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CIK: 0001851395
Total reported value
$790.6M
$790.6M
146 檔
31.4%
As reported in its official Q3 2025 Form 13F filing, Baron Silver Stevens Financial Advisors, LLC's tracked investment portfolio stood at $790.6M with 146 total positions.
In Q3 2025, Baron Silver Stevens Financial Advisors, LLC displayed an active expansion posture, initiating 28 new positions and adding to 80 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, VTV) accounted for 31.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBDW
市值: $704.2K
Top Position Liquidated / Trimmed
JEPQ
前期市值: $534.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.44% | +0.04% | +5.77% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.97% | +0.34% | +3.15% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.38% | -0.25% | +3.12% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.03% | -0.01% | +0.70% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.52% | -0.14% | +4.45% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.48% | -0.41% | +4.16% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.75% | -0.35% | +5.55% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.62% | +0.01% | +0.52% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.17% | -0.21% | +0.49% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.15% | -0.14% | +2.45% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.08% | +0.18% | -10.84% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.91% | +0.18% | +1.56% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.63% | +0.96% | +8.53% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.45% | -0.37% | +5.09% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.07% | +0.07% | +1.12% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | +0.12% | -4.79% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.92% | +0.14% | +10.20% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.51% | -0.01% | +5.50% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.44% | +0.06% | +33.67% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.09% | +35.74% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.35% | -0.16% | -8.86% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.35% | -0.11% | -0.76% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.34% | -0.13% | -5.63% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.02% | +11.66% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | +0.01% | +1.44% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.07% | +8.11% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.77% | -0.24% | +1.98% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.01% | +0.93% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.64% | +0.04% | +7.43% | |
| 30 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.61% | +0.06% | +21.11% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-Other | 0.49% | -0.06% | -0.81% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | -6.75% | |
| 33 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.42% | +0.03% | -0.97% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | — | -2.94% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | — | +0.17% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.25% | -3.42% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.02% | +30.14% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.03% | -3.56% | |
| 39 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.35% | +0.06% | -12.98% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.03% | +3.36% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.01% | +0.94% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | -0.03% | +0.09% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | — | +0.96% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.02% | -1.59% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.26% | -0.03% | +3.21% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | -1.25% | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.25% | — | +0.23% | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.24% | -0.04% | +0.22% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.02% | +5.60% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.05% | -1.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +8.53% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.7% | +3.15% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +35.74% | Add |
| 4 | VGIT | Vanguard Intermediate-term T | +0.4% | +1.98% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | +5.77% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.3% | +10.20% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +30.14% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | -6.75% | Add |
| 9 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +1.12% | Add |
| 10 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +5.50% | Add |
| 11 | DIS | Walt Disney Co/the | +0.1% | +244.58% | Add |
| 12 | PEP | Pepsico Inc | +0.1% | +152.11% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.70% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +11.66% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | -7.31% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.56% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +3.36% | Add |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +11.34% | Add |
| 19 | FBND | Fidelity Total Bond ETF | +0.1% | — | Add |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.94% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | -2.77% | Trim |
| 22 | DFAU | Dimensional US Core Equity M | +0.1% | +7.43% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -3.42% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.96% | Add |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | -7.90% | Add |
| 26 | LRGF | Ishares US Equity Factor ETF | +0.1% | — | Add |
| 27 | PFE | Pfizer Inc | +0.1% | +144.42% | Add |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | +2.45% | Add |
| 29 | VO | Vanguard Mid-cap ETF | 0% | +0.93% | Add |
| 30 | VB | Vanguard Small-cap ETF | 0% | +1.44% | Add |
| 31 | VFMF | Vanguard US Multifactor ETF | 0% | +21.11% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | -2.94% | Add |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +1.36% | Add |
| 34 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +0.16% | Add |
| 35 | XOM | Exxon Mobil CORP | 0% | +21.84% | Add |
| 36 | AMAT | Applied Materials Inc | 0% | +1.58% | Add |
| 37 | RTX | Rtx CORP | 0% | +0.73% | Add |
| 38 | CAT | Caterpillar Inc | 0% | +4.14% | Add |
| 39 | AXP | American Express Co | 0% | — | Add |
| 40 | VUG | Vanguard Growth ETF | — | -10.84% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.17% | Add |
| 42 | VEU | Vanguard Ftse All-world Ex-u | — | +0.09% | Add |
| 43 | WMT | Walmart Inc | — | -4.37% | Add |
| 44 | MA | Mastercard Inc - A | — | -0.91% | Add |
| 45 | GLD | Spdr Gold Shares | — | +0.31% | Add |
| 46 | CVX | Chevron CORP | — | +13.44% | Add |
| 47 | MO | Altria Group Inc | — | -6.02% | Add |
| 48 | VGT | Vanguard Info Tech ETF | — | +2.32% | Add |
| 49 | ABBV | Abbvie Inc | — | -1.04% | Add |
| 50 | AVUS | Avantis U.s. Equity ETF | — | +3.26% | Add |
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 146 disclosed positions in Q3 2025.
During Q3 2025, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included IVV (8.4%)、IWF (8.0%)、VTV (7.4%). The largest single position, IVV, represented 8.4% of total portfolio value.
In Q3 2025, Baron Silver Stevens Financial Advisors, LLC made 146 total portfolio adjustments, initiating 28 new buys, adding to 80 positions, trimming 32 holdings, and fully liquidating 6 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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