Silvia Mccoll Wealth Management, LLC Portfolio Holdings

Silvia Mccoll Wealth Management, LLC

  • $138 Billion
  • Q2 2025

Silvia Mccoll Wealth Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 116 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 $15B, Vanguard Small Cap Value ETF with a value of $8.08B, Apple Inc. with a value of $7.66B, Chevron Corp with a value of $5.73B, and Ishares Core S&P Mid Cap ETF with a value of $4.02B.

Examining the 13F form we can see an increase of $5.7B in the current position value, from $132B to 138B.

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 $138 Billion
ETFs: $74.1 Billion
Technology: $18 Billion
Energy: $10.6 Billion
Financial Services: $8.2 Billion
Consumer Defensive: $5.4 Billion
Industrials: $4.73 Billion
Communication Services: $4.33 Billion
Consumer Cyclical: $4.15 Billion
Other: $6.33 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Billion 10.92% of portfolio
380,357
Q2 2025 New
$0
$8.08 Billion 5.87% of portfolio
41,435
Q2 2025 Reduced 1.43%
$3.45T
$7.66 Billion 5.57% of portfolio
37,346
Q2 2025 Reduced 5.59%
$294B
$5.73 Billion 4.16% of portfolio
39,995
Q2 2025 Added 0.83%
$0
$4.02 Billion 2.92% of portfolio
64,772
Q2 2025 Added 0.57%
$3.77T
$3.95 Billion 2.87% of portfolio
7,933
Q2 2025 Reduced 0.35%
$0
$3.8 Billion 2.76% of portfolio
143,287
Q2 2025 Reduced 79.46%
$0
$3.61 Billion 2.63% of portfolio
112,991
Q2 2025 Reduced 4.08%
$0
$3.49 Billion 2.54% of portfolio
119,164
Q2 2025 Added 0.43%
$0
$3.35 Billion 2.43% of portfolio
24,800
Q4 2022 New
$622B
$2.67 Billion 1.94% of portfolio
5,488
Q1 2025 Added 4.18%
$0
$2.65 Billion 1.93% of portfolio
4,275
Q4 2022 New
$0
$2.39 Billion 1.74% of portfolio
55,356
Q2 2025 Reduced 4.43%
$0
$2.32 Billion 1.68% of portfolio
3,749
Q2 2025 Added 0.35%
$0
$2.16 Billion 1.57% of portfolio
23,400
Q1 2025 Reduced 4.1%
$417B
$2.14 Billion 1.55% of portfolio
2,160
Q2 2025 Added 0.42%
$0
$1.95 Billion 1.41% of portfolio
5,544
Q2 2025 Reduced 0.23%
$0
$1.69 Billion 1.23% of portfolio
24,702
Q2 2025 Reduced 1.49%
$0
$1.66 Billion 1.2% of portfolio
19,315
Q4 2022 New
$416B
$1.64 Billion 1.19% of portfolio
10,384
Q2 2025 Added 2.77%
$855B
$1.63 Billion 1.18% of portfolio
5,608
Q2 2025 Reduced 1.41%
Dimensional ETF Trust
-
$1.61 Billion 1.17% of portfolio
-
Q2 2025 Reduced 4.76%
$0
$1.59 Billion 1.15% of portfolio
2,879
Q2 2025 Added 2.67%
$0
$1.55 Billion 1.13% of portfolio
14,214
Q1 2025 Reduced 1.15%
$1.05T
$1.54 Billion 1.12% of portfolio
4,851
Q2 2025 Added 0.12%
$113B
$1.52 Billion 1.11% of portfolio
5,530
Q1 2025 Added 1.84%
$260B
$1.47 Billion 1.07% of portfolio
15,078
Q2 2025 Reduced 2.06%
$0
$1.45 Billion 1.06% of portfolio
6,456
Q2 2025 Reduced 3.77%
$81.7B
$1.39 Billion 1.01% of portfolio
4,769
Q2 2025 Reduced 1.1%
$1.17T
$1.37 Billion 1.0% of portfolio
7,736
Q2 2025 Added 0.78%
$177B
$1.35 Billion 0.98% of portfolio
8,472
Q2 2025 Added 29.34%
$54.9B
$1.06 Billion 0.77% of portfolio
17,042
Q2 2025 Reduced 3.94%
$452B
$999 Million 0.73% of portfolio
9,263
Q1 2025 Reduced 2.39%
$1.14T
$997 Million 0.72% of portfolio
5,658
Q1 2025 Reduced 3.5%
$0
$935 Million 0.68% of portfolio
3,342
Q1 2025 Reduced 5.11%
$0
$942 Million 0.68% of portfolio
7,906
Q2 2025 Added 0.11%
$2.96B
$928 Million 0.67% of portfolio
4,069
Q2 2025 Reduced 0.17%
$0
$924 Million 0.67% of portfolio
22,311
Q2 2025 Reduced 0.17%
$0
$892 Million 0.65% of portfolio
15,800
Q1 2024 Added 400.0%
$0
$856 Million 0.62% of portfolio
6,328
Q2 2025 Reduced 2.29%
$0
$804 Million 0.58% of portfolio
31,533
Q2 2025 Added 1.08%
$383B
$772 Million 0.56% of portfolio
16,317
Q2 2025 Reduced 0.34%
$201B
$688 Million 0.5% of portfolio
5,210
Q1 2025 Added 0.66%
$25.1B
$692 Million 0.5% of portfolio
9,136
Q2 2025 Added 0.05%
$439B
$671 Million 0.49% of portfolio
4,390
Q2 2025 Reduced 9.02%
$0
$672 Million 0.49% of portfolio
2,463
Q1 2025 Added 0.45%
$2.32T
$675 Million 0.49% of portfolio
3,077
Q1 2025 Added 5.56%
$220B
$667 Million 0.48% of portfolio
4,901
Q1 2025 Added 0.95%
$68.2B
$659 Million 0.48% of portfolio
21,263
Q2 2025 Reduced 2.92%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $138 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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