BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK: 0001851395SEC EDGAR →
Portfolio Value
$692.9M
Holdings
132
As of
Q4 2025
New Positions
132
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 86,874 | $59.5M | 8.59% |
| 2 | ISHARES TR | 115,751 | $54.8M | 7.91% |
| 3 | VANGUARD INDEX FDS | 265,857 | $50.8M | 7.33% |
| 4 | VANGUARD INDEX FDS | 147,614 | $49.5M | 7.14% |
| 5 | VANGUARD SPECIALIZED FUNDS | 177,970 | $39.1M | 5.64% |
| 6 | ISHARES TR | 388,878 | $38.8M | 5.61% |
| 7 | VANGUARD BD INDEX FDS | 365,175 | $27.0M | 3.90% |
| 8 | ISHARES TR | 372,397 | $24.6M | 3.55% |
| 9 | VANGUARD INDEX FDS | 48,360 | $23.6M | 3.40% |
| 10 | VANGUARD STAR FDS | 299,460 | $22.6M | 3.26% |
Quarterly Changes
New Positions (132)
$59.5M · 87K shares
$54.8M · 116K shares
$50.8M · 266K shares
$49.5M · 148K shares
$39.1M · 178K shares
$38.8M · 389K shares
$27.0M · 365K shares
$24.6M · 372K shares
$23.6M · 48K shares
$22.6M · 299K shares
$21.1M · 225K shares
$19.7M · 164K shares
$16.8M · 141K shares
$14.7M · 23K shares
$14.5M · 97K shares
$13.3M · 198K shares
$11.4M · 135K shares
$11.4M · 42K shares
$11.0M · 219K shares
$9.8M · 196K shares
$9.4M · 65K shares
$9.2M · 86K shares
$7.5M · 84K shares
$6.6M · 14K shares
$6.0M · 23K shares
$5.7M · 207K shares
$5.5M · 36K shares
$5.1M · 84K shares
$5.0M · 17K shares
$4.7M · 15K shares
$4.5M · 97K shares
$3.3M · 27K shares
$3.1M · 10K shares
$3.1M · 23K shares
$2.9M · 4K shares
$2.8M · 12K shares
$2.8M · 40K shares
$2.5M · 14K shares
$2.4M · 39K shares
$2.4M · 17K shares
$2.4M · 32K shares
$2.3M · 43K shares
$2.3M · 7K shares
$2.1M · 4K shares
$1.9M · 5K shares
$1.9M · 3K shares
$1.8M · 36K shares
$1.7M · 68K shares
$1.6M · 2K shares
$1.6M · 8K shares
$1.6M · 16K shares
$1.5M · 10K shares
$1.4M · 3K shares
$1.3M · 9K shares
$1.3M · 8K shares
$1.3M · 50K shares
$1.2M · 6K shares
$1.2M · 10K shares
$1.1M · 14K shares
$1.1M · 47K shares
$1.1M · 3K shares
$992K · 42K shares
$924K · 859 shares
$891K · 7K shares
$862K · 8K shares
$839K · 18K shares
$809K · 2K shares
$778K · 11K shares
$767K · 35K shares
$762K · 2K shares
$751K · 6K shares
$715K · 2K shares
$701K · 33K shares
$697K · 2K shares
$632K · 1K shares
$607K · 4K shares
$592K · 4K shares
$583K · 950 shares
$569K · 23K shares
$565K · 2K shares
$537K · 3K shares
$534K · 1K shares
$495K · 7K shares
$472K · 4K shares
$461K · 2K shares
$461K · 806 shares
$457K · 2K shares
$442K · 9K shares
$438K · 4K shares
$420K · 7K shares
$408K · 4K shares
$374K · 3K shares
$372K · 5K shares
$370K · 2K shares
$368K · 2K shares
$354K · 8K shares
$343K · 456 shares
$335K · 3K shares
$326K · 371 shares
$310K · 2K shares
$299K · 13K shares
$298K · 2K shares
$294K · 2K shares
$282K · 1K shares
$280K · 8K shares
$279K · 2K shares
$278K · 575 shares
$273K · 837 shares
$272K · 469 shares
$267K · 12K shares
$267K · 2K shares
$265K · 2K shares
$264K · 4K shares
$263K · 981 shares
$259K · 770 shares
$258K · 5K shares
$255K · 774 shares
$253K · 957 shares
$251K · 2K shares
$247K · 1K shares
$246K · 530 shares
$241K · 6K shares
$239K · 1K shares
$239K · 2K shares
$228K · 214 shares
$223K · 1K shares
$223K · 2K shares
$222K · 2K shares
$217K · 2K shares
$217K · 583 shares
$215K · 8K shares
$210K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $623.6M | 90.0% |
| Technology | 14 | $24.9M | 3.6% |
| Unknown | 7 | $11.8M | 1.7% |
| Communication Services | 4 | $8.5M | 1.2% |
| Consumer Defensive | 6 | $6.0M | 0.9% |
| Healthcare | 11 | $5.8M | 0.8% |
| Consumer Cyclical | 4 | $5.7M | 0.8% |
| Industrials | 8 | $3.2M | 0.5% |
| Utilities | 4 | $2.2M | 0.3% |
| Energy | 2 | $1.4M | 0.2% |