BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$624.5B
Holdings
144
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 81,448 | $50.6B | 8.10% | |
| 2 | IWFISHARES TR | 112,659 | $47.8B | 7.66% | |
| 3 | VTVVANGUARD INDEX FDS | 262,303 | $46.4B | 7.42% | |
| 4 | VTIVANGUARD INDEX FDS | 145,235 | $44.1B | 7.07% | |
| 5 | AGGISHARES TR | 358,649 | $35.6B | 5.70% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 167,406 | $34.3B | 5.49% | |
| 7 | BNDVANGUARD BD INDEX FDS | 326,406 | $24.0B | 3.85% | |
| 8 | IJHISHARES TR | 376,608 | $23.4B | 3.74% | |
| 9 | VUGVANGUARD INDEX FDS | 49,250 | $21.6B | 3.46% | |
| 10 | USMVISHARES TR | 226,798 | $21.3B | 3.41% | |
| 11 | VXUSVANGUARD STAR FDS | 286,051 | $19.8B | 3.16% | |
| 12 | IJRISHARES TR | 164,726 | $18.0B | 2.88% | |
| 13 | ACWVISHARES INC | 132,808 | $15.7B | 2.52% | |
| 14 | AAPLAPPLE INC | 65,136 | $13.4B | 2.14% | |
| 15 | ITOTISHARES TR | 95,976 | $13.0B | 2.08% | |
| 16 | VOOVANGUARD INDEX FDS | 22,623 | $12.9B | 2.06% | |
| 17 | IEMGISHARES INC | 180,433 | $10.8B | 1.73% | |
| 18 | VTEBVANGUARD MUN BD FDS | 201,979 | $9.9B | 1.59% | |
| 19 | MUBISHARES TR | 91,002 | $9.5B | 1.52% | |
| 20 | IXUSISHARES TR | 118,287 | $9.1B | 1.46% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 65,764 | $8.8B | 1.40% | |
| 22 | JMUBJ P MORGAN EXCHANGE TRADED F | 146,102 | $7.3B | 1.16% | |
| 23 | MSFTMICROSOFT CORP | 13,111 | $6.5B | 1.04% | |
| 24 | AQLTISHARES TR | 75,089 | $6.3B | 1.00% | |
| 25 | VBVANGUARD INDEX FDS | 21,703 | $5.1B | 0.82% | |
| 26 | VGITVANGUARD SCOTTSDALE FDS | 85,408 | $5.1B | 0.82% | |
| 27 | SCHDSCHWAB STRATEGIC TR | 184,748 | $4.9B | 0.78% | |
| 28 | VOVANGUARD INDEX FDS | 16,394 | $4.6B | 0.73% | |
| 29 | DFAUDIMENSIONAL ETF TRUST | 88,790 | $3.8B | 0.60% | |
| 30 | HDVISHARES TR | 27,554 | $3.2B | 0.52% | |
| 31 | VFMFVANGUARD WELLINGTON FD | 23,969 | $3.2B | 0.52% | |
| 32 | AMZNAMAZON COM INC | 13,243 | $2.9B | 0.47% | |
| 33 | NVDANVIDIA CORPORATION | 18,233 | $2.9B | 0.46% | |
| 34 | XTISHARES TR | 40,491 | $2.6B | 0.42% | |
| 35 | VLUEISHARES TR | 22,194 | $2.5B | 0.40% | |
| 36 | JPMJPMORGAN CHASE & CO. | 8,622 | $2.5B | 0.40% | |
| 37 | SPYSPDR S&P 500 ETF TR | 4,010 | $2.5B | 0.40% | |
| 38 | METAMETA PLATFORMS INC | 3,181 | $2.3B | 0.38% | |
| 39 | VEUVANGUARD INTL EQUITY INDEX F | 32,105 | $2.2B | 0.35% | |
| 40 | XLKSELECT SECTOR SPDR TR | 8,342 | $2.1B | 0.34% | |
| 41 | VVISA INC | 5,901 | $2.1B | 0.34% | |
| 42 | VWOVANGUARD INTL EQUITY INDEX F | 42,193 | $2.1B | 0.33% | |
| 43 | VEAVANGUARD TAX-MANAGED FDS | 34,082 | $1.9B | 0.31% | |
| 44 | GOOGLALPHABET INC | 10,585 | $1.9B | 0.30% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 1,786 | $1.8B | 0.28% | |
| 46 | IBDQISHARES TR | 67,341 | $1.7B | 0.27% | |
| 47 | VTIPVANGUARD MALVERN FDS | 33,465 | $1.7B | 0.27% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,449 | $1.7B | 0.27% | |
| 49 | IBDRISHARES TR | 67,925 | $1.6B | 0.26% | |
| 50 | PGPROCTER AND GAMBLE CO | 10,130 | $1.6B | 0.26% | |
| 51 | IWDISHARES TR | 7,836 | $1.5B | 0.24% | |
| 52 | GOOGALPHABET INC | 8,258 | $1.5B | 0.23% | |
| 53 | IBDTISHARES TR | 48,774 | $1.2B | 0.20% | |
| 54 | TSLATESLA INC | 3,736 | $1.2B | 0.19% | |
| 55 | IBDSISHARES TR | 46,336 | $1.1B | 0.18% | |
| 56 | TTTRANE TECHNOLOGIES PLC | 2,453 | $1.1B | 0.17% | |
| 57 | SGOVISHARES TR | 10,463 | $1.1B | 0.17% | |
| 58 | NEENEXTERA ENERGY INC | 15,101 | $1.0B | 0.17% | |
| 59 | AVGOBROADCOM INC | 3,750 | $1.0B | 0.17% | |
| 60 | IBDUISHARES TR | 41,824 | $975.7M | 0.16% | |
| 61 | JNJJOHNSON & JOHNSON | 5,667 | $865.6M | 0.14% | |
| 62 | FBNDFIDELITY MERRIMACK STR TR | 18,240 | $834.5M | 0.13% | |
| 63 | WMTWALMART INC | 8,445 | $825.8M | 0.13% | |
| 64 | HDHOME DEPOT INC | 2,250 | $825.1M | 0.13% | |
| 65 | IUSBISHARES TR | 17,812 | $823.4M | 0.13% | |
| 66 | GILDGILEAD SCIENCES INC | 7,077 | $784.6M | 0.13% | |
| 67 | IBDVISHARES TR | 34,303 | $754.0M | 0.12% | |
| 68 | MAMASTERCARD INCORPORATED | 1,326 | $745.1M | 0.12% | |
| 69 | LLYELI LILLY & CO | 927 | $722.5M | 0.12% | |
| 70 | LRGFISHARES TR | 11,218 | $719.4M | 0.12% | |
| 71 | IBDWISHARES TR | 33,186 | $698.2M | 0.11% | |
| 72 | MCDMCDONALDS CORP | 2,376 | $694.2M | 0.11% | |
| 73 | GQ9SPDR GOLD TR | 1,919 | $585.0M | 0.09% | |
| 74 | QUALISHARES TR | 3,097 | $566.2M | 0.09% | |
| 75 | CVXCHEVRON CORP NEW | 3,913 | $560.3M | 0.09% | |
| 76 | 4I1PHILIP MORRIS INTL INC | 2,829 | $515.3M | 0.08% | |
| 77 | VTVANGUARD INTL EQUITY INDEX F | 3,995 | $513.4M | 0.08% | |
| 78 | AXPAMERICAN EXPRESS CO | 1,599 | $510.0M | 0.08% | |
| 79 | PEPPEPSICO INC | 3,773 | $498.2M | 0.08% | |
| 80 | NDQINVESCO QQQ TR | 900 | $496.5M | 0.08% | |
| 81 | RTXRTX CORPORATION | 3,287 | $480.0M | 0.08% | |
| 82 | MOALTRIA GROUP INC | 7,924 | $464.6M | 0.07% | |
| 83 | DFUSDIMENSIONAL ETF TRUST | 6,684 | $448.0M | 0.07% | |
| 84 | ABBVABBVIE INC | 2,393 | $444.2M | 0.07% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 1,479 | $436.0M | 0.07% | |
| 86 | AVUSAMERICAN CENTY ETF TR | 4,229 | $426.4M | 0.07% | |
| 87 | DEDEERE & CO | 807 | $410.4M | 0.07% | |
| 88 | IVEISHARES TR | 2,041 | $398.9M | 0.06% | |
| 89 | MRKMERCK & CO INC | 4,846 | $383.6M | 0.06% | |
| 90 | COWZPACER FDS TR | 6,895 | $379.9M | 0.06% | |
| 91 | DUKDUKE ENERGY CORP NEW | 3,177 | $374.8M | 0.06% | |
| 92 | DISDISNEY WALT CO | 3,008 | $373.0M | 0.06% | |
| 93 | CSCOCISCO SYS INC | 5,284 | $366.6M | 0.06% | |
| 94 | JEPIJ P MORGAN EXCHANGE TRADED F | 6,447 | $366.5M | 0.06% | |
| 95 | ACNACCENTURE PLC IRELAND | 1,202 | $359.2M | 0.06% | |
| 96 | ESGVVANGUARD WORLD FD | 3,240 | $355.2M | 0.06% | |
| 97 | AMATAPPLIED MATLS INC | 1,900 | $347.8M | 0.06% | |
| 98 | XOMEXXON MOBIL CORP | 3,219 | $347.0M | 0.06% | |
| 99 | HONHONEYWELL INTL INC | 1,423 | $331.3M | 0.05% | |
| 100 | CATCATERPILLAR INC | 846 | $328.4M | 0.05% |
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