§ 13F · FUND PROFILE
SILVIA MCCOLL WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137.6T (13F)Positions · 116Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$893.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 426K | $18.6T | 12.3% | +1% |
| 2 | AAPL | APPLE INC | 36K | $9.8T | 6.5% | ±0% |
| 3 | VBR | VANGUARD INDEX FDS | 41K | $8.6T | 5.7% | −1% |
| 4 | CVX | CHEVRON CORP NEW | 40K | $6.0T | 4.0% | −1% |
| 5 | IJH | ISHARES TR | 64K | $4.2T | 2.8% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 8K | $3.8T | 2.6% | ±0% |
| 7 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 108K | $3.7T | 2.5% | −2% |
| 8 | ITOT | ISHARES TR | 25K | $3.7T | 2.5% | ±0% |
| 9 | ANGL | VANECK ETF TRUST | 120K | $3.5T | 2.3% | +2% |
| 10 | IVV | ISHARES TR | 4K | $2.9T | 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 $137597.7 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
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