BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

CIK

1851395

Location

Boca Raton, FL

Portfolio Value

Small $790,985,772

Diversification

Highly concentrated

Filing Date

Global Rank

#2,913 / 8,794 ▲ 1129 · as of Jun 2026

Top Industry

Consumer Electronics 23.8%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

95 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

44.5%

+9.6 pts

Top 5

78.5%

+14.0 pts

Top 10

86.5%

+9.8 pts

HHI

2,510

Highly concentrated+996

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.7%	$709,763,592	29
Technology	4.2%	$33,514,696	15
Financial Services	1.5%	$11,707,301	9
Communication Services	1.1%	$8,563,231	4
Healthcare	0.8%	$6,283,206	9
Consumer Defensive	0.8%	$6,151,289	7
Consumer Cyclical	0.7%	$5,376,258	4
Industrials	0.6%	$4,399,230	10
Utilities	0.4%	$3,294,790	5
Energy	0.2%	$1,609,399	2
Basic Materials	0.0%	$322,780	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+470,734	2,994,542	$352,250,845
VB	Vanguard Morningstar Small-Cap ETF	+304,485	830,323	$167,933,912
—		+105,795	133,853	$3,865,716
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+37,258	298,329	$15,142,994
AAPL	Apple Inc.	+26,418	66,717	$19,305,231
BIV	Vanguard Intermediate-Term Bond ETF	+22,985	423,082	$31,058,449
FAAA	Fidelity AAA CLO ETF	+10,472	30,990	$1,409,735
JPM	Jpmorgan Chase & Co	+6,320	14,335	$4,692,275
DCOR	Dimensional US Core Equity 1 ETF	+5,983	125,337	$6,680,859
FNDA	Schwab Fundamental U.S. Small Company ETF	+4,580	229,263	$7,251,647
XOM	ExxonMobil Holdings Corp	+3,374	6,523	$891,824
VIG	Vanguard Dividend Appreciation ETF	+3,183	183,565	$43,435,150
VFMF	Vanguard U.S. Multifactor ETF	+3,118	43,048	$7,618,204
EDV	Vanguard World Funds Extended Duration ETF	+3,106	6,300	$787,116
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,628	208,792	$10,560,699
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+1,613	36,792	$1,848,062
MO	Altria Group, Inc.	+1,000	8,289	$596,393
NEE	Nextera Energy Inc	+589	14,599	$1,281,354
IBM	International Business Machines Corp	+491	1,909	$536,829
VEA	Vanguard FTSE Developed Markets ETF	+356	37,297	$2,657,411
SO	Southern Co	+287	8,372	$801,284
JNJ	Johnson & Johnson	+276	5,253	$1,334,104
BRK-B	Berkshire Hathaway Inc	+226	3,747	$1,874,961
MRK	Merck & Co., Inc.	+193	6,964	$894,874
MS	Morgan Stanley	+133	1,637	$342,198
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−17,341	80,295	$4,735,799
VXUS	Vanguard Total International Stock ETF	−2,053	310,372	$26,533,702
VEU	Vanguard FTSE All-World Ex-US ETF	−1,448	80,384	$5,895,986
VIGI	Vanguard International Dividend Appreciation ETF	−738	63,632	$10,055,764
V	Visa Inc.	−300	5,136	$1,762,110
PFE	Pfizer Inc	−300	22,560	$543,244
MCD	Mcdonalds Corp	−188	2,042	$551,973
MSFT	Microsoft Corp	−154	13,255	$4,944,380
CVX	Chevron Corp	−146	4,329	$717,575
AEP	American Electric Power Co Inc	−110	2,067	$282,786
PG	PROCTER & GAMBLE Co	−85	7,956	$1,166,667
DUK	Duke Energy CORP	−79	3,875	$490,497
PEP	Pepsico Inc	−68	9,201	$1,245,815
GLD	Spdr Gold Trust	−59	1,866	$687,397
HD	Home Depot, Inc.	−47	1,777	$626,712
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−42	16,142	$3,075,373
NVDA	Nvidia Corp	−39	12,257	$2,452,503
DE	Deere & Co	−34	496	$314,627
CSCO	Cisco Systems, Inc.	−30	4,968	$583,541
TSLA	Tesla, Inc.	−26	3,057	$1,285,774
DIS	Walt Disney Co	−23	10,446	$1,005,427
TXN	Texas Instruments Inc	−22	1,039	$309,694
COST	Costco Wholesale Corp /New	−19	1,811	$1,694,136
ABBV	AbbVie Inc.	−16	1,986	$499,757
ASML	Asml Holding NV	−16	198	$393,909
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
CINF	Cincinnati Financial Corp	8,027	$1,486,118
QQQ	Invesco Qqq Trust, Series 1	1,023	$753,337
AMD	Advanced Micro Devices Inc	813	$472,279
CGGR	Capital Group Growth ETF	7,199	$339,792
KLAC	Kla Corp	1,030	$310,761
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	15,408	$302,227
ANET	Arista Networks, Inc.	1,747	$296,780
BAI	iShares A.I. Innovation and Tech Active ETF	3,503	$280,800
BA	Boeing Co	959	$207,594
ABI	VictoryShares Pioneer Asset-Based Income ETF	4,393	$200,979
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,464	$330,907
T	At&T Inc.	9,267	$268,650
ABT	Abbott Laboratories	2,471	$253,697
IAU	Ishares Gold Trust	2,569	$226,483
SHOP	Shopify Inc.	1,737	$206,042
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 tracked positions · $790,985,772 total · filing declares 140 positions · $790,592,069 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,994,542	+470,734	$352,250,845	—	44.53%
VB	Vanguard Morningstar Small-Cap ETF	Added	830,323	+304,485	$167,933,912	+34.9%	21.23%
VIG	Vanguard Dividend Appreciation ETF	Added	183,565	+3,183	$43,435,150	+12.0%	5.49%
BIV	Vanguard Intermediate-Term Bond ETF	Added	423,082	+22,985	$31,058,449	+5.4%	3.93%
VXUS	Vanguard Total International Stock ETF	Reduced	310,372	-2,053	$26,533,702	+10.1%	3.35%
AAPL	Apple Inc. Technology	Added	66,717	+26,418	$19,305,231	+88.8%	2.44%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	298,329	+37,258	$15,142,994	+15.5%	1.91%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	208,792	+1,628	$10,560,699	+2.2%	1.34%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	63,632	-738	$10,055,764	+5.5%	1.27%
VFMF	Vanguard U.S. Multifactor ETF	Added	43,048	+3,118	$7,618,204	+23.0%	0.96%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	229,263	+4,580	$7,251,647	+5.8%	0.92%
DCOR	Dimensional US Core Equity 1 ETF	Added	125,337	+5,983	$6,680,859	+20.2%	0.84%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	80,384	-1,448	$5,895,986	+8.8%	0.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,843	-10	$5,634,744	+23.7%	0.71%
MSFT	Microsoft Corp Technology	Reduced	13,255	-154	$4,944,380	−0.4%	0.63%
BNDW	Vanguard Total World Bond ETF	Reduced	80,295	-17,341	$4,735,799	−18.5%	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,335	+6,320	$4,692,275	+99.0%	0.59%
		Added	133,853	+105,795	$3,865,716	+318.2%	0.49%
SPY	Spdr S&P 500 ETF Trust	Added	4,229	+16	$3,158,090	+15.3%	0.40%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	16,142	-42	$3,075,373	+43.0%	0.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,217	+2	$2,911,799	+14.5%	0.37%
VEA	Vanguard FTSE Developed Markets ETF	Added	37,297	+356	$2,657,411	+12.3%	0.34%
NVDA	Nvidia Corp Technology	Reduced	12,257	-39	$2,452,503	+14.4%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,747	+226	$1,874,961	+11.1%	0.24%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	36,792	+1,613	$1,848,062	+5.2%	0.23%
V	Visa Inc. Financial Services	Reduced	5,136	-300	$1,762,110	+7.3%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,811	-19	$1,694,136	−7.1%	0.21%
META	Meta Platforms, Inc. Communication Services	Added	2,946	+16	$1,659,452	−1.0%	0.21%
CINF	Cincinnati Financial Corp Financial Services	NEW	8,027	NEW	$1,486,118	NEW	0.19%
FAAA	Fidelity AAA CLO ETF	Added	30,990	+10,472	$1,409,735	+50.6%	0.18%
JNJ	Johnson & Johnson Healthcare	Added	5,253	+276	$1,334,104	+9.7%	0.17%
AMAT	Applied Materials Inc /De Technology	Held	1,795	0	$1,297,785	+111.5%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,057	-26	$1,285,774	+12.2%	0.16%
AVGO	Broadcom Inc. Technology	Added	3,400	+110	$1,284,350	+26.1%	0.16%
NEE	Nextera Energy Inc Utilities	Added	14,599	+589	$1,281,354	−1.5%	0.16%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,201	-68	$1,245,815	−13.4%	0.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,956	-85	$1,166,667	+0.4%	0.15%
TT	Trane Technologies plc Industrials	Held	2,079	0	$1,021,121	+17.9%	0.13%
DIS	Walt Disney Co Communication Services	Reduced	10,446	-23	$1,005,427	−0.4%	0.13%
LLY	ELI LILLY & Co Healthcare	Reduced	775	-9	$929,558	+28.9%	0.12%
GILD	Gilead Sciences, Inc. Healthcare	Held	7,173	0	$906,236	−9.3%	0.11%
MRK	Merck & Co., Inc. Healthcare	Added	6,964	+193	$894,874	+9.9%	0.11%
XOM	ExxonMobil Holdings Corp Energy	Added	6,523	+3,374	$891,824	+66.9%	0.11%
WMT	Walmart Inc. Consumer Defensive	Held	7,602	0	$861,002	−8.9%	0.11%
CAT	Caterpillar Inc Industrials	Added	794	+17	$845,530	+53.6%	0.11%
SO	Southern Co Utilities	Added	8,372	+287	$801,284	+2.7%	0.10%
APH	Amphenol Corp /De/ Technology	Added	2,268	+56	$799,787	+43.1%	0.10%
EDV	Vanguard World Funds Extended Duration ETF	Added	6,300	+3,106	$787,116	+126.7%	0.10%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,023	NEW	$753,337	NEW	0.10%
CVX	Chevron Corp Energy	Reduced	4,329	-146	$717,575	−22.5%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.