Q: What stocks does BARON SILVER STEVENS FINANCIAL ADVISORS LLC hold in its portfolio?

BARON SILVER STEVENS FINANCIAL ADVISORS LLC's top stock holdings include AAPL, IVV, IWF and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 1

What stocks does BARON SILVER STEVENS FINANCIAL ADVISORS LLC hold in its portfolio?

Accepted Answer

BARON SILVER STEVENS FINANCIAL ADVISORS LLC is an institutional investor tracked through 13F filings with the SEC. Their most recent filing (Tue, Jun 30, 2026) reported approximately $791M in holdings.

Top holdings: AAPL ($19M), IVV ($66M), IWF ($60M), MSFT ($4.94M), JPM ($4.69M).

Question 2

What are BARON SILVER STEVENS FINANCIAL ADVISORS LLC's largest stock holdings?

Accepted Answer

BARON SILVER STEVENS FINANCIAL ADVISORS LLC is an institutional investor tracked through 13F filings with the SEC. Their most recent filing (Tue, Jun 30, 2026) reported approximately $791M in holdings.

Top holdings: AAPL ($19M), IVV ($66M), IWF ($60M), MSFT ($4.94M), JPM ($4.69M).

Question 3

When was BARON SILVER STEVENS FINANCIAL ADVISORS LLC's last SEC filing?

Accepted Answer

BARON SILVER STEVENS FINANCIAL ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BARON SILVER STEVENS FINANCIAL ADVISORS LLC recently bought or sold?

Accepted Answer

BARON SILVER STEVENS FINANCIAL ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BARON SILVER STEVENS FINANCIAL ADVISORS LLC reported?

Accepted Answer

BARON SILVER STEVENS FINANCIAL ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BARON SILVER STEVENS FINANCIAL ADVISORS LLC invest in?

Accepted Answer

BARON SILVER STEVENS FINANCIAL ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.