Institutions / Silvia McColl Wealth Management, LLC
Silvia McColl Wealth Management, LLC
CIK 1991983 · Institution · as of Dec 31, 2025
Portfolio value
$150.46M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value | $18.58M | 12.3% |
| Apple Inc. | $9.83M | 6.5% |
| Vanguard Index Fds | $8.63M | 5.7% |
| Chevron Corp | $6.03M | 4.0% |
| iShares Tr | $4.25M | 2.8% |
| Microsoft Corp | $3.84M | 2.6% |
| Capital Group Gbl Growth Eqt | $3.74M | 2.5% |
| iShares MSCI UAE ETF | $3.69M | 2.5% |
| VanEck ETF Trust | $3.54M | 2.3% |
| iShares Tr | $2.93M | 1.9% |
| Warren E. Buffett | $2.76M | 1.8% |
| SPDR S&P 500 ETF Tr | $2.72M | 1.8% |
| iShares Tr | $2.66M | 1.8% |
| iShares Tr | $2.37M | 1.6% |
| Alphabet Inc. | $2.37M | 1.6% |
| Tesla Inc | $2.25M | 1.5% |
| iShares Tr | $2.13M | 1.4% |
| Invesco Qqq Tr | $2.04M | 1.4% |
| Vanguard Bd Index Fds | $2.03M | 1.4% |
| NVIDIA Corp | $1.94M | 1.3% |
| Costco Wholesale Corp /New | $1.87M | 1.2% |
| JPMorgan Chase & Co | $1.80M | 1.2% |
| American Centy ETF Tr | $1.78M | 1.2% |
| Alphabet Inc. | $1.77M | 1.2% |
| Broadcom Inc. | $1.69M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.