Baron Silver Stevens Financial Advisors, LLC 13F Holdings · Q2 2026
Baron Silver Stevens Financial Advisors, LLC reported 140 securities worth $790.59M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (8.31%), IWF (7.65%), VTV (7.32%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.7M | 8.31% | 87,712 | Added |
| 2 | IWF | ISHARES TR | $60.5M | 7.65% | 487,084 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $57.8M | 7.32% | 265,398 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $53.9M | 6.82% | 145,696 | Trimmed |
| 5 | AGG | ISHARES TR | $45.2M | 5.72% | 456,728 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $43.4M | 5.49% | 183,565 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $31.1M | 3.93% | 423,082 | Added |
| 8 | IJH | ISHARES TR | $29.4M | 3.72% | 381,125 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $26.5M | 3.36% | 310,372 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $25.7M | 3.25% | 298,638 | Added |
| 11 | IJR | ISHARES TR | $25.3M | 3.20% | 170,780 | Added |
| 12 | USMV | ISHARES TR | $21.3M | 2.70% | 221,195 | Added |
| 13 | AAPL | APPLE INC | $19.3M | 2.44% | 66,717 | Added |
| 14 | IEMG | ISHARES INC | $18.0M | 2.27% | 217,113 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $17.5M | 2.22% | 25,540 | Added |
| 16 | ITOT | ISHARES TR | $16.9M | 2.14% | 103,101 | Added |
| 17 | ACWV | ISHARES INC | $15.5M | 1.96% | 128,883 | Trimmed |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $13.9M | 1.76% | 274,073 | Added |
| 19 | IXUS | ISHARES TR | $13.6M | 1.73% | 142,981 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $10.6M | 1.34% | 208,792 | Added |
| 21 | VYM | VANGUARD WHITEHALL FDS | $10.1M | 1.27% | 63,632 | Trimmed |
| 22 | MUB | ISHARES TR | $9.8M | 1.24% | 91,385 | Added |
| 23 | IEFA | ISHARES TR | $9.3M | 1.18% | 96,618 | Added |
| 24 | VFMF | VANGUARD WELLINGTON FD | $7.6M | 0.96% | 43,048 | Added |
| 25 | SCHD | SCHWAB STRATEGIC TR | $7.0M | 0.89% | 221,245 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR