BS

Baron Silver Stevens Financial Advisors, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$689.2M

Reporting period: 2026-03-31 · Number of holdings: 134

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC disclosed 134 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $689.2M and a quarterly turnover rate of 8.0%.

Personality snowflake

Concentration
16.34
Portfolio Stability
8.02
Momentum/Contrarian
100
Sector conviction
52.73
Diversification
100
Sizing Uniformity
78.77

Recent moves

  • Trim IWF

    +2.1%　-$4.4M

  • Add AGG

    +9.4%　$3.4M

  • Add BND

    +9.6%　$2.4M

  • Trim JPM

    -45.2%　-$2.4M

  • Trim VUG

    +0.1%　-$2.4M

  • Trim IVV

    +0.5%　-$2.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth8.27%-0.32%+0.48%
2VTVVanguard Value ETFETF-Other7.57%+0.24%+0.02%
3IWFIshares Russell 1000 GrowthETF-Other7.31%-0.60%+2.13%
4VTIVanguard Total Stock Mkt ETFETF-Other6.83%-0.31%-0.55%
5AGGIshares Core U.s. AggregateETF-Other6.13%+0.52%+9.39%
6VIGVanguard Dividend Apprec ETFETF-Other5.63%-0.01%+1.36%
7BNDVanguard Total Bond MarketETF-Other4.28%+0.38%+9.56%
8IJHIshares Core S&p Midcap ETFETF-Other3.71%+0.16%+1.59%
9VXUSVanguard Total Intl StockETF-Other3.50%+0.24%+4.33%
10VUGVanguard Growth ETFETF-Other3.07%-0.33%+0.11%
11IJRIshares Core S&p Small-cap EETF-Small Cap3.02%+0.18%+2.31%
12USMVIshares Msci USA Min Vol FacETF-Other2.91%-0.14%-3.74%
13ACWVIshares Msci Global Min VolETF-Other2.33%-0.09%-4.57%
14IEMGIshares Core Msci EmergingETF-Emerging Markets2.14%+0.21%+6.53%
15VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.10%—+3.31%
16ITOTIshares Core S&p Total U.s.ETF-Other2.07%—+2.93%
17IXUSIshares Core Intl Stock ETFETF-Other1.74%+0.09%+2.23%
18JMUBJpmorgan Municipal ETFETF-Other1.70%+0.11%+7.43%
19VTEBVanguard Tax-exempt Bond ETFETF-Other1.50%+0.08%+5.84%
20AAPLApple INCStock-Tech1.48%-0.17%-4.09%
21VYMVanguard High Dvd Yield ETFETF-Other1.38%—-1.49%
22MUBIshares National Muni Bond EETF-Other1.37%+0.04%+3.82%
23IEFAIshares Core Msci Eafe ETFETF-Other1.20%+0.12%+8.93%
24SCHDSchwab US Dvd Equity ETFETF-Other0.96%+0.14%+4.79%
25VFMFVanguard US Multifactor ETFETF-Other0.90%+0.11%+10.28%
26VBVanguard Small-cap ETFETF-Other0.87%—-0.74%
27VGITVanguard Intermediate-term TETF-Other0.84%+0.11%+15.82%
28DFAUDimensional US Core Equity METF-Other0.74%+0.09%+16.34%
29VOVanguard Mid-cap ETFETF-Other0.73%—+1.24%
30MSFTMicrosoft CORPStock-Tech0.72%-0.24%-2.18%
31HDVIshares Core High Dividend EETF-Other0.52%+0.04%-3.01%
32VLUEIshares Msci USA Value FactoETF-Other0.45%—-2.39%
33SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.40%——
34XTIshar Fture Exp Tech Etf-usdETF-Tech0.39%—-0.80%
35GOOGLAlphabet Inc-cl AStock-Comm Services0.38%-0.07%-9.19%
36AMZNAmazon.com INCStock-Consumer Disc0.37%-0.04%-0.65%
37VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.36%—+7.63%
38VEAVanguard Ftse Developed ETFETF-Other0.34%—-4.86%
39JPMJpmorgan Chase & CoStock-Financials0.34%-0.34%-45.17%
40VEUVanguard Ftse All-world Ex-uETF-Other0.34%—-2.47%
41XLKSs Technology Select SectorETF-Tech0.31%—-2.19%
42NVDANvidia CORPStock-Tech0.31%-0.06%-9.80%
43SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.31%+0.07%+28.18%
44GOOGAlphabet Inc-cl CStock-Comm Services0.28%-0.05%-7.95%
45COSTCostco Wholesale CORPStock-Consumer Staples0.26%—-4.04%
46VTIPVanguard Short-term TipsETF-Other0.25%—-2.34%
47BRK-BBerkshire Hathaway Inc-cl BStock-Other0.24%-0.06%-14.12%
48METAMeta Platforms Inc-class AStock-Comm Services0.24%—+2.13%
49VVisa Inc-class A SharesStock-Financials0.24%-0.04%—
50IBDRIshares Ibonds Dec 2026 TermETF-Other0.23%—-2.70%
1–50 of 134

Holding changes this quarter

Baron Silver Stevens Financial Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Cincinnati Financial CORP (CINF); Sold out: Ishares Ibonds Dec 2029 Term (IBDU); New buy: Southern Co/the (SO); Sold out: Invesco Qqq Trust Series 1 (QQQ); New buy: Ss Spdr P Agg Bond ETF (SPAB).

Position changes disclosed by Baron Silver Stevens Financial Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AGGIshares Core U.s. Aggregate+0.5%+9.39%Add
2BNDVanguard Total Bond Market+0.4%+9.56%Add
3VXUSVanguard Total Intl Stock+0.2%+4.33%Add
4VTVVanguard Value ETF+0.2%+0.02%Add
5IEMGIshares Core Msci Emerging+0.2%+6.53%Add
6IJRIshares Core S&p Small-cap E+0.2%+2.31%Add
7IJHIshares Core S&p Midcap ETF+0.2%+1.59%Add
8SCHDSchwab US Dvd Equity ETF+0.1%+4.79%Add
9IEFAIshares Core Msci Eafe ETF+0.1%+8.93%Add
10VGITVanguard Intermediate-term T+0.1%+15.82%Add
11VFMFVanguard US Multifactor ETF+0.1%+10.28%Add
12JMUBJpmorgan Municipal ETF+0.1%+7.43%Add
13JPSTJpmorgan Ultra-short Income+0.1%+127.81%Add
14DFAUDimensional US Core Equity M+0.1%+16.34%Add
15IXUSIshares Core Intl Stock ETF+0.1%+2.23%Add
16VTEBVanguard Tax-exempt Bond ETF+0.1%+5.84%Add
17SGOVIshares 0-3 Month Treasury B+0.1%+28.18%Add
18MRKMerck & Co. INC.+0.1%+62.37%Add
19CVXChevron CORP0%+12.32%Add
20HDVIshares Core High Dividend E0%-3.01%Trim
21MUBIshares National Muni Bond E0%+3.82%Add
22VIGVanguard Dividend Apprec ETF0%+1.36%Add
23TSLATesla INC0%-1.60%Trim
24PGProcter & Gamble Co/the0%-20.99%Trim
25AMZNAmazon.com INC0%-0.65%Trim
26VVisa Inc-class A Shares0%—Unchanged
27GOOGAlphabet Inc-cl C-0.1%-7.95%Trim
28NVDANvidia CORP-0.1%-9.80%Trim
29BRK-BBerkshire Hathaway Inc-cl B-0.1%-14.12%Trim
30GOOGLAlphabet Inc-cl A-0.1%-9.19%Trim
31IWDIshares Russell 1000 Value E-0.1%-33.51%Trim
32ACWVIshares Msci Global Min Vol-0.1%-4.57%Trim
33USMVIshares Msci USA Min Vol Fac-0.1%-3.74%Trim
34AAPLApple INC-0.2%-4.09%Trim
35MSFTMicrosoft CORP-0.2%-2.18%Trim
36VTIVanguard Total Stock Mkt ETF-0.3%-0.55%Trim
37IVVIshares Core S&p 500 ETF-0.3%+0.48%Add
38VUGVanguard Growth ETF-0.3%+0.11%Add
39JPMJpmorgan Chase & Co-0.3%-45.17%Trim
40IWFIshares Russell 1000 Growth-0.6%+2.13%Add
41CINFCincinnati Financial CORP—EXITSold out
42IBDUIshares Ibonds Dec 2029 Term—EXITSold out
43SOSouthern Co/the—NEWNew buy
44QQQInvesco Qqq Trust Series 1—EXITSold out
45SPABSs Spdr P Agg Bond ETF—NEWNew buy
46NOCNorthrop Grumman CORP—NEWNew buy
47LINLinde plc—NEWNew buy
48MSIMotorola Solutions INC—NEWNew buy
49TAt&t INC—NEWNew buy
50ACNAccenture plc—EXITSold out

FAQ

What is Baron Silver Stevens Financial Advisors, LLC and what type of investor is it?
Baron Silver Stevens Financial Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $689.2M, spread across 134 disclosed positions.
What are Baron Silver Stevens Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $57.0M (8.3%) 2. Vanguard Value ETF (VTV) — $52.2M (7.6%) 3. Ishares Russell 1000 Growth (IWF) — $50.4M (7.3%) 4. Vanguard Total Stock Mkt ETF (VTI) — $47.1M (6.8%) 5. Ishares Core U.s. Aggregate (AGG) — $42.2M (6.1%)
What changes did Baron Silver Stevens Financial Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Baron Silver Stevens Financial Advisors, LLC made 49 notable position adjustments: 6 new positions were initiated, 24 existing holdings were added to, 15 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Cincinnati Financial CORP (CINF); Sold out: Ishares Ibonds Dec 2029 Term (IBDU); New buy: Southern Co/the (SO); Sold out: Invesco Qqq Trust Series 1 (QQQ); New buy: Ss Spdr P Agg Bond ETF (SPAB)
What sectors does Baron Silver Stevens Financial Advisors, LLC focus on?
Baron Silver Stevens Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.7% • Communication Services: 12.4% • Financials: 11.6% • Consumer Staples: 10.1% • Health Care: 9.6% • Consumer Discretionary: 7.9%