Skip to main content
Livermore
Livermore
ZHEN

Baron Silver Stevens Financial Advisors, LLC

SEC CIK
0001851395
Latest filing
Jul 31, 2026

The latest 13F from Baron Silver Stevens Financial Advisors, LLC covers Q2 2026 (filed Jul 31, 2026): 140 long positions worth $790.6M. The top 10 holdings make up 55.6% of the portfolio, and the largest is iShares Core S&P 500 ETF at 8.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$6.67M
Added
55
Est. +$28.3M
Reduced
38
Est. −$3.68M
Sold out
8
Est. −$2.08M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    8.3%$65.7M
  2. iShares Russell 1000 Growth ETF464287614
    7.7%$60.5M
  3. Vanguard Morningstar Value ETF922908744
    7.3%$57.8M
  4. Vanguard Morningstar Total Stock Market ETF922908769
    6.8%$53.9M
  5. iShares Core U.S. Aggregate Bond ETF464287226
    5.7%$45.2M

Share of portfolio

Top 5 holdings and the other 135 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF8.3%
  2. iShares Russell 1000 Growth ETF7.7%
  3. Vanguard Morningstar Value ETF7.3%
  4. Vanguard Morningstar Total Stock Market ETF6.8%
  5. iShares Core U.S. Aggregate Bond ETF5.7%
  6. Other 135 positions64.2%

Biggest buys

New and added positions, by estimated amount bought

  1. AAPLApple Inc.
    +$7.64MAddedHistory
  2. iShares Core U.S. Aggregate Bond ETF464287226
    +$3.10MAdded
  3. JPMJPMorgan Chase & Co
    +$2.07MAddedHistory
  4. J P Morgan Exchange Traded F46641Q647
    +$1.99MAdded
  5. iShares Russell 1000 Growth ETF464287614
    +$1.77MAddedConverted for a 4-for-1 split

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AAPLApple Inc.
    +0.96 pp1.5% → 2.4%History
  2. iShares Russell 1000 Growth ETF464287614
    +0.34 pp7.3% → 7.7%
  3. JPMJPMorgan Chase & Co
    +0.25 pp0.3% → 0.6%History
  4. CINFCincinnati Financial Corp
    +0.19 pp0.0% → 0.2%History
  5. Vanguard Morningstar Growth ETF922908736
    +0.19 pp3.1% → 3.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Scottsdale FDS92206C706
    −$1.02MReduced
  2. iShares Inc464286525
    −$690.5KReduced
  3. Vanguard Morningstar Total Stock Market ETF922908769
    −$408.2KReduced
  4. iShares Tr46432F388
    −$359.3KReduced
  5. HONHoneywell International Inc
    −$331.0KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Inc464286525
    −0.37 pp2.3% → 2.0%
  2. Vanguard Morningstar Value ETF922908744
    −0.25 pp7.6% → 7.3%
  3. Vanguard Scottsdale FDS92206C706
    −0.24 pp0.8% → 0.6%
  4. Vanguard Star FDS921909768
    −0.14 pp3.5% → 3.4%
  5. Vanguard High Dividend Yield Index ETF921946406
    −0.11 pp1.4% → 1.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$790.6M
+$101.4M (+14.7%) vs. prior quarter
Positions
140
+6 vs. prior quarter
Top 10 concentration
55.6%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
20.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $790.6M (Q2 2026)

Q1 2021: $183.9MQ2 2021: $368.7MQ3 2021: $375.1MQ4 2021: $422.8MQ1 2022: $426.6MQ2 2022: $386.7MQ3 2022: $171.6MQ4 2022: $406.5MQ1 2023: $384.1MQ2 2023: $455.8MQ3 2023: $441.9MQ4 2023: $476.7MQ1 2024: $517.4MQ2 2024: $527.5MQ3 2024: $572.8MQ4 2024: $589.2MQ1 2025: $571.6MQ2 2025: $624.5MQ3 2025: $683.2MQ4 2025: $692.9MQ1 2026: $689.2MQ2 2026: $790.6M
Q1 2021Q2 2026
13F filings of Baron Silver Stevens Financial Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026140$790.6MiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026May 13, 2026134$689.2MiShares Core S&P 500 ETFVanguard Morningstar Value ETFiShares Russell 1000 Growth ETFvs. Q4 2025SEC
Q4 2025Feb 6, 2026132$692.9MiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Value ETFvs. Q3 2025SEC
Q3 2025Oct 28, 2025146$683.2MiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Value ETFvs. Q2 2025SEC
Q2 2025Jul 17, 2025144$624.5MiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Value ETFvs. Q1 2025SEC
Q1 2025May 7, 2025124$571.6MVanguard Morningstar Value ETFiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFvs. Q4 2024SEC
Q4 2024Jan 17, 2025127$589.2MiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Value ETFvs. Q3 2024SEC
Q3 2024Oct 28, 2024120$572.8MVanguard Morningstar Value ETFiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFvs. Q2 2024SEC
Q2 2024Jul 18, 2024112$527.5MiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Value ETFvs. Q1 2024SEC
Q1 2024May 2, 2024127$517.4MiShares Core S&P 500 ETFVanguard Morningstar Value ETFiShares Russell 1000 Growth ETFvs. Q4 2023SEC
Q4 2023Feb 7, 2024105$476.7MVanguard Morningstar Value ETFiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFvs. Q3 2023SEC
Q3 2023Oct 31, 2023106$441.9MVanguard Morningstar Value ETFiShares Russell 1000 Growth ETFiShares Core S&P 500 ETFvs. Q2 2023SEC
Q2 2023Jul 24, 2023109$455.8MiShares Russell 1000 Growth ETFiShares Core S&P 500 ETFVanguard Morningstar Value ETFvs. Q1 2023SEC
Q1 2023Apr 18, 2023102$384.1MiShares Core S&P 500 ETFVanguard Morningstar Value ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2022SEC
Q4 2022Jan 30, 202397$406.5MVanguard Morningstar Value ETFiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFvs. Q3 2022SEC
Q3 2022Nov 2, 2022103$171.6MVanguard Star FDSVanguard S&P 500 ETFiShares Incvs. Q2 2022SEC
Q2 2022Jul 26, 2022104$386.7MVanguard Morningstar Value ETFiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFvs. Q1 2022SEC
Q1 2022May 3, 202295$426.6MiShares Russell 1000 Growth ETFiShares Core S&P 500 ETFVanguard Morningstar Value ETFvs. Q4 2021SEC
Q4 2021Jan 31, 202278$422.8MiShares Russell 1000 Growth ETFiShares Core S&P 500 ETFVanguard Morningstar Total Stock Market ETFvs. Q3 2021SEC
Q3 2021Nov 12, 202174$375.1MiShares Russell 1000 Growth ETFiShares Core S&P 500 ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2021SEC
Q2 2021Jul 27, 202187$368.7MiShares MSCI USA Min Vol Factor ETFiShares Russell 1000 Growth ETFiShares Core S&P 500 ETFvs. Q1 2021SEC
Q1 2021Apr 27, 202148$183.9MiShares MSCI USA Min Vol Factor ETFiShares Core S&P 500 ETFiShares Inc–SEC