13F Insight
DOSSIER · 13F-HR · Q2 2026

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

$166M in tracked AUM across 122 positions as of Q2 2026.

SM
CIK 0001991983 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
122
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SILVIA MCCOLL WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$21M427K12.7%02
AAPL
APPLE INC
$10M35K6.1%03
VBR
VANGUARD INDEX FDS
$10M40K5.8%04
CVX
CHEVRON CORPORATION
$6M38K3.8%05
IJH
ISHARES TR
$5M64K3.0%06
CGGO
CAPITAL GROUP GBL GROWTH EQT
$5M109K2.8%07
ITOT
ISHARES TR
$4M25K2.5%08
ANGL
VANECK ETF TRUST
$4M123K2.2%09
IVV
ISHARES TR
$3M4K1.9%10
IXN
ISHARES TR
$3M22K1.9%

Filing history

2026Q2Jun 30
$166M▲ 9.5%
122 positionsView →2026Q1Mar 31
$152M▲ 0.9%
119 positionsView →2025Q4Dec 31
$150M▲ 1.8%
116 positionsView →2025Q3Sep 30
$148M▲ 7.4%
117 positionsView →2025Q2Jun 30
$138M▲ 4.3%
116 positionsLocked2025Q1Mar 31
$132M▼ 1.2%
109 positionsLocked2024Q4Dec 31
$133M▼ 0.1%
106 positionsLocked2024Q3Sep 30
$134M▲ 10.5%
108 positionsLocked2024Q2Jun 30
$121M▲ 3.7%
110 positionsLocked2024Q1Mar 31
$117M▲ 5.0%
109 positionsLocked2023Q4Dec 31
$111M▲ 11.1%
104 positionsLocked2023Q3Sep 30
$100M▼ 7.2%
99 positionsLocked
Showing 12 of 15