Baron Silver Stevens Financial Advisors, Llc Portfolio Stock Holdings
Baron Silver Stevens Financial Advisors, Llc disclosed 134 stock positions valued at approximately $689.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 134
- Portfolio Value
- $689.2M
Holdings by Sector
Baron Silver Stevens Financial Advisors, Llc Portfolio Holdings in Q1 2026
134 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 8.27% | 87,294 | +420 | +0.48% | $57,021,679 |
| VANGUARD INDEX FDS | VTV | Other | 7.57% | 265,923 | +66 | +0.02% | $52,174,179 |
| ISHARES TR | IWF | Other | 7.31% | 118,212 | +2,461 | +2.13% | $50,405,768 |
| VANGUARD INDEX FDS | VTI | Other | 6.83% | 146,799 | -815 | -0.55% | $47,094,845 |
| ISHARES TR | AGG | Other | 6.13% | 425,375 | +36,497 | +9.39% | $42,227,040 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 5.63% | 180,382 | +2,412 | +1.36% | $38,793,154 |
| VANGUARD BD INDEX FDS | BND | Other | 4.28% | 400,097 | +34,922 | +9.56% | $29,463,149 |
| ISHARES TR | IJH | Other | 3.71% | 378,336 | +5,939 | +1.59% | $25,549,073 |
| VANGUARD STAR FDS | VXUS | Other | 3.50% | 312,425 | +12,965 | +4.33% | $24,091,096 |
| VANGUARD INDEX FDS | VUG | Other | 3.07% | 48,411 | +51 | +0.11% | $21,145,654 |
| ISHARES TR | IJR | Other | 3.02% | 167,681 | +3,787 | +2.31% | $20,844,468 |
| ISHARES TR | USMV | Other | 2.91% | 216,124 | -8,408 | -3.74% | $20,043,411 |
| ISHARES INC | ACWV | Other | 2.33% | 134,626 | -6,452 | -4.57% | $16,089,248 |
| ISHARES INC | IEMG | Other | 2.14% | 211,440 | +12,969 | +6.53% | $14,747,995 |
| VANGUARD INDEX FDS | VOO | Other | 2.10% | 24,203 | +776 | +3.31% | $14,462,932 |
| ISHARES TR | ITOT | Other | 2.07% | 100,274 | +2,859 | +2.93% | $14,282,099 |
| ISHARES TR | IXUS | Other | 1.74% | 138,261 | +3,013 | +2.23% | $11,979,006 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.70% | 234,829 | +16,244 | +7.43% | $11,739,140 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.50% | 207,164 | +11,422 | +5.84% | $10,335,446 |
| APPLE INC | AAPL | Technology | 1.48% | 40,299 | -1,717 | -4.09% | $10,227,727 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.38% | 64,370 | -976 | -1.49% | $9,533,292 |
| ISHARES TR | MUB | Other | 1.37% | 89,186 | +3,278 | +3.82% | $9,467,194 |
| ISHARES TR | IEFA | Other | 1.20% | 91,381 | +7,489 | +8.93% | $8,272,724 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.96% | 216,665 | +9,907 | +4.79% | $6,647,306 |
| VANGUARD WELLINGTON FD | VFMF | Other | 0.90% | 39,930 | +3,723 | +10.28% | $6,192,289 |
| VANGUARD INDEX FDS | VB | Other | 0.87% | 22,973 | -171 | -0.74% | $6,017,088 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.84% | 97,636 | +13,338 | +15.82% | $5,814,224 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.74% | 112,670 | +15,828 | +16.34% | $5,083,670 |
| VANGUARD INDEX FDS | VO | Other | 0.73% | 17,529 | +214 | +1.24% | $5,034,010 |
| MICROSOFT CORP | MSFT | Technology | 0.72% | 13,409 | -299 | -2.18% | $4,963,713 |
| ISHARES TR | HDV | Other | 0.52% | 26,507 | -824 | -3.01% | $3,597,604 |
| ISHARES TR | VLUE | Other | 0.45% | 21,999 | -539 | -2.39% | $3,128,038 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.40% | 4,213 | - | - | $2,739,882 |
| ISHARES TR | XT | Other | 0.39% | 39,521 | -319 | -0.80% | $2,693,332 |
| ALPHABET INC | GOOGL | Communication Services | 0.38% | 9,053 | -916 | -9.19% | $2,603,320 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 12,215 | -80 | -0.65% | $2,544,018 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.36% | 46,495 | +3,295 | +7.63% | $2,513,088 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 36,941 | -1,886 | -4.86% | $2,367,182 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.34% | 8,015 | -6,603 | -45.17% | $2,357,919 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.34% | 31,342 | -793 | -2.47% | $2,353,784 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.31% | 16,184 | -362 | -2.19% | $2,150,854 |
| NVIDIA CORPORATION | NVDA | Technology | 0.31% | 12,296 | -1,336 | -9.80% | $2,144,422 |
| ISHARES TR | SGOV | Other | 0.31% | 20,927 | +4,601 | +28.18% | $2,106,606 |
| ALPHABET INC | GOOG | Communication Services | 0.28% | 6,800 | -587 | -7.95% | $1,950,648 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 1,830 | -77 | -4.04% | $1,823,799 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.25% | 35,179 | -844 | -2.34% | $1,757,191 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 3,521 | -579 | -14.12% | $1,687,263 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 2,930 | +61 | +2.13% | $1,676,369 |
| VISA INC | V | Financial Services | 0.24% | 5,436 | - | - | $1,643,089 |
| ISHARES TR | IBDR | Other | 0.23% | 66,433 | -1,843 | -2.70% | $1,610,354 |
| PEPSICO INC | PEP | Consumer Defensive | 0.21% | 9,269 | -35 | -0.38% | $1,439,407 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.19% | 14,010 | -296 | -2.07% | $1,301,249 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 4,977 | -668 | -11.83% | $1,216,583 |
| ISHARES TR | IBDT | Other | 0.18% | 47,862 | -1,970 | -3.95% | $1,212,356 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.17% | 8,041 | -2,136 | -20.99% | $1,161,487 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 3,083 | -50 | -1.60% | $1,146,105 |
| ISHARES TR | IWD | Other | 0.16% | 5,193 | -2,617 | -33.51% | $1,109,695 |
| ISHARES TR | IBDS | Other | 0.16% | 44,677 | -1,862 | -4.00% | $1,082,986 |
| BROADCOM INC | AVGO | Technology | 0.15% | 3,290 | +73 | +2.27% | $1,018,391 |
| DISNEY WALT CO | DIS | Communication Services | 0.15% | 10,469 | +265 | +2.60% | $1,009,002 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.15% | 19,929 | +11,181 | +127.81% | $1,008,614 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.15% | 7,173 | -87 | -1.20% | $999,765 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 7,602 | -137 | -1.77% | $944,788 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.14% | 20,518 | +2,278 | +12.49% | $936,031 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 4,475 | +491 | +12.32% | $925,878 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.13% | 2,079 | - | - | $866,402 |
| SPDR GOLD TR | GLD | Other | 0.12% | 1,925 | - | - | $828,308 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 6,771 | +2,601 | +62.37% | $814,484 |
| SOUTHERN CO | SO | Utilities | 0.11% | 8,085 | +8,085 | +100.00% | $780,364 |
| ISHARES TR | LRGF | Other | 0.11% | 11,218 | - | - | $740,388 |
| ELI LILLY & CO | LLY | Healthcare | 0.10% | 784 | -75 | -8.73% | $721,866 |
| ISHARES TR | IBDV | Other | 0.10% | 32,472 | -2,293 | -6.60% | $710,823 |
| ISHARES TR | IBDW | Other | 0.10% | 33,186 | - | - | $694,583 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.10% | 2,230 | -51 | -2.24% | $693,074 |
| PFIZER INC | PFE | Healthcare | 0.09% | 22,860 | - | - | $641,909 |
| APPLIED MATLS INC | AMAT | Technology | 0.09% | 1,795 | - | - | $613,544 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 1,824 | -256 | -12.31% | $599,895 |
| RTX CORPORATION | RTX | Industrials | 0.08% | 2,889 | -40 | -1.37% | $557,290 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.08% | 3,995 | -207 | -4.93% | $552,588 |
| CATERPILLAR INC | CAT | Industrials | 0.08% | 777 | -29 | -3.60% | $550,473 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 3,149 | -3,094 | -49.56% | $534,356 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.08% | 3,954 | +763 | +23.91% | $517,809 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.07% | 1,022 | -86 | -7.76% | $510,653 |
| SPDR SERIES TRUST | SPAB | Other | 0.07% | 19,056 | +19,056 | +100.00% | $488,215 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.07% | 7,289 | - | - | $481,004 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.07% | 6,684 | - | - | $473,962 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.07% | 4,229 | - | - | $470,180 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.07% | 3,967 | -150 | -3.64% | $448,985 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.06% | 647 | +647 | +100.00% | $441,409 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 2,002 | - | - | $435,415 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.06% | 1,565 | +791 | +102.20% | $423,473 |
| ISHARES TR | QUAL | Other | 0.06% | 2,060 | +193 | +10.34% | $395,129 |
| CISCO SYS INC | CSCO | Technology | 0.06% | 4,998 | +163 | +3.37% | $387,841 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.05% | 6,313 | +1,801 | +39.92% | $357,821 |
| ISHARES TR | IUSB | Other | 0.05% | 7,613 | - | - | $351,644 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.05% | 1,418 | -491 | -25.72% | $343,709 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.05% | 563 | -12 | -2.09% | $340,574 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.05% | 1,108 | -337 | -23.32% | $335,148 |
| HONEYWELL INTL INC | HON | Industrials | 0.05% | 1,464 | -46 | -3.05% | $331,038 |
| CSX CORP | CSX | Industrials | 0.05% | 7,733 | - | - | $317,440 |