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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
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,047.0 $726K 0.44% -30.0 -1.0% $238.34 +11.8%
22 LLY ELI LILLY & CO Healthcare 482.0 $578K 0.35% -24.0 -4.7% $1199.43 -2.2%
23 PLD PROLOGIS INC. Real Estate 3,923.0 $531K 0.32% -44.0 -1.1% $135.47 +3.9%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 1,811.0 $509K 0.31% -90.0 -4.7% $281.21 -16.2%
25 PG PROCTER & GAMBLE CO Consumer Defensive 3,312.0 $486K 0.29% -152.0 -4.4% $146.64 -2.0%
26 AMGN AMGEN INC Healthcare 1,280.0 $464K 0.28% -20.0 -1.5% $362.12 +19.4%
27 BX BLACKSTONE INC Financial Services 3,919.0 $461K 0.28% -90.0 -2.2% $117.67 +21.0%
28 ABT ABBOTT LABORATORIES Healthcare 4,621.0 $419K 0.25% -280.0 -5.7% $90.74 +23.9%
29 CHAIN BRIDGE BANCORP INC 8,000.0 $336K 0.20% -240.0 -2.9% $42.05
30 CPT CAMDEN PPTY TR Real Estate 2,591.0 $297K 0.18% -450.0 -14.8% $114.49 -7.1%
31 FCX FREEPORT MCMORAN INC Basic Materials 3,764.0 $237K 0.14% -58.0 -1.5% $62.89 +21.6%
32 RTX RTX CORPORATION Industrials 1,081.0 $205K 0.12% -100.0 -8.5% $189.73 +11.6%
33 HON HONEYWELL INTL INC Industrials 910.0 $204K 0.12% -989.0 -52.1% $223.90 -2.9%
Page 2 of 2  ·  33 positions

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%