SILVIA MCCOLL WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
SILVIA MCCOLL WEALTH MANAGEMENT, LLC disclosed 123 stock positions in a recent SEC 13F filing. $165,147,847 of stock holdings were filed, with the largest holdings including CGDV, AAPL, and VBR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $283,430,027 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
123Est. Stock Holding Value:
$165,147,847Top Stock Holdings By Sector
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Portfolio Stock Holdings - SILVIA MCCOLL WEALTH MANAGEMENT, LLC
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