BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Sector Allocation
- Other89.6%$708.1M
- Technology5.3%$41.8M
- Financials1.6%$12.7M
- Healthcare0.8%$6.3M
- Consumer Staples0.8%$6.2M
- Consumer Discretionary0.7%$5.4M
- Industrials0.5%$3.7M
- Utilities0.4%$3.3M
- Energy0.2%$1.6M
- Communication Services0.2%$1.3M
AUM History
13fpro.ai/research/fund/baron-silver-stevens-financial-advisors-llc-1851395
Conviction and streaks
Stable · top 10 = 55.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$65.7M
- ISHARES$60.5M
- VANGUARD$57.8M
- VANGUARD$53.9M
- ISHARES$45.2M
- VANGUARD$43.4M
- VANGUARD$31.1M
- ISHARES$29.4M
- VANGUARD$26.5M
- VANGUARD$25.7M
- ISHARES$25.3M
- ISHARES$21.3M
AAPL
$19.3M- ISHARES$18.0M
- VANGUARD$17.5M
- ISHARES$16.9M
- ISHARES$15.5M
- J$13.9M
- ISHARES$13.6M
- VANGUARD$10.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/baron-silver-stevens-financial-advisors-llc-1851395
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13F holdings — Q2 2026
$790.6M portfolio (+14.7% QoQ) · 140 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$65.7M
8.3% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS 1000 GRW ETF
$60.5M
7.7% of stocks
+312%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - VALUE ETF
$57.8M
7.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - TOTAL STK MKT
$53.9M
6.8% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE US AGGBD ET
$45.2M
5.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$43.4M
5.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$31.1M
3.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$29.4M
3.7% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD STAR FDS - VG TL INTL STK F
$26.5M
3.4% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - GROWTH ETF
$25.7M
3.3% of stocks
+517%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $65.7M | 8.3% | +0.5% | — | — | — | — | |
| 2 | ISHARES TR - RUS 1000 GRW ETF | $60.5M | 7.7% | +312% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - VALUE ETF | $57.8M | 7.3% | -0.2% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - TOTAL STK MKT | $53.9M | 6.8% | -0.8% | — | — | — | — | |
| 5 | ISHARES TR - CORE US AGGBD ET | $45.2M | 5.7% | +7% | — | — | — | — | |
| 6 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $43.4M | 5.5% | +2% | — | — | — | — | |
| 7 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $31.1M | 3.9% | +6% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $29.4M | 3.7% | +0.7% | — | — | — | — | |
| 9 | VANGUARD STAR FDS - VG TL INTL STK F | $26.5M | 3.4% | -0.7% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - GROWTH ETF | $25.7M | 3.3% | +517% | — | — | — | — |
All holdings — BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (Q2 2026)
140 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $25.3M | 3.2% | 171K | +2% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI USA MIN ETFetf/fund | — | $21.3M | 2.7% | 221K | +2% | — | — | 13F |
| 13 | Apple Inc. | Technology | $19.3M | 2.4% | 67K | +66% | 10+ qtrs | 75.7 | 13F | |
| 14 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $18.0M | 2.3% | 217K | +3% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $17.5M | 2.2% | 26K | +6% | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $16.9M | 2.1% | 103K | +3% | — | — | 13F |
| 17 | — | ISHARES INC - MSCI GBL MIN VOLetf/fund | — | $15.5M | 2.0% | 129K | -4% | — | — | 13F |
| 18 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $13.9M | 1.8% | 274K | +17% | — | — | 13F |
| 19 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $13.6M | 1.7% | 143K | +3% | — | — | 13F |
| 20 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $10.6M | 1.3% | 209K | +0.8% | — | — | 13F |
| 21 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $10.1M | 1.3% | 64K | -1% | — | — | 13F |
| 22 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $9.8M | 1.2% | 91K | +2% | — | — | 13F |
| 23 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $9.3M | 1.2% | 97K | +6% | — | — | 13F |
| 24 | — | VANGUARD WELLINGTON FD - US MULTIFACTORetf/fund | — | $7.6M | 1.0% | 43K | +8% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $7.0M | 0.9% | 221K | +2% | — | — | 13F |
| 26 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $7.0M | 0.9% | 23K | +0.5% | |||
| 27 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $6.1M | 0.8% | 119K | +5% | |||
| 28 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $5.7M | 0.7% | 71K | +305% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $4.9M | 0.6% | 13K | -1% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $4.7M | 0.6% | 80K | -18% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $4.7M | 0.6% | 14K | +79% | |||
| 32 | — | ISHARES TR - MSCI USA VALUE | — | $4.0M | 0.5% | 20K | -8% | |||
| 33 | — | ISHARES TR - CORE HIGH DV ETF | — | $3.6M | 0.5% | 132K | +399% | |||
| 34 | — | ISHARES TR - FUTU EXPO TE ETF | — | $3.3M | 0.4% | 40K | +2% | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $3.3M | 0.4% | 9,143 | +1.0% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.2M | 0.4% | 4,229 | +0.4% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.1M | 0.4% | 16K | -0.3% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.9M | 0.4% | 12K | +0.0% | |||
| 39 | — | ISHARES TR - 0-3 MTH TREASURY | — | $2.9M | 0.4% | 29K | +38% | |||
| 40 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.8M | 0.3% | 47K | +0.9% | |||
| 41 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.7M | 0.3% | 37K | +1.0% | |||
| 42 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $2.5M | 0.3% | 29K | -6% | |||
| 43 | $NVDA | NVIDIA CORP | Technology | $2.5M | 0.3% | 12K | -0.3% | |||
| 44 | $GOOG | Alphabet Inc. | Technology | $2.4M | 0.3% | 6,700 | -1% | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.9M | 0.2% | 3,747 | +6% | |||
| 46 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $1.8M | 0.2% | 37K | +5% | |||
| 47 | $V | VISA INC. | Financials | $1.8M | 0.2% | 5,136 | -6% | |||
| 48 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.7M | 0.2% | 1,811 | -1% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.2% | 2,946 | +0.5% | |||
| 50 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $1.5M | 0.2% | 8,027 | New | |||
| 51 | — | ISHARES TR - IBONDS DEC2026 | — | $1.5M | 0.2% | 61K | -9% | |||
| 52 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $1.4M | 0.2% | 31K | +51% | |||
| 53 | — | ISHARES TR - IBDS DEC28 ETF | — | $1.4M | 0.2% | 54K | +13% | |||
| 54 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.2% | 5,253 | +6% | |||
| 55 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.3M | 0.2% | 1,795 | — | |||
| 56 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.2% | 3,057 | -0.8% | |||
| 57 | $AVGO | Broadcom Inc. | Technology | $1.3M | 0.2% | 3,400 | +3% | |||
| 58 | $NEE | NEXTERA ENERGY INC | Utilities | $1.3M | 0.2% | 15K | +4% | |||
| 59 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.3M | 0.2% | 5,193 | — | |||
| 60 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.2% | 9,201 | -0.7% | |||
| 61 | — | ISHARES TR - IBONDS DEC 29 | — | $1.2M | 0.2% | 53K | New | |||
| 62 | — | ISHARES TR - IBONDS 27 ETF | — | $1.2M | 0.1% | 50K | +11% | |||
| 63 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.1% | 7,956 | -1% | |||
| 64 | $TT | Trane Technologies plc | Technology | $1.0M | 0.1% | 2,079 | — | |||
| 65 | $DIS | Walt Disney Co | Communication Services | $1.0M | 0.1% | 10K | -0.2% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $943K | 0.1% | 19K | -6% | |||
| 67 | $LLY | ELI LILLY & Co | Healthcare | $931K | 0.1% | 775 | -1% | |||
| 68 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $906K | 0.1% | 7,173 | — | |||
| 69 | $MRK | Merck & Co., Inc. | Healthcare | $895K | 0.1% | 6,964 | +3% | |||
| 70 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $892K | 0.1% | 6,523 | +107% | |||
| 71 | $WMT | Walmart Inc. | Consumer Staples | $861K | 0.1% | 7,602 | — | |||
| 72 | $CAT | CATERPILLAR INC | Industrials | $846K | 0.1% | 794 | +2% | |||
| 73 | — | ISHARES TR - U S EQUITY FACTR | — | $821K | 0.1% | 11K | -3% | |||
| 74 | $SO | SOUTHERN CO | Utilities | $801K | 0.1% | 8,372 | +4% | |||
| 75 | — | ISHARES TR - IBONDS DEC 2030 | — | $760K | 0.1% | 35K | +7% | |||
| 76 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $753K | 0.1% | 1,023 | New | |||
| 77 | $CVX | CHEVRON CORP | Energy | $718K | 0.1% | 4,329 | -3% | |||
| 78 | — | ISHARES TR - IBONDS DEC 2031 | — | $692K | 0.1% | 33K | — | |||
| 79 | $GLD | SPDR GOLD TRUST | Financials | $687K | 0.1% | 1,866 | -3% | |||
| 80 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $650K | 0.1% | 1,565 | — | |||
| 81 | $DOV | DOVER Corp | Industrials | $627K | 0.1% | 3,995 | — | |||
| 82 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $627K | 0.1% | 1,777 | -3% | |||
| 83 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $596K | 0.1% | 8,289 | +14% | |||
| 84 | $CSCO | CISCO SYSTEMS, INC. | Technology | $584K | 0.1% | 4,968 | -0.6% | |||
| 85 | $MCD | MCDONALDS CORP | Consumer Discretionary | $552K | 0.1% | 2,042 | -8% | |||
| 86 | $MA | Mastercard Inc | Financials | $551K | 0.1% | 1,072 | +5% | |||
| 87 | $RTX | RTX Corp | Industrials | $549K | 0.1% | 2,895 | +0.2% | |||
| 88 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $548K | 0.1% | 6,684 | — | |||
| 89 | $PFE | PFIZER INC | Healthcare | $543K | 0.1% | 23K | -1% | |||
| 90 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $542K | 0.1% | 4,229 | — | |||
| 91 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $537K | 0.1% | 1,909 | +35% | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $500K | 0.1% | 1,986 | -0.8% | |||
| 93 | $DUK | Duke Energy CORP | Utilities | $491K | 0.1% | 3,875 | -2% | |||
| 94 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $486K | 0.1% | 19K | — | |||
| 95 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $472K | 0.1% | 813 | New | |||
| 96 | — | ISHARES TR - MSCI USA QLT FCT | — | $452K | 0.1% | 2,060 | — | |||
| 97 | $ED | CONSOLIDATED EDISON INC | Utilities | $439K | 0.1% | 3,967 | — | |||
| 98 | — | VANGUARD WORLD FD - INF TECH ETF | — | $432K | 0.1% | 3,616 | +700% | |||
| 99 | $APH | AMPHENOL CORP /DE/ | Technology | $400K | 0.1% | 2,268 | +3% | |||
| 100 | $ASML | ASML HOLDING NV | Technology | $394K | 0.1% | 198 | -7% | |||
| 101 | $AXP | AMERICAN EXPRESS CO | Financials | $385K | 0.1% | 1,137 | +3% | |||
| 102 | $CSX | CSX CORP | Industrials | $368K | 0.1% | 7,733 | — | |||
| 103 | — | ISHARES TR - ESG AWR MSCI USA | — | $364K | 0.1% | 2,224 | New | |||
| 104 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $355K | 0.0% | 2,684 | -2% | |||
| 105 | — | ISHARES TR - CORE UNIVRSL USD | — | $351K | 0.0% | 7,613 | — | |||
| 106 | $GS | GOLDMAN SACHS GROUP INC | Financials | $350K | 0.0% | 346 | -1% | |||
| 107 | — | ISHARES TR - RUSSELL 2000 ETF | — | $349K | 0.0% | 1,161 | +1% | |||
| 108 | $MS | MORGAN STANLEY | Financials | $342K | 0.0% | 1,637 | +9% | |||
| 109 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $340K | 0.0% | 7,199 | New | |||
| 110 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $330K | 0.0% | 647 | — | |||
| 111 | $LIN | LINDE PLC | Materials | $323K | 0.0% | 622 | — | |||
| 112 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $317K | 0.0% | 5,618 | -11% | |||
| 113 | $DE | DEERE & CO | Industrials | $315K | 0.0% | 496 | -6% | |||
| 114 | $KLAC | KLA CORP | Technology | $311K | 0.0% | 1,030 | New | |||
| 115 | $TXN | TEXAS INSTRUMENTS INC | Technology | $310K | 0.0% | 1,039 | -2% | |||
| 116 | $AMGN | AMGEN INC | Healthcare | $302K | 0.0% | 835 | -0.2% | |||
| 117 | $IVZ | Invesco Ltd. | Financials | $302K | 0.0% | 15K | New | |||
| 118 | $ANET | Arista Networks, Inc. | Technology | $297K | 0.0% | 1,747 | New | |||
| 119 | $PM | Philip Morris International Inc. | Consumer Staples | $296K | 0.0% | 1,638 | +4% | |||
| 120 | $KO | COCA COLA CO | Consumer Staples | $291K | 0.0% | 3,580 | — | |||
| 121 | — | ISHARES TR - CORE S&P US GWT | — | $287K | 0.0% | 1,528 | — | |||
| 122 | $LMT | LOCKHEED MARTIN CORP | Industrials | $287K | 0.0% | 563 | — | |||
| 123 | $MSI | Motorola Solutions, Inc. | Technology | $287K | 0.0% | 691 | — | |||
| 124 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $283K | 0.0% | 2,067 | -5% | |||
| 125 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $281K | 0.0% | 3,503 | New | |||
| 126 | — | ISHARES TR - CORE S&P US VLU | — | $270K | 0.0% | 2,455 | — | |||
| 127 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $265K | 0.0% | 2,451 | — | |||
| 128 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $264K | 0.0% | 6,226 | — | |||
| 129 | $UNP | UNION PACIFIC CORP | Industrials | $253K | 0.0% | 930 | +9% | |||
| 130 | $ORCL | ORACLE CORP | Technology | $240K | 0.0% | 1,637 | -0.6% | |||
| 131 | — | ISHARES TR - ESG OPTIMIZED | — | $239K | 0.0% | 1,551 | — | |||
| 132 | — | ISHARES TR - RUS 1000 ETF | — | $239K | 0.0% | 583 | — | |||
| 133 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $236K | 0.0% | 8,018 | — | |||
| 134 | $GD | GENERAL DYNAMICS CORP | Industrials | $224K | 0.0% | 633 | — | |||
| 135 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $223K | 0.0% | 444 | — | |||
| 136 | — | ISHARES INC - MSCI ISRAEL ETF | — | $216K | 0.0% | 1,786 | +0.6% | |||
| 137 | $BA | BOEING CO | Industrials | $208K | 0.0% | 959 | New | |||
| 138 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $207K | 0.0% | 1,047 | New | |||
| 139 | — | ISHARES TR - S&P 500 VAL ETF | — | $207K | 0.0% | 911 | New | |||
| 140 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $201K | 0.0% | 4,393 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 58 added to, 39 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$CINFCINCINNATI FINANCIAL CORP$1.5M
first bought this quarter
- ISHARES TR - IBONDS DEC 29$1.2M
first bought this quarter
$QQQINVESCO QQQ TRUST, SERIES 1$753K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$472K
first bought this quarter
- ISHARES TR - ESG AWR MSCI USA$364K
first bought this quarter
- CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT$340K
first bought this quarter
+8 more in the Excel export
Added to (58)
- ISHARES TR - RUS 1000 GRW ETF+312%
now $60.5M
- VANGUARD INDEX FDS - GROWTH ETF+517%
now $25.7M
now $19.3M · held 10+ qtrs
- VANGUARD INDEX FDS - MID CAP ETF+305%
now $5.7M
- ISHARES TR - CORE US AGGBD ET+7%
now $45.2M
- ISHARES TR - CORE HIGH DV ETF+399%
now $3.6M
+52 more in the Excel export
Trimmed (39)
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS-18%
now $4.7M
- ISHARES INC - MSCI GBL MIN VOL-4%
now $15.5M
- VANGUARD INDEX FDS - TOTAL STK MKT-0.8%
now $53.9M
- ISHARES TR - MSCI USA VALUE-8%
now $4.0M
- VANGUARD STAR FDS - VG TL INTL STK F-0.7%
now $26.5M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US-6%
now $2.5M
+33 more in the Excel export
Holdings by quarter
Every 13F BARON SILVER STEVENS FINANCIAL ADVISORS, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow BARON SILVER STEVENS FINANCIAL ADVISORS?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BARON SILVER STEVENS FINANCIAL ADVISORS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+4.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC disclosed 140 positions worth $790.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 8 — including a new stake in $CINF and a full exit from $HON. The portfolio is most concentrated in Other (89.6% of disclosed assets). All figures are sourced directly from BARON SILVER STEVENS FINANCIAL ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1851395.
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