EdgeMarket › What Baron Silver Stevens Financial Advisors, Llc reported owning
What Baron Silver Stevens Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
689.2MPositions
134Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 57.0M | 8.3% | 87.3K | 769.31 | +20.0% |
| VTV Vanguard Morningstar Value ETF | 52.2M | 7.6% | 265.9K | 226.40 | +24.6% |
| IWF iShares Russell 1000 Growth Fund | 50.4M | 7.3% | 118.2K | 122.39 | +11.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 47.1M | 6.8% | 146.8K | 378.24 | +20.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 42.2M | 6.1% | 425.4K | 97.35 | -1.7% |
| VIG Vanguard Div Appreciation ETF | 38.8M | 5.6% | 180.4K | 243.91 | +16.2% |
| BND Vanguard Total Bond Market ETF | 29.5M | 4.3% | 400.1K | 72.23 | -1.8% |
| IJH iShares Core S&P Mid-Cap ETF | 25.5M | 3.7% | 378.3K | 76.77 | +20.8% |
| VXUS Vanguard Total International Stock ETF | 24.1M | 3.5% | 312.4K | 87.71 | +22.7% |
| VUG Vanguard Morningstar Growth ETF | 21.1M | 3.1% | 48.4K | 87.50 | +15.9% |
| IJR iShares Core S&P Small-Cap ETF | 20.8M | 3.0% | 167.7K | 147.31 | +29.0% |
| USMV iShares MSCI USA Min Vol Factor ETF | 20.0M | 2.9% | 216.1K | 101.23 | +7.0% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 16.1M | 2.3% | 134.6K | 127.21 | +5.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 14.7M | 2.1% | 211.4K | 81.57 | +31.9% |
| VOO Vanguard S&P 500 ETF | 14.5M | 2.1% | 24.2K | 703.71 | +20.0% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 14.3M | 2.1% | 100.3K | 167.97 | +20.5% |
| IXUS iShares Core MSCI Total International Stock ET | 12.0M | 1.7% | 138.3K | 97.94 | +22.5% |
| JMUB JPMorgan Municipal ETF | 11.7M | 1.7% | 234.8K | 49.69 | +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 10.3M | 1.5% | 207.2K | 49.54 | +1.4% |
| AAPL Apple Inc. | 10.2M | 1.5% | 40.3K | 309.35 | +36.9% |
| VYM Vanguard High Dividend Yield ETF | 9.5M | 1.4% | 64.4K | 164.97 | +19.9% |
| MUB iShares National Muni Bond ETF | 9.5M | 1.4% | 89.2K | 105.34 | +1.2% |
| IEFA iShares Core MSCI EAFE ETF | 8.3M | 1.2% | 91.4K | 100.85 | +16.8% |
| SCHD Schwab US Dividend Equity ETF | 6.6M | 1.0% | 216.7K | 35.11 | +27.6% |
| VFMF Vanguard U.S. Multifactor ETF | 6.2M | 0.9% | 39.9K | 186.77 | +34.5% |
| VB Vanguard Morningstar Small-Cap ETF | 6.0M | 0.9% | 23.0K | 304.76 | +24.4% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 5.8M | 0.8% | 97.6K | 58.31 | -2.3% |
| DFAU Dimensional US Core Equity Market ETF | 5.1M | 0.7% | 112.7K | 53.06 | +21.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 5.0M | 0.7% | 17.5K | 82.97 | +15.9% |
| MSFT MICROSOFT CORP | 5.0M | 0.7% | 13.4K | 483.24 | -4.4% |
| HDV iShares Core High Dividend ETF | 3.6M | 0.5% | 26.5K | 29.81 | +21.7% |
| VLUE iShares MSCI USA Value Factor ETF | 3.1M | 0.5% | 22.0K | 202.52 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 2.7M | 0.4% | 4.2K | 765.72 | +20.0% |
| XT iShares Future Exponential Technologies ETF | 2.7M | 0.4% | 39.5K | 82.90 | +24.6% |
| GOOGL Alphabet Inc. | 2.6M | 0.4% | 9.1K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 2.5M | 0.4% | 12.2K | 258.63 | +15.6% |
| VWO Vanguard FTSE Emerging Markets ETF | 2.5M | 0.4% | 46.5K | 60.45 | +17.7% |
| VEA Vanguard FTSE Developed Markets ETF | 2.4M | 0.3% | 36.9K | 73.42 | +24.7% |
| JPM JPMORGAN CHASE & CO | 2.4M | 0.3% | 8.0K | 351.58 | +20.3% |
| VEU Vanguard FTSE All World Ex US ETF | 2.4M | 0.3% | 31.3K | 85.69 | +23.3% |
| XLK State Street Technology Select Sector SPDR ETF | 2.2M | 0.3% | 16.2K | 183.31 | +41.1% |
| NVDA NVIDIA CORP | 2.1M | 0.3% | 12.3K | 214.72 | +22.4% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 2.1M | 0.3% | 20.9K | 100.63 | +0.0% |
| GOOG Alphabet Inc. | 2.0M | 0.3% | 6.8K | 341.75 | +70.7% |
| COST COSTCO WHOLESALE CORP /NEW | 1.8M | 0.3% | 1.8K | 947.74 | -4.7% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 1.8M | 0.3% | 35.2K | 49.79 | -1.1% |
| unmapped CUSIP 084670702 | 1.7M | 0.2% | 3.5K | — | — |
| META Meta Platforms, Inc. | 1.7M | 0.2% | 2.9K | 549.90 | -26.5% |
| V VISA INC. | 1.6M | 0.2% | 5.4K | 371.04 | +7.9% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 1.6M | 0.2% | 66.4K | 24.23 | +0.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →