Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (CIK 1851395) reported $689.2M across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($57.0M, 8.27%), VTV ($52.2M, 7.57%), IWF ($50.4M, 7.31%), VTI ($47.1M, 6.83%), AGG ($42.2M, 6.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $57.0M | 8.27% | 87,294 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $52.2M | 7.57% | 265,923 | Added |
| 3 | IWF | ISHARES TR | $50.4M | 7.31% | 118,212 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $47.1M | 6.83% | 146,799 | Trimmed |
| 5 | AGG | ISHARES TR | $42.2M | 6.13% | 425,375 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $38.8M | 5.63% | 180,382 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $29.5M | 4.28% | 400,097 | Added |
| 8 | IJH | ISHARES TR | $25.5M | 3.71% | 378,336 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $24.1M | 3.50% | 312,425 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $21.1M | 3.07% | 48,411 | Added |
| 11 | IJR | ISHARES TR | $20.8M | 3.02% | 167,681 | Added |
| 12 | USMV | ISHARES TR | $20.0M | 2.91% | 216,124 | Trimmed |
| 13 | ACWV | ISHARES INC | $16.1M | 2.33% | 134,626 | Trimmed |
| 14 | IEMG | ISHARES INC | $14.7M | 2.14% | 211,440 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $14.5M | 2.10% | 24,203 | Added |
| 16 | ITOT | ISHARES TR | $14.3M | 2.07% | 100,274 | Added |
| 17 | IXUS | ISHARES TR | $12.0M | 1.74% | 138,261 | Added |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $11.7M | 1.70% | 234,829 | Added |
| 19 | VTEB | VANGUARD MUN BD FDS | $10.3M | 1.50% | 207,164 | Added |
| 20 | AAPL | APPLE INC | $10.2M | 1.48% | 40,299 | Trimmed |
| 21 | VYM | VANGUARD WHITEHALL FDS | $9.5M | 1.38% | 64,370 | Trimmed |
| 22 | MUB | ISHARES TR | $9.5M | 1.37% | 89,186 | Added |
| 23 | IEFA | ISHARES TR | $8.3M | 1.20% | 91,381 | Added |
| 24 | SCHD | SCHWAB STRATEGIC TR | $6.6M | 0.96% | 216,665 | Added |
| 25 | VFMF | VANGUARD WELLINGTON FD | $6.2M | 0.90% | 39,930 | Added |
Source: SEC Form 13F filings · as of 2026-03-31