BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 790,592
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 140 | 790,592 | 13F-HR | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
| Q1 2026 | 5/13/2026 | 134 | 689,194 | 13F-HR | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.83 K | 10.2% | 17.86 K | 0 | 17.86 K |
| ETFs | 704.4 K | 89.1% | 82.84 K | 0 | 82.84 K |
| Debt | 5.361 K | 0.7% | 699 | 0 | 699 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
790,592
Holdings
140
QoQ value change ($000)
101,398
(14.7%)
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.