Filed: 2/6/2026ACC: 0001172661-26-000512
📋 What this filing means
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $692.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$692.90M
Total AUM (reported)
5.37M
Total Shares
Allocation by class
CORE S&P500 ETF$59.50M8.6%
COM$55.49M8.0%
RUS 1000 GRW ETF$54.79M7.9%
VALUE ETF$50.78M7.3%
TOTAL STK MKT$49.49M7.1%
DIV APP ETF$39.11M5.6%
CORE US AGGBD ET$38.84M5.6%
Portfolio Concentration
Top 3$165.07M23.8%
4–10$225.26M32.5%
11–25$182.55M26.3%
Rest$120.03M17.3%
Top 3 weight
23.8%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 5.37M
Sole
Full voting authority
5.37M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings132
Rows:
ISHARES TR
SOLEShares86.87K
TypeSH
Market value$59.50M
8.59%
Sole
86.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares115.75K
TypeSH
Market value$54.79M
7.91%
Sole
115.75K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares265.86K
TypeSH
Market value$50.78M
7.33%
Sole
265.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares147.61K
TypeSH
Market value$49.49M
7.14%
Sole
147.61K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares177.97K
TypeSH
Market value$39.11M
5.65%
Sole
177.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares388.88K
TypeSH
Market value$38.84M
5.61%
Sole
388.88K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares365.18K
TypeSH
Market value$27.05M
3.90%
Sole
365.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares372.40K
TypeSH
Market value$24.58M
3.55%
Sole
372.40K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares48.36K
TypeSH
Market value$23.59M
3.40%
Sole
48.36K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares299.46K
TypeSH
Market value$22.59M
3.26%
Sole
299.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares224.53K
TypeSH
Market value$21.14M
3.05%
Sole
224.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares163.89K
TypeSH
Market value$19.70M
2.84%
Sole
163.89K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares141.08K
TypeSH
Market value$16.75M
2.42%
Sole
141.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.43K
TypeSH
Market value$14.69M
2.12%
Sole
23.43K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.42K
TypeSH
Market value$14.48M
2.09%
Sole
97.42K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares198.47K
TypeSH
Market value$13.34M
1.93%
Sole
198.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares135.25K
TypeSH
Market value$11.45M
1.65%
Sole
135.25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.02K
TypeSH
Market value$11.42M
1.65%
Sole
42.02K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares218.59K
TypeSH
Market value$11.04M
1.59%
Sole
218.59K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares195.74K
TypeSH
Market value$9.84M
1.42%
Sole
195.74K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares65.35K
TypeSH
Market value$9.38M
1.35%
Sole
65.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares85.91K
TypeSH
Market value$9.20M
1.33%
Sole
85.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares83.89K
TypeSH
Market value$7.50M
1.08%
Sole
83.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.71K
TypeSH
Market value$6.63M
0.96%
Sole
13.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.14K
TypeSH
Market value$5.97M
0.86%
Sole
23.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 86.87K | SH | $59.50M 8.59% | 86.87K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 115.75K | SH | $54.79M 7.91% | 115.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 265.86K | SH | $50.78M 7.33% | 265.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 147.61K | SH | $49.49M 7.14% | 147.61K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 177.97K | SH | $39.11M 5.65% | 177.97K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 388.88K | SH | $38.84M 5.61% | 388.88K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 365.18K | SH | $27.05M 3.90% | 365.18K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 372.40K | SH | $24.58M 3.55% | 372.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 48.36K | SH | $23.59M 3.40% | 48.36K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 299.46K | SH | $22.59M 3.26% | 299.46K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 224.53K | SH | $21.14M 3.05% | 224.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 163.89K | SH | $19.70M 2.84% | 163.89K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL MIN VOL | 141.08K | SH | $16.75M 2.42% | 141.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.43K | SH | $14.69M 2.12% | 23.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 97.42K | SH | $14.48M 2.09% | 97.42K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 198.47K | SH | $13.34M 1.93% | 198.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 135.25K | SH | $11.45M 1.65% | 135.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.02K | SH | $11.42M 1.65% | 42.02K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 218.59K | SH | $11.04M 1.59% | 218.59K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 195.74K | SH | $9.84M 1.42% | 195.74K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 65.35K | SH | $9.38M 1.35% | 65.35K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 85.91K | SH | $9.20M 1.33% | 85.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 83.89K | SH | $7.50M 1.08% | 83.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.71K | SH | $6.63M 0.96% | 13.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 23.14K | SH | $5.97M 0.86% | 23.14K | 0.00 | 0.00 |
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