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 Market Cap. of $200 Billions or more
