Carrie Prusa

Baron Silver Stevens Financial Advisors, Llc

Assets Managed

$689.194M

Holdings

134

Last Quarter

2026 - Q1

Filed Date

1mo 11d ago

Growth Rate

-0.53%(2Q avg: 0.45%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Silver Stevens Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Baron Silver Stevens Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 689.194M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by Carrie Prusa, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.49%	8.28%	$57.022M 87,294 shares@ $653.22 avg price	Increased 0.49%
VTV Vanguard Value Etf Recent Activity Increased 0.03%	7.58%	$52.174M 265,923 shares@ $196.21 avg price	Increased 0.03%
IWF Ishares Russell 1000 Growth Recent Activity Increased 2.13%	7.32%	$50.406M 118,212 shares@ $426.41 avg price	Increased 2.13%
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -0.55%	6.84%	$47.095M 146,799 shares@ $320.82 avg price	Decreased -0.55%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 9.39%	6.13%	$42.227M 425,375 shares@ $99.28 avg price	Increased 9.39%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 1.36%	5.63%	$38.793M 180,382 shares@ $215.07 avg price	Increased 1.36%
BND Vanguard Total Bond Market Recent Activity Increased 9.57%	4.28%	$29.463M 400,097 shares@ $73.65 avg price	Increased 9.57%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 1.6%	3.71%	$25.549M 378,336 shares@ $67.54 avg price	Increased 1.6%
VXUS Vanguard Total Intl Stock Recent Activity Increased 4.33%	3.5%	$24.091M 312,425 shares@ $77.12 avg price	Increased 4.33%
VUG Vanguard Growth Etf Recent Activity Increased 0.11%	3.07%	$21.146M 48,411 shares@ $436.8 avg price	Increased 0.11%

1-10 of 134