BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 0001851395 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$790.6M
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
8.3%
IWF
ISHARES TR
7.7%
VTV
VANGUARD INDEX FDS
7.3%
VTI
VANGUARD INDEX FDS
6.8%
AGG
ISHARES TR
5.7%
VIG
VANGUARD SPECIALIZED FUNDS
5.5%
BND
VANGUARD BD INDEX FDS
3.9%
IJH
ISHARES TR
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.