§ 13F · FUND PROFILE
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $683M (13F)Positions · 146Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 87K | $57M | 8.3% | ±0% |
| 2 | VTV | VANGUARD INDEX FDS | 266K | $52M | 7.6% | ±0% |
| 3 | IWF | ISHARES TR | 118K | $50M | 7.3% | +2% |
| 4 | VTI | VANGUARD INDEX FDS | 147K | $47M | 6.8% | −1% |
| 5 | AGG | ISHARES TR | 425K | $42M | 6.1% | +9% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 180K | $39M | 5.6% | +1% |
| 7 | BND | VANGUARD BD INDEX FDS | 400K | $29M | 4.3% | +10% |
| 8 | IJH | ISHARES TR | 378K | $26M | 3.7% | +2% |
| 9 | VXUS | VANGUARD STAR FDS | 312K | $24M | 3.5% | +4% |
| 10 | VUG | VANGUARD INDEX FDS | 48K | $21M | 3.1% | ±0% |
§ 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 $683 million in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed