BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$692.9B
Holdings
132
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 86,874 | $59.5B | 8.59% | |
| 2 | IWFISHARES TR | 115,751 | $54.8B | 7.91% | |
| 3 | VTVVANGUARD INDEX FDS | 265,857 | $50.8B | 7.33% | |
| 4 | VTIVANGUARD INDEX FDS | 147,614 | $49.5B | 7.14% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 177,970 | $39.1B | 5.64% | |
| 6 | AGGISHARES TR | 388,878 | $38.8B | 5.61% | |
| 7 | BNDVANGUARD BD INDEX FDS | 365,175 | $27.0B | 3.90% | |
| 8 | IJHISHARES TR | 372,397 | $24.6B | 3.55% | |
| 9 | VUGVANGUARD INDEX FDS | 48,360 | $23.6B | 3.40% | |
| 10 | VXUSVANGUARD STAR FDS | 299,460 | $22.6B | 3.26% | |
| 11 | USMVISHARES TR | 224,532 | $21.1B | 3.05% | |
| 12 | IJRISHARES TR | 163,894 | $19.7B | 2.84% | |
| 13 | ACWVISHARES INC | 141,078 | $16.8B | 2.42% | |
| 14 | VOOVANGUARD INDEX FDS | 23,427 | $14.7B | 2.12% | |
| 15 | ITOTISHARES TR | 97,415 | $14.5B | 2.09% | |
| 16 | IEMGISHARES INC | 198,471 | $13.3B | 1.93% | |
| 17 | IXUSISHARES TR | 135,248 | $11.4B | 1.65% | |
| 18 | AAPLAPPLE INC | 42,016 | $11.4B | 1.65% | |
| 19 | JMUBJ P MORGAN EXCHANGE TRADED F | 218,585 | $11.0B | 1.59% | |
| 20 | VTEBVANGUARD MUN BD FDS | 195,742 | $9.8B | 1.42% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 65,346 | $9.4B | 1.35% | |
| 22 | MUBISHARES TR | 85,908 | $9.2B | 1.33% | |
| 23 | AQLTISHARES TR | 83,892 | $7.5B | 1.08% | |
| 24 | MSFTMICROSOFT CORP | 13,708 | $6.6B | 0.96% | |
| 25 | VBVANGUARD INDEX FDS | 23,144 | $6.0B | 0.86% | |
| 26 | SCHDSCHWAB STRATEGIC TR | 206,758 | $5.7B | 0.82% | |
| 27 | VFMFVANGUARD WELLINGTON FD | 36,207 | $5.5B | 0.79% | |
| 28 | VGITVANGUARD SCOTTSDALE FDS | 84,298 | $5.1B | 0.73% | |
| 29 | VOVANGUARD INDEX FDS | 17,315 | $5.0B | 0.73% | |
| 30 | JPMJPMORGAN CHASE & CO. | 14,618 | $4.7B | 0.68% | |
| 31 | DFAUDIMENSIONAL ETF TRUST | 96,842 | $4.5B | 0.65% | |
| 32 | HDVISHARES TR | 27,331 | $3.3B | 0.48% | |
| 33 | GOOGLALPHABET INC | 9,969 | $3.1B | 0.45% | |
| 34 | VLUEISHARES TR | 22,538 | $3.1B | 0.44% | |
| 35 | SPYSPDR S&P 500 ETF TR | 4,213 | $2.9B | 0.41% | |
| 36 | AMZNAMAZON COM INC | 12,295 | $2.8B | 0.41% | |
| 37 | XTISHARES TR | 39,840 | $2.8B | 0.40% | |
| 38 | NVDANVIDIA CORPORATION | 13,632 | $2.5B | 0.37% | |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 38,827 | $2.4B | 0.35% | |
| 40 | XLKSELECT SECTOR SPDR TR | 16,546 | $2.4B | 0.34% | |
| 41 | VEUVANGUARD INTL EQUITY INDEX F | 32,135 | $2.4B | 0.34% | |
| 42 | VWOVANGUARD INTL EQUITY INDEX F | 43,200 | $2.3B | 0.34% | |
| 43 | GOOGALPHABET INC | 7,387 | $2.3B | 0.33% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,100 | $2.1B | 0.30% | |
| 45 | VVISA INC | 5,436 | $1.9B | 0.28% | |
| 46 | METAMETA PLATFORMS INC | 2,869 | $1.9B | 0.27% | |
| 47 | VTIPVANGUARD MALVERN FDS | 36,023 | $1.8B | 0.26% | |
| 48 | IBDRISHARES TR | 68,276 | $1.7B | 0.24% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 1,907 | $1.6B | 0.24% | |
| 50 | IWDISHARES TR | 7,810 | $1.6B | 0.24% | |
| 51 | SGOVISHARES TR | 16,326 | $1.6B | 0.24% | |
| 52 | PGPROCTER AND GAMBLE CO | 10,177 | $1.5B | 0.21% | |
| 53 | TSLATESLA INC | 3,133 | $1.4B | 0.20% | |
| 54 | PEPPEPSICO INC | 9,304 | $1.3B | 0.19% | |
| 55 | CINFCINCINNATI FINL CORP | 8,109 | $1.3B | 0.19% | |
| 56 | IBDTISHARES TR | 49,832 | $1.3B | 0.18% | |
| 57 | JNJJOHNSON & JOHNSON | 5,645 | $1.2B | 0.17% | |
| 58 | DISDISNEY WALT CO | 10,204 | $1.2B | 0.17% | |
| 59 | NEENEXTERA ENERGY INC | 14,306 | $1.1B | 0.17% | |
| 60 | IBDSISHARES TR | 46,539 | $1.1B | 0.16% | |
| 61 | AVGOBROADCOM INC | 3,217 | $1.1B | 0.16% | |
| 62 | IBDUISHARES TR | 42,415 | $992.0M | 0.14% | |
| 63 | LLYELI LILLY & CO | 859 | $924.0M | 0.13% | |
| 64 | GILDGILEAD SCIENCES INC | 7,260 | $891.0M | 0.13% | |
| 65 | WMTWALMART INC | 7,739 | $862.0M | 0.12% | |
| 66 | FBNDFIDELITY MERRIMACK STR TR | 18,240 | $839.0M | 0.12% | |
| 67 | TTTRANE TECHNOLOGIES PLC | 2,079 | $809.0M | 0.12% | |
| 68 | LRGFISHARES TR | 11,218 | $778.0M | 0.11% | |
| 69 | IBDVISHARES TR | 34,765 | $767.0M | 0.11% | |
| 70 | GQ9SPDR GOLD TR | 1,925 | $762.0M | 0.11% | |
| 71 | XOMEXXON MOBIL CORP | 6,243 | $751.0M | 0.11% | |
| 72 | HDHOME DEPOT INC | 2,080 | $715.0M | 0.10% | |
| 73 | IBDWISHARES TR | 33,186 | $701.0M | 0.10% | |
| 74 | MCDMCDONALDS CORP | 2,281 | $697.0M | 0.10% | |
| 75 | MAMASTERCARD INCORPORATED | 1,108 | $632.0M | 0.09% | |
| 76 | CVXCHEVRON CORP NEW | 3,984 | $607.0M | 0.09% | |
| 77 | VTVANGUARD INTL EQUITY INDEX F | 4,202 | $592.0M | 0.09% | |
| 78 | NDQINVESCO QQQ TR | 950 | $583.0M | 0.08% | |
| 79 | PFEPFIZER INC | 22,860 | $569.0M | 0.08% | |
| 80 | IBMINTERNATIONAL BUSINESS MACHS | 1,909 | $565.0M | 0.08% | |
| 81 | RTXRTX CORPORATION | 2,929 | $537.0M | 0.08% | |
| 82 | AXPAMERICAN EXPRESS CO | 1,445 | $534.0M | 0.08% | |
| 83 | DFUSDIMENSIONAL ETF TRUST | 6,684 | $495.0M | 0.07% | |
| 84 | AVUSAMERICAN CENTY ETF TR | 4,229 | $472.0M | 0.07% | |
| 85 | AMATAPPLIED MATLS INC | 1,795 | $461.0M | 0.07% | |
| 86 | CATCATERPILLAR INC | 806 | $461.0M | 0.07% | |
| 87 | ABBVABBVIE INC | 2,002 | $457.0M | 0.07% | |
| 88 | JPSTJ P MORGAN EXCHANGE TRADED F | 8,748 | $442.0M | 0.06% | |
| 89 | MRKMERCK & CO INC | 4,170 | $438.0M | 0.06% | |
| 90 | MOALTRIA GROUP INC | 7,289 | $420.0M | 0.06% | |
| 91 | EDCONSOLIDATED EDISON INC | 4,117 | $408.0M | 0.06% | |
| 92 | DUKDUKE ENERGY CORP NEW | 3,191 | $374.0M | 0.05% | |
| 93 | CSCOCISCO SYS INC | 4,835 | $372.0M | 0.05% | |
| 94 | QUALISHARES TR | 1,867 | $370.0M | 0.05% | |
| 95 | 4I1PHILIP MORRIS INTL INC | 2,294 | $368.0M | 0.05% | |
| 96 | IUSBISHARES TR | 7,613 | $354.0M | 0.05% | |
| 97 | VGTVANGUARD WORLD FD | 456 | $343.0M | 0.05% | |
| 98 | ESGVVANGUARD WORLD FD | 2,774 | $335.0M | 0.05% | |
| 99 | GSGOLDMAN SACHS GROUP INC | 371 | $326.0M | 0.05% | |
| 100 | ABTABBOTT LABS | 2,481 | $310.0M | 0.04% |
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