SEC Form 13F

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$790,592,069
Positions140

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$65,686,64487,712
ISHARES TRIWFRUS 1000 GRW ETF$60,481,228487,084
VANGUARD INDEX FDSVTVVALUE ETF$57,838,202265,398
VANGUARD INDEX FDSVTITOTAL STK MKT$53,913,390145,696
ISHARES TRAGGCORE US AGGBD ET$45,206,947456,728
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$43,435,156183,565
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$31,058,465423,082
ISHARES TRIJHCORE S&P MCP ETF$29,388,606381,125
VANGUARD STAR FDSVXUSVG TL INTL STK F$26,533,713310,372
VANGUARD INDEX FDSVUGGROWTH ETF$25,724,710298,638

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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