BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Q4 2025 13F Holdings
- Locationboca raton, FL
- Num holdings
132
- Value ($000)
$692,900
- Date Filed02/06/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $59.5M | 9 % | 86,874 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $54.79M | 8 % | 115,751 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $50.78M | 7 % | 265,857 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $49.49M | 7 % | 147,614 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $39.11M | 6 % | 177,970 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $38.84M | 6 % | 388,878 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $27.05M | 4 % | 365,175 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $24.58M | 4 % | 372,397 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $23.59M | 3 % | 48,360 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $22.59M | 3 % | 299,460 |
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