BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: 13F holdings
CIK 18513952026Q2
| Positions | 140 |
|---|
| Reported value | $790.6m |
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| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 140 (+6 vs prior quarter) |
|---|
| Reported value | $790.6m (+14.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 87,712 | $65.7m | 8.3% |
| IWF ISHARES TR | 487,084 | $60.5m | 7.7% |
| VTV VANGUARD INDEX FDS | 265,398 | $57.8m | 7.3% |
| VTI VANGUARD INDEX FDS | 145,696 | $53.9m | 6.8% |
| AGG ISHARES TR | 456,728 | $45.2m | 5.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 183,565 | $43.4m | 5.5% |
| BND VANGUARD BD INDEX FDS | 423,082 | $31.1m | 3.9% |
| IJH ISHARES TR | 381,125 | $29.4m | 3.7% |
| VXUS VANGUARD STAR FDS | 310,372 | $26.5m | 3.4% |
| VUG VANGUARD INDEX FDS | 298,638 | $25.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1851395")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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