§ 13F · FUND PROFILE
Siligmueller & Norvid Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222M (13F)Positions · 156Turnover · — · Q3Filed · Nov 10, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$168M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 10, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 49K | $16M | 7.2% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 127K | $8M | 3.4% | +1445% |
| 3 | QUAL | ISHARES TR | 39K | $8M | 3.4% | +992% |
| 4 | EFV | ISHARES TR | 107K | $7M | 3.3% | NEW |
| 5 | IVW | ISHARES TR | 55K | $7M | 3.0% | +380% |
| 6 | AGG | ISHARES TR | 63K | $6M | 2.9% | NEW |
| 7 | DYNF | BLACKROCK ETF TRUST | 104K | $6M | 2.8% | NEW |
| 8 | IVV | ISHARES TR | 9K | $6M | 2.7% | NEW |
| 9 | SPY | SPDR S&P 500 ETF TR | 9K | $6M | 2.6% | +115% |
| 10 | IVE | ISHARES TR | 28K | $6M | 2.6% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILIGMUELLER SIGNAL
AC read
Siligmueller & Norvid Wealth Advisors LLC is a Other fund managing $222 million in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed