13F Insight
DOSSIER · 13F-HR · Q1 2026

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

$689M in tracked AUM across 134 positions as of Q1 2026.

BS
CIK 0001851395 · last filed Mar 31, 2026
Total AUM
$689M
as of Q1 2026
Holdings
134
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$57M87K8.3%02
VTV
VANGUARD INDEX FDS
$52M266K7.6%03
IWF
ISHARES TR
$50M118K7.3%04
VTI
VANGUARD INDEX FDS
$47M147K6.8%05
AGG
ISHARES TR
$42M425K6.1%06
VIG
VANGUARD SPECIALIZED FUNDS
$39M180K5.6%07
BND
VANGUARD BD INDEX FDS
$29M400K4.3%08
IJH
ISHARES TR
$26M378K3.7%09
VXUS
VANGUARD STAR FDS
$24M312K3.5%10
VUG
VANGUARD INDEX FDS
$21M48K3.1%

Filing history

2026Q1Mar 31
$689M▼ 0.5%
134 positionsView →2025Q4Dec 31
$693M▲ 1.4%
132 positionsView →2025Q3Sep 30
$683M▲ 9.4%
146 positionsView →2025Q2Jun 30
$624M▲ 9.3%
144 positionsLocked2025Q1Mar 31
$572M▼ 3.0%
124 positionsLocked2024Q4Dec 31
$589M▲ 2.9%
127 positionsLocked2024Q3Sep 30
$573M▲ 8.6%
120 positionsLocked2024Q2Jun 30
$527M▲ 1.9%
112 positionsLocked2024Q1Mar 31
$517M▲ 8.5%
127 positionsLocked2023Q4Dec 31
$477M▲ 7.9%
105 positionsLocked2023Q3Sep 30
$442M▼ 3.1%
106 positionsLocked2023Q2Jun 30
$456M▲ 18.7%
109 positionsLocked
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