BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 1851395
13F filing for Q2 2026・No. 2,976
- Holdings
- US$790.59M
- Quarter change
- +US$101.4M
- Entries
- 140
- Net bought (estimate)
- +US$26.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 10
- Cut 39
- Added 55
- Corporate actions 0
- Unchanged 30
Largest holdings
138 stocks worth US$787.92M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 87,712 | US$65.69M | 8.34% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 487,084 | US$60.48M | 7.68% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 265,398 | US$57.84M | 7.34% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 145,696 | US$53.91M | 6.84% |
| ISHARES TRCORE US AGGBD ET | Added | 456,728 | US$45.21M | 5.74% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 183,565 | US$43.44M | 5.51% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 423,082 | US$31.06M | 3.94% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 381,125 | US$29.39M | 3.73% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 310,372 | US$26.53M | 3.37% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 298,638 | US$25.72M | 3.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.