BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Filed: 10/28/2025ACC: 0001172661-25-004458

📋 What this filing means

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $683.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

146

Positions

$683.16M

Total AUM (reported)

5.35M

Total Shares

Allocation by class

COM$63.65M9.3%

CORE S&P500 ETF$57.66M8.4%

RUS 1000 GRW ETF$54.43M8.0%

VALUE ETF$50.44M7.4%

TOTAL STK MKT$48.00M7.0%

DIV APP ETF$37.73M5.5%

CORE US AGGBD ET$37.45M5.5%

Portfolio Concentration

Top 3$162.54M23.8%

4–10$216.72M31.7%

11–25$185.97M27.2%

Rest$117.94M17.3%

Top 3 weight

23.8%

Top 10 weight

55.5%

Voting Authority Distribution

Total shares with voting rights: 5.35M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.35M

% of voting shares100.0%

Investment Discretion (by position count)

Sole146

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings146

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares86.14K

TypeSH

Market value$57.66M

8.44%

Sole

0.00

Shared

0.00

None

86.14K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares116.21K

TypeSH

Market value$54.43M

7.97%

Sole

0.00

Shared

0.00

None

116.21K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares270.50K

TypeSH

Market value$50.44M

7.38%

Sole

0.00

Shared

0.00

None

270.50K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares146.25K

TypeSH

Market value$48.00M

7.03%

Sole

0.00

Shared

0.00

None

146.25K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares174.85K

TypeSH

Market value$37.73M

5.52%

Sole

0.00

Shared

0.00

None

174.85K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares373.58K

TypeSH

Market value$37.45M

5.48%

Sole

0.00

Shared

0.00

None

373.58K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares344.54K

TypeSH

Market value$25.62M

3.75%

Sole

0.00

Shared

0.00

None

344.54K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares378.55K

TypeSH

Market value$24.70M

3.62%

Sole

0.00

Shared

0.00

None

378.55K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares227.91K

TypeSH

Market value$21.68M

3.17%

Sole

0.00

Shared

0.00

None

227.91K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares293.05K

TypeSH

Market value$21.53M

3.15%

Sole

0.00

Shared

0.00

None

293.05K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares43.91K

TypeSH

Market value$21.06M

3.08%

Sole

0.00

Shared

0.00

None

43.91K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares167.30K

TypeSH

Market value$19.88M

2.91%

Sole

0.00

Shared

0.00

None

167.30K

APPLE INC

SOLE

COM

Shares70.69K

TypeSH

Market value$18.00M

2.63%

Sole

0.00

Shared

0.00

None

70.69K

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares139.57K

TypeSH

Market value$16.74M

2.45%

Sole

0.00

Shared

0.00

None

139.57K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares97.05K

TypeSH

Market value$14.14M

2.07%

Sole

0.00

Shared

0.00

None

97.05K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares21.54K

TypeSH

Market value$13.19M

1.93%

Sole

0.00

Shared

0.00

None

21.54K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares198.83K

TypeSH

Market value$13.11M

1.92%

Sole

0.00

Shared

0.00

None

198.83K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares124.79K

TypeSH

Market value$10.31M

1.51%

Sole

0.00

Shared

0.00

None

124.79K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares195.29K

TypeSH

Market value$9.86M

1.44%

Sole

0.00

Shared

0.00

None

195.29K

MICROSOFT CORP

SOLE

COM

Shares17.80K

TypeSH

Market value$9.22M

1.35%

Sole

0.00

Shared

0.00

None

17.80K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares184.09K

TypeSH

Market value$9.22M

1.35%

Sole

0.00

Shared

0.00

None

184.09K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares65.26K

TypeSH

Market value$9.20M

1.35%

Sole

0.00

Shared

0.00

None

65.26K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares85.88K

TypeSH

Market value$9.15M

1.34%

Sole

0.00

Shared

0.00

None

85.88K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares83.85K

TypeSH

Market value$7.32M

1.07%

Sole

0.00

Shared

0.00

None

83.85K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares22.02K

TypeSH

Market value$5.60M

0.82%

Sole

0.00

Shared

0.00

None

22.02K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	86.14K	SH	$57.66M 8.44%	86.14K
ISHARES TRSOLE	RUS 1000 GRW ETF	116.21K	SH	$54.43M 7.97%	116.21K
VANGUARD INDEX FDSSOLE	VALUE ETF	270.50K	SH	$50.44M 7.38%	270.50K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	146.25K	SH	$48.00M 7.03%	146.25K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	174.85K	SH	$37.73M 5.52%	174.85K
ISHARES TRSOLE	CORE US AGGBD ET	373.58K	SH	$37.45M 5.48%	373.58K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	344.54K	SH	$25.62M 3.75%	344.54K
ISHARES TRSOLE	CORE S&P MCP ETF	378.55K	SH	$24.70M 3.62%	378.55K
ISHARES TRSOLE	MSCI USA MIN VOL	227.91K	SH	$21.68M 3.17%	227.91K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	293.05K	SH	$21.53M 3.15%	293.05K
VANGUARD INDEX FDSSOLE	GROWTH ETF	43.91K	SH	$21.06M 3.08%	43.91K
ISHARES TRSOLE	CORE S&P SCP ETF	167.30K	SH	$19.88M 2.91%	167.30K
APPLE INCSOLE	COM	70.69K	SH	$18.00M 2.63%	70.69K
ISHARES INCSOLE	MSCI GBL MIN VOL	139.57K	SH	$16.74M 2.45%	139.57K
ISHARES TRSOLE	CORE S&P TTL STK	97.05K	SH	$14.14M 2.07%	97.05K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	21.54K	SH	$13.19M 1.93%	21.54K
ISHARES INCSOLE	CORE MSCI EMKT	198.83K	SH	$13.11M 1.92%	198.83K
ISHARES TRSOLE	CORE MSCI TOTAL	124.79K	SH	$10.31M 1.51%	124.79K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	195.29K	SH	$9.86M 1.44%	195.29K
MICROSOFT CORPSOLE	COM	17.80K	SH	$9.22M 1.35%	17.80K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	184.09K	SH	$9.22M 1.35%	184.09K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	65.26K	SH	$9.20M 1.35%	65.26K
ISHARES TRSOLE	NATIONAL MUN ETF	85.88K	SH	$9.15M 1.34%	85.88K
ISHARES TRSOLE	CORE MSCI EAFE	83.85K	SH	$7.32M 1.07%	83.85K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	22.02K	SH	$5.60M 0.82%	22.02K

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