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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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