BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - Portfolio Stock Holdings

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC disclosed 159 stock positions in a recent SEC 13F filing. $799,284,744 of stock holdings were filed, with the largest holdings including IVV, IWF, and VTV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,196,925,310 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.