Baron Silver Stevens Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 155 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer companies. The largest individual stock holding is Apple Inc., for which the firm reported 19,432,237 shares. Microsoft Corporation is the second-largest holding, with 7,185,143 shares. Other notable positions include Amazon.com Inc. (3,257,387 shares), Alphabet Inc. Class A (3,296,376 shares), and NVIDIA Corporation (3,229,522 shares).
Financial sector exposure is also significant, with JPMorgan Chase & Co. (4,833,350 shares) and Berkshire Hathaway Inc. Class B (1,958,935 shares) appearing in the top positions. The filing also includes a substantial allocation to exchange-traded funds (ETFs), including the Invesco S&P 500 ETF (7,789,78 shares), the Vanguard S&P 500 ETF (17,897,062 shares), and various bond and international equity ETFs.
