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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 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVEM AMERICAN CENTY ETF TR 20,961.0 $2.0M 1.22% -1K -6.1% $96.49 -1.8%
22 GOOGL ALPHABET INC Communication Services 5,658.0 $2.0M 1.22% $357.38 -3.0%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,154.0 $2.0M 1.21% $935.59 +1.1%
24 IJR ISHARES TR 12,379.0 $1.8M 1.10% $148.31 -1.8%
25 JPM JPMORGAN CHASE & CO Financial Services 5,533.0 $1.8M 1.09% -34.0 -0.6% $327.33 +9.3%
26 AVGO BROADCOM INC Technology 4,734.0 $1.8M 1.08% -156.0 -3.2% $377.75 -2.4%
27 DFGR DIMENSIONAL ETF TRUST 60,771.0 $1.8M 1.06% +344.0 +0.6% $28.97 +0.5%
28 MGC VANGUARD WORLD FD 6,356.0 $1.7M 1.05% +46.0 +0.7% $273.64 +3.1%
29 CAT CATERPILLAR INC Industrials 1,622.0 $1.7M 1.04% $1064.90 -24.9%
30 WMT WALMART INC Consumer Defensive 15,078.0 $1.7M 1.03% $113.26 -9.0%
31 GD GENERAL DYNAMICS CORP Industrials 4,629.0 $1.6M 0.99% $354.24 +7.1%
32 ILCB ISHARES TR 15,795.0 $1.6M 0.98% -2K -9.8% $103.65 +2.9%
33 QCOM QUALCOMM INC Technology 8,237.0 $1.5M 0.92% -200.0 -2.4% $184.79 -11.1%
34 SCHD SCHWAB STRATEGIC TR 47,595.0 $1.5M 0.91% $31.71 +10.1%
35 IAU ISHARES GOLD TR Financial Services 18,681.0 $1.4M 0.85% $75.51 +11.0%
36 XOM EXXON MOBIL CORP Energy 8,923.0 $1.2M 0.73% -50.0 -0.6% $136.72 +14.6%
37 INTC INTEL CORP Technology 8,690.0 $1.2M 0.73% $139.63 -35.9%
38 IYH ISHARES TR 15,800.0 $1.1M 0.64% $67.01 +7.9%
39 GLW CORNING INC Technology 4,125.0 $1.1M 0.63% -360.0 -8.0% $255.43 -41.7%
40 XLRE SELECT SECTOR SPDR TR 22,930.0 $1.0M 0.61% -934.0 -3.9% $44.03 +1.0%
Page 2 of 7  ·  122 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%