BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported 140 positions worth $790.6M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IVV (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $65.7M | 8.31% | 87,712 | — | — | |
| ▸ 2 | IWF | SH | $60.5M | 7.65% | 487,084 | — | — | |
| ▸ 3 | VTV | SH | $57.8M | 7.32% | 265,398 | — | — | |
| ▸ 4 | VTI | SH | $53.9M | 6.82% | 145,696 | — | — | |
| ▸ 5 | AGG | SH | $45.2M | 5.72% | 456,728 | — | — | |
| ▸ 6 | VIG | SH | $43.4M | 5.49% | 183,565 | — | — | |
| ▸ 7 | BND | SH | $31.1M | 3.93% | 423,082 | — | — | |
| ▸ 8 | IJH | SH | $29.4M | 3.72% | 381,125 | — | — | |
| ▸ 9 | VXUS | SH | $26.5M | 3.36% | 310,372 | — | — | |
| ▸ 10 | VUG | SH | $25.7M | 3.25% | 298,638 | — | — |
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Frequently Asked Questions
What stocks does BARON SILVER STEVENS FINANCIAL ADVISORS, LLC hold as of Q2 2026?
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported 140 positions worth $790.6M in its Q2 2026 13F filing. Largest positions: IVV (8.3%), IWF (7.7%), VTV (7.3%), VTI (6.8%) and AGG (5.7%).
What did BARON SILVER STEVENS FINANCIAL ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BARON SILVER STEVENS FINANCIAL ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.