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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 264.0 $305K 0.18% NEW $1154.29 -19.2%
2 CVS CVS HEALTH CORP Healthcare 2,300.0 $238K 0.14% NEW $103.45 -10.0%
3 GEV GE VERNOVA INC Utilities 196.0 $230K 0.14% NEW $1174.86 -22.4%
4 CSX CSX CORP Industrials 4,800.0 $228K 0.14% NEW $47.53 +7.9%
5 VONG VANGUARD SCOTTSDALE FDS 1,575.0 $201K 0.12% NEW $127.81 -1.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%