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Showing Q3 2025 data
Siligmueller & Norvid Wealth Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Siligmueller & Norvid Wealth Advisors LLC
โขCIK: 2052591โขFiling: Q3 2025
**Siligmueller & Norvid Wealth Advisors LLC** manages $222M across a diversified portfolio of 156 holdings. The strategy exhibits a clear tilt toward broad market exposure, evidenced by top allocations to VTI ($16.1M) and VEA ($7.6M). Significant weightings are also maintained in quality and factor-tilted ETFs, including QUAL ($7.5M) and IVW ($6.6M). The portfolio structure suggests a core focus on U.S. and international equity market capture.
Total AUM
$222.4M
QoQ Performance
-13.6%
Positions
91
Top 10 Concentration
33.9%
Latest Filing
Q3 2025
Top Holdings Allocation
VTI
VTI7.2%
VEA3.4%
QUAL3.4%
EFV3.3%
IVW3.0%
AGG2.9%
DYNF2.8%
IVV2.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other77.1%
ETF7.3%
Technology6.1%
Financial3.0%
Healthcare2.9%
Consumer2.0%
Industrial0.9%
Communication0.3%
๐ช Exited Positionssold since Q2 2025
+67 more exited positions
Changes from Q2 2025
NEW133 new positions
โ14 increased
โ9 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024