SILVIA MCCOLL WEALTH MANAGEMENT, LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 122 positions worth $166.2M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: CGDV (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $21.1M | 12.67% | 427,200 | — | — | |
| ▸ 2 | AAPL | SH | $10.1M | 6.10% | 35,057 | — | — | |
| ▸ 3 | VBR | SH | $9.7M | 5.82% | 39,837 | — | — | |
| ▸ 4 | CVX | SH | $6.4M | 3.83% | 38,424 | — | — | |
| ▸ 5 | IJH | SH | $5.0M | 2.98% | 64,243 | — | — | |
| ▸ 6 | CGGO | SH | $4.6M | 2.77% | 108,782 | — | — | |
| ▸ 7 | ITOT | SH | $4.1M | 2.45% | 24,800 | — | — | |
| ▸ 8 | ANGL | SH | $3.6M | 2.17% | 123,400 | — | — | |
| ▸ 9 | IVV | SH | $3.2M | 1.93% | 4,275 | — | — | |
| ▸ 10 | IXN | SH | $3.1M | 1.89% | 21,800 | — | — |
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Frequently Asked Questions
What stocks does SILVIA MCCOLL WEALTH MANAGEMENT, LLC hold as of Q2 2026?
SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 122 positions worth $166.2M in its Q2 2026 13F filing. Largest positions: CGDV (12.7%), AAPL (6.1%), VBR (5.8%), CVX (3.8%) and IJH (3.0%).
What did SILVIA MCCOLL WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SILVIA MCCOLL WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.