StockDriftsStockDriftsTop 50 Baron Silver Stevens Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.31% | 87.7K | $65.7M | +0.48%(+418) | $399.04(+95.20%) | 2026-06-30 | |
| IWF | ISHARES TR | 7.65% | 487.1K | $60.5M | +3.01%(+14.24K) | $63.10(+95.53%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.32% | 265.4K | $57.8M | -0.20%(-525) | $142.05(+60.16%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.82% | 145.7K | $53.9M | -0.75%(-1.10K) | $193.12(+98.51%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.72% | 456.7K | $45.2M | +7.37%(+31.35K) | $102.82(-5.27%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.49% | 183.6K | $43.4M | +1.76%(+3.18K) | $154.72(+58.39%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.93% | 423.1K | $31.1M | +5.74%(+22.98K) | $75.55(-4.36%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.72% | 381.1K | $29.4M | +0.74%(+2.79K) | $45.29(+73.42%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.36% | 310.4K | $26.5M | -0.66%(-2.05K) | $59.37(+48.44%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.25% | 298.6K | $25.7M | +2.81%(+8.17K) | $48.53(+83.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.73% | +47.11% | +7.44% | +43.17% |
| Top 20 Holdings Unweighted | +13.30% | +45.44% | +6.85% | +39.29% |
Baron Silver Stevens Financial Advisors LLC reports $790.59M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.3%), IWF (7.7%) and VTV (7.3%). The top 20 holdings account for 77.33% of reported assets. Its disclosed equity book has returned +47.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baron Silver Stevens Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1851395). View Baron Silver Stevens Financial Advisors LLC’s 13F filings on SEC