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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDU ISHARES TR 53,470.0 $1.2M 0.16% NEW $23.16 -0.3%
62 IBDS ISHARES TR 49,536.0 $1.2M 0.15% NEW $24.22 -0.2%
63 PG PROCTER & GAMBLE CO Consumer Defensive 7,956.0 $1.2M 0.15% NEW $146.65 -1.5%
64 TT TRANE TECHNOLOGIES PLC Industrials 2,079.0 $1.0M 0.13% NEW $491.16 -7.3%
65 DIS DISNEY WALT CO Communication Services 10,446.0 $1.0M 0.13% NEW $96.25 +11.1%
66 J P MORGAN EXCHANGE TRADED F 18,638.0 $943K 0.12% NEW $50.57
67 LLY ELI LILLY & CO Healthcare 775.0 $931K 0.12% NEW $1200.72 +6.7%
68 GILD GILEAD SCIENCES INC Healthcare 7,173.0 $906K 0.12% NEW $126.35 +16.8%
69 MRK MERCK & CO INC Healthcare 6,964.0 $895K 0.11% NEW $128.50 +18.5%
70 XOM EXXON MOBIL CORP Energy 6,523.0 $892K 0.11% NEW $136.73 +20.5%
71 WMT WALMART INC Consumer Defensive 7,602.0 $861K 0.11% NEW $113.26 +0.9%
72 CAT CATERPILLAR INC Industrials 794.0 $846K 0.11% NEW $1064.90 -23.4%
73 LRGF ISHARES TR 10,860.0 $821K 0.10% NEW $75.63 +3.6%
74 SO SOUTHERN CO Utilities 8,372.0 $801K 0.10% NEW $95.71 -3.7%
75 IBDV ISHARES TR 34,859.0 $760K 0.10% NEW $21.80 -0.7%
76 QQQ INVESCO QQQ TR Financial Services 1,023.0 $753K 0.10% NEW $736.40 -2.8%
77 CVX CHEVRON CORPORATION Energy 4,329.0 $718K 0.09% NEW $165.76 +24.1%
78 IBDW ISHARES TR 33,186.0 $692K 0.09% NEW $20.84 -0.9%
79 GLD SPDR GOLD TR Financial Services 1,866.0 $687K 0.09% NEW $368.38 +12.3%
80 UNH UNITEDHEALTH GROUP INC Healthcare 1,565.0 $650K 0.08% NEW $415.63 -6.5%
Page 4 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%