§ 13F · FUND PROFILE
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $624.5T (13F)Positions · 144Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 87K | $59.5T | 8.6% | +1% |
| 2 | IWF | ISHARES TR | 116K | $54.8T | 7.9% | ±0% |
| 3 | VTV | VANGUARD INDEX FDS | 266K | $50.8T | 7.3% | −2% |
| 4 | VTI | VANGUARD INDEX FDS | 148K | $49.5T | 7.1% | +1% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 178K | $39.1T | 5.6% | +2% |
| 6 | AGG | ISHARES TR | 389K | $38.8T | 5.6% | +4% |
| 7 | BND | VANGUARD BD INDEX FDS | 365K | $27.0T | 3.9% | +6% |
| 8 | IJH | ISHARES TR | 372K | $24.6T | 3.5% | −2% |
| 9 | VUG | VANGUARD INDEX FDS | 48K | $23.6T | 3.4% | +10% |
| 10 | VXUS | VANGUARD STAR FDS | 299K | $22.6T | 3.3% | +2% |
§ 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 $624460.9 trillion in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed