Notify me when BARON SILVER STEVENS FINANCIAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 132 | $692,899,923 | +$23,483,527 | -$24,129,529 | -$646,002 | IVV, IWF, VTV, VTI, VIG | 13F-HR | 06 Feb 2026, 12:44 |
| Q3 2025 | 146 | $683,163,411 | +$29,646,254 | -$10,450,597 | +$19,195,657 | IVV, IWF, VTV, VTI, VIG | 13F-HR | 28 Oct 2025, 13:48 |
| Q2 2025 | 144 | $624,460,855 | +$31,647,372 | -$17,325,934 | +$14,321,438 | IVV, IWF, VTV, VTI, AGG | 13F-HR | 17 Jul 2025, 14:44 |
| Q1 2025 | 124 | $571,582,224 | +$11,197,869 | -$15,202,596 | -$4,004,727 | VTV, IVV, IWF, VTI, AGG | 13F-HR | 07 May 2025, 10:49 |
| Q4 2024 | 127 | $589,248,305 | +$24,129,381 | -$2,049,756 | +$22,079,625 | IVV, IWF, VTV, VTI, AGG | 13F-HR | 17 Jan 2025, 16:56 |
| Q3 2024 | 120 | $572,765,089 | +$21,833,252 | -$7,222,366 | +$14,610,886 | VTV, IVV, IWF, VTI, AGG | 13F-HR | 28 Oct 2024, 16:37 |
| Q2 2024 | 112 | $527,465,604 | +$12,876,865 | -$9,572,263 | +$3,304,602 | IVV, IWF, VTV, VTI, AGG | 13F-HR | 18 Jul 2024, 15:53 |
| Q1 2024 | 127 | $517,409,983 | +$34,902,387 | -$5,518,708 | +$29,383,679 | IVV, VTV, IWF, VTI, VIG | 13F-HR | 02 May 2024, 14:44 |
| Q4 2023 | 105 | $476,737,457 | +$19,443,222 | -$26,416,051 | -$6,972,829 | VTV, IVV, IWF, VTI, AGG | 13F-HR | 07 Feb 2024, 11:11 |
| Q3 2023 | 106 | $441,911,196 | +$20,085,966 | -$16,299,207 | +$3,786,759 | VTV, IWF, IVV, VTI, AGG | 13F-HR | 31 Oct 2023, 15:27 |
| Q2 2023 | 109 | $455,834,841 | +$53,626,666 | -$1,613,867 | +$52,012,799 | IWF, IVV, VTV, VTI, VIG | 13F-HR | 24 Jul 2023, 16:59 |
| Q1 2023 | 102 | $384,126,892 | +$4,365,330 | -$47,281,437 | -$42,916,107 | IVV, VTV, VTI, IWF, VIG | 13F-HR | 18 Apr 2023, 12:31 |
| Q4 2022 | 97 | $406,537,402 | +$59,982,421 | -$1,885,983 | +$58,096,438 | VTV, IVV, IWF, VTI, VIG | 13F-HR | 30 Jan 2023, 15:48 |
| Q3 2022 | 100 | $31,856,277 | $0 | $0 | $0 | AGG, IJH, VEA, VEU, GOOGL | 13F-HR | 02 Nov 2022, 09:55 |
| Q2 2022 | 104 | $386,654,000 | +$27,647,561 | -$7,121,358 | +$20,526,203 | VTV, IVV, IWF, VTI, VIG | 13F-HR | 26 Jul 2022, 12:51 |
| Q1 2022 | 95 | $426,570,000 | +$36,900,061 | -$10,649,311 | +$26,250,750 | IWF, IVV, VTV, VTI, VIG | 13F-HR | 03 May 2022, 13:12 |
| Q4 2021 | 78 | $422,814,000 | +$29,862,559 | -$11,550,846 | +$18,311,713 | IWF, IVV, VTI, VTV, USMV | 13F-HR | 31 Jan 2022, 12:15 |
| Q3 2021 | 74 | $375,141,000 | +$35,380,397 | -$26,784,159 | +$8,596,238 | IWF, IVV, VTI, USMV, VTV | 13F-HR | 12 Nov 2021, 12:01 |
| Q2 2021 | 87 | $368,653,000 | +$185,244,953 | -$10,479,426 | +$174,765,527 | USMV, IWF, IVV, VTI, IJH | 13F-HR | 27 Jul 2021, 11:23 |
| Q1 2021 | 48 | $183,869,000 | +$9,696,247 | -$126,950,167 | -$117,253,920 | USMV, IVV, ACWV, IJH, IJR | 13F-HR | 27 Apr 2021, 13:33 |
| Q4 2020 | 486 | $292,024,000 | $0 | $0 | $0 | USMV, IWF, IVV, VTI, ACWV | 13F-HR | 19 Mar 2021, 11:04 |