BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Q3 2025 13F Holdings
- Locationboca raton, FL
- Num holdings
146
- Value ($000)
$683,163
- Date Filed10/28/2025
- Form type13F-HR
- CIK0001851395
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $57.66 M | 8 % | 86,145 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $54.43 M | 8 % | 116,207 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $50.44 M | 7 % | 270,495 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $48.00 M | 7 % | 146,253 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $37.73 M | 6 % | 174,849 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $37.45 M | 6 % | 373,584 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $25.62 M | 4 % | 344,536 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $24.70 M | 4 % | 378,548 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $21.68 M | 3 % | 227,905 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $21.53 M | 3 % | 293,049 |
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