Baron Silver Stevens Financial Advisors, LLC

13F filer · CIK 0001851395

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$791MU.S. long equity reported on 13F

Positions756 new · 5 closed

Net flow last quarter+$12.5MBuys minus sells

Top 10 positions weight7.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 202675 positions
AAPLApple Inc.	$19.3M	2.44%	0.00%	+65.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.1M	1.27%	Not reported	-1.2%	Q4 2020
MSFTMicrosoft Corp	$4.94M	0.63%	0.00%	-1.2%	Q4 2020
JPMJPMorgan Chase & Co	$4.69M	0.59%	0.00%	+78.9%	Q4 2020
VLUEiSHARES TRUST	$4.04M	0.51%	Not reported	-8.2%	Q4 2023
GOOGLAlphabet Inc.	$3.27M	0.41%	0.00%	+1.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.16M	0.40%	Not reported	+0.4%	Q4 2020
AMZNAmazon Com Inc	$2.91M	0.37%	0.00%	0.0%	Q4 2020
NVDANvidia Corp	$2.45M	0.31%	0.00%	-0.3%	Q4 2020
GOOGAlphabet Inc.	$2.37M	0.30%	Not reported	-1.5%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.87M	0.24%	Not reported	+6.4%	Q4 2020
VVisa Inc.	$1.76M	0.22%	0.00%	-5.5%	Q4 2020
COSTCostco Wholesale Corp	$1.69M	0.21%	0.00%	-1.0%	Q4 2020
METAMeta Platforms, Inc.	$1.66M	0.21%	Not reported	+0.6%	Q4 2020
CINFCincinnati Financial Corp	$1.49M	0.19%	0.01%	Not reported	Q4 2025
JNJJohnson & Johnson	$1.33M	0.17%	0.00%	+5.6%	Q4 2020
AMATApplied Materials Inc	$1.3M	0.16%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$1.29M	0.16%	0.00%	-0.8%	Q4 2020
AVGOBroadcom Inc.	$1.28M	0.16%	0.00%	+3.3%	Q4 2020
NEENextera Energy Inc	$1.28M	0.16%	0.00%	+4.2%	Q4 2020
PEPPepsico Inc	$1.25M	0.16%	0.00%	-0.7%	Q4 2020
PGPROCTER & GAMBLE Co	$1.17M	0.15%	0.00%	-1.1%	Q4 2020
TTTrane Technologies plc	$1.02M	0.13%	0.00%	Not reported	Q4 2020
DISWalt Disney Co	$1.01M	0.13%	0.00%	-0.2%	Q4 2020
LLYELI LILLY & Co	$931K	0.12%	0.00%	-1.2%	Q4 2020
GILDGilead Sciences, Inc.	$906K	0.11%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$895K	0.11%	0.00%	+2.9%	Q4 2020
XOMExxonMobil Holdings Corp	$892K	0.11%	0.00%	+107.2%	Q4 2020
WMTWalmart Inc.	$861K	0.11%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$846K	0.11%	0.00%	+2.2%	Q4 2020
SOSouthern Co	$801K	0.10%	0.00%	+3.6%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$753K	0.10%	Not reported	Not reported	Q4 2020
CVXChevron Corp	$718K	0.09%	0.00%	-3.3%	Q4 2020
GLDSPDR Gold Trust	$687K	0.09%	0.00%	-3.1%	Q4 2020
UNHUnitedhealth Group Inc	$650K	0.08%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$627K	0.08%	0.00%	-2.6%	Q4 2020
MOAltria Group, Inc.	$596K	0.08%	0.00%	+13.7%	Q4 2020
CSCOCisco Systems, Inc.	$584K	0.07%	0.00%	-0.6%	Q4 2020
MCDMcdonalds Corp	$552K	0.07%	0.00%	-8.4%	Q4 2020
MAMastercard Inc	$551K	0.07%	0.00%	+4.9%	Q4 2020
RTXRTX Corp	$549K	0.07%	0.00%	+0.2%	Q4 2020
PFEPfizer Inc	$543K	0.07%	0.00%	-1.3%	Q4 2020
IBMInternational Business Machines Corp	$537K	0.07%	0.00%	+34.6%	Q4 2020
ABBVAbbVie Inc.	$500K	0.06%	0.00%	-0.8%	Q4 2020
DUKDuke Energy CORP	$491K	0.06%	0.00%	-2.0%	Q4 2020
SPABASTROTECH Corp	$486K	0.06%	Not reported	Not reported	Q1 2026
AMDAdvanced Micro Devices Inc	$472K	0.06%	0.00%	Not reported	Q1 2024
EDConsolidated Edison Inc	$439K	0.06%	0.00%	Not reported	Q4 2020
APHAmphenol Corp	$400K	0.05%	0.00%	+2.5%	Q4 2020
ASMLAsml Holding NV	$394K	0.05%	0.00%	-7.5%	Q2 2021

Q1 2026Reported May 13, 202674 positions
AAPLApple Inc.	$10.2M	1.48%	0.00%	-4.1%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.53M	1.38%	Not reported	-1.5%	Q4 2020
MSFTMicrosoft Corp	$4.96M	0.72%	0.00%	-2.2%	Q4 2020
VLUEiSHARES TRUST	$3.13M	0.45%	Not reported	-2.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.74M	0.40%	Not reported	Not reported	Q4 2020
GOOGLAlphabet Inc.	$2.6M	0.38%	0.00%	-9.2%	Q4 2020
AMZNAmazon Com Inc	$2.54M	0.37%	0.00%	-0.7%	Q4 2020
JPMJPMorgan Chase & Co	$2.36M	0.34%	0.00%	-45.2%	Q4 2020
NVDANvidia Corp	$2.14M	0.31%	0.00%	-9.8%	Q4 2020
GOOGAlphabet Inc.	$1.95M	0.28%	Not reported	-8.0%	Q4 2020
COSTCostco Wholesale Corp	$1.82M	0.26%	0.00%	-4.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.69M	0.24%	Not reported	-14.1%	Q4 2020
METAMeta Platforms, Inc.	$1.68M	0.24%	Not reported	+2.1%	Q4 2020
VVisa Inc.	$1.64M	0.24%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$1.44M	0.21%	0.00%	-0.4%	Q4 2020
NEENextera Energy Inc	$1.3M	0.19%	0.00%	-2.1%	Q4 2020
JNJJohnson & Johnson	$1.22M	0.18%	0.00%	-11.8%	Q4 2020
PGPROCTER & GAMBLE Co	$1.16M	0.17%	0.00%	-21.0%	Q4 2020
TSLATesla, Inc.	$1.15M	0.17%	0.00%	-1.6%	Q4 2020
AVGOBroadcom Inc.	$1.02M	0.15%	0.00%	+2.3%	Q4 2020
DISWalt Disney Co	$1.01M	0.15%	0.00%	+2.6%	Q4 2020
GILDGilead Sciences, Inc.	$1M	0.15%	0.00%	-1.2%	Q4 2020
WMTWalmart Inc.	$945K	0.14%	0.00%	-1.8%	Q4 2020
CVXChevron Corp	$926K	0.13%	0.00%	+12.3%	Q4 2020
TTTrane Technologies plc	$866K	0.13%	0.00%	Not reported	Q4 2020
GLDSPDR Gold Trust	$828K	0.12%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$814K	0.12%	0.00%	+62.4%	Q4 2020
SOSouthern Co	$780K	0.11%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$722K	0.10%	0.00%	-8.7%	Q4 2020
MCDMcdonalds Corp	$693K	0.10%	0.00%	-2.2%	Q4 2020
PFEPfizer Inc	$642K	0.09%	0.00%	Not reported	Q4 2020
AMATApplied Materials Inc	$614K	0.09%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$600K	0.09%	0.00%	-12.3%	Q4 2020
RTXRTX Corp	$557K	0.08%	0.00%	-1.4%	Q4 2020
CATCaterpillar Inc	$550K	0.08%	0.00%	-3.6%	Q4 2020
XOMExxonMobil Holdings Corp	$534K	0.08%	0.00%	-49.6%	Q4 2020
DUKDuke Energy CORP	$518K	0.08%	0.00%	+23.9%	Q4 2020
MAMastercard Inc	$511K	0.07%	0.00%	-7.8%	Q4 2020
SPABASTROTECH Corp	$488K	0.07%	Not reported	New	Q1 2026
MOAltria Group, Inc.	$481K	0.07%	0.00%	Not reported	Q4 2020
EDConsolidated Edison Inc	$449K	0.07%	0.00%	-3.6%	Q4 2020
NOCNorthrop Grumman Corp	$441K	0.06%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$435K	0.06%	0.00%	Not reported	Q4 2020
UNHUnitedhealth Group Inc	$423K	0.06%	0.00%	+102.2%	Q4 2020
CSCOCisco Systems, Inc.	$388K	0.06%	0.00%	+3.4%	Q4 2020
IBMInternational Business Machines Corp	$344K	0.05%	0.00%	-25.7%	Q4 2020
LMTLockheed Martin Corp	$341K	0.05%	0.00%	-2.1%	Q4 2020
AXPAmerican Express Co	$335K	0.05%	0.00%	-23.3%	Q4 2020
HONHoneywell International Inc	$331K	0.05%	0.00%	-3.1%	Q4 2020
CSXCSX Corp	$317K	0.05%	0.00%	Not reported	Q4 2020

Q4 2025Reported Feb 6, 202671 positions
AAPLApple Inc.	$11.4M	1.65%	0.00%	-40.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.38M	1.35%	Not reported	+0.1%	Q4 2020
MSFTMicrosoft Corp	$6.63M	0.96%	0.00%	-23.0%	Q4 2020
JPMJPMorgan Chase & Co	$4.71M	0.68%	0.00%	+75.6%	Q4 2020
GOOGLAlphabet Inc.	$3.12M	0.45%	0.00%	-2.3%	Q4 2020
VLUEiSHARES TRUST	$3.08M	0.44%	Not reported	+16.7%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.87M	0.41%	Not reported	+4.9%	Q4 2020
AMZNAmazon Com Inc	$2.84M	0.41%	0.00%	-4.3%	Q4 2020
NVDANvidia Corp	$2.54M	0.37%	0.00%	-19.8%	Q4 2020
GOOGAlphabet Inc.	$2.32M	0.33%	Not reported	-31.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.06M	0.30%	Not reported	+20.4%	Q4 2020
VVisa Inc.	$1.91M	0.28%	0.00%	-6.4%	Q4 2020
METAMeta Platforms, Inc.	$1.89M	0.27%	Not reported	-12.7%	Q4 2020
COSTCostco Wholesale Corp	$1.64M	0.24%	0.00%	+8.6%	Q4 2020
PGPROCTER & GAMBLE Co	$1.46M	0.21%	0.00%	-4.9%	Q4 2020
TSLATesla, Inc.	$1.41M	0.20%	0.00%	-9.5%	Q4 2020
PEPPepsico Inc	$1.34M	0.19%	0.00%	-2.2%	Q4 2020
CINFCincinnati Financial Corp	$1.32M	0.19%	0.01%	New	Q4 2025
JNJJohnson & Johnson	$1.17M	0.17%	0.00%	+0.8%	Q4 2020
DISWalt Disney Co	$1.16M	0.17%	0.00%	-1.6%	Q4 2020
NEENextera Energy Inc	$1.15M	0.17%	0.00%	+1.4%	Q4 2020
AVGOBroadcom Inc.	$1.11M	0.16%	0.00%	-11.8%	Q4 2020
LLYELI LILLY & Co	$924K	0.13%	0.00%	-14.5%	Q4 2020
GILDGilead Sciences, Inc.	$891K	0.13%	0.00%	+3.4%	Q4 2020
WMTWalmart Inc.	$862K	0.12%	0.00%	-4.2%	Q4 2020
TTTrane Technologies plc	$809K	0.12%	0.00%	-0.8%	Q4 2020
GLDSPDR Gold Trust	$763K	0.11%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$751K	0.11%	0.00%	+59.2%	Q4 2020
HDHome Depot, Inc.	$716K	0.10%	0.00%	-5.5%	Q4 2020
MCDMcdonalds Corp	$697K	0.10%	0.00%	-1.9%	Q4 2020
MAMastercard Inc	$633K	0.09%	0.00%	-15.7%	Q4 2020
CVXChevron Corp	$607K	0.09%	0.00%	-10.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$584K	0.08%	Not reported	+5.6%	Q4 2020
PFEPfizer Inc	$569K	0.08%	0.00%	-4.7%	Q4 2020
IBMInternational Business Machines Corp	$565K	0.08%	0.00%	+52.6%	Q4 2020
RTXRTX Corp	$537K	0.08%	0.00%	-11.5%	Q4 2020
AXPAmerican Express Co	$535K	0.08%	0.00%	-9.6%	Q4 2020
CATCaterpillar Inc	$462K	0.07%	0.00%	-8.5%	Q4 2020
AMATApplied Materials Inc	$461K	0.07%	0.00%	-7.0%	Q4 2020
ABBVAbbVie Inc.	$457K	0.07%	0.00%	-15.5%	Q4 2020
MRKMerck & Co., Inc.	$439K	0.06%	0.00%	-0.9%	Q4 2020
MOAltria Group, Inc.	$420K	0.06%	0.00%	-2.1%	Q4 2020
EDConsolidated Edison Inc	$409K	0.06%	0.00%	-2.4%	Q4 2020
DUKDuke Energy CORP	$374K	0.05%	0.00%	-3.5%	Q4 2020
CSCOCisco Systems, Inc.	$372K	0.05%	0.00%	-9.0%	Q4 2020
PMPhilip Morris International Inc.	$368K	0.05%	0.00%	-5.8%	Q4 2020
GSGoldman Sachs Group Inc	$326K	0.05%	0.00%	-15.9%	Q4 2020
ABTAbbott Laboratories	$311K	0.04%	0.00%	-17.7%	Q4 2020
APHAmphenol Corp	$299K	0.04%	0.00%	-26.0%	Q4 2020
HONHoneywell International Inc	$295K	0.04%	0.00%	+4.7%	Q4 2020

Q3 2025Reported Oct 28, 202579 positions
AAPLApple Inc.	$18M	2.63%	0.00%	+8.5%	Q4 2020
MSFTMicrosoft Corp	$9.22M	1.35%	0.00%	+35.7%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.2M	1.35%	Not reported	-0.8%	Q4 2020
NVDANvidia Corp	$3.17M	0.46%	0.00%	-6.8%	Q4 2020
AMZNAmazon Com Inc	$2.82M	0.41%	0.00%	-2.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$2.68M	0.39%	Not reported	+0.2%	Q4 2020
JPMJPMorgan Chase & Co	$2.63M	0.38%	0.00%	-3.4%	Q4 2020
GOOGAlphabet Inc.	$2.62M	0.38%	Not reported	+30.1%	Q4 2020
GOOGLAlphabet Inc.	$2.48M	0.36%	0.00%	-3.6%	Q4 2020
VLUEiSHARES TRUST	$2.42M	0.35%	Not reported	-13.0%	Q4 2023
METAMeta Platforms, Inc.	$2.41M	0.35%	Not reported	+3.4%	Q4 2020
VVisa Inc.	$1.98M	0.29%	0.00%	-1.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.71M	0.25%	Not reported	-1.3%	Q4 2020
PGPROCTER & GAMBLE Co	$1.64M	0.24%	0.00%	+5.6%	Q4 2020
COSTCostco Wholesale Corp	$1.63M	0.24%	0.00%	-1.7%	Q4 2020
TSLATesla, Inc.	$1.54M	0.23%	0.00%	-7.3%	Q4 2020
PEPPepsico Inc	$1.34M	0.20%	0.00%	+152.1%	Q4 2020
AVGOBroadcom Inc.	$1.2M	0.18%	0.00%	-2.8%	Q4 2020
DISWalt Disney Co	$1.19M	0.17%	0.00%	+244.6%	Q4 2020
NEENextera Energy Inc	$1.07M	0.16%	0.00%	-6.5%	Q4 2020
JNJJohnson & Johnson	$1.04M	0.15%	0.00%	-1.2%	Q4 2020
HDHome Depot, Inc.	$892K	0.13%	0.00%	-2.2%	Q4 2020
TTTrane Technologies plc	$884K	0.13%	0.00%	-14.6%	Q4 2020
WMTWalmart Inc.	$832K	0.12%	0.00%	-4.4%	Q4 2020
GILDGilead Sciences, Inc.	$780K	0.11%	0.00%	-0.8%	Q4 2020
LLYELI LILLY & Co	$767K	0.11%	0.00%	+8.4%	Q4 2020
MAMastercard Inc	$747K	0.11%	0.00%	-0.9%	Q4 2020
MCDMcdonalds Corp	$706K	0.10%	0.00%	-2.2%	Q4 2020
CVXChevron Corp	$689K	0.10%	0.00%	+13.4%	Q4 2020
GLDSPDR Gold Trust	$684K	0.10%	0.00%	+0.3%	Q4 2020
PFEPfizer Inc	$611K	0.09%	0.00%	+144.4%	Q4 2020
RTXRTX Corp	$554K	0.08%	0.00%	+0.7%	Q4 2020
ABBVAbbVie Inc.	$548K	0.08%	0.00%	-1.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$540K	0.08%	Not reported	Not reported	Q4 2020
AXPAmerican Express Co	$531K	0.08%	0.00%	Not reported	Q4 2020
MOAltria Group, Inc.	$492K	0.07%	0.00%	-6.0%	Q4 2020
XOMExxonMobil Holdings Corp	$442K	0.06%	0.00%	+21.8%	Q4 2020
EDConsolidated Edison Inc	$424K	0.06%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$420K	0.06%	0.00%	+4.1%	Q4 2020
DUKDuke Energy CORP	$409K	0.06%	0.00%	+4.1%	Q4 2020
ABTAbbott Laboratories	$404K	0.06%	0.00%	+77.5%	Q4 2020
AMATApplied Materials Inc	$395K	0.06%	0.00%	+1.6%	Q4 2020
PMPhilip Morris International Inc.	$395K	0.06%	0.00%	-14.0%	Q4 2020
APHAmphenol Corp	$370K	0.05%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$364K	0.05%	0.00%	+0.6%	Q4 2020
ORCLOracle Corp	$358K	0.05%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$353K	0.05%	0.00%	-13.2%	Q4 2020
IBMInternational Business Machines Corp	$353K	0.05%	0.00%	-15.4%	Q4 2020
GSGoldman Sachs Group Inc	$351K	0.05%	0.00%	+8.4%	Q4 2020
MSMorgan Stanley	$348K	0.05%	0.00%	+0.1%	Q4 2020

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