BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$692.9M
Holdings
132
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (132 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $59.5M |
IWFISHARES TR | $54.8M |
VTVVANGUARD INDEX FDS | $50.8M |
VTIVANGUARD INDEX FDS | $49.5M |
VIGVANGUARD SPECIALIZED FUNDS | $39.1M |
AGGISHARES TR | $38.8M |
BNDVANGUARD BD INDEX FDS | $27.0M |
IJHISHARES TR | $24.6M |
VUGVANGUARD INDEX FDS | $23.6M |
VXUSVANGUARD STAR FDS | $22.6M |
USMVISHARES TR | $21.1M |
IJRISHARES TR | $19.7M |
ACWVISHARES INC | $16.8M |
VOOVANGUARD INDEX FDS | $14.7M |
ITOTISHARES TR | $14.5M |
IEMGISHARES INC | $13.3M |
IXUSISHARES TR | $11.4M |
AAPLAPPLE INC | $11.4M |
JMUBJ P MORGAN EXCHANGE TRADED F | $11.0M |
VTEBVANGUARD MUN BD FDS | $9.8M |
VYMVANGUARD WHITEHALL FDS | $9.4M |
MUBISHARES TR | $9.2M |
AQLTISHARES TR | $7.5M |
MSFTMICROSOFT CORP | $6.6M |
VBVANGUARD INDEX FDS | $6.0M |
SCHDSCHWAB STRATEGIC TR | $5.7M |
VFMFVANGUARD WELLINGTON FD | $5.5M |
VGITVANGUARD SCOTTSDALE FDS | $5.1M |
VOVANGUARD INDEX FDS | $5.0M |
JPMJPMORGAN CHASE & CO. | $4.7M |
DFAUDIMENSIONAL ETF TRUST | $4.5M |
HDVISHARES TR | $3.3M |
GOOGLALPHABET INC | $3.1M |
VLUEISHARES TR | $3.1M |
SPYSPDR S&P 500 ETF TR | $2.9M |
AMZNAMAZON COM INC | $2.8M |
XTISHARES TR | $2.8M |
NVDANVIDIA CORPORATION | $2.5M |
VEAVANGUARD TAX-MANAGED FDS | $2.4M |
XLKSELECT SECTOR SPDR TR | $2.4M |
VEUVANGUARD INTL EQUITY INDEX F | $2.4M |
VWOVANGUARD INTL EQUITY INDEX F | $2.3M |
GOOGALPHABET INC | $2.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.1M |
VVISA INC | $1.9M |
METAMETA PLATFORMS INC | $1.9M |
VTIPVANGUARD MALVERN FDS | $1.8M |
IBDRISHARES TR | $1.7M |
COSTCOSTCO WHSL CORP NEW | $1.6M |
IWDISHARES TR | $1.6M |
SGOVISHARES TR | $1.6M |
PGPROCTER AND GAMBLE CO | $1.5M |
TSLATESLA INC | $1.4M |
PEPPEPSICO INC | $1.3M |
CINFCINCINNATI FINL CORP | $1.3M |
IBDTISHARES TR | $1.3M |
JNJJOHNSON & JOHNSON | $1.2M |
DISDISNEY WALT CO | $1.2M |
NEENEXTERA ENERGY INC | $1.1M |
IBDSISHARES TR | $1.1M |
AVGOBROADCOM INC | $1.1M |
IBDUISHARES TR | $992K |
LLYELI LILLY & CO | $924K |
GILDGILEAD SCIENCES INC | $891K |
WMTWALMART INC | $862K |
FBNDFIDELITY MERRIMACK STR TR | $839K |
TTTRANE TECHNOLOGIES PLC | $809K |
LRGFISHARES TR | $778K |
IBDVISHARES TR | $767K |
GQ9SPDR GOLD TR | $762K |
XOMEXXON MOBIL CORP | $751K |
HDHOME DEPOT INC | $715K |
IBDWISHARES TR | $701K |
MCDMCDONALDS CORP | $697K |
MAMASTERCARD INCORPORATED | $632K |
CVXCHEVRON CORP NEW | $607K |
VTVANGUARD INTL EQUITY INDEX F | $592K |
NDQINVESCO QQQ TR | $583K |
PFEPFIZER INC | $569K |
IBMINTERNATIONAL BUSINESS MACHS | $565K |
RTXRTX CORPORATION | $537K |
AXPAMERICAN EXPRESS CO | $534K |
DFUSDIMENSIONAL ETF TRUST | $495K |
AVUSAMERICAN CENTY ETF TR | $472K |
AMATAPPLIED MATLS INC | $461K |
CATCATERPILLAR INC | $461K |
ABBVABBVIE INC | $457K |
JPSTJ P MORGAN EXCHANGE TRADED F | $442K |
MRKMERCK & CO INC | $438K |
MOALTRIA GROUP INC | $420K |
EDCONSOLIDATED EDISON INC | $408K |
DUKDUKE ENERGY CORP NEW | $374K |
CSCOCISCO SYS INC | $372K |
QUALISHARES TR | $370K |
4I1PHILIP MORRIS INTL INC | $368K |
IUSBISHARES TR | $354K |
VGTVANGUARD WORLD FD | $343K |
ESGVVANGUARD WORLD FD | $335K |
GSGOLDMAN SACHS GROUP INC | $326K |
ABTABBOTT LABS | $310K |
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