Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Siligmueller & Norvid Wealth Advisors LLC (CIK 2052591) reported $222.4M across 156 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: VTI ($16.1M, 7.24%), VEA ($7.6M, 3.42%), QUAL ($7.5M, 3.38%), EFV ($7.2M, 3.25%), IVW ($6.6M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $16.1M | 7.24% | 49,044 | New |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 3.42% | 126,972 | Added |
| 3 | QUAL | ISHARES TR | $7.5M | 3.38% | 38,657 | Added |
| 4 | EFV | ISHARES TR | $7.2M | 3.25% | 106,598 | New |
| 5 | IVW | ISHARES TR | $6.6M | 2.98% | 54,904 | Added |
| 6 | AGG | ISHARES TR | $6.5M | 2.92% | 62,527 | New |
| 7 | DYNF | BLACKROCK ETF TRUST | $6.2M | 2.77% | 103,887 | New |
| 8 | IVV | ISHARES TR | $5.9M | 2.67% | 8,862 | New |
| 9 | SPY | SPDR S&P 500 ETF TR | $5.8M | 2.63% | 9,396 | Added |
| 10 | IVE | ISHARES TR | $5.8M | 2.62% | 28,186 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $5.2M | 2.33% | 69,698 | New |
| 12 | IEMG | ISHARES INC | $4.9M | 2.20% | 74,141 | New |
| 13 | SFLR | INNOVATOR ETFS TRUST | $4.7M | 2.12% | 131,037 | New |
| 14 | MBB | ISHARES TR | $4.7M | 2.10% | 49,042 | New |
| 15 | VOO | VANGUARD INDEX FDS | $4.5M | 2.01% | 7,316 | New |
| 16 | LQD | ISHARES TR | $4.4M | 1.97% | 39,261 | New |
| 17 | IEF | ISHARES TR | $4.2M | 1.88% | 43,223 | New |
| 18 | AAPL | APPLE INC | $4.1M | 1.83% | 15,992 | Added |
| 19 | OBDC | BLUE OWL CAPITAL CORPORATION | $3.7M | 1.65% | 286,674 | New |
| 20 | OEF | ISHARES TR | $3.2M | 1.44% | 9,593 | New |
| 21 | OCTT | AIM ETF PRODUCTS TRUST | $3.0M | 1.36% | 70,964 | New |
| 22 | JPM | JPMORGAN CHASE & CO. | $3.0M | 1.35% | 9,507 | New |
| 23 | THRO | BLACKROCK ETF TRUST | $2.9M | 1.30% | 76,413 | New |
| 24 | MSFT | MICROSOFT CORP | $2.9M | 1.30% | 5,594 | Added |
| 25 | ABBV | ABBVIE INC | $2.9M | 1.29% | 12,436 | New |
Source: SEC Form 13F filings · as of 2025-09-30