Loading…
CIK 0001851395 • 6 13F filings • May 7, 2025 – Jul 31, 2026
Import this data to Google Sheets with:
=jivedata("baron-silver-stevens-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $311K | 0.0%Prev: 0.1% | 2,481 SH | Decreased-535 SH |
| ABBVIE INC | COM | $457K | 0.1%Prev: 0.1% | 2,002 SH | Decreased-366 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $263K | 0.0%Prev: 0.0% | 981 SH | Decreased-197 SH |
| ALPHABET INC | CAP STK CL A | $3.1M | 0.5%Prev: 0.4% | 9,969 SH | Increased-239 SH |
| ALPHABET INC | CAP STK CL C | $2.3M | 0.3%Prev: 0.4% | 7,387 SH | Decreased-3,360 SH |
| ALTRIA GROUP INC | COM | $420K | 0.1%Prev: 0.1% | 7,289 SH | Decreased-158 SH |
| AMAZON COM INC | COM | $2.8M | 0.4%Prev: 0.4% | 12,295 SH | Increased-558 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $473K | 0.1%Prev: 0.1% | 4,229 SH | Decreased-138 SH |
| AMERICAN ELEC PWR CO INC | COM | $251K | 0.0%Prev: 0.0% | 2,177 SH | Increased+85 SH |
| AMERICAN EXPRESS CO | COM | $535K | 0.1%Prev: 0.1% | 1,445 SH | Increased-154 SH |
| AMGEN INC | COM | $274K | 0.0%Prev: 0.0% | 837 SH | Increased-90 SH |
| AMPHENOL CORP NEW | CL A | $299K | 0.0%Prev: 0.1% | 2,212 SH | Decreased-778 SH |
| APPLE INC | COM | $11.4M | 1.6%Prev: 2.6% | 42,016 SH | Decreased-28,674 SH |
| APPLIED MATLS INC | COM | $461K | 0.1%Prev: 0.1% | 1,795 SH | Increased-135 SH |
| ARISTA NETWORKS INC | COM SHS | $217K | 0.0% | 1,658 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $229K | 0.0%Prev: 0.0% | 214 SH | Decreased-36 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.3%Prev: 0.3% | 4,100 SH | Increased+694 SH |
| BROADCOM INC | COM | $1.1M | 0.2%Prev: 0.2% | 3,217 SH | Decreased-429 SH |
| CATERPILLAR INC | COM | $462K | 0.1%Prev: 0.1% | 806 SH | Increased-75 SH |
| CHEVRON CORP NEW | COM | $607K | 0.1%Prev: 0.1% | 3,984 SH | Decreased-455 SH |
| CINCINNATI FINL CORP | COM | $1.3M | 0.2% | 8,109 SH | New |
| CISCO SYS INC | COM | $372K | 0.1%Prev: 0.1% | 4,835 SH | Increased-478 SH |
| COCA COLA CO | COM | $264K | 0.0%Prev: 0.0% | 3,780 SH | Decreased-881 SH |
| CONSOLIDATED EDISON INC | COM | $409K | 0.1%Prev: 0.1% | 4,117 SH | Decreased-101 SH |
| COSTCO WHSL CORP NEW | COM | $1.6M | 0.2%Prev: 0.2% | 1,907 SH | Increased+151 SH |
| CSX CORP | COM | $280K | 0.0%Prev: 0.0% | 7,733 SH | Increased+212 SH |
| DANAHER CORPORATION | COM | $239K | 0.0%Prev: 0.0% | 1,045 SH | Decreased-221 SH |
| DEERE & CO | COM | $247K | 0.0%Prev: 0.0% | 530 SH | Decreased-69 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $4.5M | 0.7%Prev: 0.6% | 96,842 SH | Increased+1,451 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $496K | 0.1%Prev: 0.1% | 6,684 SH | Increased |
| DISNEY WALT CO | COM | $1.2M | 0.2%Prev: 0.2% | 10,204 SH | Decreased-161 SH |
| DUKE ENERGY CORP NEW | COM NEW | $374K | 0.1%Prev: 0.1% | 3,191 SH | Decreased-115 SH |
| ELI LILLY & CO | COM | $924K | 0.1%Prev: 0.1% | 859 SH | Increased-146 SH |
| EXXON MOBIL CORP | COM | $751K | 0.1%Prev: 0.1% | 6,243 SH | Increased+2,321 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $840K | 0.1%Prev: 0.1% | 18,240 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $259K | 0.0%Prev: 0.0% | 770 SH | Decreased-82 SH |
| GILEAD SCIENCES INC | COM | $891K | 0.1%Prev: 0.1% | 7,260 SH | Increased+236 SH |
| GOLDMAN SACHS GROUP INC | COM | $326K | 0.0%Prev: 0.1% | 371 SH | Decreased-70 SH |
| HOME DEPOT INC | COM | $716K | 0.1%Prev: 0.1% | 2,080 SH | Decreased-120 SH |
| HONEYWELL INTL INC | COM | $295K | 0.0%Prev: 0.0% | 1,510 SH | Decreased+68 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $565K | 0.1%Prev: 0.1% | 1,909 SH | Increased+658 SH |
| INVESCO QQQ TR | UNIT SER 1 | $584K | 0.1%Prev: 0.1% | 950 SH | Increased+50 SH |
| ISHARES GOLD TR | ISHARES NEW | $211K | 0.0%Prev: 0.0% | 2,594 SH | Decreased-1,930 SH |
| ISHARES INC | CORE MSCI EMKT | $13.3M | 1.9%Prev: 1.9% | 198,471 SH | Increased-361 SH |
| ISHARES INC | MSCI GBL MIN VOL | $16.8M | 2.4%Prev: 2.4% | 141,078 SH | Increased+1,507 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.6M | 0.2%Prev: 0.2% | 16,326 SH | Increased+4,677 SH |
| ISHARES TR | CORE HIGH DV ETF | $3.3M | 0.5%Prev: 0.5% | 27,331 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $7.5M | 1.1%Prev: 1.1% | 83,892 SH | Increased+44 SH |
| ISHARES TR | CORE MSCI TOTAL | $11.4M | 1.7%Prev: 1.5% | 135,248 SH | Increased+10,460 SH |
| ISHARES TR | CORE S&P MCP ETF | $24.6M | 3.5%Prev: 3.6% | 372,397 SH | Decreased-6,151 SH |
| ISHARES TR | CORE S&P SCP ETF | $19.7M | 2.8%Prev: 2.9% | 163,894 SH | Decreased-3,405 SH |
| ISHARES TR | CORE S&P TTL STK | $14.5M | 2.1%Prev: 2.1% | 97,415 SH | Increased+361 SH |
| ISHARES TR | CORE S&P US GWT | $248K | 0.0%Prev: 0.0% | 1,474 SH | Decreased-119 SH |
| ISHARES TR | CORE S&P US VLU | $239K | 0.0%Prev: 0.0% | 2,331 SH | Decreased-244 SH |
| ISHARES TR | CORE S&P500 ETF | $59.5M | 8.6%Prev: 8.4% | 86,874 SH | Increased+729 SH |
| ISHARES TR | CORE UNIVRSL USD | $354K | 0.1% | 7,613 SH | New |
| ISHARES TR | CORE US AGGBD ET | $38.8M | 5.6%Prev: 5.5% | 388,878 SH | Increased+15,294 SH |
| ISHARES TR | ESG OPTIMIZED | $223K | 0.0%Prev: 0.0% | 1,601 SH | Decreased-104 SH |
| ISHARES TR | FUTURE EXPONENTI | $2.8M | 0.4%Prev: 0.4% | 39,840 SH | Decreased-260 SH |
| ISHARES TR | IBDS DEC28 ETF | $1.3M | 0.2%Prev: 0.2% | 49,832 SH | Increased+394 SH |
| ISHARES TR | IBONDS 2026 TERM | $267K | 0.0%Prev: 0.0% | 11,586 SH | Decreased |
| ISHARES TR | IBONDS 2027 TERM | $299K | 0.0%Prev: 0.0% | 13,406 SH | Decreased |
| ISHARES TR | IBONDS 27 ETF | $1.1M | 0.2%Prev: 0.2% | 46,539 SH | Increased+153 SH |
| ISHARES TR | IBONDS DEC 2030 | $767K | 0.1%Prev: 0.1% | 34,765 SH | Increased+406 SH |
| ISHARES TR | IBONDS DEC 2031 | $702K | 0.1%Prev: 0.1% | 33,186 SH | Decreased |
| ISHARES TR | IBONDS DEC 29 | $993K | 0.1% | 42,415 SH | New |
| ISHARES TR | IBONDS DEC2026 | $1.7M | 0.2%Prev: 0.2% | 68,276 SH | Increased+201 SH |
| ISHARES TR | MSCI USA MIN VOL | $21.1M | 3.1%Prev: 3.2% | 224,532 SH | Decreased-3,373 SH |
| ISHARES TR | MSCI USA QLT FCT | $371K | 0.1%Prev: 0.1% | 1,867 SH | Decreased-1,167 SH |
| ISHARES TR | MSCI USA VALUE | $3.1M | 0.4%Prev: 0.4% | 22,538 SH | Increased+3,224 SH |
| ISHARES TR | NATIONAL MUN ETF | $9.2M | 1.3%Prev: 1.3% | 85,908 SH | Increased+26 SH |
| ISHARES TR | RUS 1000 ETF | $218K | 0.0%Prev: 0.0% | 583 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $54.8M | 7.9%Prev: 8.0% | 115,751 SH | Increased-456 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.6M | 0.2%Prev: 0.2% | 7,810 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $282K | 0.0%Prev: 0.0% | 1,146 SH | Increased+13 SH |
| ISHARES TR | S&P MC 400VL ETF | $222K | 0.0%Prev: 0.0% | 1,688 SH | Increased |
| ISHARES TR | U S EQUITY FACTR | $779K | 0.1%Prev: 0.1% | 11,218 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $258K | 0.0%Prev: 0.0% | 4,512 SH | Decreased-1,435 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $11.0M | 1.6%Prev: 1.4% | 218,585 SH | Increased+23,295 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $443K | 0.1% | 8,748 SH | New |
| JOHNSON & JOHNSON | COM | $1.2M | 0.2%Prev: 0.2% | 5,645 SH | Increased+45 SH |
| JPMORGAN CHASE & CO. | COM | $4.7M | 0.7%Prev: 0.4% | 14,618 SH | Increased+6,291 SH |
| LOCKHEED MARTIN CORP | COM | $278K | 0.0%Prev: 0.0% | 575 SH | Increased+100 SH |
| MASTERCARD INCORPORATED | CL A | $633K | 0.1%Prev: 0.1% | 1,108 SH | Decreased-206 SH |
| MCDONALDS CORP | COM | $697K | 0.1%Prev: 0.1% | 2,281 SH | Decreased-43 SH |
| MERCK & CO INC | COM | $439K | 0.1%Prev: 0.1% | 4,170 SH | Increased-36 SH |
| META PLATFORMS INC | CL A | $1.9M | 0.3%Prev: 0.4% | 2,869 SH | Decreased-419 SH |
| MICROSOFT CORP | COM | $6.6M | 1.0%Prev: 1.3% | 13,708 SH | Decreased-4,089 SH |
| MORGAN STANLEY | COM NEW | $268K | 0.0%Prev: 0.1% | 1,509 SH | Decreased-680 SH |
| NEXTERA ENERGY INC | COM | $1.1M | 0.2%Prev: 0.2% | 14,306 SH | Increased+191 SH |
| NVIDIA CORPORATION | COM | $2.5M | 0.4%Prev: 0.5% | 13,632 SH | Decreased-3,371 SH |
| ORACLE CORP | COM | $224K | 0.0%Prev: 0.1% | 1,147 SH | Decreased-126 SH |
| PEPSICO INC | COM | $1.3M | 0.2%Prev: 0.2% | 9,304 SH | Decreased-208 SH |
| PFIZER INC | COM | $569K | 0.1%Prev: 0.1% | 22,860 SH | Decreased-1,127 SH |
| PHILIP MORRIS INTL INC | COM | $368K | 0.1%Prev: 0.1% | 2,294 SH | Decreased-140 SH |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.2%Prev: 0.2% | 10,177 SH | Decreased-520 SH |
| PRUDENTIAL FINL INC | COM | $265K | 0.0% | 2,349 SH | New |
| RTX CORPORATION | COM | $537K | 0.1%Prev: 0.1% | 2,929 SH | Decreased-382 SH |
| SALESFORCE INC | COM | $254K | 0.0%Prev: 0.0% | 957 SH | Decreased-123 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.7M | 0.8%Prev: 0.8% | 206,758 SH | Increased+7,020 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $216K | 0.0%Prev: 0.0% | 8,018 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.4M | 0.3% | 16,546 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $280K | 0.0%Prev: 0.0% | 1,737 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $763K | 0.1%Prev: 0.1% | 1,925 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 0.4%Prev: 0.4% | 4,213 SH | Increased+196 SH |
| TESLA INC | COM | $1.4M | 0.2%Prev: 0.2% | 3,133 SH | Decreased-330 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $272K | 0.0%Prev: 0.0% | 469 SH | Increased-18 SH |
| TRANE TECHNOLOGIES PLC | SHS | $809K | 0.1%Prev: 0.1% | 2,079 SH | Decreased-16 SH |
| UNITEDHEALTH GROUP INC | COM | $256K | 0.0%Prev: 0.0% | 774 SH | Increased+82 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $27.0M | 3.9%Prev: 3.8% | 365,175 SH | Increased+20,639 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $23.6M | 3.4%Prev: 3.1% | 48,360 SH | Increased+4,450 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.0M | 0.7%Prev: 0.7% | 17,315 SH | Increased+768 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.7M | 2.1%Prev: 1.9% | 23,427 SH | Increased+1,887 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.0M | 0.9%Prev: 0.8% | 23,144 SH | Increased+1,129 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $49.5M | 7.1%Prev: 7.0% | 147,614 SH | Increased+1,361 SH |
| VANGUARD INDEX FDS | VALUE ETF | $50.8M | 7.3%Prev: 7.4% | 265,857 SH | Increased-4,638 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.4M | 0.3%Prev: 0.3% | 32,135 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 0.3%Prev: 0.3% | 43,200 SH | Increased+610 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $593K | 0.1% | 4,202 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.8M | 0.3%Prev: 0.3% | 36,023 SH | Increased+1,484 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $9.8M | 1.4%Prev: 1.3% | 195,742 SH | Increased+11,651 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $5.1M | 0.7%Prev: 0.8% | 84,298 SH | Decreased-2,805 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $39.1M | 5.6%Prev: 5.5% | 177,970 SH | Increased+3,121 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $22.6M | 3.3%Prev: 3.2% | 299,460 SH | Increased+6,411 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.4M | 0.4%Prev: 0.3% | 38,827 SH | Increased+4,418 SH |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | $5.5M | 0.8%Prev: 0.6% | 36,207 SH | Increased+7,178 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $9.4M | 1.4%Prev: 1.3% | 65,346 SH | Increased+85 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $336K | 0.0%Prev: 0.1% | 2,774 SH | Decreased-466 SH |
| VANGUARD WORLD FD | INF TECH ETF | $344K | 0.0%Prev: 0.0% | 456 SH | Increased+59 SH |
| VERIZON COMMUNICATIONS INC | COM | $242K | 0.0%Prev: 0.0% | 5,931 SH | Decreased-752 SH |
| VISA INC | COM CL A | $1.9M | 0.3%Prev: 0.3% | 5,436 SH | Decreased-371 SH |
| WALMART INC | COM | $862K | 0.1%Prev: 0.1% | 7,739 SH | Increased-337 SH |
| 13F-HR |
| 0001172661-26-002983 |
| $790.6M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002640 | $624.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001755 | $689.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001595 | $571.6M | View |