BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
RIA/Wealth
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a RIA/Wealth based in Boca Raton, FL led by Michael Jason Silver, reporting $1.0B in AUM as of Q3 2025 with 83% ETF concentration and 56% concentrated in top 10 holdings.
Managing PartnerMichael Jason Silver
- Portfolio Value
- $683.2M
- Positions
- 146
- Top Holding
- IVV at 8.44%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's portfolio (55.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $57.7M | 8.44% | +$3.1M Bought | — 86.1K shares | |
ETF ETF | $54.4M | 7.97% | +$1.7M Bought | — 116.2K shares | |
ETF ETF | $50.4M | 7.38% | +$1.5M Bought | — 270.5K shares | |
ETF ETF | $48.0M | 7.03% | +$334.1K Bought | — 146.3K shares | |
Unknown Unknown | $37.7M | 5.52% | +$1.6M Bought | — 174.8K shares | |
ETF ETF | $37.5M | 5.48% | +$1.5M Bought | — 373.6K shares | |
ETF ETF | $25.6M | 3.75% | +$1.3M Bought | — 344.5K shares | |
ETF ETF | $24.7M | 3.62% | +$126.6K Bought | — 378.5K shares | |
ETF ETF | $21.7M | 3.17% | +$105.3K Bought | — 227.9K shares | |
ETF ETF | $21.5M | 3.15% | +$514.1K Bought | — 293.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+244.58% | |
+152.11% | |
+144.42% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
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