Filed: 5/13/2026ACC: 0001172661-26-001755
📋 What this filing means
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $689.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$689.19M
Total AUM (reported)
5.53M
Total Shares
Allocation by class
CORE S&P500 ETF$57.02M8.3%
VALUE ETF$52.17M7.6%
RUS 1000 GRW ETF$50.41M7.3%
COM$49.89M7.2%
TOTAL STK MKT$47.09M6.8%
CORE US AGGBD ET$42.23M6.1%
DIV APP ETF$38.79M5.6%
Portfolio Concentration
Top 3$159.60M23.2%
4–10$228.36M33.1%
11–25$184.86M26.8%
Rest$116.36M16.9%
Top 3 weight
23.2%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 5.53M
Sole
Full voting authority
5.53M
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)
Sole134
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings134
Rows:
ISHARES TR
SOLEShares87.29K
TypeSH
Market value$57.02M
8.27%
Sole
87.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares265.92K
TypeSH
Market value$52.17M
7.57%
Sole
265.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares118.21K
TypeSH
Market value$50.41M
7.31%
Sole
118.21K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares146.80K
TypeSH
Market value$47.09M
6.83%
Sole
146.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares425.38K
TypeSH
Market value$42.23M
6.13%
Sole
425.38K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares180.38K
TypeSH
Market value$38.79M
5.63%
Sole
180.38K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares400.10K
TypeSH
Market value$29.46M
4.28%
Sole
400.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares378.34K
TypeSH
Market value$25.55M
3.71%
Sole
378.34K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares312.43K
TypeSH
Market value$24.09M
3.50%
Sole
312.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares48.41K
TypeSH
Market value$21.15M
3.07%
Sole
48.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares167.68K
TypeSH
Market value$20.84M
3.02%
Sole
167.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares216.12K
TypeSH
Market value$20.04M
2.91%
Sole
216.12K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares134.63K
TypeSH
Market value$16.09M
2.33%
Sole
134.63K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares211.44K
TypeSH
Market value$14.75M
2.14%
Sole
211.44K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares24.20K
TypeSH
Market value$14.46M
2.10%
Sole
24.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares100.27K
TypeSH
Market value$14.28M
2.07%
Sole
100.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares138.26K
TypeSH
Market value$11.98M
1.74%
Sole
138.26K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares234.83K
TypeSH
Market value$11.74M
1.70%
Sole
234.83K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares207.16K
TypeSH
Market value$10.34M
1.50%
Sole
207.16K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.30K
TypeSH
Market value$10.23M
1.48%
Sole
40.30K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares64.37K
TypeSH
Market value$9.53M
1.38%
Sole
64.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares89.19K
TypeSH
Market value$9.47M
1.37%
Sole
89.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares91.38K
TypeSH
Market value$8.27M
1.20%
Sole
91.38K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares216.66K
TypeSH
Market value$6.65M
0.96%
Sole
216.66K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares39.93K
TypeSH
Market value$6.19M
0.90%
Sole
39.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 87.29K | SH | $57.02M 8.27% | 87.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 265.92K | SH | $52.17M 7.57% | 265.92K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 118.21K | SH | $50.41M 7.31% | 118.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 146.80K | SH | $47.09M 6.83% | 146.80K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 425.38K | SH | $42.23M 6.13% | 425.38K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 180.38K | SH | $38.79M 5.63% | 180.38K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 400.10K | SH | $29.46M 4.28% | 400.10K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 378.34K | SH | $25.55M 3.71% | 378.34K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 312.43K | SH | $24.09M 3.50% | 312.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 48.41K | SH | $21.15M 3.07% | 48.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 167.68K | SH | $20.84M 3.02% | 167.68K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 216.12K | SH | $20.04M 2.91% | 216.12K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL MIN VOL | 134.63K | SH | $16.09M 2.33% | 134.63K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 211.44K | SH | $14.75M 2.14% | 211.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.20K | SH | $14.46M 2.10% | 24.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 100.27K | SH | $14.28M 2.07% | 100.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 138.26K | SH | $11.98M 1.74% | 138.26K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 234.83K | SH | $11.74M 1.70% | 234.83K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 207.16K | SH | $10.34M 1.50% | 207.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.30K | SH | $10.23M 1.48% | 40.30K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 64.37K | SH | $9.53M 1.38% | 64.37K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 89.19K | SH | $9.47M 1.37% | 89.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 91.38K | SH | $8.27M 1.20% | 91.38K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 216.66K | SH | $6.65M 0.96% | 216.66K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 39.93K | SH | $6.19M 0.90% | 39.93K | 0.00 | 0.00 |
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