Portfolio (Quarterly) Guide ↗

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

· CIK 0001991983

13F Portfolio $166M AUM 122 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 11 Added 33 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	8,139	$236K	0.15%	SOLD
2	EZBC	FRANKLIN TEMPLETON DIGITAL H	Financial Services	5,380	$211K	0.14%	SOLD

Sector Allocation

Technology 29.4%

Financial Services 19.1%

Energy 15.6%

Industrials 8.4%

Consumer Defensive 6.7%

Consumer Cyclical 6.4%

Healthcare 5.2%

Communication Services 4.2%

Utilities 2.0%

Basic Materials 1.6%