Baron Silver Stevens Financial Advisors, LLC reported 68 positions worth $81.51M for the quarter ended Jun 30, 2026, up 27.3% on the prior quarter. It opened 5 new positions, added to 22, trimmed 25 and exited 5. Its largest holding is Apple Inc. at 23.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +26.4K | +65.6% | $7.64M | 23.68% |
| JPM Jpmorgan Chase & Co | +6,320 | +78.9% | $2.07M | 5.76% |
| CINF Cincinnati Financial Corp | +8,027 | – | $1.49M | 1.82% |
| AMD Advanced Micro Devices Inc | +813 | – | $472.28K | 0.579% |
| XOM ExxonMobil Holdings Corp | +3,374 | +107.1% | $461.31K | 1.09% |
| KLAC Kla Corp | +1,030 | – | $310.76K | 0.381% |
| ANET Arista Networks, Inc. | +1,747 | – | $296.78K | 0.364% |
| BA Boeing Co | +959 | – | $207.60K | 0.255% |
| IBM International Business Machines Corp | +491 | +34.6% | $138.07K | 0.659% |
| BRK-B Berkshire Hathaway Inc | +226 | +6.4% | $113.09K | 2.3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HON Honeywell International Inc | -732 | -100.0% | $331.04K | Exited |
| T At&T Inc. | -9,267 | -100.0% | $268.66K | Exited |
| ABT Abbott Laboratories | -2,471 | -100.0% | $253.70K | Exited |
| IAU Ishares Gold Trust | -2,569 | -100.0% | $226.48K | Exited |
| SHOP Shopify Inc. | -1,737 | -100.0% | $206.04K | Exited |
| V Visa Inc. | -300 | -5.5% | $102.94K | 2.16% |
| MSFT Microsoft Corp | -154 | -1.1% | $57.45K | 6.07% |
| MCD Mcdonalds Corp | -188 | -8.4% | $50.82K | 0.677% |
| GOOG Alphabet Inc. | -100 | -1.5% | $35.33K | 2.9% |
| ASML Asml Holding Nv | -16 | -7.5% | $31.83K | 0.483% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 66.7K | $19.31M | 23.68% | +26.4K | +65.6% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 13.3K | $4.94M | 6.07% | -154 | -1.1% | Reduced | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 14.3K | $4.69M | 5.76% | +6,320 | +78.9% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 9,143 | $3.27M | 4.01% | +90 | +1.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 12.2K | $2.91M | 3.57% | +2 | +0.0% | Added | 0% |
| 6 | NVDA Nvidia Corp | Technology | 12.3K | $2.45M | 3.01% | -39 | -0.3% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 6,700 | $2.37M | 2.9% | -100 | -1.5% | Reduced | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,747 | $1.87M | 2.3% | +226 | +6.4% | Added | 0% |
| 9 | V Visa Inc. | Financial Services | 5,136 | $1.76M | 2.16% | -300 | -5.5% | Reduced | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 1,811 | $1.69M | 2.08% | -19 | -1.0% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 2,946 | $1.66M | 2.04% | +16 | +0.5% | Added | 0% |
| 12 | CINF Cincinnati Financial Corp | Financial Services | 8,027 | $1.49M | 1.82% | +8,027 | – | New | 0.01% |
| 13 | JNJ Johnson & Johnson | Healthcare | 5,253 | $1.33M | 1.64% | +276 | +5.5% | Added | 0% |
| 14 | AMAT Applied Materials Inc | Technology | 1,795 | $1.30M | 1.59% | 0 | 0.0% | Unchanged | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 3,057 | $1.29M | 1.58% | -26 | -0.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Baron Silver Stevens Financial Advisors.
As of its Q2 2026 13F filing, Baron Silver Stevens Financial Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 23.7%, Microsoft Corp (MSFT) at 6.1%, Jpmorgan Chase & Co (JPM) at 5.8%, Alphabet Inc. (GOOGL) at 4.0%, Amazon Com Inc (AMZN) at 3.6% of the reported portfolio.
Baron Silver Stevens Financial Advisors, LLC reported a 13F portfolio worth $81.51M across 68 positions for Q2 2026. That is up 27.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($7.64M), Jpmorgan Chase & Co ($2.07M), Cincinnati Financial Corp ($1.49M). It opened 5 new positions.
Its largest sales by value were Honeywell International Inc ($331.04K), At&T Inc. ($268.66K), Abbott Laboratories ($253.70K). It exited 5 positions entirely.
From the Form 13F-HR reports Baron Silver Stevens Financial Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.