SILVIA MCCOLL WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held in its portfolio 116 assets valued at $150,455,148 (i.e. $150.46M).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND VALUE ($18.58M), APPLE INC ($9.83M), and VANGUARD INDEX FDS ($8.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SILVIA MCCOLL WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 425712 | 18578072 | SHS CREATION UNI |
| APPLE INC | 36146 | 9826659 | COM |
| VANGUARD INDEX FDS | 40744 | 8629093 | SM CP VAL ETF |
| CHEVRON CORP NEW | 39588 | 6033639 | COM |
| ISHARES TR | 64355 | 4247425 | CORE S&P MCP ETF |
| MICROSOFT CORP | 7946 | 3842791 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 107845 | 3736845 | SHS CREATION UNI |
| ISHARES TR | 24800 | 3687512 | CORE S&P TTL STK |
| VANECK ETF TRUST | 120389 | 3535224 | FALLEN ANGEL HG |
| ISHARES TR | 4275 | 2928119 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 5481 | 2755025 | CL B NEW |
| SPDR S&P 500 ETF TR | 3986 | 2718133 | TR UNIT |
| ISHARES TR | 58472 | 2657552 | MSCI INTL QUALTY |
| ISHARES TR | 22600 | 2373000 | GLOBAL TECH ETF |
| ALPHABET INC | 7544 | 2367340 | CAP STK CL C |
| TESLA INC | 5007 | 2251766 | COM |
| ISHARES TR | 5495 | 2125741 | RUSSELL 3000 ETF |
| INVESCO QQQ TR | 3325 | 2042581 | UNIT SER 1 |
| VANGUARD BD INDEX FDS | 26081 | 2031225 | INTERMED TERM |
| NVIDIA CORPORATION | 10390 | 1937772 | COM |
| COSTCO WHSL CORP NEW | 2164 | 1866242 | COM |
| JPMORGAN CHASE & CO. | 5597 | 1803465 | COM |
| AMERICAN CENTY ETF TR | 23099 | 1779085 | AVANTIS EMGMKT |
| ALPHABET INC | 5658 | 1770981 | CAP STK CL A |
| BROADCOM INC | 4890 | 1692429 | COM |
| WALMART INC | 15078 | 1679840 | COM |
| ISHARES TR | 17515 | 1653065 | MORNINGSTR US EQ |
| GENERAL DYNAMICS CORP | 4640 | 1562102 | COM |
| DIMENSIONAL ETF TRUST | 58409 | 1543156 | GLOBAL REAL EST |
| VANGUARD WORLD FD | 6044 | 1518071 | MEGA CAP INDEX |
| ISHARES TR | 12379 | 1487708 | CORE S&P SCP ETF |
| QUALCOMM INC | 8437 | 1443149 | COM |
| ISHARES GOLD TR | 17056 | 1384436 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 49305 | 1352436 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 8973 | 1079811 | COM |
| ISHARES TR | 15800 | 1028580 | US HLTHCARE ETF |
| VANGUARD INDEX FDS | 3399 | 986458 | MID CAP ETF |
| ISHARES TR | 7997 | 954442 | 3 7 YR TREAS BD |
| SELECT SECTOR SPDR TR | 23111 | 932529 | STATE STREET REA |
| CATERPILLAR INC | 1622 | 929195 | COM |
| BANK AMERICA CORP | 16317 | 897435 | COM |
| ISHARES TR | 5879 | 875853 | ESG AWR MSCI USA |
| JOHNSON & JOHNSON | 4056 | 839389 | COM |
| SPDR GOLD TR | 2097 | 831062 | GOLD SHS |
| VANECK ETF TRUST | 31686 | 807359 | IG FLOATING RATE |
| SEMPRA | 9045 | 798605 | COM |
| WD 40 CO | 4017 | 790947 | COM |
| VANGUARD SCOTTSDALE FDS | 2463 | 739816 | VNG RUS3000IDX |
| AMAZON COM INC | 3077 | 710233 | COM |
| ENTERPRISE PRODS PARTNERS L | 21263 | 681692 | COM |
| MORGAN STANLEY | 3777 | 670531 | COM NEW |
| ABBVIE INC | 2913 | 665591 | COM |
| PEPSICO INC | 4477 | 642539 | COM |
| ABBOTT LABS | 4901 | 614046 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 994 | 599660 | UTSER1 S&PDCRP |
| UNION PAC CORP | 2561 | 592411 | COM |
| HOME DEPOT INC | 1697 | 583938 | COM |
| BP PLC | 16670 | 578949 | SPONSORED ADR |
| CISCO SYS INC | 7377 | 568250 | COM |
| INTERNATIONAL BUSINESS MACHS | 1901 | 563095 | COM |
| WELLS FARGO CO NEW | 5985 | 557778 | COM |
| ONEOK INC NEW | 7289 | 535742 | COM |
| PROCTER AND GAMBLE CO | 3734 | 535120 | COM |
| ELI LILLY & CO | 496 | 533041 | COM |
| PROLOGIS INC. | 4175 | 532981 | COM |
| CAMECO CORP | 5610 | 513259 | COM |
| MCDONALDS CORP | 1665 | 508874 | COM |
| VERIZON COMMUNICATIONS INC | 12460 | 507496 | COM |
| EMERSON ELEC CO | 3775 | 501018 | COM |
| KINDER MORGAN INC DEL | 18030 | 495645 | COM |
| BLACKSTONE INC | 3149 | 485387 | COM |
| VALERO ENERGY CORP | 2930 | 476975 | COM |
| ISHARES TR | 7000 | 469910 | MSCI ACWI EX US |
| 3M CO | 2833 | 453563 | COM |
| AMERICAN EXPRESS CO | 1207 | 446530 | COM |
| FIRST TR EXCHANGE TRADED FD | 2875 | 439933 | NASDQ CLN EDGE |
| AMGEN INC | 1334 | 436632 | COM |
| DISNEY WALT CO | 3793 | 431530 | COM |
| CAMDEN PPTY TR | 3611 | 397499 | SH BEN INT |
| MERCK & CO INC | 3756 | 395409 | COM |
| CORNING INC | 4485 | 392707 | COM |
| VANGUARD INDEX FDS | 1162 | 389551 | TOTAL STK MKT |
| MOODYS CORP | 742 | 379051 | COM |
| HONEYWELL INTL INC | 1899 | 370476 | COM |
| YUM BRANDS INC | 2440 | 369123 | COM |
| NETFLIX INC | 3755 | 352069 | COM |
| ISHARES TR | 3055 | 335775 | TIPS BD ETF |
| VANGUARD SCOTTSDALE FDS | 3630 | 335049 | VNG RUS1000VAL |
| DBX ETF TR | 3500 | 331309 | XTRACK MSCI JAPN |
| INTEL CORP | 8690 | 320657 | COM |
| REALTY INCOME CORP | 5615 | 316518 | COM |
| CENCORA INC | 888 | 299922 | COM |
| URANIUM ENERGY CORP | 25000 | 292000 | COM |
| VANGUARD INDEX FDS | 1110 | 286325 | SMALL CP ETF |
| CHAIN BRIDGE BANCORP INC | 8240 | 285434 | CL A |
| ISHARES TR | 4000 | 274400 | EUROPE ETF |
| MARRIOTT INTL INC NEW | 883 | 273942 | CL A |
| TOYOTA MOTOR CORP | 1275 | 272927 | ADS |
| DEERE & CO | 577 | 268634 | COM |
| PEMBINA PIPELINE CORP | 7000 | 266420 | COM |
| ISHARES TR | 4000 | 258600 | GLB CNSM STP ETF |
| FRANKLIN TEMPLETON DIGITAL H | 5004 | 253202 | BITCOIN ETF SHS |
| US BANCORP DEL | 4627 | 246897 | COM NEW |
| GE AEROSPACE | 795 | 244884 | COM NEW |
| GLOBAL X FDS | 5084 | 242964 | US INFR DEV ETF |
| HARTFORD INSURANCE GROUP INC | 1600 | 220480 | COM |
| CONOCOPHILLIPS | 2330 | 218111 | COM |
| XYLEM INC | 1600 | 217888 | COM |
| CLEARWAY ENERGY INC | 6535 | 217354 | CL C |
| RTX CORPORATION | 1181 | 216595 | COM |
| META PLATFORMS INC | 322 | 212641 | CL A |
| ALLSTATE CORP | 1015 | 211272 | COM |
| PHILIP MORRIS INTL INC | 1310 | 210124 | COM |
| ZIONS BANCORPORATION N A | 3524 | 206295 | COM |
| AMERIPRISE FINL INC | 418 | 204962 | COM |
| AT&T INC | 8139 | 202173 | COM |
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