Baron Silver Stevens Financial Advisors, LLC holds a focused book of 140 reported positions worth $790.6M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Cincinnati Financial Corp and trimmed Vanguard Value ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +22% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Baron Silver Stevens Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Baron Silver Stevens Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Baron Silver Stevens Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| CBIZ Investment Advisory Services, LLC | 53 / 80 | $2.6B |
| Swiss Re Ltd | 27 / 80 | $1.0B |
| Kearns & Associates LLC | 19 / 80 | $196.5M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Constellation Investments, Inc. | 11 / 80 | $2.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Baron Silver Stevens Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $65.7M | 87.7K | 8.3% | ▲+0.5% Added · +418 sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $60.5M | 487.1K | 7.7% | ▲+312% Added · +369K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $57.8M | 265.4K | 7.3% | ▼−0.2% Reduced · −525 sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $53.9M | 145.7K | 6.8% | ▼−0.8% Reduced · −1K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $45.2M | 456.7K | 5.7% | ▲+7.4% Added · +31K sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $43.4M | 183.6K | 5.5% | ▲+1.8% Added · +3K sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $31.1M | 423.1K | 3.9% | ▲+5.7% Added · +23K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $29.4M | 381.1K | 3.7% | ▲+0.7% Added · +3K sh | |
| 9 | Vanguard Star FDS VG TL INTL STK F | $26.5M | 310.4K | 3.4% | ▼−0.7% Reduced · −2K sh | |
| 10 | Vanguard Index FDS GROWTH ETF | $25.7M | 298.6K | 3.3% | ▲+517% Added · +250K sh | |
| 11 | Ishares TR CORE S&P SCP ETF | $25.3M | 170.8K | 3.2% | ▲+1.8% Added · +3K sh | |
| 12 | Ishares TR MSCI USA MIN ETF | $21.3M | 221.2K | 2.7% | ▲+2.3% Added · +5K sh | |
| 13 | Apple Inc COM | $19.3M | 66.7K | 2.4% | ▲+66% Added · +26K sh | |
| 14 | Ishares Inc CORE MSCI EMKT | $18.0M | 217.1K | 2.3% | ▲+2.7% Added · +6K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $17.5M | 25.5K | 2.2% | ▲+5.5% Added · +1K sh | |
| 16 | Ishares TR CORE S&P TTL STK | $16.9M | 103.1K | 2.1% | ▲+2.8% Added · +3K sh | |
| 17 | Ishares Inc MSCI GBL MIN VOL | $15.5M | 128.9K | 2.0% | ▼−4.3% Reduced · −6K sh | |
| 18 | J P Morgan Exchange Traded F MUNICIPAL ETF | $13.9M | 274.1K | 1.8% | ▲+17% Added · +39K sh | |
| 19 | Ishares TR CORE MSCI TOTAL | $13.6M | 143.0K | 1.7% | ▲+3.4% Added · +5K sh | |
| 20 | Vanguard Mun BD FDS TAX EXEMPT BD | $10.6M | 208.8K | 1.3% | ▲+0.8% Added · +2K sh | |
| 21 | Vanguard Whitehall FDS HIGH DIV YLD | $10.1M | 63.6K | 1.3% | ▼−1.1% Reduced · −738 sh | |
| 22 | Ishares TR NATIONAL MUN ETF | $9.8M | 91.4K | 1.2% | ▲+2.5% Added · +2K sh | |
| 23 | Ishares TR CORE MSCI EAFE | $9.3M | 96.6K | 1.2% | ▲+5.7% Added · +5K sh | |
| 24 | Vanguard Wellington FD US MULTIFACTOR | $7.6M | 43.0K | 1.0% | ▲+7.8% Added · +3K sh | |
| 25 | Schwab Strategic TR US DIVIDEND EQ | $7.0M | 221.2K | 0.9% | ▲+2.1% Added · +5K sh | |
| 26 | Vanguard Index FDS SMALL CP ETF | $7.0M | 23.1K | 0.9% | ▲+0.5% Added · +104 sh | |
| 27 | Dimensional ETF Trust US CORE EQT MKT | $6.1M | 118.7K | 0.8% | ▲+5.3% Added · +6K sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $5.7M | 70.9K | 0.7% | ▲+305% Added · +53K sh | |
| 29 | Microsoft Corp COM | $4.9M | 13.3K | 0.6% | ▼−1.1% Reduced · −154 sh | |
| 30 | Vanguard Scottsdale FDS INTER TERM TREAS | $4.7M | 80.3K | 0.6% | ▼−18% Reduced · −17K sh | |
| 31 | JPMorgan Chase & Co COM | $4.7M | 14.3K | 0.6% | ▲+79% Added · +6K sh | |
| 32 | Ishares TR MSCI USA VALUE | $4.0M | 20.2K | 0.5% | ▼−8.2% Reduced · −2K sh | |
| 33 | Ishares TR CORE HIGH DV ETF | $3.6M | 132.3K | 0.5% | ▲+399% Added · +106K sh | |
| 34 | Ishares TR FUTU EXPO TE ETF | $3.3M | 40.2K | 0.4% | ▲+1.6% Added · +637 sh | |
| 35 | Alphabet Inc CAP STK CL A | $3.3M | 9.1K | 0.4% | ▲+1.0% Added · +90 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.2K | 0.4% | ▲+0.4% Added · +16 sh | |
| 37 | Select Sector SPDR TR ST STR TECHN ETF | $3.1M | 16.1K | 0.4% | ▼−0.3% Reduced · −42 sh | |
| 38 | Amazon Com Inc COM | $2.9M | 12.2K | 0.4% | ▲~0% Added · +2 sh | |
| 39 | Ishares TR 0-3 MTH TREASURY | $2.9M | 28.9K | 0.4% | ▲+38% Added · +8K sh | |
| 40 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.8M | 46.9K | 0.4% | ▲+0.9% Added · +413 sh | |
| 41 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.7M | 37.3K | 0.3% | ▲+1.0% Added · +356 sh | |
| 42 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.5M | 29.5K | 0.3% | ▼−5.9% Reduced · −2K sh | |
| 43 | Nvidia Corporation COM | $2.5M | 12.3K | 0.3% | ▼−0.3% Reduced · −39 sh | |
| 44 | Alphabet Inc CAP STK CL C | $2.4M | 6.7K | 0.3% | ▼−1.5% Reduced · −100 sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.7K | 0.2% | ▲+6.4% Added · +226 sh | |
| 46 | Vanguard Malvern FDS STRM INFPROIDX | $1.8M | 36.8K | 0.2% | ▲+4.6% Added · +2K sh | |
| 47 | Visa Inc COM CL A | $1.8M | 5.1K | 0.2% | ▼−5.5% Reduced · −300 sh | |
| 48 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.2% | ▼−1.0% Reduced · −19 sh | |
| 49 | Meta Platforms Inc CL A | $1.7M | 2.9K | 0.2% | ▲+0.5% Added · +16 sh | |
| 50 | Cincinnati Finl Corp COM | $1.5M | 8.0K | 0.2% | ▲New New position |
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Use Arkolith to show BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 140 | $790.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 134 | $689.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 132 | $692.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 146 | $683.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 144 | $624.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 124 | $571.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 127 | $589.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 120 | $572.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.