% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +1.6% | 3.71% | +0.16 |
| SCHD Schwab US DVD Equity ETF | Add +4.8% | 0.96% | +0.15 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.9% | 1.20% | +0.12 |
| VGIT Vanguard Intermediate-Term T | Add +15.8% | 0.84% | +0.11 |
| SO The Southern Co. | New | 0.11% | +0.11 |
| VFMF Vanguard US Multifactor ETF | Add +10.3% | 0.90% | +0.11 |
| JMUB JPMorgan Municipal ETF | Add +7.4% | 1.70% | +0.11 |
| IXUS iShares Core Intl Stock ETF | Add +2.2% | 1.74% | +0.09 |
| DFAU Dimensional US Core Equity M | Add +16.3% | 0.74% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +127.8% | 0.15% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.8% | 1.50% | +0.08 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.07% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +28.2% | 0.31% | +0.07 |
| NOC Northrop Grumman Corp. | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | Add +62.4% | 0.12% | +0.05 |
| CVX Chevron Corp. | Add +12.3% | 0.13% | +0.05 |
| MUB iShares National Muni Bond E | Add +3.8% | 1.37% | +0.05 |
| LIN Linde PLC | New | 0.04% | +0.04 |
| MSI Motorola Solutions Inc. | New | 0.04% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| UNP Union Pacific Corp. | New | 0.03% | +0.03 |
| EIS iShares MSCI Israel ETF | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +7.6% | 0.36% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +102.2% | 0.06% | +0.02 |
| DUK Duke Energy Corp. | Add +23.9% | 0.08% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +12.5% | 0.14% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +39.9% | 0.05% | +0.01 |
| VZ Verizon Communications Inc. | Add +5.0% | 0.05% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.2% | 0.73% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +10.3% | 0.06% | +0.00 |
| ORCL Oracle Corp. | Add +43.6% | 0.04% | +0.00 |
| CSCO Cisco Systems Inc. | Add +3.4% | 0.06% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +5.3% | 0.04% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +3.9% | 0.03% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +3.7% | 0.03% | −0.00 |
| PRU Prudential Financial Inc. | Add +4.3% | 0.03% | −0.00 |
| AVGO Broadcom Inc. | Add +2.3% | 0.15% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.4% | 5.63% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Add +2.9% | 2.07% | −0.02 |
| DIS The Walt Disney Co. | Add +2.6% | 0.15% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 2.10% | −0.02 |
| META Meta Platforms Inc. Class A | Add +2.1% | 0.24% | −0.03 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 8.27% | −0.31 |
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 |