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CIK: 0001851395
Total reported value
$790.6M
$790.6M
124 檔
26.3%
According to the latest 13F quarterly dataset, Baron Silver Stevens Financial Advisors, LLC managed an equity portfolio of $790.6M at the end of Q1 2025, spanning 124 distinct U.S. exchange-listed positions.
In Q1 2025, Baron Silver Stevens Financial Advisors, LLC displayed an active expansion posture, initiating 124 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, IVV, IWF) accounted for 26.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTV
市值: $46.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.14% | -0.25% | +0.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.07% | +0.04% | +1.79% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.25% | +0.34% | -1.67% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.93% | -0.01% | -5.31% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.99% | -0.41% | +1.20% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.78% | -0.14% | +0.98% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.96% | +0.01% | -2.77% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.86% | -0.35% | -1.05% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.55% | -0.21% | -4.04% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.11% | -0.14% | -2.93% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.08% | +0.18% | -4.87% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.08% | +0.18% | -2.23% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.64% | -0.37% | -2.85% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.49% | -0.16% | -7.03% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.05% | -0.13% | -1.30% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.12% | -4.15% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.91% | +0.07% | +7.68% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.66% | +0.14% | -2.02% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.96% | -4.22% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.57% | +0.06% | +30.83% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.54% | -0.11% | -8.84% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.35% | -0.01% | +13.91% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | -0.02% | +1.75% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.95% | -0.07% | +4.77% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.09% | -4.02% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.01% | +5.57% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | -0.01% | +8.81% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.60% | -0.06% | -7.96% | |
| 29 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.59% | +0.06% | +10.98% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.58% | +0.04% | +31.93% | |
| 31 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.46% | +0.03% | -7.41% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.42% | +0.06% | -1.85% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | -2.40% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | — | — | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | -0.24% | +85.94% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.37% | -0.01% | -10.01% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | -0.03% | +11.56% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.25% | -0.45% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | -0.02% | +0.75% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | -0.03% | -20.77% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | -2.40% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.08% | — | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.30% | — | +0.15% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -10.17% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.05% | +1.13% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.03% | +0.68% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | +24.18% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.03% | -8.51% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | — | -0.38% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | — | -7.90% |
According to official SEC Form 13F filings, Baron Silver Stevens Financial Advisors, LLC reported a total U.S. public equity portfolio value of $790.6M across 124 disclosed positions in Q1 2025.
During Q1 2025, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included VTV (8.1%)、IVV (8.1%)、IWF (7.3%). The largest single position, VTV, represented 8.1% of total portfolio value.
In Q1 2025, Baron Silver Stevens Financial Advisors, LLC made 124 total portfolio adjustments, initiating 124 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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