SILVIA MCCOLL WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1991983 · latest 13F-HR filed 2026-07-13

SILVIA MCCOLL WEALTH MANAGEMENT, LLC manages $166.2M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CGDV (12.67%), AAPL (6.10%), VBR (5.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 65, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
600 W BROADWAY
SUITE 700
SAN DIEGO, CA 92101
Phone
(619) 637-9920
Filing Manager
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
SAN DIEGO, CA
Signatory
Brandon Silvia
Chief Compliance Officer
Loading holdings…
AUM

$166.2M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+5 / −2 / ↑65 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CAPITAL GROUP DIVIDEND VALUE$1.8M +9.1%
  • APPLE INC$1.2M +13.2%
  • VANGUARD INDEX FDS$1.1M +13.2%
  • ISHARES TR$970.3K +44.5%
  • CAPITAL GROUP GBL GROWTH EQT$932.3K +25.4%
Show all 65

Top Trims

  • CHEVRON CORPORATION-$1.6M -20.2%
  • EXXON MOBIL CORP-$302.4K -19.9%
  • ISHARES GOLD TR-$236.3K -14.3%
  • HONEYWELL INTL INC-$225.5K -52.5%
  • BP PLC-$167.5K -21.4%
Show all 21

New Positions

  • MICRON TECHNOLOGY INC$304.7K
  • CVS HEALTH CORP$237.9K
  • GE VERNOVA INC$230.3K
  • CSX CORP$228.1K
  • VANGUARD SCOTTSDALE FDS$201.3K
Show all 5

Exited Positions

  • AT&T INC$235.9K
  • FRANKLIN TEMPLETON DIGITAL H$210.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $21.1M 12.67% 427,200 SH
2 APPLE INC AAPL 037833100 $10.1M 6.10% 35,057 SH
3 VANGUARD INDEX FDS VBR 922908611 $9.7M 5.82% 39,837 SH
4 CHEVRON CORPORATION CVX 166764100 $6.4M 3.83% 38,424 SH
5 ISHARES TR IJH 464287507 $5.0M 2.98% 64,243 SH
6 CAPITAL GROUP GBL GROWTH EQT CGGO 14020X104 $4.6M 2.77% 108,782 SH
7 ISHARES TR ITOT 464287150 $4.1M 2.45% 24,800 SH
8 VANECK ETF TRUST ANGL 92189F437 $3.6M 2.17% 123,400 SH
9 ISHARES TR IVV 464287200 $3.2M 1.93% 4,275 SH
10 ISHARES TR IXN 464287291 $3.1M 1.89% 21,800 SH
11 ISHARES TR IQLT 46434V456 $3.1M 1.85% 62,170 SH
12 MICROSOFT CORP MSFT 594918104 $2.9M 1.76% 7,850 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.8M 1.68% 3,750 SH
14 ALPHABET INC GOOG 02079K107 $2.7M 1.60% 7,534 SH
15 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 1.59% 5,271 SH
16 INVESCO QQQ TR QQQ 46090E103 $2.6M 1.58% 3,565 SH
17 ISHARES TR IWV 464287689 $2.3M 1.40% 5,448 SH
18 TESLA INC TSLA 88160R101 $2.1M 1.28% 5,075 SH
19 VANGUARD BD INDEX FDS BIV 921937819 $2.1M 1.28% 27,720 SH
20 NVIDIA CORPORATION NVDA 67066G104 $2.0M 1.22% 10,110 SH
21 AMERICAN CENTY ETF TR AVEM 025072604 $2.0M 1.22% 20,961 SH
22 ALPHABET INC GOOGL 02079K305 $2.0M 1.22% 5,658 SH
23 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.0M 1.21% 2,154 SH
24 ISHARES TR IJR 464287804 $1.8M 1.10% 12,379 SH
25 JPMORGAN CHASE & CO JPM 46625H100 $1.8M 1.09% 5,533 SH
26 BROADCOM INC AVGO 11135F101 $1.8M 1.08% 4,734 SH
27 DIMENSIONAL ETF TRUST DFGR 25434V658 $1.8M 1.06% 60,771 SH
28 VANGUARD WORLD FD MGC 921910873 $1.7M 1.05% 6,356 SH
29 CATERPILLAR INC CAT 149123101 $1.7M 1.04% 1,622 SH
30 WALMART INC WMT 931142103 $1.7M 1.03% 15,078 SH
31 GENERAL DYNAMICS CORP GD 369550108 $1.6M 0.99% 4,629 SH
32 ISHARES TR ILCB 464287127 $1.6M 0.98% 15,795 SH
33 QUALCOMM INC QCOM 747525103 $1.5M 0.92% 8,237 SH
34 SCHWAB STRATEGIC TR SCHD 808524797 $1.5M 0.91% 47,595 SH
35 ISHARES GOLD TR IAU 464285204 $1.4M 0.85% 18,681 SH
36 EXXON MOBIL CORP XOM 30231G102 $1.2M 0.73% 8,923 SH
37 INTEL CORP INTC 458140100 $1.2M 0.73% 8,690 SH
38 ISHARES TR IYH 464287762 $1.1M 0.64% 15,800 SH
39 CORNING INC GLW 219350105 $1.1M 0.63% 4,125 SH
40 SELECT SECTOR SPDR TR XLRE 81369Y860 $1.0M 0.61% 22,930 SH
41 JOHNSON & JOHNSON JNJ 478160104 $1.0M 0.60% 3,944 SH
42 WD 40 CO WDFC 929236107 $977.5K 0.59% 4,012 SH
43 ISHARES TR ESGU 46435G425 $958.8K 0.58% 5,858 SH
44 ISHARES TR IEI 464288661 $931.2K 0.56% 7,928 SH
45 BANK AMERICA CORP BAC 060505104 $929.7K 0.56% 16,317 SH
46 VANGUARD INDEX FDS VO 922908629 $925.7K 0.56% 11,490 SH
47 CISCO SYS INC CSCO 17275R102 $843.0K 0.51% 7,177 SH
48 SEMPRA SRE 816851109 $842.6K 0.51% 9,089 SH
49 VANGUARD SCOTTSDALE FDS VTHR 92206C599 $830.3K 0.50% 2,505 SH
50 VANECK ETF TRUST FLTR 92189F486 $803.3K 0.48% 31,368 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $166.2M 122 0001991983-26-000004
2026-03-31 2026-04-09 $151.9M 119 0001991983-26-000003
2025-12-31 2026-01-09 $150.5M 116 0001991983-26-000002