SILVIA MCCOLL WEALTH MANAGEMENT, LLC
•CIK: 1991983•Filing: Q4 2025
**SILVIA MCCOLL WEALTH MANAGEMENT, LLC** manages $150M across a diversified portfolio of 116 positions. The firm's top holdings reveal significant allocations to technology and value, notably CGDV at $18.6M and AAPL at $9.8M. Further concentration is seen in VBR ($8.6M) and CHV ($6.0M), suggesting a strategic tilt toward established growth and value sectors. This structure indicates a disciplined, large-cap focused approach to capital preservation and growth.
Total AUM
$150.5M
QoQ Performance
+1.8%
Positions
96
Top 10 Concentration
43.2%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
AAPL
VBR
CGDV12.3%
AAPL6.5%
VBR5.7%
CVX4.0%
IJH2.8%
MSFT2.6%
CGGO2.5%
ITOT2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.9%
Technology16.3%
Consumer5.2%
Energy5.2%
ETF3.8%
Financial3.5%
Healthcare2.3%
Industrial2.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑17 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023