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CIK: 0001851395
Total reported value
$790.6M
$790.6M
134 檔
31.5%
In Q1 2026, Baron Silver Stevens Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $790.6M, distributed across 134 disclosed stock positions.
Baron Silver Stevens Financial Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 7 holdings and trimming 57 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.27% | +0.04% | +0.48% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.57% | -0.25% | +0.02% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.31% | +0.34% | +2.13% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.83% | -0.01% | -0.55% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.13% | -0.41% | +9.39% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.63% | -0.14% | +1.36% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.28% | -0.35% | +9.56% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.71% | +0.01% | +1.59% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.50% | -0.14% | +4.33% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.07% | +0.18% | +0.11% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.02% | +0.18% | +2.31% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.91% | -0.21% | -3.74% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.33% | -0.37% | -4.57% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.14% | +0.14% | +6.53% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.12% | +3.31% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.07% | +0.07% | +2.93% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.74% | -0.01% | +2.23% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.70% | +0.06% | +7.43% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.50% | -0.16% | +5.84% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.96% | -4.09% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.38% | -0.11% | -1.49% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.37% | -0.13% | +3.82% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.20% | -0.02% | +8.93% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | -0.07% | +4.79% | |
| 25 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.90% | +0.06% | +10.28% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | +0.01% | -0.74% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.84% | -0.24% | +15.82% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.74% | +0.04% | +16.34% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.01% | +1.24% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.09% | -2.18% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-Other | 0.52% | -0.06% | -3.01% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.45% | +0.06% | -2.39% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | — | — | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.39% | +0.03% | -0.80% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | -9.19% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | -0.65% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | -0.01% | +7.63% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | -4.86% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.25% | -45.17% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | -0.03% | -2.47% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.08% | -2.19% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | -9.80% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.31% | +0.06% | +28.18% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.02% | -7.95% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.05% | -4.04% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | -0.03% | -2.34% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | -14.12% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | +2.13% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | -0.02% | — | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.23% | -0.04% | -2.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.5% | +9.39% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.4% | +9.56% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.2% | +4.33% | Add |
| 4 | VTV | Vanguard Value ETF | +0.2% | +0.02% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +6.53% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +2.31% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +1.59% | Add |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +4.79% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.93% | Add |
| 10 | VGIT | Vanguard Intermediate-term T | +0.1% | +15.82% | Add |
| 11 | VFMF | Vanguard US Multifactor ETF | +0.1% | +10.28% | Add |
| 12 | JMUB | Jpmorgan Municipal ETF | +0.1% | +7.43% | Add |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +127.81% | Add |
| 14 | DFAU | Dimensional US Core Equity M | +0.1% | +16.34% | Add |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +2.23% | Add |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +5.84% | Add |
| 17 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +28.18% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +62.37% | Add |
| 19 | CVX | Chevron CORP | 0% | +12.32% | Add |
| 20 | HDV | Ishares Core High Dividend E | 0% | -3.01% | Trim |
| 21 | MUB | Ishares National Muni Bond E | 0% | +3.82% | Add |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | -1.49% | Trim |
| 23 | DUK | Duke Energy CORP | 0% | +23.91% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.63% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | -4.04% | Trim |
| 26 | UNH | Unitedhealth Group Inc | 0% | +102.20% | Add |
| 27 | NEE | Nextera Energy Inc | 0% | -2.07% | Trim |
| 28 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 29 | GILD | Gilead Sciences Inc | 0% | -1.20% | Trim |
| 30 | PEP | Pepsico Inc | 0% | -0.38% | Trim |
| 31 | FBND | Fidelity Total Bond ETF | 0% | +12.49% | Add |
| 32 | WMT | Walmart Inc | 0% | -1.77% | Trim |
| 33 | VZ | Verizon Communications Inc | 0% | +4.97% | Add |
| 34 | JEPI | Jpmorgan Equity Premium Inco | 0% | +39.92% | Add |
| 35 | CAT | Caterpillar Inc | 0% | -3.60% | Trim |
| 36 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 37 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 38 | LMT | Lockheed Martin CORP | 0% | -2.09% | Trim |
| 39 | MO | Altria Group Inc | 0% | — | Unchanged |
| 40 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 41 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 42 | JNJ | Johnson & Johnson | 0% | -11.83% | Trim |
| 43 | VB | Vanguard Small-cap ETF | 0% | -0.74% | Trim |
| 44 | VLUE | Ishares Msci USA Value Facto | 0% | -2.39% | Trim |
| 45 | ED | Consolidated Edison Inc | 0% | -3.64% | Trim |
| 46 | CSX | Csx CORP | 0% | — | Unchanged |
| 47 | HON | Honeywell International Inc | 0% | -3.05% | Trim |
| 48 | QUAL | Ishares Msci USA Quality Fac | 0% | +10.34% | Add |
| 49 | ORCL | Oracle CORP | 0% | +43.59% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | +3.37% | 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 134 disclosed positions in Q1 2026.
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, VTV, IWF) accounted for 31.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SO
市值: $780.4K
Top Position Liquidated / Trimmed
CINF
前期市值: $1.3M
During Q1 2026, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included IVV (8.3%)、VTV (7.6%)、IWF (7.3%). The largest single position, IVV, represented 8.3% of total portfolio value.
In Q1 2026, Baron Silver Stevens Financial Advisors, LLC made 116 total portfolio adjustments, initiating 9 new buys, adding to 43 positions, trimming 57 holdings, and fully liquidating 7 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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