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 $151.9M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($19.3M, 12.71%), AAPL ($9.0M, 5.90%), VBR ($8.6M, 5.63%), CVX ($8.0M, 5.26%), IJH ($4.3M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $19.3M | 12.71% | 453,590 | Added |
| 2 | AAPL | APPLE INC | $9.0M | 5.90% | 35,320 | Trimmed |
| 3 | VBR | VANGUARD INDEX FDS | $8.6M | 5.63% | 39,360 | Trimmed |
| 4 | CVX | CHEVRON CORP NEW | $8.0M | 5.26% | 38,571 | Trimmed |
| 5 | IJH | ISHARES TR | $4.3M | 2.81% | 63,149 | Trimmed |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.7M | 2.42% | 110,051 | Added |
| 7 | ITOT | ISHARES TR | $3.5M | 2.33% | 24,800 | Hold |
| 8 | ANGL | VANECK ETF TRUST | $3.4M | 2.26% | 119,422 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $2.9M | 1.94% | 7,943 | Trimmed |
| 10 | IVV | ISHARES TR | $2.8M | 1.84% | 4,275 | Hold |
| 11 | IQLT | ISHARES TR | $2.7M | 1.79% | 58,855 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.5M | 1.66% | 5,271 | Trimmed |
| 13 | SPY | SPDR S&P 500 ETF TR | $2.5M | 1.62% | 3,786 | Trimmed |
| 14 | IXN | ISHARES TR | $2.2M | 1.44% | 21,800 | Trimmed |
| 15 | GOOG | ALPHABET INC | $2.2M | 1.42% | 7,514 | Trimmed |
| 16 | COST | COSTCO WHSL CORP NEW | $2.2M | 1.42% | 2,164 | Hold |
| 17 | QQQ | INVESCO QQQ TR | $2.1M | 1.35% | 3,565 | Added |
| 18 | IWV | ISHARES TR | $2.0M | 1.34% | 5,483 | Trimmed |
| 19 | BIV | VANGUARD BD INDEX FDS | $2.0M | 1.30% | 25,582 | Trimmed |
| 20 | TSLA | TESLA INC | $1.9M | 1.24% | 5,052 | Added |
| 21 | WMT | WALMART INC | $1.9M | 1.23% | 15,078 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $1.8M | 1.19% | 10,395 | Added |
| 23 | AVEM | AMERICAN CENTY ETF TR | $1.8M | 1.18% | 22,331 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO. | $1.6M | 1.08% | 5,567 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $1.6M | 1.08% | 18,681 | Added |
Source: SEC Form 13F filings · as of 2026-03-31