Silvia Mccoll Wealth Management, LLC Portfolio Holdings

Silvia Mccoll Wealth Management, LLC

  • $150 Billion
  • Q4 2025

Silvia Mccoll Wealth Management, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $150 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 $18.6B, Apple Inc. with a value of $9.83B, Vanguard Small Cap Value ETF with a value of $8.63B, Chevron Corp with a value of $6.03B, and Ishares Core S&P Mid Cap ETF with a value of $4.25B.

Examining the 13F form we can see an increase of $2.72B in the current position value, from $148B to 150B.

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 $150 Billion
ETFs: $79.6 Billion
Technology: $20.6 Billion
Energy: $11.2 Billion
Financial Services: $9.09 Billion
Communication Services: $5.84 Billion
Industrials: $5.36 Billion
Consumer Cyclical: $4.97 Billion
Consumer Defensive: $4.93 Billion
Other: $6.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.83 Billion 6.53% of portfolio
36,146
Q4 2025 Reduced 0.46%
$303B
$6.03 Billion 4.01% of portfolio
39,588
Q4 2025 Reduced 0.55%
$3.78T
$3.84 Billion 2.55% of portfolio
7,946
Q4 2025 Added 0.16%
$662B
$2.76 Billion 1.83% of portfolio
5,481
Q3 2025 Reduced 0.13%
$1.74T
$2.37 Billion 1.57% of portfolio
7,544
Q4 2025 Reduced 1.1%
$1.29T
$2.25 Billion 1.5% of portfolio
5,007
Q4 2025 Reduced 0.73%
$465B
$1.94 Billion 1.29% of portfolio
10,390
Q3 2025 Added 0.06%
$404B
$1.87 Billion 1.24% of portfolio
2,164
Q4 2025 Added 0.32%
$881B
$1.8 Billion 1.2% of portfolio
5,597
Q3 2025 Reduced 0.2%
$1.65T
$1.77 Billion 1.18% of portfolio
5,658
Q1 2025 Reduced 3.5%
$279B
$1.68 Billion 1.12% of portfolio
15,078
Q2 2025 Reduced 2.06%
$139B
$1.69 Billion 1.12% of portfolio
4,890
Q4 2025 Reduced 11.57%
$94.5B
$1.56 Billion 1.04% of portfolio
4,640
Q4 2025 Reduced 0.43%
$187B
$1.44 Billion 0.96% of portfolio
8,437
Q3 2025 Reduced 0.41%
$490B
$1.08 Billion 0.72% of portfolio
8,973
Q3 2025 Reduced 3.13%
$291B
$929 Million 0.62% of portfolio
1,622
Q4 2025 Reduced 4.42%
$522B
$839 Million 0.56% of portfolio
4,056
Q4 2025 Reduced 4.7%
$28.9B
$799 Million 0.53% of portfolio
9,045
Q4 2025 Added 1.39%
$2.69B
$791 Million 0.53% of portfolio
4,017
Q4 2025 Reduced 1.28%
$2.39T
$710 Million 0.47% of portfolio
3,077
Q1 2025 Added 5.56%
$270B
$671 Million 0.45% of portfolio
3,777
Q4 2025 Reduced 2.68%
$70.2B
$682 Million 0.45% of portfolio
21,263
Q2 2025 Reduced 2.92%
$414B
$666 Million 0.44% of portfolio
2,913
Q4 2024 Reduced 6.63%
$204B
$643 Million 0.43% of portfolio
4,477
Q4 2025 Reduced 0.73%
$228B
$614 Million 0.41% of portfolio
4,901
Q1 2025 Added 0.95%
$367B
$584 Million 0.39% of portfolio
1,697
Q2 2025 Added 3.67%
$136B
$592 Million 0.39% of portfolio
2,561
Q1 2025 Added 1.15%
$319B
$568 Million 0.38% of portfolio
7,377
Q4 2025 Reduced 12.98%
$112B
$579 Million 0.38% of portfolio
16,670
Q2 2025 Reduced 0.36%
$317B
$558 Million 0.37% of portfolio
5,985
Q4 2025 Reduced 0.66%
$266B
$563 Million 0.37% of portfolio
1,901
Q1 2024 Added 0.85%
$346B
$535 Million 0.36% of portfolio
3,734
Q4 2025 Reduced 2.61%
$31.5B
$536 Million 0.36% of portfolio
7,289
Q1 2025 Reduced 5.2%
$971B
$533 Million 0.35% of portfolio
496
Q3 2025 Added 11.71%
$114B
$533 Million 0.35% of portfolio
4,175
Q4 2025 Reduced 5.99%
$224B
$509 Million 0.34% of portfolio
1,665
Q1 2024 Added 1.22%
$36.7B
$513 Million 0.34% of portfolio
5,610
Q3 2024 Added 3.89%
$172B
$507 Million 0.34% of portfolio
12,460
Q4 2025 Reduced 0.74%
$75.4B
$501 Million 0.33% of portfolio
3,775
Q1 2024 Added 5.59%
$61.6B
$496 Million 0.33% of portfolio
18,030
Q3 2024 Reduced 2.36%
$70.1B
$477 Million 0.32% of portfolio
2,930
Q4 2022 New
$98.1B
$485 Million 0.32% of portfolio
3,149
Q3 2025 Reduced 3.08%
$91.4B
$454 Million 0.3% of portfolio
2,833
Q3 2024 Reduced 5.66%
$255B
$447 Million 0.3% of portfolio
1,207
Q1 2025 Added 3.61%
$183B
$437 Million 0.29% of portfolio
1,334
Q4 2025 Reduced 9.19%
$193B
$432 Million 0.29% of portfolio
3,793
Q2 2025 Added 0.66%
$10.9B
$397 Million 0.26% of portfolio
3,611
Q4 2025 Reduced 3.99%
$69.4B
$393 Million 0.26% of portfolio
4,485
Q4 2025 Reduced 4.57%
$235B
$395 Million 0.26% of portfolio
3,756
Q4 2025 Reduced 3.77%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $150 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Silvia Mccoll Wealth Management, LLC Portfolio

Follow Silvia Mccoll Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silvia Mccoll Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silvia Mccoll Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email