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.
SILVIA MCCOLL WEALTH MANAGEMENT, LLC (CIK 1991983) reported $166.2M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGDV ($21.1M, 12.67%), AAPL ($10.1M, 6.10%), VBR ($9.7M, 5.82%), CVX ($6.4M, 3.83%), IJH ($5.0M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.1M | 12.67% | 427,200 | Trimmed |
| 2 | AAPL | APPLE INC | $10.1M | 6.10% | 35,057 | Trimmed |
| 3 | VBR | VANGUARD INDEX FDS | $9.7M | 5.82% | 39,837 | Added |
| 4 | CVX | CHEVRON CORPORATION | $6.4M | 3.83% | 38,424 | Trimmed |
| 5 | IJH | ISHARES TR | $5.0M | 2.98% | 64,243 | Added |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $4.6M | 2.77% | 108,782 | Trimmed |
| 7 | ITOT | ISHARES TR | $4.1M | 2.45% | 24,800 | Hold |
| 8 | ANGL | VANECK ETF TRUST | $3.6M | 2.17% | 123,400 | Added |
| 9 | IVV | ISHARES TR | $3.2M | 1.93% | 4,275 | Hold |
| 10 | IXN | ISHARES TR | $3.1M | 1.89% | 21,800 | Hold |
| 11 | IQLT | ISHARES TR | $3.1M | 1.85% | 62,170 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.9M | 1.76% | 7,850 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.68% | 3,750 | Trimmed |
| 14 | GOOG | ALPHABET INC | $2.7M | 1.60% | 7,534 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 1.59% | 5,271 | Hold |
| 16 | QQQ | INVESCO QQQ TR | $2.6M | 1.58% | 3,565 | Hold |
| 17 | IWV | ISHARES TR | $2.3M | 1.40% | 5,448 | Trimmed |
| 18 | TSLA | TESLA INC | $2.1M | 1.28% | 5,075 | Added |
| 19 | BIV | VANGUARD BD INDEX FDS | $2.1M | 1.28% | 27,720 | Added |
| 20 | AVEM | AMERICAN CENTY ETF TR | $2.0M | 1.22% | 20,961 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $2.0M | 1.22% | 10,110 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $2.0M | 1.22% | 5,658 | Hold |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $2.0M | 1.21% | 2,154 | Trimmed |
| 24 | IJR | ISHARES TR | $1.8M | 1.10% | 12,379 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.09% | 5,533 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30