Baron Silver Stevens Financial Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Baron Silver Stevens Financial Advisors, Llc disclosed 140 stock positions valued at approximately $790.59M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 140
- Portfolio Value
- $790.59M
Holdings by Sector
Baron Silver Stevens Financial Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 8.31% | 87,712 | +418 | +0.48% | $65,686,644 |
| ISHARES TR | IWF | Other | 7.65% | 487,084 | +368,872 | +312.04% | $60,481,228 |
| VANGUARD INDEX FDS | VTV | Other | 7.32% | 265,398 | -525 | -0.20% | $57,838,202 |
| VANGUARD INDEX FDS | VTI | Other | 6.82% | 145,696 | -1,103 | -0.75% | $53,913,390 |
| ISHARES TR | AGG | Other | 5.72% | 456,728 | +31,353 | +7.37% | $45,206,947 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 5.49% | 183,565 | +3,183 | +1.76% | $43,435,156 |
| VANGUARD BD INDEX FDS | BND | Other | 3.93% | 423,082 | +22,985 | +5.74% | $31,058,465 |
| ISHARES TR | IJH | Other | 3.72% | 381,125 | +2,789 | +0.74% | $29,388,606 |
| VANGUARD STAR FDS | VXUS | Other | 3.36% | 310,372 | -2,053 | -0.66% | $26,533,713 |
| VANGUARD INDEX FDS | VUG | Other | 3.25% | 298,638 | +250,227 | +516.88% | $25,724,710 |
| ISHARES TR | IJR | Other | 3.20% | 170,780 | +3,099 | +1.85% | $25,328,489 |
| ISHARES TR | USMV | Other | 2.70% | 221,195 | +5,071 | +2.35% | $21,336,547 |
| APPLE INC | AAPL | Technology | 2.44% | 66,717 | +26,418 | +65.55% | $19,305,456 |
| ISHARES INC | IEMG | Other | 2.27% | 217,113 | +5,673 | +2.68% | $17,985,709 |
| VANGUARD INDEX FDS | VOO | Other | 2.22% | 25,540 | +1,337 | +5.52% | $17,541,310 |
| ISHARES TR | ITOT | Other | 2.14% | 103,101 | +2,827 | +2.82% | $16,936,448 |
| ISHARES INC | ACWV | Other | 1.96% | 128,883 | -5,743 | -4.27% | $15,495,697 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.76% | 274,073 | +39,244 | +16.71% | $13,883,172 |
| ISHARES TR | IXUS | Other | 1.73% | 142,981 | +4,720 | +3.41% | $13,646,123 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.34% | 208,792 | +1,628 | +0.79% | $10,560,747 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.27% | 63,632 | -738 | -1.15% | $10,055,813 |
| ISHARES TR | MUB | Other | 1.24% | 91,385 | +2,199 | +2.47% | $9,834,900 |
| ISHARES TR | IEFA | Other | 1.18% | 96,618 | +5,237 | +5.73% | $9,331,418 |
| VANGUARD WELLINGTON FD | VFMF | Other | 0.96% | 43,048 | +3,118 | +7.81% | $7,618,248 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.89% | 221,245 | +4,580 | +2.11% | $7,015,696 |
| VANGUARD INDEX FDS | VB | Other | 0.88% | 23,077 | +104 | +0.45% | $6,995,310 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.78% | 118,653 | +5,983 | +5.31% | $6,133,174 |
| VANGUARD INDEX FDS | VO | Other | 0.72% | 70,927 | +53,398 | +304.63% | $5,714,596 |
| MICROSOFT CORP | MSFT | Technology | 0.63% | 13,255 | -154 | -1.15% | $4,944,603 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.60% | 80,295 | -17,341 | -17.76% | $4,735,799 |
Showing 30 of 140 holdings in the latest reporting period.