Silvia Mccoll Wealth Management, LLC Top Holdings and 13F Report (2026) About Silvia Mccoll Wealth Management, LLCInvestment ActivitySilvia Mccoll Wealth Management, LLC has $151.86 million in total holdings as of March 31, 2026.Silvia Mccoll Wealth Management, LLC owns shares of 119 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Silvia Mccoll Wealth Management, LLC has purchased 116 new stocks and bought additional shares in 20 stocks.Silvia Mccoll Wealth Management, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $19,295,719Apple $8,963,914Vanguard Small-Cap Value ETF $8,550,995Chevron $7,980,347iShares Core S&P Mid-Cap ETF $4,264,425 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $262,922 Holding35671D857 - Freeport-McMoRan $224,657 Holding81369Y886 - Utilities Select Sector SPDR Fund $214,582 Holding969457100 - Williams Companies $206,986 Holding281020107 - Edison International $205,709 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 27,878 shares (about $1.19M)Vanguard S&P 500 ETF 440 shares (about $262.92K)Freeport-McMoRan 3,822 shares (about $224.66K)Utilities Select Sector SPDR Fund 4,676 shares (about $214.58K)Williams Companies 2,844 shares (about $206.99K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 1,384 shares (about $300.68K)Chevron 1,017 shares (about $210.42K)Apple 826 shares (about $209.63K)SPDR S&P 500 ETF Trust 200 shares (about $130.07K)Berkshire Hathaway 210 shares (about $100.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilvia Mccoll Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$19,295,719$1,185,930 ▲6.5%453,59012.7%ETFAAPLApple$8,963,914$209,632 ▼-2.3%35,3205.9%Computer and TechnologyVBRVanguard Small-Cap Value ETF$8,550,995$300,675 ▼-3.4%39,3605.6%ETFCVXChevron$7,980,347$210,417 ▼-2.6%38,5715.3%EnergyIJHiShares Core S&P Mid-Cap ETF$4,264,425$81,441 ▼-1.9%63,1492.8%ETFCGGOCapital Group Global Growth Equity ETF$3,672,417$73,615 ▲2.0%110,0512.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,532,2640.0%24,8002.3%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,429,798$27,772 ▼-0.8%119,4222.3%ManufacturingMSFTMicrosoft$2,940,251$1,111 ▼0.0%7,9431.9%Computer and TechnologyIVViShares Core S&P 500 ETF$2,792,4730.0%4,2751.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,720,867$17,706 ▲0.7%58,8551.8%ETFBRK.BBerkshire Hathaway$2,525,863$100,632 ▼-3.8%5,2711.7%FinanceSPYSPDR S&P 500 ETF Trust$2,462,187$130,068 ▼-5.0%3,7861.6%FinanceIXNiShares Global Tech ETF$2,179,346$79,976 ▼-3.5%21,8001.4%ETFCOSTCostco Wholesale$2,156,4880.0%2,1641.4%Retail/WholesaleGOOGAlphabet$2,155,517$8,606 ▼-0.4%7,5141.4%Computer and TechnologyQQQInvesco QQQ$2,057,647$138,523 ▲7.2%3,5651.4%FinanceIWViShares Russell 3000 ETF$2,032,438$4,448 ▼-0.2%5,4831.3%ETFBIVVanguard Intermediate-Term Bond ETF$1,974,455$38,514 ▼-1.9%25,5821.3%ETFTSLATesla$1,878,096$16,729 ▲0.9%5,0521.2%Auto/Tires/TrucksWALMART INC$1,873,8940.0%15,0781.2%COMNVDANVIDIA$1,812,923$872 ▲0.0%10,3951.2%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,799,432$61,885 ▼-3.3%22,3311.2%ETFIAUiShares Gold Trust$1,646,917$143,260 ▲9.5%18,6811.1%FinanceJPMJPMorgan Chase & Co.$1,637,589$8,825 ▼-0.5%5,5671.1%FinanceGOOGLAlphabet$1,627,0390.0%5,6581.1%Computer and TechnologyDFGRDimensional Global Real Estate ETF$1,606,159$53,639 ▲3.5%60,4271.1%ETFGDGeneral Dynamics$1,592,5410.0%4,6401.0%AerospaceILCBiShares Morningstar U.S. Equity ETF$1,573,8980.0%17,5151.0%ETFIJRiShares Core S&P Small-Cap ETF$1,538,8330.0%12,3791.0%ETFXOMExxonMobil$1,522,3590.0%8,9731.0%EnergyAVGOBroadcom$1,513,5040.0%4,8901.0%Computer and TechnologyMGCVanguard Mega Cap ETF$1,491,369$62,869 ▲4.4%6,3101.0%ETFSCHDSchwab US Dividend Equity ETF$1,457,484$55,193 ▼-3.6%47,5061.0%ETFCATCaterpillar$1,149,1220.0%1,6220.8%IndustrialsQCOMQualcomm$1,086,5170.0%8,4370.7%Computer and TechnologyVOVanguard Mid-Cap ETF$976,1250.0%3,3990.6%ETFXLREReal Estate Select Sector SPDR Fund$974,367$30,745 ▲3.3%23,8640.6%ETFIYHiShares U.S. Healthcare ETF$973,9120.0%15,8000.6%ETFJNJJohnson & Johnson$972,627$18,822 ▼-1.9%3,9790.6%MedicalIEIiShares 3-7 Year Treasury Bond ETF$958,762$10,318 ▲1.1%8,0840.6%ETFSRESempra Energy$889,535$10,592 ▲1.2%9,1540.6%UtilitiesGLDSPDR Gold Shares$889,409$12,909 ▼-1.4%2,0670.6%FinanceESGUiShares ESG Aware MSCI USA ETF$828,438$2,970 ▼-0.4%5,8580.5%ManufacturingWDFCWD-40$818,207$1,020 ▼-0.1%4,0120.5%Consumer StaplesEPDEnterprise Products Partners$800,051$4,541 ▼-0.6%21,1430.5%EnergyFLTRVanEck IG Floating Rate ETF$799,257$8,103 ▼-1.0%31,3680.5%ETFBACBank of America$795,4540.0%16,3170.5%FinanceBPBP$783,4900.0%16,6700.5%EnergyVLOValero Energy$723,9440.0%2,9300.5%EnergyVTHRVanguard Russell 3000 ETF$720,474$12,080 ▲1.7%2,5050.5%ETFPEPPepsiCo$695,2330.0%4,4770.5%Consumer StaplesOKEONEOK$658,8530.0%7,2890.4%EnergyAMZNAmazon.com$640,8470.0%3,0770.4%Retail/WholesaleABBVAbbVie$633,5480.0%2,9130.4%MedicalVZVerizon Communications$628,002$2,510 ▲0.4%12,5100.4%Computer and TechnologyMSMorgan Stanley$621,5810.0%3,7770.4%FinanceUNPUnion Pacific$621,3500.0%2,5610.4%TransportationMDYSPDR S&P MidCap 400 ETF Trust$613,0590.0%9940.4%ETFGLWCorning$609,8250.0%4,4850.4%Computer and TechnologyCCJCameco$609,3020.0%5,6100.4%Basic MaterialsKMIKinder Morgan$604,5460.0%18,0300.4%EnergyCSCOCisco Systems$572,3810.0%7,3770.4%Computer and TechnologyHDHome Depot$558,1260.0%1,6970.4%Retail/WholesalePLDPrologis$524,358$27,493 ▼-5.0%3,9670.3%FinanceMCDMcDonald's$517,4650.0%1,6650.3%Retail/WholesaleABTAbbott Laboratories$503,1860.0%4,9010.3%MedicalPGProcter & Gamble$500,340$38,999 ▼-7.2%3,4640.3%Consumer StaplesEMREmerson Electric$494,6010.0%3,7750.3%IndustrialsWFCWells Fargo & Company$479,755$3,264 ▲0.7%6,0260.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$479,2900.0%7,0000.3%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$470,2930.0%2,8750.3%ETFLLYEli Lilly and Company$465,404$9,198 ▲2.0%5060.3%MedicalBXBlackstone$460,995$98,891 ▲27.3%4,0090.3%FinanceIBMInternational Business Machines$460,7830.0%1,9010.3%Computer and TechnologyAMGNAmgen$457,405$11,963 ▼-2.5%1,3000.3%MedicalMRKMerck & Co., Inc.$451,8690.0%3,7560.3%MedicalHONHoneywell International$429,2310.0%1,8990.3%Multi-Sector ConglomeratesMMM3M$411,4370.0%2,8330.3%Multi-Sector ConglomeratesINTCIntel$383,4840.0%8,6900.3%Computer and TechnologyYUMYum! Brands$379,3710.0%2,4400.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$372,7500.0%1,1620.2%ETFNFLXNetflix$367,774$6,731 ▲1.9%3,8250.2%Consumer DiscretionaryAXPAmerican Express$365,0930.0%1,2070.2%FinanceDISWalt Disney$361,425$4,144 ▼-1.1%3,7500.2%Consumer DiscretionaryDBJPXtrackers MSCI Japan Hedged Equity ETF$353,5740.0%3,5000.2%ETFORealty Income$343,5260.0%5,6150.2%FinanceVONVVanguard Russell 1000 Value ETF$340,2760.0%3,6300.2%ETFUECUranium Energy$337,5000.0%25,0000.2%Basic MaterialsTIPiShares TIPS Bond ETF$337,1500.0%3,0550.2%ETFCOPConocoPhillips$333,960$26,400 ▲8.6%2,5300.2%EnergyDEDeere & Company$325,0240.0%5770.2%IndustrialsMCOMoody's$323,6980.0%7420.2%FinancePBAPembina Pipeline$313,3200.0%7,0000.2%EnergyCPTCamden Property Trust$296,984$55,666 ▼-15.8%3,0410.2%FinanceVBVanguard Small-Cap ETF$290,7310.0%1,1100.2%ETFMARMarriott International$288,8030.0%8830.2%Consumer DiscretionaryCHAIN BRIDGE BANCORP INC$287,5760.0%8,2400.2%CL ACORCencora$278,9560.0%8880.2%MedicalIEViShares Europe ETF$271,7600.0%4,0000.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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