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Portfolio (Quarterly) Guide ↗

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

· CIK 0001851395
13F Portfolio $791M AUM 140 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 140 New
Page 3 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEA VANGUARD TAX-MANAGED FDS 37,297.0 $2.7M 0.34% NEW $71.25 +2.2%
42 VEU VANGUARD INTL EQUITY INDEX F 29,481.0 $2.5M 0.31% NEW $83.75 +1.4%
43 NVDA NVIDIA CORPORATION Technology 12,257.0 $2.5M 0.31% NEW $200.09 +8.7%
44 GOOG ALPHABET INC Communication Services 6,700.0 $2.4M 0.30% NEW $353.33 -3.3%
45 BERKSHIRE HATHAWAY INC DEL 3,747.0 $1.9M 0.24% NEW $500.39
46 VTIP VANGUARD MALVERN FDS 36,792.0 $1.8M 0.23% NEW $50.23 -0.9%
47 V VISA INC Financial Services 5,136.0 $1.8M 0.22% NEW $343.13 +6.5%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,811.0 $1.7M 0.21% NEW $935.64 +2.3%
49 META META PLATFORMS INC Communication Services 2,946.0 $1.7M 0.21% NEW $563.30 -3.1%
50 CINF CINCINNATI FINL CORP Financial Services 8,027.0 $1.5M 0.19% NEW $185.14 -9.0%
51 IBDR ISHARES TR 60,718.0 $1.5M 0.19% NEW $24.23 -0.1%
52 FBND FIDELITY MERRIMACK STR TR 30,990.0 $1.4M 0.18% NEW $45.49 -0.9%
53 IBDT ISHARES TR 54,236.0 $1.4M 0.17% NEW $25.25 -0.2%
54 JNJ JOHNSON & JOHNSON Healthcare 5,253.0 $1.3M 0.17% NEW $253.98 +7.7%
55 AMAT APPLIED MATLS INC Technology 1,795.0 $1.3M 0.16% NEW $723.05 -31.4%
56 TSLA TESLA INC Consumer Cyclical 3,057.0 $1.3M 0.16% NEW $420.60 -16.5%
57 AVGO BROADCOM INC Technology 3,400.0 $1.3M 0.16% NEW $377.79 -4.1%
58 NEE NEXTERA ENERGY INC Utilities 14,599.0 $1.3M 0.16% NEW $87.77 -2.1%
59 IWD ISHARES TR 5,193.0 $1.3M 0.16% NEW $242.45 +6.7%
60 PEP PEPSICO INC Consumer Defensive 9,201.0 $1.2M 0.16% NEW $135.40 +5.3%
Page 3 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 17.3%
Communication Services 10.2%
Healthcare 7.5%
Consumer Defensive 7.4%
Consumer Cyclical 6.4%
Industrials 5.3%
Utilities 3.9%
Energy 1.9%
Basic Materials 0.4%