SILVIA MCCOLL WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001991983 · SAN DIEGO, CA
As of Sep 30, 2025, SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 117 positions worth
CIK 0001991983 · SAN DIEGO, CA
As of Sep 30, 2025, SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 117 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 421,257 | 7.7M | 11.98% |
| APPLE INC | AAPL | Technology | 36,314 | $9.2M | 6.26% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 41,002 | $8.6M | 5.79% |
| CHEVRON CORP | CHV | Energy | 39,806 | $6.2M | 4.18% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 64,042 | $4.2M | 2.83% |
| MICROSOFT CORP | MSFT | Technology | 7,933 | $4.1M | 2.78% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 110,091 | $3.8M | 2.55% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 24,800 | $3.6M | 2.45% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 117,795 | $3.5M | 2.37% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,275 | $2.9M | 1.94% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,481 | $2.8M | 1.87% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,706 | $2.5M | 1.67% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 55,280 | $2.4M | 1.65% |
| ISHARES GLOBAL TECH ETF | IXN | — | 23,400 | $2.4M | 1.63% |
| TESLA INC | TSLA | Consumer Cyclical | 5,044 | $2.2M | 1.52% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 5,504 | $2.1M | 1.41% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 25,573 | $2.0M | 1.35% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,157 | $2.0M | 1.35% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 3,325 | $2.0M | 1.35% |
| NVIDIA CORP | NVDA | Technology | 10,390 | .9M | 1.31% |
| ALPHABET INC | GOOG | Equity | 7,628 | .9M | 1.26% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 24,402 | .8M | 1.24% |
| BROADCOM INC | AVGO | Technology | 5,530 | .8M | 1.23% |
| ISHARES MORNINGSTAR US EQUITY ETF | ILCB | — | 19,315 | .8M | 1.21% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,597 | .8M | 1.20% |