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Manager record

Baron Silver Stevens Financial Advisors, Llc

Boca Raton, FL · CIK 1851395 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$790.59MReported 13F valueQ2 2026 · as filed
140Holdings listed
+14.7%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $624.5M$624.5MQ2 2025144 holdingsQ3 2025: $683.2M$683.2MQ3 2025146 holdingsQ4 2025: $692.9M$692.9MQ4 2025132 holdingsQ1 2026: $689.2M$689.2MQ1 2026134 holdingsQ2 2026: $790.6M$790.6MQ2 2026140 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$790.59M · 140 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$689.19M · 134 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$692.90M · 132 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$683.16M · 146 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$624.46M · 144 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology