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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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