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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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