13F HOLDINGS REPORT
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001172661-26-000512
Total Value
$692.9M
Positions
132
Other Managers
0
Confidential Omitted
No
Holdings (132)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 86,874 | $59.5M | 8.59% |
| 2 | ISHARES TR | 464287614 | 115,751 | $54.8M | 7.91% |
| 3 | VANGUARD INDEX FDS | 922908744 | 265,857 | $50.8M | 7.33% |
| 4 | VANGUARD INDEX FDS | 922908769 | 147,614 | $49.5M | 7.14% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 177,970 | $39.1M | 5.65% |
| 6 | ISHARES TR | 464287226 | 388,878 | $38.8M | 5.61% |
| 7 | VANGUARD BD INDEX FDS | 921937835 | 365,175 | $27.0M | 3.90% |
| 8 | ISHARES TR | 464287507 | 372,397 | $24.6M | 3.55% |
| 9 | VANGUARD INDEX FDS | 922908736 | 48,360 | $23.6M | 3.40% |
| 10 | VANGUARD STAR FDS | 921909768 | 299,460 | $22.6M | 3.26% |
| 11 | ISHARES TR | 46429B697 | 224,532 | $21.1M | 3.05% |
| 12 | ISHARES TR | 464287804 | 163,894 | $19.7M | 2.84% |
| 13 | ISHARES INC | 464286525 | 141,078 | $16.8M | 2.42% |
| 14 | VANGUARD INDEX FDS | 922908363 | 23,427 | $14.7M | 2.12% |
| 15 | ISHARES TR | 464287150 | 97,415 | $14.5M | 2.09% |
| 16 | ISHARES INC | 46434G103 | 198,471 | $13.3M | 1.93% |
| 17 | ISHARES TR | 46432F834 | 135,248 | $11.4M | 1.65% |
| 18 | APPLE INC | AAPL | 42,016 | $11.4M | 1.65% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 218,585 | $11.0M | 1.59% |
| 20 | VANGUARD MUN BD FDS | 922907746 | 195,742 | $9.8M | 1.42% |
| 21 | VANGUARD WHITEHALL FDS | 921946406 | 65,346 | $9.4M | 1.35% |
| 22 | ISHARES TR | 464288414 | 85,908 | $9.2M | 1.33% |
| 23 | ISHARES TR | 46432F842 | 83,892 | $7.5M | 1.08% |
| 24 | MICROSOFT CORP | MSFT | 13,708 | $6.6M | 0.96% |
| 25 | VANGUARD INDEX FDS | 922908751 | 23,144 | $6.0M | 0.86% |
| 26 | SCHWAB STRATEGIC TR | 808524797 | 206,758 | $5.7M | 0.82% |
| 27 | VANGUARD WELLINGTON FD | 921935607 | 36,207 | $5.5M | 0.79% |
| 28 | VANGUARD SCOTTSDALE FDS | 92206C706 | 84,298 | $5.1M | 0.73% |
| 29 | VANGUARD INDEX FDS | 922908629 | 17,315 | $5.0M | 0.73% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 14,618 | $4.7M | 0.68% |
| 31 | DIMENSIONAL ETF TRUST | 25434V104 | 96,842 | $4.5M | 0.65% |
| 32 | ISHARES TR | 46429B663 | 27,331 | $3.3M | 0.48% |
| 33 | ALPHABET INC | GOOG | 9,969 | $3.1M | 0.45% |
| 34 | ISHARES TR | 46432F388 | 22,538 | $3.1M | 0.44% |
| 35 | SPDR S&P 500 ETF TR | SPY | 4,213 | $2.9M | 0.41% |
| 36 | AMAZON COM INC | AMZN | 12,295 | $2.8M | 0.41% |
| 37 | ISHARES TR | 46434V381 | 39,840 | $2.8M | 0.40% |
| 38 | NVIDIA CORPORATION | NVDA | 13,632 | $2.5M | 0.37% |
| 39 | VANGUARD TAX-MANAGED FDS | 921943858 | 38,827 | $2.4M | 0.35% |
| 40 | SELECT SECTOR SPDR TR | 81369Y803 | 16,546 | $2.4M | 0.34% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042775 | 32,135 | $2.4M | 0.34% |
| 42 | VANGUARD INTL EQUITY INDEX F | 922042858 | 43,200 | $2.3M | 0.34% |
| 43 | ALPHABET INC | GOOG | 7,387 | $2.3M | 0.33% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,100 | $2.1M | 0.30% |
| 45 | VISA INC | V | 5,436 | $1.9M | 0.28% |
| 46 | META PLATFORMS INC | META | 2,869 | $1.9M | 0.27% |
| 47 | VANGUARD MALVERN FDS | 922020805 | 36,023 | $1.8M | 0.26% |
| 48 | ISHARES TR | 46435GAA0 | 68,276 | $1.7M | 0.24% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 1,907 | $1.6M | 0.24% |
| 50 | ISHARES TR | 464287598 | 7,810 | $1.6M | 0.24% |
| 51 | ISHARES TR | 46436E718 | 16,326 | $1.6M | 0.24% |
| 52 | PROCTER AND GAMBLE CO | 742718109 | 10,177 | $1.5M | 0.21% |
| 53 | TESLA INC | TSLA | 3,133 | $1.4M | 0.20% |
| 54 | PEPSICO INC | PEP | 9,304 | $1.3M | 0.19% |
| 55 | CINCINNATI FINL CORP | 172062101 | 8,109 | $1.3M | 0.19% |
| 56 | ISHARES TR | 46435U515 | 49,832 | $1.3M | 0.18% |
| 57 | JOHNSON & JOHNSON | JNJ | 5,645 | $1.2M | 0.17% |
| 58 | DISNEY WALT CO | 254687106 | 10,204 | $1.2M | 0.17% |
| 59 | NEXTERA ENERGY INC | NEE-PW | 14,306 | $1.1M | 0.17% |
| 60 | ISHARES TR | 46435UAA9 | 46,539 | $1.1M | 0.16% |
| 61 | BROADCOM INC | AVGO | 3,217 | $1.1M | 0.16% |
| 62 | ISHARES TR | 46436E205 | 42,415 | $992,728 | 0.14% |
| 63 | ELI LILLY & CO | LLY | 859 | $924,046 | 0.13% |
| 64 | GILEAD SCIENCES INC | GILD | 7,260 | $891,121 | 0.13% |
| 65 | WALMART INC | WMT | 7,739 | $862,202 | 0.12% |
| 66 | FIDELITY MERRIMACK STR TR | 316188309 | 18,240 | $839,770 | 0.12% |
| 67 | TRANE TECHNOLOGIES PLC | TT | 2,079 | $809,147 | 0.12% |
| 68 | ISHARES TR | 46434V282 | 11,218 | $778,866 | 0.11% |
| 69 | ISHARES TR | 46436E726 | 34,765 | $767,273 | 0.11% |
| 70 | SPDR GOLD TR | GLD | 1,925 | $762,897 | 0.11% |
| 71 | EXXON MOBIL CORP | XOM | 6,243 | $751,388 | 0.11% |
| 72 | HOME DEPOT INC | HD | 2,080 | $715,728 | 0.10% |
| 73 | ISHARES TR | 46436E486 | 33,186 | $701,884 | 0.10% |
| 74 | MCDONALDS CORP | MCD | 2,281 | $697,154 | 0.10% |
| 75 | MASTERCARD INCORPORATED | MA | 1,108 | $632,535 | 0.09% |
| 76 | CHEVRON CORP NEW | CVX | 3,984 | $607,201 | 0.09% |
| 77 | VANGUARD INTL EQUITY INDEX F | 922042742 | 4,202 | $592,734 | 0.09% |
| 78 | INVESCO QQQ TR | IVZ | 950 | $583,595 | 0.08% |
| 79 | PFIZER INC | PFE | 22,860 | $569,214 | 0.08% |
| 80 | INTERNATIONAL BUSINESS MACHS | INTR | 1,909 | $565,465 | 0.08% |
| 81 | RTX CORPORATION | RTX | 2,929 | $537,181 | 0.08% |
| 82 | AMERICAN EXPRESS CO | AXP | 1,445 | $534,578 | 0.08% |
| 83 | DIMENSIONAL ETF TRUST | 25434V401 | 6,684 | $495,752 | 0.07% |
| 84 | AMERICAN CENTY ETF TR | 025072885 | 4,229 | $472,718 | 0.07% |
| 85 | CATERPILLAR INC | CAT | 806 | $461,733 | 0.07% |
| 86 | APPLIED MATLS INC | 038222105 | 1,795 | $461,310 | 0.07% |
| 87 | ABBVIE INC | ABBV | 2,002 | $457,437 | 0.07% |
| 88 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 8,748 | $442,561 | 0.06% |
| 89 | MERCK & CO INC | MRK | 4,170 | $438,934 | 0.06% |
| 90 | ALTRIA GROUP INC | MO | 7,289 | $420,286 | 0.06% |
| 91 | CONSOLIDATED EDISON INC | ED | 4,117 | $408,900 | 0.06% |
| 92 | DUKE ENERGY CORP NEW | DUKB | 3,191 | $374,081 | 0.05% |
| 93 | CISCO SYS INC | CSCO | 4,835 | $372,463 | 0.05% |
| 94 | ISHARES TR | 46432F339 | 1,867 | $370,824 | 0.05% |
| 95 | PHILIP MORRIS INTL INC | 718172109 | 2,294 | $368,011 | 0.05% |
| 96 | ISHARES TR | 46434V613 | 7,613 | $354,309 | 0.05% |
| 97 | VANGUARD WORLD FD | 92204A702 | 456 | $343,724 | 0.05% |
| 98 | VANGUARD WORLD FD | 921910733 | 2,774 | $335,543 | 0.05% |
| 99 | GOLDMAN SACHS GROUP INC | GSCE | 371 | $326,228 | 0.05% |
| 100 | ABBOTT LABS | ABLZF | 2,481 | $310,844 | 0.04% |
| 101 | ISHARES TR | 46436E478 | 13,406 | $299,222 | 0.04% |
| 102 | AMPHENOL CORP NEW | 032095101 | 2,212 | $298,930 | 0.04% |
| 103 | HONEYWELL INTL INC | 438516106 | 1,510 | $294,698 | 0.04% |
| 104 | ISHARES TR | 464287655 | 1,146 | $282,099 | 0.04% |
| 105 | CSX CORP | CSX | 7,733 | $280,321 | 0.04% |
| 106 | SHOPIFY INC | SHOP | 1,737 | $279,605 | 0.04% |
| 107 | LOCKHEED MARTIN CORP | LMT | 575 | $278,352 | 0.04% |
| 108 | AMGEN INC | AMGN | 837 | $273,958 | 0.04% |
| 109 | THERMO FISHER SCIENTIFIC INC | TMO | 469 | $272,149 | 0.04% |
| 110 | MORGAN STANLEY | MS-PQ | 1,509 | $267,893 | 0.04% |
| 111 | ISHARES TR | 46436E528 | 11,586 | $267,405 | 0.04% |
| 112 | PRUDENTIAL FINL INC | PUKPF | 2,349 | $265,155 | 0.04% |
| 113 | COCA COLA CO | KO | 3,780 | $264,260 | 0.04% |
| 114 | ACCENTURE PLC IRELAND | ACN | 981 | $263,382 | 0.04% |
| 115 | GENERAL DYNAMICS CORP | GD | 770 | $259,228 | 0.04% |
| 116 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,512 | $258,267 | 0.04% |
| 117 | UNITEDHEALTH GROUP INC | UNH | 774 | $255,505 | 0.04% |
| 118 | SALESFORCE INC | CRM | 957 | $253,519 | 0.04% |
| 119 | AMERICAN ELEC PWR CO INC | 025537101 | 2,177 | $251,141 | 0.04% |
| 120 | ISHARES TR | 464287671 | 1,474 | $247,544 | 0.04% |
| 121 | DEERE & CO | DE | 530 | $246,752 | 0.04% |
| 122 | VERIZON COMMUNICATIONS INC | VZ | 5,931 | $241,593 | 0.03% |
| 123 | DANAHER CORPORATION | 235851102 | 1,045 | $239,411 | 0.03% |
| 124 | ISHARES TR | 464287663 | 2,331 | $239,021 | 0.03% |
| 125 | ASML HOLDING N V | ASMLF | 214 | $228,950 | 0.03% |
| 126 | ORACLE CORP | ORCL-PD | 1,147 | $223,562 | 0.03% |
| 127 | ISHARES TR | 464288802 | 1,601 | $223,091 | 0.03% |
| 128 | ISHARES TR | 464287705 | 1,688 | $222,190 | 0.03% |
| 129 | ISHARES TR | 464287622 | 583 | $217,716 | 0.03% |
| 130 | ARISTA NETWORKS INC | ANET | 1,658 | $217,248 | 0.03% |
| 131 | SCHWAB STRATEGIC TR | 808524201 | 8,018 | $215,764 | 0.03% |
| 132 | ISHARES GOLD TR | IAU | 2,594 | $210,555 | 0.03% |