BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 692,900
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 132 | 692,900 | 13F-HR | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
| Q3 2025 | 10/28/2025 | 146 | 683,163 | 13F-HR | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
| Q2 2025 | 7/17/2025 | 144 | 624,461 | 13F-HR | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 356 K | 51.4% | 1.951 K | 0 | 1.951 K |
| ETFs | 330.7 K | 47.7% | 8.908 K | 0 | 8.908 K |
| Debt | 5.812 K | 0.8% | 0 | 709 | -709 |
| Other | 354 | 0.1% | 0 | 412 | -412 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
692,900
Holdings
132
QoQ value change ($000)
9,737
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.