Silvia Mccoll Wealth Management, LLC Portfolio Holdings

Silvia Mccoll Wealth Management, LLC

  • $148 Billion
  • Q3 2025

Silvia Mccoll Wealth Management, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $17.7B, Apple Inc. with a value of $9.25B, Vanguard Small Cap Value ETF with a value of $8.56B, Chevron Corp with a value of $6.18B, and Ishares Core S&P Mid Cap ETF with a value of $4.18B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $138B to 148B.

Silvia Mccoll Wealth Management, LLC is based out at San Diego, CA

Below you can find more details about Silvia Mccoll Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $78.2 Billion
Technology: $20.6 Billion
Energy: $11.5 Billion
Financial Services: $8.64 Billion
Consumer Defensive: $5.22 Billion
Communication Services: $5.11 Billion
Industrials: $5.08 Billion
Consumer Cyclical: $4.96 Billion
Other: $6.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.7 Billion 11.98% of portfolio
421,257
Q3 2025 Added 10.75%
$4.35T
$9.25 Billion 6.26% of portfolio
36,314
Q3 2025 Reduced 2.76%
$0
$8.56 Billion 5.79% of portfolio
41,002
Q3 2025 Reduced 1.05%
$309B
$6.18 Billion 4.18% of portfolio
39,806
Q3 2025 Reduced 0.47%
$0
$4.18 Billion 2.83% of portfolio
64,042
Q3 2025 Reduced 1.13%
$3.86T
$4.11 Billion 2.78% of portfolio
7,933
Q2 2025 Reduced 0.35%
$0
$3.76 Billion 2.55% of portfolio
110,091
Q3 2025 Reduced 2.57%
$0
$3.61 Billion 2.45% of portfolio
24,800
Q4 2022 New
$0
$3.5 Billion 2.37% of portfolio
117,795
Q3 2025 Reduced 1.15%
$0
$2.86 Billion 1.94% of portfolio
4,275
Q4 2022 New
$621B
$2.76 Billion 1.87% of portfolio
5,481
Q3 2025 Reduced 0.13%
$0
$2.47 Billion 1.67% of portfolio
3,706
Q3 2025 Reduced 1.15%
$0
$2.44 Billion 1.65% of portfolio
55,280
Q3 2025 Reduced 0.14%
$0
$2.42 Billion 1.63% of portfolio
23,400
Q1 2025 Reduced 4.1%
$1.44T
$2.24 Billion 1.52% of portfolio
5,044
Q3 2025 Added 3.98%
$0
$2.09 Billion 1.41% of portfolio
5,504
Q3 2025 Reduced 0.72%
$0
$2 Billion 1.35% of portfolio
3,325
Q3 2025 Added 15.49%
$0
$2 Billion 1.35% of portfolio
25,573
Q3 2025 Reduced 1.29%
$505B
$1.94 Billion 1.31% of portfolio
10,390
Q3 2025 Added 0.06%
$1.72T
$1.86 Billion 1.26% of portfolio
7,628
Q3 2025 Reduced 1.4%
$0
$1.83 Billion 1.24% of portfolio
24,402
Q3 2025 Reduced 1.21%
$150B
$1.82 Billion 1.23% of portfolio
5,530
Q1 2025 Added 1.84%
$0
$1.79 Billion 1.21% of portfolio
19,315
Q4 2022 New
$913B
$1.77 Billion 1.2% of portfolio
5,597
Q3 2025 Reduced 0.2%
$0
$1.67 Billion 1.13% of portfolio
14,079
Q3 2025 Reduced 0.95%
Dimensional ETF Trust
-
$1.61 Billion 1.09% of portfolio
-
Q3 2025 Reduced 2.09%
$0
$1.61 Billion 1.09% of portfolio
58,813
Q3 2025 Reduced 58.95%
$94.7B
$1.59 Billion 1.08% of portfolio
4,660
Q3 2025 Reduced 2.29%
$275B
$1.55 Billion 1.05% of portfolio
15,078
Q2 2025 Reduced 2.06%
$0
$1.56 Billion 1.05% of portfolio
6,381
Q3 2025 Reduced 1.16%
$203B
$1.4 Billion 0.95% of portfolio
8,437
Q3 2025 Reduced 0.41%
$1.68T
$1.38 Billion 0.93% of portfolio
5,658
Q1 2025 Reduced 3.5%
$63.9B
$1.24 Billion 0.84% of portfolio
17,042
Q2 2025 Reduced 3.94%
$477B
$1.01 Billion 0.68% of portfolio
8,973
Q3 2025 Reduced 3.13%
$0
$976 Million 0.66% of portfolio
3,324
Q3 2025 Reduced 0.54%
$0
$940 Million 0.64% of portfolio
22,317
Q3 2025 Added 0.03%
$0
$938 Million 0.63% of portfolio
7,849
Q3 2025 Reduced 0.72%
$0
$928 Million 0.63% of portfolio
15,800
Q1 2024 Added 400.0%
$0
$856 Million 0.58% of portfolio
5,879
Q3 2025 Reduced 7.1%
$429B
$842 Million 0.57% of portfolio
16,317
Q2 2025 Reduced 0.34%
$305B
$810 Million 0.55% of portfolio
1,697
Q3 2025 Reduced 1.16%
$28.9B
$803 Million 0.54% of portfolio
8,921
Q3 2025 Reduced 2.35%
$2.64B
$804 Million 0.54% of portfolio
4,069
Q2 2025 Reduced 0.17%
$0
$792 Million 0.54% of portfolio
30,968
Q3 2025 Reduced 1.79%
$494B
$789 Million 0.53% of portfolio
4,256
Q3 2025 Reduced 3.05%
$127B
$745 Million 0.5% of portfolio
2,097
Q1 2025 Reduced 8.59%
$0
$725 Million 0.49% of portfolio
2,463
Q1 2025 Added 0.45%
$389B
$688 Million 0.47% of portfolio
1,697
Q2 2025 Added 3.67%
$386B
$674 Million 0.46% of portfolio
2,913
Q4 2024 Reduced 6.63%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $148 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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