BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Filed: 5/7/2025ACC: 0001172661-25-001595

📋 What this filing means

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $571.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

124

Positions

$571.58M

Total AUM (reported)

5.06M

Total Shares

Allocation by class

VALUE ETF$46.54M8.1%

CORE S&P500 ETF$46.14M8.1%

RUS 1000 GRW ETF$41.42M7.2%

TOTAL STK MKT$39.63M6.9%

COM$39.32M6.9%

CORE US AGGBD ET$34.21M6.0%

DIV APP ETF$33.03M5.8%

Portfolio Concentration

Top 3$134.11M23.5%

4–10$189.70M33.2%

11–25$158.95M27.8%

Rest$88.82M15.5%

Top 3 weight

23.5%

Top 10 weight

56.7%

Voting Authority Distribution

Total shares with voting rights: 5.06M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.06M

% of voting shares100.0%

Investment Discretion (by position count)

Sole124

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings124

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares269.43K

TypeSH

Market value$46.54M

8.14%

Sole

0.00

Shared

0.00

None

269.43K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares82.12K

TypeSH

Market value$46.14M

8.07%

Sole

0.00

Shared

0.00

None

82.12K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares114.72K

TypeSH

Market value$41.42M

7.25%

Sole

0.00

Shared

0.00

None

114.72K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares144.21K

TypeSH

Market value$39.63M

6.93%

Sole

0.00

Shared

0.00

None

144.21K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares345.88K

TypeSH

Market value$34.21M

5.99%

Sole

0.00

Shared

0.00

None

345.88K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares170.27K

TypeSH

Market value$33.03M

5.78%

Sole

0.00

Shared

0.00

None

170.27K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares388.24K

TypeSH

Market value$22.65M

3.96%

Sole

0.00

Shared

0.00

None

388.24K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares300.70K

TypeSH

Market value$22.09M

3.86%

Sole

0.00

Shared

0.00

None

300.70K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares216.77K

TypeSH

Market value$20.30M

3.55%

Sole

0.00

Shared

0.00

None

216.77K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares286.33K

TypeSH

Market value$17.78M

3.11%

Sole

0.00

Shared

0.00

None

286.33K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares47.51K

TypeSH

Market value$17.62M

3.08%

Sole

0.00

Shared

0.00

None

47.51K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares168.36K

TypeSH

Market value$17.61M

3.08%

Sole

0.00

Shared

0.00

None

168.36K

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares129.79K

TypeSH

Market value$15.10M

2.64%

Sole

0.00

Shared

0.00

None

129.79K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares286.89K

TypeSH

Market value$14.24M

2.49%

Sole

0.00

Shared

0.00

None

286.89K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares110.90K

TypeSH

Market value$11.69M

2.05%

Sole

0.00

Shared

0.00

None

110.90K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares22.74K

TypeSH

Market value$11.69M

2.04%

Sole

0.00

Shared

0.00

None

22.74K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares89.60K

TypeSH

Market value$10.93M

1.91%

Sole

0.00

Shared

0.00

None

89.60K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares175.43K

TypeSH

Market value$9.47M

1.66%

Sole

0.00

Shared

0.00

None

175.43K

APPLE INC

SOLE

COM

Shares41.98K

TypeSH

Market value$9.33M

1.63%

Sole

0.00

Shared

0.00

None

41.98K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares179.67K

TypeSH

Market value$8.98M

1.57%

Sole

0.00

Shared

0.00

None

179.67K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares68.44K

TypeSH

Market value$8.83M

1.54%

Sole

0.00

Shared

0.00

None

68.44K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares110.86K

TypeSH

Market value$7.74M

1.35%

Sole

0.00

Shared

0.00

None

110.86K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares73.53K

TypeSH

Market value$5.56M

0.97%

Sole

0.00

Shared

0.00

None

73.53K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares194.24K

TypeSH

Market value$5.43M

0.95%

Sole

0.00

Shared

0.00

None

194.24K

MICROSOFT CORP

SOLE

COM

Shares12.63K

TypeSH

Market value$4.74M

0.83%

Sole

0.00

Shared

0.00

None

12.63K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	269.43K	SH	$46.54M 8.14%	269.43K
ISHARES TRSOLE	CORE S&P500 ETF	82.12K	SH	$46.14M 8.07%	82.12K
ISHARES TRSOLE	RUS 1000 GRW ETF	114.72K	SH	$41.42M 7.25%	114.72K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	144.21K	SH	$39.63M 6.93%	144.21K
ISHARES TRSOLE	CORE US AGGBD ET	345.88K	SH	$34.21M 5.99%	345.88K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	170.27K	SH	$33.03M 5.78%	170.27K
ISHARES TRSOLE	CORE S&P MCP ETF	388.24K	SH	$22.65M 3.96%	388.24K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	300.70K	SH	$22.09M 3.86%	300.70K
ISHARES TRSOLE	MSCI USA MIN VOL	216.77K	SH	$20.30M 3.55%	216.77K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	286.33K	SH	$17.78M 3.11%	286.33K
VANGUARD INDEX FDSSOLE	GROWTH ETF	47.51K	SH	$17.62M 3.08%	47.51K
ISHARES TRSOLE	CORE S&P SCP ETF	168.36K	SH	$17.61M 3.08%	168.36K
ISHARES INCSOLE	MSCI GBL MIN VOL	129.79K	SH	$15.10M 2.64%	129.79K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	286.89K	SH	$14.24M 2.49%	286.89K
ISHARES TRSOLE	NATIONAL MUN ETF	110.90K	SH	$11.69M 2.05%	110.90K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	22.74K	SH	$11.69M 2.04%	22.74K
ISHARES TRSOLE	CORE S&P TTL STK	89.60K	SH	$10.93M 1.91%	89.60K
ISHARES INCSOLE	CORE MSCI EMKT	175.43K	SH	$9.47M 1.66%	175.43K
APPLE INCSOLE	COM	41.98K	SH	$9.33M 1.63%	41.98K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	179.67K	SH	$8.98M 1.57%	179.67K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	68.44K	SH	$8.83M 1.54%	68.44K
ISHARES TRSOLE	CORE MSCI TOTAL	110.86K	SH	$7.74M 1.35%	110.86K
ISHARES TRSOLE	CORE MSCI EAFE	73.53K	SH	$5.56M 0.97%	73.53K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	194.24K	SH	$5.43M 0.95%	194.24K
MICROSOFT CORPSOLE	COM	12.63K	SH	$4.74M 0.83%	12.63K

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