Baron Silver Stevens Financial Advisors, LLC holds a focused book of 140 stocks 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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1851395/holdings"
Use Arkolith to show BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 140 | $790.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 134 | $689.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 132 | $692.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 146 | $683.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 144 | $624.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 124 | $571.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 127 | $589.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 120 | $572.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.