BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Filed: 7/17/2025ACC: 0001172661-25-002640

📋 What this filing means

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $624.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

144

Positions

$624.46M

Total AUM (reported)

5.19M

Total Shares

Allocation by class

COM$52.36M8.4%

CORE S&P500 ETF$50.57M8.1%

RUS 1000 GRW ETF$47.83M7.7%

VALUE ETF$46.36M7.4%

TOTAL STK MKT$44.14M7.1%

CORE US AGGBD ET$35.58M5.7%

DIV APP ETF$34.26M5.5%

Portfolio Concentration

Top 3$144.76M23.2%

4–10$204.25M32.7%

11–25$166.03M26.6%

Rest$109.42M17.5%

Top 3 weight

23.2%

Top 10 weight

55.9%

Voting Authority Distribution

Total shares with voting rights: 5.19M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.19M

% of voting shares100.0%

Investment Discretion (by position count)

Sole144

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings144

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares81.45K

TypeSH

Market value$50.57M

8.10%

Sole

0.00

Shared

0.00

None

81.45K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares112.66K

TypeSH

Market value$47.83M

7.66%

Sole

0.00

Shared

0.00

None

112.66K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares262.30K

TypeSH

Market value$46.36M

7.42%

Sole

0.00

Shared

0.00

None

262.30K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares145.24K

TypeSH

Market value$44.14M

7.07%

Sole

0.00

Shared

0.00

None

145.24K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares358.65K

TypeSH

Market value$35.58M

5.70%

Sole

0.00

Shared

0.00

None

358.65K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares167.41K

TypeSH

Market value$34.26M

5.49%

Sole

0.00

Shared

0.00

None

167.41K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares326.41K

TypeSH

Market value$24.03M

3.85%

Sole

0.00

Shared

0.00

None

326.41K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares376.61K

TypeSH

Market value$23.36M

3.74%

Sole

0.00

Shared

0.00

None

376.61K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares49.25K

TypeSH

Market value$21.59M

3.46%

Sole

0.00

Shared

0.00

None

49.25K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares226.80K

TypeSH

Market value$21.29M

3.41%

Sole

0.00

Shared

0.00

None

226.80K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares286.05K

TypeSH

Market value$19.76M

3.16%

Sole

0.00

Shared

0.00

None

286.05K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares164.73K

TypeSH

Market value$18.00M

2.88%

Sole

0.00

Shared

0.00

None

164.73K

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares132.81K

TypeSH

Market value$15.75M

2.52%

Sole

0.00

Shared

0.00

None

132.81K

APPLE INC

SOLE

COM

Shares65.14K

TypeSH

Market value$13.36M

2.14%

Sole

0.00

Shared

0.00

None

65.14K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares95.98K

TypeSH

Market value$12.96M

2.08%

Sole

0.00

Shared

0.00

None

95.98K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares22.62K

TypeSH

Market value$12.85M

2.06%

Sole

0.00

Shared

0.00

None

22.62K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares180.43K

TypeSH

Market value$10.83M

1.73%

Sole

0.00

Shared

0.00

None

180.43K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares201.98K

TypeSH

Market value$9.90M

1.59%

Sole

0.00

Shared

0.00

None

201.98K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares91K

TypeSH

Market value$9.51M

1.52%

Sole

0.00

Shared

0.00

None

91K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares118.29K

TypeSH

Market value$9.14M

1.46%

Sole

0.00

Shared

0.00

None

118.29K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares65.76K

TypeSH

Market value$8.77M

1.40%

Sole

0.00

Shared

0.00

None

65.76K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares146.10K

TypeSH

Market value$7.25M

1.16%

Sole

0.00

Shared

0.00

None

146.10K

MICROSOFT CORP

SOLE

COM

Shares13.11K

TypeSH

Market value$6.52M

1.04%

Sole

0.00

Shared

0.00

None

13.11K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares75.09K

TypeSH

Market value$6.27M

1.00%

Sole

0.00

Shared

0.00

None

75.09K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares21.70K

TypeSH

Market value$5.14M

0.82%

Sole

0.00

Shared

0.00

None

21.70K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	81.45K	SH	$50.57M 8.10%	81.45K
ISHARES TRSOLE	RUS 1000 GRW ETF	112.66K	SH	$47.83M 7.66%	112.66K
VANGUARD INDEX FDSSOLE	VALUE ETF	262.30K	SH	$46.36M 7.42%	262.30K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	145.24K	SH	$44.14M 7.07%	145.24K
ISHARES TRSOLE	CORE US AGGBD ET	358.65K	SH	$35.58M 5.70%	358.65K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	167.41K	SH	$34.26M 5.49%	167.41K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	326.41K	SH	$24.03M 3.85%	326.41K
ISHARES TRSOLE	CORE S&P MCP ETF	376.61K	SH	$23.36M 3.74%	376.61K
VANGUARD INDEX FDSSOLE	GROWTH ETF	49.25K	SH	$21.59M 3.46%	49.25K
ISHARES TRSOLE	MSCI USA MIN VOL	226.80K	SH	$21.29M 3.41%	226.80K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	286.05K	SH	$19.76M 3.16%	286.05K
ISHARES TRSOLE	CORE S&P SCP ETF	164.73K	SH	$18.00M 2.88%	164.73K
ISHARES INCSOLE	MSCI GBL MIN VOL	132.81K	SH	$15.75M 2.52%	132.81K
APPLE INCSOLE	COM	65.14K	SH	$13.36M 2.14%	65.14K
ISHARES TRSOLE	CORE S&P TTL STK	95.98K	SH	$12.96M 2.08%	95.98K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	22.62K	SH	$12.85M 2.06%	22.62K
ISHARES INCSOLE	CORE MSCI EMKT	180.43K	SH	$10.83M 1.73%	180.43K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	201.98K	SH	$9.90M 1.59%	201.98K
ISHARES TRSOLE	NATIONAL MUN ETF	91K	SH	$9.51M 1.52%	91K
ISHARES TRSOLE	CORE MSCI TOTAL	118.29K	SH	$9.14M 1.46%	118.29K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	65.76K	SH	$8.77M 1.40%	65.76K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	146.10K	SH	$7.25M 1.16%	146.10K
MICROSOFT CORPSOLE	COM	13.11K	SH	$6.52M 1.04%	13.11K
ISHARES TRSOLE	CORE MSCI EAFE	75.09K	SH	$6.27M 1.00%	75.09K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	21.70K	SH	$5.14M 0.82%	21.70K

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