§ 13F · FUND PROFILE
SILVIA MCCOLL WEALTH MANAGEMENT, LLC.
AUM · $166M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 427K | $21M | 12.7% | −6% |
| 2 | AAPL | APPLE INC | 35K | $10M | 6.1% | −1% |
| 3 | VBR | VANGUARD INDEX FDS | 40K | $10M | 5.8% | +1% |
| 4 | CVX | CHEVRON CORPORATION | 38K | $6M | 3.8% | ±0% |
| 5 | IJH | ISHARES TR | 64K | $5M | 3.0% | +2% |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 109K | $5M | 2.8% | −1% |
| 7 | ITOT | ISHARES TR | 25K | $4M | 2.5% | ±0% |
| 8 | ANGL | VANECK ETF TRUST | 123K | $4M | 2.2% | +3% |
| 9 | IVV | ISHARES TR | 4K | $3M | 1.9% | ±0% |
| 10 | IXN | ISHARES TR | 22K | $3M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVIA SIGNAL
AC read
SILVIA MCCOLL WEALTH MANAGEMENT, LLC is a Other fund managing $166 million in assets. The fund runs a portfolio of 122 positions.
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