Institutional Manager · CIK 0001851395
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, FL · File #028-21116
Latest AUM
$692.9M
Positions
132
Top-10 Concentration
60.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025132 pos · $692.9M
- 13F HOLDINGS REPORTQ/E Sep 2025146 pos · $683.2M
- 13F HOLDINGS REPORTQ/E Jun 2025144 pos · $624.5M
- 13F HOLDINGS REPORTQ/E Mar 2025124 pos · $571.6M
- 13F HOLDINGS REPORTQ/E Dec 2024127 pos · $589.2M
- 13F HOLDINGS REPORTQ/E Sep 2024120 pos · $572.8M
- 13F HOLDINGS REPORTQ/E Jun 2024112 pos · $527.5M
- 13F HOLDINGS REPORTQ/E Mar 2024127 pos · $517.4M
- 13F HOLDINGS REPORTQ/E Dec 2023106 pos · $441.9M
- 13F HOLDINGS REPORTQ/E Sep 2023109 pos · $455.8M
- 13F HOLDINGS REPORTQ/E Jun 2023102 pos · $384.1M
- 13F HOLDINGS REPORTQ/E Mar 202397 pos · $406.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 86,874 | $59.5M | 9.18% |
| 2 | ISHARES TR | 464287614 | 115,751 | $54.8M | 8.45% |
| 3 | VANGUARD INDEX FDS | 922908744 | 265,857 | $50.8M | 7.83% |
| 4 | VANGUARD INDEX FDS | 922908769 | 147,614 | $49.5M | 7.63% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 177,970 | $39.1M | 6.03% |
| 6 | ISHARES TR | 464287226 | 388,878 | $38.8M | 5.99% |
| 7 | VANGUARD BD INDEX FDS | 921937835 | 365,175 | $27.0M | 4.17% |
| 8 | ISHARES TR | 464287507 | 372,397 | $24.6M | 3.79% |
| 9 | VANGUARD INDEX FDS | 922908736 | 48,360 | $23.6M | 3.64% |
| 10 | VANGUARD STAR FDS | 921909768 | 299,460 | $22.6M | 3.48% |
| 11 | ISHARES TR | 46429B697 | 224,532 | $21.1M | 3.26% |
| 12 | ISHARES TR | 464287804 | 163,894 | $19.7M | 3.04% |
| 13 | ISHARES INC | 464286525 | 141,078 | $16.8M | 2.58% |
| 14 | VANGUARD INDEX FDS | 922908363 | 23,427 | $14.7M | 2.27% |
| 15 | ISHARES TR | 464287150 | 97,415 | $14.5M | 2.23% |
| 16 | ISHARES INC | 46434G103 | 198,471 | $13.3M | 2.06% |
| 17 | ISHARES TR | 46432F834 | 135,248 | $11.4M | 1.77% |
| 18 | APPLE INC | AAPL | 42,016 | $11.4M | 1.76% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 218,585 | $11.0M | 1.70% |
| 20 | VANGUARD MUN BD FDS | 922907746 | 195,742 | $9.8M | 1.52% |