SILVIA MCCOLL WEALTH MANAGEMENT, LLC — 13F holdings
SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 118 holdings worth $167M in its 13F filing for Q3 2026, filed October 7, 2026.
Largest positions
- CGDV CAPITAL GROUP DIVIDEND VALUE — $21.3M (12.8%)
- AAPL APPLE INC — $11.6M (7.0%)
- VBR VANGUARD INDEX FDS — $9.37M (5.6%)
- CVX CHEVRON CORP NEW — $7.84M (4.7%)
- IJH ISHARES TR — $4.71M (2.8%)
- CGGO CAPITAL GROUP GBL GROWTH EQT — $4.44M (2.7%)
- ITOT ISHARES TR — $4.12M (2.5%)
- MSFT MICROSOFT CORP — $4.02M (2.4%)
- ANGL VANECK ETF TRUST — $3.53M (2.1%)
- IVV ISHARES TR — $3.27M (2.0%)