Institutional Fund
Baron Silver Stevens Financial Advisors, LLC
Boca Raton, FLCIK 18513955 filings on record
Portfolio Value
$689.19M
Q1 2026
Holdings
134
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-0.5%
from $692.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.3%
- Vanguard Index Fds7.6%
- Ishares Tr7.3%
- Vanguard Index Fds6.8%
- Ishares Tr6.1%
- Vanguard Specialized Funds5.6%
- Other58.3%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 87.3K | $57.02M | 8.3% | +420 | Added |
| 2 | Vanguard Index Fds | 265.9K | $52.17M | 7.6% | +66 | Added |
| 3 | Ishares Tr | 118.2K | $50.41M | 7.3% | +2.5K | Added |
| 4 | Vanguard Index Fds | 146.8K | $47.09M | 6.8% | −815 | Reduced |
| 5 | Ishares Tr | 425.4K | $42.23M | 6.1% | +36.5K | Added |
| 6 | Vanguard Specialized Funds | 180.4K | $38.79M | 5.6% | +2.4K | Added |
| 7 | Vanguard Bd Index Fds | 400.1K | $29.46M | 4.3% | +34.9K | Added |
| 8 | Ishares Tr | 378.3K | $25.55M | 3.7% | +5.9K | Added |
| 9 | Vanguard Star Fds | 312.4K | $24.09M | 3.5% | +13.0K | Added |
| 10 | Vanguard Index Fds | 48.4K | $21.15M | 3.1% | +51 | Added |
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