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CIK: 0001851395
Total reported value
$790.6M
$790.6M
132 檔
32.1%
The Q4 2025 SEC filing reveals that Baron Silver Stevens Financial Advisors, LLC held a total portfolio value of $790.6M, covering 132 public equity positions.
In Q4 2025, Baron Silver Stevens Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.59% | +0.04% | +0.85% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.91% | +0.34% | -0.39% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.33% | -0.25% | -1.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.14% | -0.01% | +0.93% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.65% | -0.14% | +1.78% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.61% | -0.41% | +4.09% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.90% | -0.35% | +5.99% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.55% | +0.01% | -1.62% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.40% | +0.18% | +10.13% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.26% | -0.14% | +2.19% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.05% | -0.21% | -1.48% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.84% | +0.18% | -2.04% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.42% | -0.37% | +1.08% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | +0.12% | +8.76% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.09% | +0.07% | +0.37% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.93% | +0.14% | -0.18% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.65% | -0.01% | +8.38% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.96% | -40.56% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.59% | +0.06% | +11.93% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.42% | -0.16% | +6.33% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.35% | -0.11% | +0.13% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | -0.13% | +0.03% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.02% | +0.05% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.09% | -22.98% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | +0.01% | +5.13% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.82% | -0.07% | +3.51% | |
| 27 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.79% | +0.06% | +24.73% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.73% | -0.24% | -3.22% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.01% | +4.64% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.25% | +75.55% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.65% | +0.04% | +1.52% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-Other | 0.48% | -0.06% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.03% | -2.34% | |
| 34 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.44% | +0.06% | +16.69% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +4.88% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | — | -4.34% | |
| 37 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.40% | +0.03% | -0.65% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | — | -19.83% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | — | +12.84% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.08% | +241.51% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | -0.03% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.01% | +1.43% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.02% | -31.26% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | +20.38% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.02% | -6.39% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.03% | -12.74% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.26% | -0.03% | +4.30% | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.24% | -0.04% | +0.30% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.05% | +8.60% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | — |
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 132 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, VTV) accounted for 32.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
CINF
市值: $1.3M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $1.7M
During Q4 2025, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included IVV (8.6%)、IWF (7.9%)、VTV (7.3%). The largest single position, IVV, represented 8.6% of total portfolio value.
In Q4 2025, Baron Silver Stevens Financial Advisors, LLC made 138 total portfolio adjustments, initiating 6 new buys, adding to 48 positions, trimming 64 holdings, and fully liquidating 20 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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