Managers / Q1 2023 · view latest →
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 0001851395 · 4800 N. FEDERAL HIGHWAY, SUITE 210-A, BOCA RATON, FL, 33431 · 561-447-1997
Reported Value
$384M
Q1 2023
Positions
102
Filings on Record
22
2019–present window
Filed
Apr 18, 2023
original filing
Summary
Baron Silver Stevens Financial Advisors, Llc reported $384M in U.S.-listed holdings across 102 positions for Q1 2023.
Its largest position, IVV, represents 8.2% of the portfolio.
Compared with Q4 2022, the fund opened 10 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $689M | 134 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $693M | 132 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $683M | 146 | Oct 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $624M | 144 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $572M | 124 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $589M | 127 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $573M | 120 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $527M | 112 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $517M | 127 | May 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $477M | 105 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $442M | 106 | Oct 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $456M | 109 | Jul 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $384M | 102 | Apr 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $406.5B | 97 | Jan 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $367M | 103 | Nov 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $387M | 104 | Jul 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $427M | 95 | May 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $423M | 78 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $375M | 74 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $369M | 87 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $184M | 48 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.