Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $674 Million
  • Q3 2025

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $674 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.7M, Ishares Russell 1000 Gr ETF with a value of $54.4M, Vanguard Value ETF with a value of $50.4M, Vanguard Total Stock Market Et with a value of $48M, and Ishares Core U.S. Aggregate Bo with a value of $37.5M.

Examining the 13F form we can see an increase of $55.4M in the current position value, from $619M to 674M.

Below you can find more details about Baron Silver Stevens Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $674 Million
ETFs: $594 Million
Technology: $35.2 Million
Communication Services: $9.44 Million
Financial Services: $8.57 Million
Consumer Defensive: $6.63 Million
Consumer Cyclical: $6.16 Million
Healthcare: $5.48 Million
Industrials: $3.67 Million
Other: $3.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.7 Million 8.55% of portfolio
86,145
Q3 2025 Added 5.77%
$0
$54.4 Million 8.07% of portfolio
116,207
Q3 2025 Added 3.15%
$0
$50.4 Million 7.48% of portfolio
270,495
Q3 2025 Added 3.12%
$0
$48 Million 7.12% of portfolio
146,253
Q3 2025 Added 0.7%
$0
$37.5 Million 5.55% of portfolio
373,584
Q3 2025 Added 4.16%
$0
$31.8 Million 4.72% of portfolio
174,849
Q3 2025 Added 4.45%
$0
$25.6 Million 3.8% of portfolio
344,536
Q3 2025 Added 5.55%
$0
$24.7 Million 3.66% of portfolio
378,548
Q3 2025 Added 0.52%
$0
$21.7 Million 3.22% of portfolio
227,905
Q3 2025 Added 0.49%
$0
$21.5 Million 3.19% of portfolio
293,049
Q3 2025 Added 2.45%
$0
$21.1 Million 3.12% of portfolio
43,910
Q3 2025 Reduced 10.84%
$0
$19.9 Million 2.95% of portfolio
167,299
Q3 2025 Added 1.56%
$4.3T
$18 Million 2.67% of portfolio
70,690
Q3 2025 Added 8.53%
$0
$16.7 Million 2.48% of portfolio
139,571
Q3 2025 Added 5.09%
$0
$14.1 Million 2.1% of portfolio
97,054
Q3 2025 Added 1.12%
$0
$13.2 Million 1.96% of portfolio
21,540
Q3 2025 Reduced 4.79%
$0
$10.3 Million 1.53% of portfolio
124,788
Q3 2025 Added 5.5%
$0
$9.86 Million 1.46% of portfolio
195,290
Q3 2025 Added 33.67%
$3.78T
$9.22 Million 1.37% of portfolio
17,797
Q3 2025 Added 35.74%
$0
$9.22 Million 1.37% of portfolio
184,091
Q3 2025 Reduced 8.86%
$0
$9.15 Million 1.36% of portfolio
85,882
Q3 2025 Reduced 5.63%
$0
$9.2 Million 1.36% of portfolio
65,261
Q3 2025 Reduced 0.76%
$0
$7.32 Million 1.09% of portfolio
83,848
Q3 2025 Added 11.66%
$0
$5.6 Million 0.83% of portfolio
22,015
Q3 2025 Added 1.44%
$0
$5.45 Million 0.81% of portfolio
199,738
Q3 2025 Added 8.11%
$0
$5.23 Million 0.78% of portfolio
87,103
Q3 2025 Added 1.98%
$0
$4.86 Million 0.72% of portfolio
16,547
Q3 2025 Added 0.93%
$0
$4.37 Million 0.65% of portfolio
95,391
Q3 2025 Added 7.43%
$0
$4.19 Million 0.62% of portfolio
29,029
Q3 2025 Added 21.11%
$0
$3.35 Million 0.5% of portfolio
27,331
Q3 2025 Reduced 0.81%
$465B
$3.17 Million 0.47% of portfolio
17,003
Q3 2025 Reduced 6.75%
$0
$2.88 Million 0.43% of portfolio
40,100
Q3 2025 Reduced 0.97%
$2.39T
$2.82 Million 0.42% of portfolio
12,853
Q3 2025 Reduced 2.94%
$0
$2.68 Million 0.4% of portfolio
4,017
Q3 2025 Added 0.17%
$881B
$2.63 Million 0.39% of portfolio
8,327
Q3 2025 Reduced 3.42%
$1.74T
$2.62 Million 0.39% of portfolio
10,747
Q3 2025 Added 30.14%
$1.65T
$2.48 Million 0.37% of portfolio
10,208
Q3 2025 Reduced 3.56%
$1.37T
$2.41 Million 0.36% of portfolio
3,288
Q3 2025 Added 3.36%
$0
$2.42 Million 0.36% of portfolio
19,314
Q3 2025 Reduced 12.98%
$0
$2.31 Million 0.34% of portfolio
42,590
Q3 2025 Added 0.94%
$0
$2.29 Million 0.34% of portfolio
32,135
Q3 2025 Added 0.09%
$0
$2.06 Million 0.31% of portfolio
34,409
Q3 2025 Added 0.96%
$533B
$1.98 Million 0.29% of portfolio
5,807
Q3 2025 Reduced 1.59%
$0
$1.75 Million 0.26% of portfolio
34,539
Q3 2025 Added 3.21%
$662B
$1.71 Million 0.25% of portfolio
3,406
Q3 2025 Reduced 1.25%
$0
$1.7 Million 0.25% of portfolio
67,499
Q3 2025 Added 0.23%
$0
$1.59 Million 0.24% of portfolio
7,810
Q3 2025 Reduced 0.33%
$0
$1.62 Million 0.24% of portfolio
68,075
Q3 2025 Added 0.22%
$404B
$1.63 Million 0.24% of portfolio
1,756
Q3 2025 Reduced 1.68%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $674 Million
  • Prior Value $619 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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