Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors reported 138 stocks worth $788M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (8.3%), IWF (7.7%) and VTV (7.3%). Compared with Q1 2026, the fund opened new positions in CINF, IBDU and QQQ, added to IVV, IWF and AGG, trimmed VTV, VTI and VXUS and sold out of IBDR, IBDS and IBHG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $65.7M | 8.3% | 88K | +418 (+0%) | 8 of 8 | |
| 2 |  IWF Ishares TR | $60.5M | 7.7% | 487K | +369K (+312%) | 8 of 8 | |
| 3 |  VTV Vanguard Index Fds | $57.8M | 7.3% | 265K | −525 (−0%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $53.9M | 6.8% | 146K | −1,103 (−1%) | 8 of 8 | |
| 5 |  AGG Ishares TR | $45.2M | 5.7% | 457K | +31K (+7%) | 8 of 8 | |
| 6 |  VIG Vanguard Dividend Appreciation ETF | $43.4M | 5.5% | 184K | +3,183 (+2%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $31.1M | 3.9% | 423K | +23K (+6%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $29.4M | 3.7% | 381K | +2,789 (+1%) | 8 of 8 | |
| 9 |  VXUS Vanguard Star Fds | $26.5M | 3.4% | 310K | −2,053 (−1%) | 8 of 8 | |
| 10 |  VUG Vanguard Index Fds | $25.7M | 3.3% | 299K | +250K (+517%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDR Ishares TR | $1.6M | 66K |
 IBDS Ishares TR | $1.1M | 45K |
HONEYWELL INTL INC | $331K | 1,464 |
 IBHG Ishares TR | $297K | 13K |
 T At&T Inc | $269K | 9,267 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baron Silver Stevens Financial Advisors 13F FAQ
What does Baron Silver Stevens Financial Advisors own?
Baron Silver Stevens Financial Advisors reported 138 stocks worth $788M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (8.3%), IWF (7.7%) and VTV (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Baron Silver Stevens Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 56 added to, 38 trimmed and 10 sold out. New positions include CINF, IBDU and QQQ. It sold all of IBDR, IBDS and IBHG.
When will Baron Silver Stevens Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Baron Silver Stevens Financial Advisors's portfolio worth?
The Q2 2026 filing reports $788M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.