SEC Form 13F · Q2 2026

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Institutional Holdings Report

13F-HRFL
$790.6M
Portfolio Value
140
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK
1851395
Accession No.
0001172661-26-002983
Location
Boca Raton, FL
Form Type
13F-HR
Portfolio Value
$790.6M
Holdings Reported
140
Reporting Period
Q2 2026
Filed
July 31, 2026

About this Filing

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is an institutional investment manager based in Boca Raton, FL reporting approximately $790.6M in 13(f) securities across 140 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.