Baron Silver Stevens Financial Advisors, LLC ETF holdings
Boca Raton, FL
Reported $707.1M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$707.1M
ETFs held
71
Change from prior quarter
+12.9%
With price moves
ETFs as a share of its 13F
89.4%
of $790.6M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $65.7M | 87,712 | +418 shares |
| IWF | iShares Russell 1000 Growth ETF | $60.5M | 487,084 | +368,872 shares |
| VTV | Vanguard Morningstar Value ETF | $57.8M | 265,398 | −525 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $53.9M | 145,696 | −1,103 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $45.2M | 456,728 | +31,353 shares |
| VIG | Vanguard Dividend Appreciation ETF | $43.4M | 183,565 | +3,183 shares |
| BND | Vanguard Total Bond Market ETF | $31.1M | 423,082 | +22,985 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $29.4M | 381,125 | +2,789 shares |
| VXUS | Vanguard Total International Stock ETF | $26.5M | 310,372 | −2,053 shares |
| VUG | Vanguard Morningstar Growth ETF | $25.7M | 298,638 | +250,227 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001851395. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Baron Silver Stevens Financial Advisors, LLC own?
Baron Silver Stevens Financial Advisors, LLC reported 71 ETF positions worth $707.1M in its Form 13F for June 30, 2026. The largest was IVV, at $65.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.