13F HOLDINGS REPORT
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001172661-25-004458
Total Value
$683.2M
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 86,145 | $57.7M | 8.44% |
| 2 | ISHARES TR | 464287614 | 116,207 | $54.4M | 7.97% |
| 3 | VANGUARD INDEX FDS | 922908744 | 270,495 | $50.4M | 7.38% |
| 4 | VANGUARD INDEX FDS | 922908769 | 146,253 | $48.0M | 7.03% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 174,849 | $37.7M | 5.52% |
| 6 | ISHARES TR | 464287226 | 373,584 | $37.5M | 5.48% |
| 7 | VANGUARD BD INDEX FDS | 921937835 | 344,536 | $25.6M | 3.75% |
| 8 | ISHARES TR | 464287507 | 378,548 | $24.7M | 3.62% |
| 9 | ISHARES TR | 46429B697 | 227,905 | $21.7M | 3.17% |
| 10 | VANGUARD STAR FDS | 921909768 | 293,049 | $21.5M | 3.15% |
| 11 | VANGUARD INDEX FDS | 922908736 | 43,910 | $21.1M | 3.08% |
| 12 | ISHARES TR | 464287804 | 167,299 | $19.9M | 2.91% |
| 13 | APPLE INC | AAPL | 70,690 | $18.0M | 2.63% |
| 14 | ISHARES INC | 464286525 | 139,571 | $16.7M | 2.45% |
| 15 | ISHARES TR | 464287150 | 97,054 | $14.1M | 2.07% |
| 16 | VANGUARD INDEX FDS | 922908363 | 21,540 | $13.2M | 1.93% |
| 17 | ISHARES INC | 46434G103 | 198,832 | $13.1M | 1.92% |
| 18 | ISHARES TR | 46432F834 | 124,788 | $10.3M | 1.51% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 195,290 | $9.9M | 1.44% |
| 20 | MICROSOFT CORP | MSFT | 17,797 | $9.2M | 1.35% |
| 21 | VANGUARD MUN BD FDS | 922907746 | 184,091 | $9.2M | 1.35% |
| 22 | VANGUARD WHITEHALL FDS | 921946406 | 65,261 | $9.2M | 1.35% |
| 23 | ISHARES TR | 464288414 | 85,882 | $9.1M | 1.34% |
| 24 | ISHARES TR | 46432F842 | 83,848 | $7.3M | 1.07% |
| 25 | VANGUARD INDEX FDS | 922908751 | 22,015 | $5.6M | 0.82% |
| 26 | SCHWAB STRATEGIC TR | 808524797 | 199,738 | $5.5M | 0.80% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C706 | 87,103 | $5.2M | 0.77% |
| 28 | VANGUARD INDEX FDS | 922908629 | 16,547 | $4.9M | 0.71% |
| 29 | DIMENSIONAL ETF TRUST | 25434V104 | 95,391 | $4.4M | 0.64% |
| 30 | VANGUARD WELLINGTON FD | 921935607 | 29,029 | $4.2M | 0.61% |
| 31 | ISHARES TR | 46429B663 | 27,331 | $3.3M | 0.49% |
| 32 | NVIDIA CORPORATION | NVDA | 17,003 | $3.2M | 0.46% |
| 33 | ISHARES TR | 46434V381 | 40,100 | $2.9M | 0.42% |
| 34 | AMAZON COM INC | AMZN | 12,853 | $2.8M | 0.41% |
| 35 | SPDR S&P 500 ETF TR | SPY | 4,017 | $2.7M | 0.39% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 8,327 | $2.6M | 0.38% |
| 37 | ALPHABET INC | GOOG | 10,747 | $2.6M | 0.38% |
| 38 | ALPHABET INC | GOOG | 10,208 | $2.5M | 0.36% |
| 39 | ISHARES TR | 46432F388 | 19,314 | $2.4M | 0.35% |
| 40 | META PLATFORMS INC | META | 3,288 | $2.4M | 0.35% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042858 | 42,590 | $2.3M | 0.34% |
| 42 | VANGUARD INTL EQUITY INDEX F | 922042775 | 32,135 | $2.3M | 0.34% |
| 43 | VANGUARD TAX-MANAGED FDS | 921943858 | 34,409 | $2.1M | 0.30% |
| 44 | VISA INC | V | 5,807 | $2.0M | 0.29% |
| 45 | VANGUARD MALVERN FDS | 922020805 | 34,539 | $1.7M | 0.26% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,406 | $1.7M | 0.25% |
| 47 | ISHARES TR | 46434VBD1 | 67,499 | $1.7M | 0.25% |
| 48 | ISHARES TR | 46435GAA0 | 68,075 | $1.7M | 0.24% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 10,697 | $1.6M | 0.24% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 1,756 | $1.6M | 0.24% |
| 51 | ISHARES TR | 464287598 | 7,810 | $1.6M | 0.23% |
| 52 | TESLA INC | TSLA | 3,463 | $1.5M | 0.23% |
| 53 | SELECT SECTOR SPDR TR | 81369Y803 | 4,845 | $1.4M | 0.20% |
| 54 | PEPSICO INC | PEP | 9,512 | $1.3M | 0.20% |
| 55 | ISHARES TR | 46435U515 | 49,438 | $1.3M | 0.18% |
| 56 | BROADCOM INC | AVGO | 3,646 | $1.2M | 0.18% |
| 57 | DISNEY WALT CO | 254687106 | 10,365 | $1.2M | 0.17% |
| 58 | ISHARES TR | 46436E718 | 11,649 | $1.2M | 0.17% |
| 59 | ISHARES TR | 46435UAA9 | 46,386 | $1.1M | 0.17% |
| 60 | NEXTERA ENERGY INC | NEE-PW | 14,115 | $1.1M | 0.16% |
| 61 | JOHNSON & JOHNSON | JNJ | 5,600 | $1.0M | 0.15% |
| 62 | HOME DEPOT INC | HD | 2,200 | $891,553 | 0.13% |
| 63 | TRANE TECHNOLOGIES PLC | TT | 2,095 | $884,006 | 0.13% |
| 64 | FIDELITY MERRIMACK STR TR | 316188309 | 18,240 | $843,418 | 0.12% |
| 65 | WALMART INC | WMT | 8,076 | $832,313 | 0.12% |
| 66 | GILEAD SCIENCES INC | GILD | 7,024 | $779,664 | 0.11% |
| 67 | ISHARES TR | 46434V282 | 11,218 | $774,939 | 0.11% |
| 68 | ELI LILLY & CO | LLY | 1,005 | $767,451 | 0.11% |
| 69 | ISHARES TR | 46434V613 | 16,404 | $766,231 | 0.11% |
| 70 | ISHARES TR | 46436E726 | 34,359 | $761,067 | 0.11% |
| 71 | MASTERCARD INCORPORATED | MA | 1,314 | $747,416 | 0.11% |
| 72 | MCDONALDS CORP | MCD | 2,324 | $706,253 | 0.10% |
| 73 | ISHARES TR | 46436E486 | 33,186 | $704,207 | 0.10% |
| 74 | CHEVRON CORP NEW | CVX | 4,439 | $689,332 | 0.10% |
| 75 | SPDR GOLD TR | GLD | 1,925 | $684,280 | 0.10% |
| 76 | PFIZER INC | PFE | 23,987 | $611,189 | 0.09% |
| 77 | ISHARES TR | 46432F339 | 3,034 | $590,113 | 0.09% |
| 78 | RTX CORPORATION | RTX | 3,311 | $554,032 | 0.08% |
| 79 | ABBVIE INC | ABBV | 2,368 | $548,287 | 0.08% |
| 80 | INVESCO QQQ TR | IVZ | 900 | $540,333 | 0.08% |
| 81 | AMERICAN EXPRESS CO | AXP | 1,599 | $531,124 | 0.08% |
| 82 | ALTRIA GROUP INC | MO | 7,447 | $491,952 | 0.07% |
| 83 | DIMENSIONAL ETF TRUST | 25434V401 | 6,684 | $484,189 | 0.07% |
| 84 | AMERICAN CENTY ETF TR | 025072885 | 4,367 | $474,693 | 0.07% |
| 85 | EXXON MOBIL CORP | XOM | 3,922 | $442,206 | 0.06% |
| 86 | ISHARES TR | 464287408 | 2,063 | $426,030 | 0.06% |
| 87 | CONSOLIDATED EDISON INC | ED | 4,218 | $423,993 | 0.06% |
| 88 | CATERPILLAR INC | CAT | 881 | $420,369 | 0.06% |
| 89 | DUKE ENERGY CORP NEW | DUKB | 3,306 | $409,185 | 0.06% |
| 90 | ABBOTT LABS | ABLZF | 3,016 | $403,963 | 0.06% |
| 91 | PACER FDS TR | 69374H881 | 6,895 | $396,256 | 0.06% |
| 92 | APPLIED MATLS INC | 038222105 | 1,930 | $395,148 | 0.06% |
| 93 | PHILIP MORRIS INTL INC | 718172109 | 2,434 | $394,848 | 0.06% |
| 94 | VANGUARD WORLD FD | 921910733 | 3,240 | $383,746 | 0.06% |
| 95 | AMPHENOL CORP NEW | 032095101 | 2,990 | $370,013 | 0.05% |
| 96 | CISCO SYS INC | CSCO | 5,313 | $363,582 | 0.05% |
| 97 | ORACLE CORP | ORCL-PD | 1,273 | $358,019 | 0.05% |
| 98 | MERCK & CO INC | MRK | 4,206 | $353,010 | 0.05% |
| 99 | INTERNATIONAL BUSINESS MACHS | INTR | 1,251 | $352,982 | 0.05% |
| 100 | GOLDMAN SACHS GROUP INC | GSCE | 441 | $351,193 | 0.05% |
| 101 | MORGAN STANLEY | MS-PQ | 2,189 | $347,963 | 0.05% |
| 102 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 5,947 | $339,574 | 0.05% |
| 103 | ISHARES GOLD TR | IAU | 4,524 | $329,211 | 0.05% |
| 104 | ISHARES TR | 464287309 | 2,724 | $328,841 | 0.05% |
| 105 | COCA COLA CO | KO | 4,661 | $309,118 | 0.05% |
| 106 | HONEYWELL INTL INC | 438516106 | 1,442 | $303,662 | 0.04% |
| 107 | ISHARES TR | 46436E478 | 13,406 | $301,501 | 0.04% |
| 108 | VANGUARD WORLD FD | 92204A702 | 397 | $296,412 | 0.04% |
| 109 | VERIZON COMMUNICATIONS INC | VZ | 6,683 | $293,743 | 0.04% |
| 110 | BLACKROCK ETF TRUST | BLK | 4,949 | $292,981 | 0.04% |
| 111 | ACCENTURE PLC IRELAND | ACN | 1,178 | $290,660 | 0.04% |
| 112 | GENERAL DYNAMICS CORP | GD | 852 | $290,532 | 0.04% |
| 113 | ISHARES TR | 46435G425 | 1,949 | $283,774 | 0.04% |
| 114 | ISHARES TR | 464287655 | 1,133 | $274,141 | 0.04% |
| 115 | DEERE & CO | DE | 599 | $273,899 | 0.04% |
| 116 | PROGRESSIVE CORP | 743315103 | 1,109 | $273,868 | 0.04% |
| 117 | ISHARES TR | 46436E528 | 11,586 | $270,997 | 0.04% |
| 118 | CSX CORP | CSX | 7,521 | $267,071 | 0.04% |
| 119 | TEXAS INSTRS INC | 882508104 | 1,444 | $265,321 | 0.04% |
| 120 | ISHARES TR | 464287671 | 1,593 | $262,112 | 0.04% |
| 121 | AMGEN INC | AMGN | 927 | $261,599 | 0.04% |
| 122 | SHOPIFY INC | SHOP | 1,737 | $258,136 | 0.04% |
| 123 | ISHARES TR | 464287663 | 2,575 | $257,371 | 0.04% |
| 124 | SALESFORCE INC | CRM | 1,080 | $255,960 | 0.04% |
| 125 | DANAHER CORPORATION | 235851102 | 1,266 | $251,063 | 0.04% |
| 126 | NETFLIX INC | NFLX | 207 | $248,176 | 0.04% |
| 127 | ASML HOLDING N V | ASMLF | 250 | $242,023 | 0.04% |
| 128 | UNITEDHEALTH GROUP INC | UNH | 692 | $238,948 | 0.03% |
| 129 | LOCKHEED MARTIN CORP | LMT | 475 | $237,374 | 0.03% |
| 130 | THERMO FISHER SCIENTIFIC INC | TMO | 487 | $236,528 | 0.03% |
| 131 | AMERICAN ELEC PWR CO INC | 025537101 | 2,092 | $235,458 | 0.03% |
| 132 | ISHARES TR | 464288877 | 3,447 | $233,810 | 0.03% |
| 133 | ISHARES TR | 464288802 | 1,705 | $231,283 | 0.03% |
| 134 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 6,219 | $226,683 | 0.03% |
| 135 | BOEING CO | BA-PA | 1,025 | $221,226 | 0.03% |
| 136 | MOTOROLA SOLUTIONS INC | MSI | 482 | $220,414 | 0.03% |
| 137 | UNION PAC CORP | UNP | 929 | $219,706 | 0.03% |
| 138 | ISHARES TR | 464287705 | 1,688 | $219,032 | 0.03% |
| 139 | PALANTIR TECHNOLOGIES INC | PLTR | 1,192 | $217,445 | 0.03% |
| 140 | WILLIAMS COS INC | 969457100 | 3,420 | $216,657 | 0.03% |
| 141 | ISHARES TR | 464287622 | 583 | $213,075 | 0.03% |
| 142 | SCHWAB STRATEGIC TR | 808524201 | 8,018 | $211,194 | 0.03% |
| 143 | ISHARES TR | 464287101 | 619 | $206,028 | 0.03% |
| 144 | BLACKROCK INC | BLK | 175 | $204,610 | 0.03% |
| 145 | LOWES COS INC | 548661107 | 814 | $204,581 | 0.03% |
| 146 | AT&T INC | T-PC | 7,123 | $201,155 | 0.03% |