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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $513.3M Q1 2024 Q2 2024: $523.3M Q2 2024 Q3 2024: $572.8M Q3 2024 Q4 2024: $589.2M Q4 2024 Q1 2025: $571.6M Q1 2025 Q2 2025: $624.5M Q2 2025 Q3 2025: $683.2M Q3 2025 Q4 2025: $692.9M Q4 2025 Q1 2026: $689.2M $689.2M Q1 2026 Q2 2026: $787.9M Q2 2026

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
VGT Vanguard Info Tech ETF 0.05% 452 $315K Reduce -0.9%
VZ Verizon Communications Inc. 0.05% 6,226 $313K Add +5.0%
LIN Linde PLC 0.04% 622 $308K New
ESGV Vanguard ESG US Stock ETF 0.04% 2,742 $308K Reduce -1.1%
MSI Motorola Solutions Inc. 0.04% 691 $300K New
DE Deere & Co. 0.04% 530 $299K No change
IBHG iShares Ibonds 2027 HY Inc. 0.04% 13,406 $297K No change
GS Goldman Sachs Group Inc. 0.04% 350 $296K Reduce -5.7%
AMGN Amgen Inc. 0.04% 837 $294K No change
AEP American Electric Power 0.04% 2,177 $285K No change
IWM iShares Russell 2000 ETF 0.04% 1,146 $284K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 214 $283K No change
APH Amphenol Corp. Class A 0.04% 2,212 $279K No change
KO The Coca-Cola Co. 0.04% 3,580 $272K Reduce -5.3%
T AT&T Inc. 0.04% 9,267 $269K New
IBHF iShares Ibond 2026 HY & Inc. 0.04% 11,586 $266K No change
PM Philip Morris International 0.04% 1,576 $261K Reduce -31.3%
ABT Abbott Laboratories 0.04% 2,471 $254K Reduce -0.4%
IUSV iShares Core S&P U.S. Value 0.04% 2,455 $251K Add +5.3%
MS Morgan Stanley 0.04% 1,504 $248K Reduce -0.3%
ORCL Oracle Corp. 0.04% 1,647 $242K Add +43.6%
PRU Prudential Financial Inc. 0.03% 2,451 $239K Add +4.3%
IUSG iShares Core S&P U.S. Growth 0.03% 1,528 $237K Add +3.7%
IJJ iShares S&P Mid-Cap 400 Valu 0.03% 1,753 $232K Add +3.9%
IAU iShares Gold Trust 0.03% 2,569 $226K Reduce -1.0%
TMO Thermo Fisher Scientific Inc. 0.03% 444 $219K Reduce -5.3%
GD General Dynamics Corp. 0.03% 633 $217K Reduce -17.8%
IWB iShares Russell 1000 ETF 0.03% 583 $208K No change
UNP Union Pacific Corp. 0.03% 852 $207K New
SHOP Shopify Inc. Class A 0.03% 1,737 $206K No change
TXN Texas Instruments Inc. 0.03% 1,061 $206K New
EIS iShares MSCI Israel ETF 0.03% 1,775 $206K New
SCHX Schwab US Large-Cap ETF 0.03% 8,018 $206K No change
SUSA iShares ESG Optimized MSCI U 0.03% 1,551 $205K Reduce -3.1%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 138$787.9MIVV, IWF, VTV, VTI, AGG
Q1 2026 134$689.2MIVV, VTV, IWF, VTI, AGG
Q4 2025 132$692.9MIVV, IWF, VTV, VTI, VIG
Q3 2025 146$683.2MIVV, IWF, VTV, VTI, VIG
Q2 2025 144$624.5MIVV, IWF, VTV, VTI, AGG
Q1 2025 124$571.6MVTV, IVV, IWF, VTI, AGG
Q4 2024 127$589.2MIVV, IWF, VTV, VTI, AGG
Q3 2024 120$572.8MVTV, IVV, IWF, VTI, AGG
Q2 2024 108$523.3MIVV, IWF, VTV, VTI, AGG
Q1 2024 123$513.3MIVV, VTV, IWF, VTI, VIG