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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    134

  • Value ($000)

    $689,194

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001851395
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$57.02M
8 %

87,294

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$52.17M
8 %

265,923

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$50.41M
7 %

118,212

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$47.09M
7 %

146,799

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$42.23M
6 %

425,375

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$38.79M
6 %

180,382

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$29.46M
4 %

400,097

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$25.55M
4 %

378,336

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VANGUARD STAR FDS

VG TL INTL STK F
921909768
$24.09M
4 %

312,425

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$21.15M
3 %

48,411

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