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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.66 Billion 5.57% of portfolio
37,346
Q2 2025 Reduced 5.59%
$302B
$5.73 Billion 4.16% of portfolio
39,995
Q2 2025 Added 0.83%
$3.95T
$3.95 Billion 2.87% of portfolio
7,933
Q2 2025 Reduced 0.35%
$621B
$2.67 Billion 1.94% of portfolio
5,488
Q1 2025 Added 4.18%
$439B
$2.14 Billion 1.55% of portfolio
2,160
Q2 2025 Added 0.42%
$456B
$1.64 Billion 1.19% of portfolio
10,384
Q2 2025 Added 2.77%
$859B
$1.63 Billion 1.18% of portfolio
5,608
Q2 2025 Reduced 1.41%
$1.08T
$1.54 Billion 1.12% of portfolio
4,851
Q2 2025 Added 0.12%
$127B
$1.52 Billion 1.11% of portfolio
5,530
Q1 2025 Added 1.84%
$281B
$1.47 Billion 1.07% of portfolio
15,078
Q2 2025 Reduced 2.06%
$86.2B
$1.39 Billion 1.01% of portfolio
4,769
Q2 2025 Reduced 1.1%
$1.24T
$1.37 Billion 1.0% of portfolio
7,736
Q2 2025 Added 0.78%
$173B
$1.35 Billion 0.98% of portfolio
8,472
Q2 2025 Added 29.34%
$442B
$999 Million 0.73% of portfolio
9,263
Q1 2025 Reduced 2.39%
$1.21T
$997 Million 0.72% of portfolio
5,658
Q1 2025 Reduced 3.5%
$2.99B
$928 Million 0.67% of portfolio
4,069
Q2 2025 Reduced 0.17%
$202B
$688 Million 0.5% of portfolio
5,210
Q1 2025 Added 0.66%
$25.8B
$692 Million 0.5% of portfolio
9,136
Q2 2025 Added 0.05%
$452B
$671 Million 0.49% of portfolio
4,390
Q2 2025 Reduced 9.02%
$2.26T
$675 Million 0.49% of portfolio
3,077
Q1 2025 Added 5.56%
$229B
$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%
$218B
$667 Million 0.48% of portfolio
1,717
Q2 2025 Reduced 2.0%
$405B
$622 Million 0.45% of portfolio
1,697
Q2 2025 Added 3.67%
$368B
$611 Million 0.44% of portfolio
3,834
Q1 2025 Added 1.81%
$293B
$607 Million 0.44% of portfolio
8,752
Q2 2025 Reduced 1.19%
$33.1B
$595 Million 0.43% of portfolio
7,289
Q1 2025 Reduced 5.2%
$135B
$589 Million 0.43% of portfolio
2,561
Q1 2025 Added 1.15%
$250B
$573 Million 0.42% of portfolio
4,071
Q1 2025 Reduced 10.7%
$210B
$560 Million 0.41% of portfolio
1,901
Q1 2024 Added 0.85%
$182B
$543 Million 0.39% of portfolio
12,553
Q2 2025 Added 4.58%
$59.7B
$530 Million 0.39% of portfolio
18,030
Q3 2024 Reduced 2.36%
$351B
$541 Million 0.39% of portfolio
2,913
Q4 2024 Reduced 6.63%
$96.8B
$526 Million 0.38% of portfolio
5,006
Q2 2025 Reduced 5.62%
$78.6B
$503 Million 0.37% of portfolio
3,775
Q1 2024 Added 5.59%
$104B
$499 Million 0.36% of portfolio
16,670
Q2 2025 Reduced 0.36%
$545B
$475 Million 0.35% of portfolio
355
Q1 2025 Added 5.03%
$123B
$486 Million 0.35% of portfolio
3,249
Q1 2025 Added 7.98%
$302B
$485 Million 0.35% of portfolio
6,048
Q2 2025 Added 0.02%
$222B
$486 Million 0.35% of portfolio
1,665
Q1 2024 Added 1.22%
$207B
$470 Million 0.34% of portfolio
3,793
Q2 2025 Added 0.66%
$11.2B
$436 Million 0.32% of portfolio
3,871
Q1 2025 Reduced 1.0%
$146B
$442 Million 0.32% of portfolio
1,899
Q2 2024 Reduced 2.57%
$152B
$428 Million 0.31% of portfolio
1,534
Q2 2025 Reduced 0.58%
$87.3B
$431 Million 0.31% of portfolio
2,833
Q3 2024 Reduced 5.66%
$33.9B
$416 Million 0.3% of portfolio
5,610
Q3 2024 Added 3.89%
$51.4B
$394 Million 0.29% of portfolio
2,930
Q4 2022 New
$227B
$385 Million 0.28% of portfolio
1,207
Q1 2025 Added 3.61%
$94.5B
$372 Million 0.27% of portfolio
742
Q4 2022 New

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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