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Filers›Family Office›Siligmueller & Norvid Wealth Advisors LLC
DOSSIER · 13F-HR · Q3 2025

Siligmueller & Norvid Wealth Advisors LLC

Siligmueller & Norvid Wealth's family office based in Chicago, IL — $222M in tracked AUM across 156 positions as of Q3 2025.

S&
Siligmueller & Norvid Wealth·Chicago, IL·Family Office
CIK 0002052591 · last filed Sep 30, 2025
Total AUM
$222M
▼ 2.9%
vs prior
Holdings
156
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Siligmueller & Norvid Wealth Advisors LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$16M49K7.2%
02
VEA
VANGUARD TAX-MANAGED FDS
$8M127K3.4%
03
QUAL
ISHARES TR
$8M39K3.4%
04
EFV
ISHARES TR
$7M107K3.3%
05
IVW
ISHARES TR
$7M55K3.0%
06
AGG
ISHARES TR
$6M63K2.9%
07
DYNF
BLACKROCK ETF TRUST
$6M104K2.8%
08
IVV
ISHARES TR
$6M9K2.7%
09
SPY
SPDR S&P 500 ETF TR
$6M9K2.6%
10
IVE
ISHARES TR
$6M28K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Siligmueller
haiku-4-5 · 156 positions indexed
Sector mix
  • Financials8%
  • Health Care23%
  • Cons. Disc.6%
  • Industrials15%
  • Energy48%
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