Sponsored

The Analysis of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holdings & P&L

Currently, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds 134 types of securities in its portfolio with a total value $689.2M. In the most recent quarter, they have increased their positions in AGG (+36.5K shares, valued at $3.6M), BND (+34.9K shares, valued at $2.6M), IWF (+2.5K shares, valued at $1.0M); decreased their positions in JPM (-6.6K shares, valued at $1.9M), USMV (-8.4K shares, valued at $779.8K), ACWV (-6.5K shares, valued at $771.1K); initiated new positions in SO (+8.1K shares, valued at $780.4K), SPAB (+19.1K shares, valued at $488.2K), NOC (+647 shares, valued at $441.4K).

1M P&L

-157.1M-18.01%

3M P&L

-276.1M-27.85%

HY P&L

-249.4M-25.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A607.3M

91.0%

2Consumer Electronics11.4M

1.7%

3Software - Infrastructure6.9M

1.0%

Top Industries by Stock Count

1N/A65 stocks

54.2%

2Drug Manufacturers - General6 stocks

5.0%

3Utilities - Regulated Electric3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR87.3K shares0.48%2026-03-312026-05-13

VTV VANGUARD INDEX FDS265.9K shares0.02%2026-03-312026-05-13

IWF ISHARES TR118.2K shares2.13%2026-03-312026-05-13

VTI VANGUARD INDEX FDS146.8K shares-0.55%2026-03-312026-05-13

AGG ISHARES TR425.4K shares9.39%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS180.4K shares1.36%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS400.1K shares9.56%2026-03-312026-05-13

IJH ISHARES TR378.3K shares1.59%2026-03-312026-05-13

Sponsored

VXUS VANGUARD STAR FDS312.4K shares4.33%2026-03-312026-05-13

VUG VANGUARD INDEX FDS48.4K shares0.11%2026-03-312026-05-13

IJR ISHARES TR167.7K shares2.31%2026-03-312026-05-13

USMV ISHARES TR216.1K shares-3.74%2026-03-312026-05-13

ACWV ISHARES INC134.6K shares-4.57%2026-03-312026-05-13

IEMG ISHARES INC211.4K shares6.53%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS24.2K shares3.31%2026-03-312026-05-13

ITOT ISHARES TR100.3K shares2.93%2026-03-312026-05-13

Sponsored

IXUS ISHARES TR138.3K shares2.23%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F234.8K shares7.43%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS207.2K shares5.84%2026-03-312026-05-13

AAPL APPLE INC40.3K shares-4.09%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS64.4K shares-1.49%2026-03-312026-05-13

MUB ISHARES TR89.2K shares3.82%2026-03-312026-05-13

IEFA ISHARES TR91.4K shares8.93%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR216.7K shares4.79%2026-03-312026-05-13

Sponsored

VFMF VANGUARD WELLINGTON FD39.9K shares10.28%2026-03-312026-05-13

VB VANGUARD INDEX FDS23.0K shares-0.74%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS97.6K shares15.82%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST112.7K shares16.34%2026-03-312026-05-13

VO VANGUARD INDEX FDS17.5K shares1.24%2026-03-312026-05-13

MSFT MICROSOFT CORP13.4K shares-2.18%2026-03-312026-05-13

HDV ISHARES TR26.5K shares-3.01%2026-03-312026-05-13

VLUE ISHARES TR22.0K shares-2.39%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.2K shares0.00%2026-03-312026-05-13

XT ISHARES TR39.5K shares-0.80%2026-03-312026-05-13

ALPHABET INC ALPHABET INC9.1K shares-9.19%2026-03-312026-05-13

AMZN AMAZON COM INC12.2K shares-0.65%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F46.5K shares7.63%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS36.9K shares-4.86%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO8.0K shares-45.17%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F31.3K shares-2.47%2026-03-312026-05-13

Sponsored

XLK SELECT SECTOR SPDR TR16.2K shares-2.19%2026-03-312026-05-13

NVDA NVIDIA CORPORATION12.3K shares-9.80%2026-03-312026-05-13

SGOV ISHARES TR20.9K shares28.18%2026-03-312026-05-13

ALPHABET INC ALPHABET INC6.8K shares-7.95%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.8K shares-4.04%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS35.2K shares-2.34%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares-14.12%2026-03-312026-05-13

META META PLATFORMS INC2.9K shares2.13%2026-03-312026-05-13

Sponsored

V VISA INC5.4K shares0.00%2026-03-312026-05-13

IBDR ISHARES TR66.4K shares-2.70%2026-03-312026-05-13

PEP PEPSICO INC9.3K shares-0.38%2026-03-312026-05-13

NEE NEXTERA ENERGY INC14.0K shares-2.07%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON5.0K shares-11.83%2026-03-312026-05-13

IBDT ISHARES TR47.9K shares-3.95%2026-03-312026-05-13

PG PROCTER & GAMBLE CO8.0K shares-20.99%2026-03-312026-05-13

TSLA TESLA INC3.1K shares-1.60%2026-03-312026-05-13

Sponsored

IWD ISHARES TR5.2K shares-33.51%2026-03-312026-05-13

IBDS ISHARES TR44.7K shares-4.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.3K shares2.27%2026-03-312026-05-13

DIS DISNEY WALT CO10.5K shares2.60%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F19.9K shares127.81%2026-03-312026-05-13

GILD GILEAD SCIENCES INC7.2K shares-1.20%2026-03-312026-05-13

WMT WALMART INC7.6K shares-1.77%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR20.5K shares12.49%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION4.5K shares12.32%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC2.1K shares0.00%2026-03-312026-05-13

GLD SPDR GOLD TR1.9K shares0.00%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC6.8K shares62.37%2026-03-312026-05-13

SO SOUTHERN CO8.1K sharesnew addition2026-03-312026-05-13

LRGF ISHARES TR11.2K shares0.00%2026-03-312026-05-13

LLY ELI LILLY & CO784 shares-8.73%2026-03-312026-05-13

IBDV ISHARES TR32.5K shares-6.60%2026-03-312026-05-13

Sponsored

IBDW ISHARES TR33.2K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP2.2K shares-2.24%2026-03-312026-05-13

PFE PFIZER INC22.9K shares0.00%2026-03-312026-05-13

AMAT APPLIED MATLS INC1.8K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC1.8K shares-12.31%2026-03-312026-05-13

RTX RTX CORPORATION2.9K shares-1.37%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F4.0K shares-4.93%2026-03-312026-05-13

CAT CATERPILLAR INC777 shares-3.60%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP3.1K shares-49.56%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares23.91%2026-03-312026-05-13

MA MASTERCARD INCORPORATED1.0K shares-7.76%2026-03-312026-05-13

SPAB SPDR SERIES TRUST19.1K sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC7.3K shares0.00%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST6.7K shares0.00%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR4.2K shares0.00%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC4.0K shares-3.64%2026-03-312026-05-13

Sponsored

NOC NORTHROP GRUMMAN CORP647 sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC2.0K shares0.00%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC1.6K shares102.20%2026-03-312026-05-13

QUAL ISHARES TR2.1K shares10.34%2026-03-312026-05-13

CSCO CISCO SYS INC5.0K shares3.37%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F6.3K shares39.92%2026-03-312026-05-13

IUSB ISHARES TR7.6K shares0.00%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-25.72%2026-03-312026-05-13

Sponsored

LMT LOCKHEED MARTIN CORP563 shares-2.09%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.1K shares-23.32%2026-03-312026-05-13

HON HONEYWELL INTL INC1.5K shares-3.05%2026-03-312026-05-13

CSX CSX CORP7.7K shares0.00%2026-03-312026-05-13

VGT VANGUARD WORLD FD452 shares-0.88%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC6.2K shares4.97%2026-03-312026-05-13

LINDE PLC LINDE PLC622 sharesnew addition2026-03-312026-05-13

ESGV VANGUARD WORLD FD2.7K shares-1.15%2026-03-312026-05-13

Sponsored

MSI MOTOROLA SOLUTIONS INC691 sharesnew addition2026-03-312026-05-13

DE DEERE & CO530 shares0.00%2026-03-312026-05-13

IBHG ISHARES TR13.4K shares0.00%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC350 shares-5.66%2026-03-312026-05-13

AMGN AMGEN INC837 shares0.00%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC2.2K shares0.00%2026-03-312026-05-13

IWM ISHARES TR1.1K shares0.00%2026-03-312026-05-13

ASML ASML HLDG NV214 shares0.00%2026-03-312026-05-13

Sponsored

APH AMPHENOL CORP2.2K shares0.00%2026-03-312026-05-13

KO COCA COLA CO3.6K shares-5.29%2026-03-312026-05-13

T AT&T INC9.3K sharesnew addition2026-03-312026-05-13

IBHF ISHARES TR11.6K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC1.6K shares-31.30%2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.5K shares-0.40%2026-03-312026-05-13

IUSV ISHARES TR2.5K shares5.32%2026-03-312026-05-13

MS MORGAN STANLEY1.5K shares-0.33%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP1.6K shares43.59%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC2.5K shares4.34%2026-03-312026-05-13

IUSG ISHARES TR1.5K shares3.66%2026-03-312026-05-13

IJJ ISHARES TR1.8K shares3.85%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR2.6K shares-0.96%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC444 shares-5.33%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP633 shares-17.79%2026-03-312026-05-13

IWB ISHARES TR583 shares0.00%2026-03-312026-05-13

Sponsored

UNP UNION PAC CORP852 sharesnew addition2026-03-312026-05-13

SHOP SHOPIFY INC1.7K shares0.00%2026-03-312026-05-13

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-05-13

EIS ISHARES INC1.8K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-05-13

SUSA ISHARES TR1.6K shares-3.12%2026-03-312026-05-13

IVV

ISHARES TR

0.48%

Shares87.3K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

0.02%

Shares265.9K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

2.13%

Shares118.2K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-0.55%

Shares146.8K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

9.39%

Shares425.4K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

1.36%

Shares180.4K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

9.56%

Shares400.1K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

1.59%

Shares378.3K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

4.33%

Shares312.4K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

0.11%

Shares48.4K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

2.31%

Shares167.7K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES TR

-3.74%

Shares216.1K

Event2026-03-31

Filed2026-05-13

ACWV

ISHARES INC

-4.57%

Shares134.6K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

6.53%

Shares211.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

3.31%

Shares24.2K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

2.93%

Shares100.3K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

2.23%

Shares138.3K

Event2026-03-31

Filed2026-05-13

JMUB

J P MORGAN EXCHANGE TRADED F

7.43%

Shares234.8K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

5.84%

Shares207.2K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-4.09%

Shares40.3K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

-1.49%

Shares64.4K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

3.82%

Shares89.2K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

8.93%

Shares91.4K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

4.79%

Shares216.7K

Event2026-03-31

Filed2026-05-13

VFMF

VANGUARD WELLINGTON FD

10.28%

Shares39.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.74%

Shares23.0K

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

15.82%

Shares97.6K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

16.34%

Shares112.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.24%

Shares17.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-2.18%

Shares13.4K

Event2026-03-31

Filed2026-05-13

HDV

ISHARES TR

-3.01%

Shares26.5K

Event2026-03-31

Filed2026-05-13

VLUE

ISHARES TR

-2.39%

Shares22.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

ISHARES TR

-0.80%

Shares39.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-9.19%

Shares9.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.65%

Shares12.2K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

7.63%

Shares46.5K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-4.86%

Shares36.9K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-45.17%

Shares8.0K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

-2.47%

Shares31.3K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-2.19%

Shares16.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-9.80%

Shares12.3K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

28.18%

Shares20.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-7.95%

Shares6.8K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-4.04%

Shares1.8K

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD MALVERN FDS

-2.34%

Shares35.2K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-14.12%

Shares3.5K

Event2026-03-31

Filed2026-05-13