account_balance
Investment manager · 13F filer · SEC CIK 1851395
Baron Silver Stevens Financial Advisors, LLC
Reported value$802Mas of Sep 30, 2026
Positions155 21 new, 6 sold out
Top 10 weight55.7%IVV alone is 9%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.5%
IWFiShares Tr
8.0%Added +5%
VTVVanguard Index FDS
7.2%
VTIVanguard Index FDS
7.0%Added +3%
AGGiShares Tr
5.4%
VIGVanguard Specialized Funds
5.4%
BNDVanguard Bd Index FDS
3.8%Added +3%
VUGVanguard Index FDS
3.5%Added +4%
VXUSVanguard Star FDS
3.5%Added +5%
IJHiShares Tr
3.5%
IJRiShares Tr
2.9%
USMViShares Tr
2.7%
IVViShares Tr
8.5%
IWFiShares Tr
8.0%Added +5%
VTVVanguard Index FDS
7.2%
VTIVanguard Index FDS
7.0%
AGGiShares Tr
5.4%
VIGVanguard Specialized Funds
5.4%
BNDVanguard Bd Index FDS
3.8%
VUGVanguard Index FDS
3.5%
VXUS3.5%
IJH3.5%
IJR2.9%
USMV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.5% Held
IWF iShares Tr 8.0% Added +5%
VTV Vanguard Index FDS 7.2% Held
VTI Vanguard Index FDS 7.0% Added +3%
AGG iShares Tr 5.4% Held
VIG Vanguard Specialized Funds 5.4% Held
BND Vanguard Bd Index FDS 3.8% Added +3%
VUG Vanguard Index FDS 3.5% Added +4%
VXUS Vanguard Star FDS 3.5% Added +5%
IJH iShares Tr 3.5% Held
IJR iShares Tr 2.9% Held
USMV iShares Tr 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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