Baron Silver Stevens Financial Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Baron Silver Stevens Financial Advisors, LLC reported 138 stock positions worth $787.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 7.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.3%). Compared with Q1 2026, it opened 14 new positions, sold out of 10, added to 55 and reduced 39. The biggest buy was Apple (AAPL, shares +66%) and the biggest sale iShares MSCI Global Min Vol (ACWV, shares −4%).

Most Recent 13F
Q2 2026
Location
Boca Raton, FL
CIK
0001851395
Portfolio Value
$787.9M (Q2 2026)
SEC Filing
0001172661-26-002983 ↗ filed Jul 31, 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 Q1 2026 Q2 2026: $787.9M $787.9M Q2 2026

Holdings 138 stocks · $787.9M
IVV iShares Core S&P 500 ETF 8.34% 87,712 $65.7M Add +0.5%
IWF iShares Russell 1000 Growth 7.68% 487,084 $60.5M Add +3.0%
VTV Vanguard Mrngstr Val ETF-Aui 7.34% 265,398 $57.8M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 6.84% 145,696 $53.9M Reduce -0.8%
AGG iShares Core U.S. Aggregate 5.74% 456,728 $45.2M Add +7.4%
VIG Vanguard Dividend Apprec ETF 5.51% 183,565 $43.4M Add +1.8%
BND Vanguard Total Bond Market 3.94% 423,082 $31.1M Add +5.7%
IJH iShares Core S&P Midcap ETF 3.73% 381,125 $29.4M Add +0.7%
VXUS Vanguard Total Intl Stock 3.37% 310,372 $26.5M Reduce -0.7%
VUG Vanguard Mrngstar GR ETF-Sui 3.26% 298,638 $25.7M Add +2.8%
IJR iShares Core S&P Small-Cap E 3.21% 170,780 $25.3M Add +1.9%
USMV iShares MSCI USA Min Vol Fac 2.71% 221,195 $21.3M Add +2.4%
AAPL Apple Inc. 2.45% 66,717 $19.3M Add +65.5%
IEMG iShares Core MSCI Emerging 2.28% 217,113 $18.0M Add +2.7%
VOO Vanguard S&P 500 ETF 2.23% 25,540 $17.5M Add +5.5%
ITOT iShares Core S&P Total U.S. 2.15% 103,101 $16.9M Add +2.8%
ACWV iShares MSCI Global Min Vol 1.97% 128,883 $15.5M Reduce -4.3%
JMUB JPMorgan Municipal ETF 1.76% 274,073 $13.9M Add +16.7%
IXUS iShares Core Intl Stock ETF 1.73% 142,981 $13.6M Add +3.4%
VTEB Vanguard Tax-Exempt Bond ETF 1.34% 208,792 $10.6M Add +0.8%
VYM Vanguard High DVD Yield ETF 1.28% 63,632 $10.1M Reduce -1.1%
MUB iShares National Muni Bond E 1.25% 91,385 $9.8M Add +2.5%
IEFA iShares Core MSCI Eafe ETF 1.18% 96,618 $9.3M Add +5.7%
VFMF Vanguard US Multifactor ETF 0.97% 43,048 $7.6M Add +7.8%
SCHD Schwab US DVD Equity ETF 0.89% 221,245 $7.0M Add +2.1%
VB Vanguard Most SM-Cap ETF-Usd 0.89% 23,077 $7.0M Add +0.5%
DFAU Dimensional US Core Equity M 0.78% 118,653 $6.1M Add +5.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.73% 70,927 $5.7M Add +1.2%
MSFT Microsoft Corp. 0.63% 13,255 $4.9M Reduce -1.1%
VGIT Vanguard Intermediate-Term T 0.60% 80,295 $4.7M Reduce -17.8%
JPM JPMorgan Chase & Co. 0.60% 14,335 $4.7M Add +78.8%
VLUE iShares MSCI USA Value Facto 0.51% 20,201 $4.0M Reduce -8.2%
HDV iShares Core High Dividend E 0.46% 132,302 $3.6M Reduce -0.2%
XT Ishar Fture Exp Tech ETF-Usd 0.42% 40,158 $3.3M Add +1.6%
GOOGL Alphabet Inc. Class A 0.41% 9,143 $3.3M Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.40% 4,229 $3.2M Add +0.4%
XLK SS Technology Select Sector 0.39% 16,142 $3.1M Reduce -0.3%
AMZN Amazon.com Inc. 0.37% 12,217 $2.9M Add +0.0%
SGOV iShares 0-3 Month Treasury B 0.37% 28,885 $2.9M Add +38.0%
VWO Vanguard Ftse Emerging Marke 0.36% 46,908 $2.8M Add +0.9%
VEA Vanguard Ftse Developed ETF 0.34% 37,297 $2.7M Add +1.0%
VEU Vanguard Ftse All-World Ex-U 0.31% 29,481 $2.5M Reduce -5.9%
NVDA Nvidia Corp. 0.31% 12,257 $2.5M Reduce -0.3%
GOOG Alphabet Inc. Class C 0.30% 6,700 $2.4M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 3,747 $1.9M Add +6.4%
VTIP Vanguard Short-Term Tips 0.23% 36,792 $1.8M Add +4.6%
V Visa Inc. Class A 0.22% 5,136 $1.8M Reduce -5.5%
COST Costco Wholesale Corp. 0.22% 1,811 $1.7M Reduce -1.0%
META Meta Platforms Inc. Class A 0.21% 2,946 $1.7M Add +0.6%
CINF Cincinnati Financial Corp. 0.19% 8,027 $1.5M New
FBND Fidelity Total Bond ETF 0.18% 30,990 $1.4M Add +51.0%
IBDT iShares Ibonds Dec 2028 ETF 0.17% 54,236 $1.4M Add +13.3%
JNJ Johnson & Johnson 0.17% 5,253 $1.3M Add +5.5%
AMAT Applied Materials Inc. 0.16% 1,795 $1.3M No change
TSLA Tesla Inc. 0.16% 3,057 $1.3M Reduce -0.8%
AVGO Broadcom Inc. 0.16% 3,400 $1.3M Add +3.3%
NEE Nextera Energy Inc. 0.16% 14,599 $1.3M Add +4.2%
IWD iShares Russell 1000 Value E 0.16% 5,193 $1.3M No change
PEP Pepsico Inc. 0.16% 9,201 $1.2M Reduce -0.7%
IBDU iShares Ibonds Dec 2029 Term 0.16% 53,470 $1.2M New
PG The Procter & Gamble Co. 0.15% 7,956 $1.2M Reduce -1.1%
TT Trane Technologies PLC 0.13% 2,079 $1.0M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 10,446 $1.0M Reduce -0.2%
JPST JPMorgan Ultra-Short Income 0.12% 18,638 $943K Reduce -6.5%
LLY Eli Lilly & Co. 0.12% 775 $931K Reduce -1.1%
GILD Gilead Sciences Inc. 0.12% 7,173 $906K No change
MRK Merck & Co. Inc. 0.11% 6,964 $895K Add +2.9%
XOM Exxon Mobil Corp. 0.11% 6,523 $892K Add +107.2%
WMT Walmart Inc. 0.11% 7,602 $861K No change
CAT Caterpillar Inc. 0.11% 794 $846K Add +2.2%
LRGF iShares US Equity Factor ETF 0.10% 10,860 $821K Reduce -3.2%
SO The Southern Co. 0.10% 8,372 $801K Add +3.5%
IBDV iShares Ibonds Dec 2030 Corp. 0.10% 34,859 $760K Add +7.3%
QQQ Invesco QQQ Trust Series 1 0.10% 1,023 $753K New
CVX Chevron Corp. 0.09% 4,329 $718K Reduce -3.3%
IBDW iShares Ibonds Dec 2031 Corp. 0.09% 33,186 $692K No change
GLD SPDR Gold Shares 0.09% 1,866 $687K Reduce -3.1%
UNH Unitedhealth Group Inc. 0.08% 1,565 $650K No change
VT Vanguard Tot World STK ETF 0.08% 3,995 $627K No change
HD Home Depot Inc. 0.08% 1,777 $627K Reduce -2.6%
MO Altria Group Inc. 0.08% 8,289 $596K Add +13.7%
CSCO Cisco Systems Inc. 0.07% 4,968 $584K Reduce -0.6%
MCD McDonald's Corp. 0.07% 2,042 $552K Reduce -8.4%
MA Mastercard Inc. Class A 0.07% 1,072 $551K Add +4.9%
RTX RTX Corp. 0.07% 2,895 $549K Add +0.2%
DFUS Dimensional US Eq MKT ETF 0.07% 6,684 $548K No change
PFE Pfizer Inc. 0.07% 22,560 $543K Reduce -1.3%
AVUS Avantis U.S. Equity ETF 0.07% 4,229 $542K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,909 $537K Add +34.6%
ABBV Abbvie Inc. 0.06% 1,986 $500K Reduce -0.8%
DUK Duke Energy Corp. 0.06% 3,875 $491K Reduce -2.0%
SPAB SS SPDR P Agg Bond ETF 0.06% 19,056 $486K No change
AMD Advanced Micro Devices 0.06% 813 $472K New
QUAL iShares MSCI USA Quality Fac 0.06% 2,060 $452K No change
ED Consolidated Edison Inc. 0.06% 3,967 $439K No change
VGT Vanguard Info Tech ETF 0.05% 3,616 $432K No change
APH Amphenol Corp. Class A 0.05% 2,268 $400K Add +2.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.05% 198 $394K Reduce -7.5%
AXP American Express Co. 0.05% 1,137 $385K Add +2.6%
CSX CSX Corp. 0.05% 7,733 $368K No change
ESGU iShares ESG Aware MSCI USA 0.05% 2,224 $364K New
ESGV Vanguard ESG US Stock ETF 0.04% 2,684 $355K Reduce -2.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.04% 7,613 $351K No change
GS Goldman Sachs Group Inc. 0.04% 346 $350K Reduce -1.1%
IWM iShares Russell 2000 ETF 0.04% 1,161 $349K Add +1.3%
MS Morgan Stanley 0.04% 1,637 $342K Add +8.8%
CGGR Cap Group Growth Equity 0.04% 7,199 $340K New
NOC Northrop Grumman Corp. 0.04% 647 $330K No change
LIN Linde PLC 0.04% 622 $323K No change
JEPI JPMorgan Equity Premium Inco 0.04% 5,618 $317K Reduce -11.0%
DE Deere & Co. 0.04% 496 $315K Reduce -6.4%
KLAC KLA Corp. 0.04% 1,030 $311K New
TXN Texas Instruments Inc. 0.04% 1,039 $310K Reduce -2.1%
AMGN Amgen Inc. 0.04% 835 $302K Reduce -0.2%
BSCR Invesco Bulletshares 2027 CB 0.04% 15,408 $302K New
ANET Arista Networks Inc. 0.04% 1,747 $297K New
PM Philip Morris International 0.04% 1,638 $296K Add +3.9%
KO The Coca-Cola Co. 0.04% 3,580 $291K No change
IUSG iShares Core S&P U.S. Growth 0.04% 1,528 $287K No change
LMT Lockheed Martin Corp. 0.04% 563 $287K No change
MSI Motorola Solutions Inc. 0.04% 691 $287K No change
AEP American Electric Power 0.04% 2,067 $283K Reduce -5.0%
LCTU iShares U.S. Carbon Transiti 0.04% 3,503 $281K New
IUSV iShares Core S&P U.S. Value 0.03% 2,455 $270K No change
PRU Prudential Financial Inc. 0.03% 2,451 $265K No change
VZ Verizon Communications Inc. 0.03% 6,226 $264K No change
UNP Union Pacific Corp. 0.03% 930 $253K Add +9.2%
ORCL Oracle Corp. 0.03% 1,637 $240K Reduce -0.6%
SUSA iShares ESG Optimized MSCI U 0.03% 1,551 $239K No change
IWB iShares Russell 1000 ETF 0.03% 583 $239K No change
SCHX Schwab US Large-Cap ETF 0.03% 8,018 $236K No change
GD General Dynamics Corp. 0.03% 633 $224K No change
TMO Thermo Fisher Scientific Inc. 0.03% 444 $223K No change
EIS iShares MSCI Israel ETF 0.03% 1,786 $216K Add +0.6%
BA The Boeing Co. 0.03% 959 $208K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 1,047 $207K New
IVE iShares S&P 500 Value ETF 0.03% 911 $207K New
VFLO Victoryshares Free Cash Flow 0.03% 4,393 $201K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.7M (not counted above)
SecurityClassShares / PrincipalValueChange
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal 60,718$1.5MNew
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal 49,536$1.2MNew

Total filed on the 13F, all lines: $790.6M.

Portfolio Sells Q1 2026 → Q2 2026
ACWV iShares MSCI Global Min Vol Reduce -4.3% 1.97% −0.37
VGIT Vanguard Intermediate-Term T Reduce -17.8% 0.60% −0.24
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −0.23
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.2% 7.34% −0.23
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.16
VXUS Vanguard Total Intl Stock Reduce -0.7% 3.37% −0.13
VYM Vanguard High DVD Yield ETF Reduce -1.1% 1.28% −0.11
MSFT Microsoft Corp. Reduce -1.1% 0.63% −0.09
HDV iShares Core High Dividend E Reduce -0.2% 0.46% −0.06
PEP Pepsico Inc. Reduce -0.7% 0.16% −0.05
COST Costco Wholesale Corp. Reduce -1.0% 0.22% −0.05
HON Honeywell International Inc. Sold out 0.00% −0.05
CVX Chevron Corp. Reduce -3.3% 0.09% −0.04
IBHG iShares Ibonds 2027 HY Inc. Sold out 0.00% −0.04
T AT&T Inc. Sold out 0.00% −0.04
IBHF iShares Ibond 2026 HY & Inc. Sold out 0.00% −0.04
ABT Abbott Laboratories Sold out 0.00% −0.04
IJJ iShares S&P Mid-Cap 400 Valu Sold out 0.00% −0.03
IAU iShares Gold Trust Sold out 0.00% −0.03
GLD SPDR Gold Shares Reduce -3.1% 0.09% −0.03
MCD McDonald's Corp. Reduce -8.4% 0.07% −0.03
SHOP Shopify Inc. Class A Sold out 0.00% −0.03
VEU Vanguard Ftse All-World Ex-U Reduce -5.9% 0.31% −0.03
JPST JPMorgan Ultra-Short Income Reduce -6.5% 0.12% −0.03
PFE Pfizer Inc. Reduce -1.3% 0.07% −0.02
PG The Procter & Gamble Co. Reduce -1.1% 0.15% −0.02
DIS The Walt Disney Co. Reduce -0.2% 0.13% −0.02
V Visa Inc. Class A Reduce -5.5% 0.22% −0.01
DUK Duke Energy Corp. Reduce -2.0% 0.06% −0.01
JEPI JPMorgan Equity Premium Inco Reduce -11.0% 0.04% −0.01
HD Home Depot Inc. Reduce -2.6% 0.08% −0.01
AEP American Electric Power Reduce -5.0% 0.04% −0.01
ORCL Oracle Corp. Reduce -0.6% 0.03% −0.00
AMGN Amgen Inc. Reduce -0.2% 0.04% −0.00
DE Deere & Co. Reduce -6.4% 0.04% −0.00
LRGF iShares US Equity Factor ETF Reduce -3.2% 0.10% −0.00
TSLA Tesla Inc. Reduce -0.8% 0.16% −0.00
NVDA Nvidia Corp. Reduce -0.3% 0.31% +0.00
ABBV Abbvie Inc. Reduce -0.8% 0.06% +0.00
ESGV Vanguard ESG US Stock ETF Reduce -2.1% 0.04% +0.00
GS Goldman Sachs Group Inc. Reduce -1.1% 0.04% +0.00
ASML ASML Holding NV-NY Reg SHS Reduce -7.5% 0.05% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 6.84% +0.01
TXN Texas Instruments Inc. Reduce -2.1% 0.04% +0.01
LLY Eli Lilly & Co. Reduce -1.1% 0.12% +0.01
GOOG Alphabet Inc. Class C Reduce -1.5% 0.30% +0.02
CSCO Cisco Systems Inc. Reduce -0.6% 0.07% +0.02
VLUE iShares MSCI USA Value Facto Reduce -8.2% 0.51% +0.06
XLK SS Technology Select Sector Reduce -0.3% 0.39% +0.08

Portfolio Buys Q1 2026 → Q2 2026
AAPL Apple Inc. Add +65.5% 2.45% +0.97
IWF iShares Russell 1000 Growth Add +3.0% 7.68% +0.36
JPM JPMorgan Chase & Co. Add +78.8% 0.60% +0.25
VUG Vanguard Mrngstar GR ETF-Sui Add +2.8% 3.26% +0.20
IJR iShares Core S&P Small-Cap E Add +1.9% 3.21% +0.19
CINF Cincinnati Financial Corp. New 0.19% +0.19
IBDU iShares Ibonds Dec 2029 Term New 0.16% +0.16
IEMG iShares Core MSCI Emerging Add +2.7% 2.28% +0.14
VOO Vanguard S&P 500 ETF Add +5.5% 2.23% +0.13
QQQ Invesco QQQ Trust Series 1 New 0.10% +0.10
ITOT iShares Core S&P Total U.S. Add +2.8% 2.15% +0.08
VFMF Vanguard US Multifactor ETF Add +7.8% 0.97% +0.07
SGOV iShares 0-3 Month Treasury B Add +38.0% 0.37% +0.06
IVV iShares Core S&P 500 ETF Add +0.5% 8.34% +0.06
AMD Advanced Micro Devices New 0.06% +0.06
JMUB JPMorgan Municipal ETF Add +16.7% 1.76% +0.06
ESGU iShares ESG Aware MSCI USA New 0.05% +0.05
CGGR Cap Group Growth Equity New 0.04% +0.04
FBND Fidelity Total Bond ETF Add +51.0% 0.18% +0.04
DFAU Dimensional US Core Equity M Add +5.3% 0.78% +0.04
KLAC KLA Corp. New 0.04% +0.04
BSCR Invesco Bulletshares 2027 CB New 0.04% +0.04
ANET Arista Networks Inc. New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +1.0% 0.41% +0.04
XOM Exxon Mobil Corp. Add +107.2% 0.11% +0.04
LCTU iShares U.S. Carbon Transiti New 0.04% +0.04
XT Ishar Fture Exp Tech ETF-Usd Add +1.6% 0.42% +0.03
CAT Caterpillar Inc. Add +2.2% 0.11% +0.03
BA The Boeing Co. New 0.03% +0.03
IVE iShares S&P 500 Value ETF New 0.03% +0.03
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.03% +0.03
VFLO Victoryshares Free Cash Flow New 0.03% +0.03
IJH iShares Core S&P Midcap ETF Add +0.7% 3.73% +0.02
IBM Intl Business Machines Corp. Add +34.6% 0.07% +0.02
AVGO Broadcom Inc. Add +3.3% 0.16% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +0.5% 0.89% +0.01
APH Amphenol Corp. Class A Add +2.5% 0.05% +0.01
MS Morgan Stanley Add +8.8% 0.04% +0.01
MO Altria Group Inc. Add +13.7% 0.08% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 0.40% +0.00
IWM iShares Russell 2000 ETF Add +1.3% 0.04% +0.00
UNP Union Pacific Corp. Add +9.2% 0.03% +0.00
AMZN Amazon.com Inc. Add +0.0% 0.37% +0.00
AXP American Express Co. Add +2.6% 0.05% +0.00
PM Philip Morris International Add +3.9% 0.04% −0.00
IBDT iShares Ibonds Dec 2028 ETF Add +13.3% 0.17% −0.00
EIS iShares MSCI Israel ETF Add +0.6% 0.03% −0.00
MA Mastercard Inc. Class A Add +4.9% 0.07% −0.00
MRK Merck & Co. Inc. Add +2.9% 0.11% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.2% 0.73% −0.01

Notes & Other Activity Q1 2026 → Q2 2026
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal New 60,718 $1.5M
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal New 49,536 $1.2M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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