§ 13F · FUND PROFILE
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC.
AUM · $791M (13F)Positions · 140Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 88K | $66M | 8.3% | ±0% |
| 2 | IWF | ISHARES TR | 487K | $60M | 7.7% | +312% |
| 3 | VTV | VANGUARD INDEX FDS | 265K | $58M | 7.3% | ±0% |
| 4 | VTI | VANGUARD INDEX FDS | 146K | $54M | 6.8% | −1% |
| 5 | AGG | ISHARES TR | 457K | $45M | 5.7% | +7% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 184K | $43M | 5.5% | +2% |
| 7 | BND | VANGUARD BD INDEX FDS | 423K | $31M | 3.9% | +6% |
| 8 | IJH | ISHARES TR | 381K | $29M | 3.7% | +1% |
| 9 | VXUS | VANGUARD STAR FDS | 310K | $27M | 3.4% | −1% |
| 10 | VUG | VANGUARD INDEX FDS | 299K | $26M | 3.3% | +517% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARON SIGNAL
AC read
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a Other fund managing $791 million in assets. The fund runs a portfolio of 140 positions.
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