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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 3,944.0 $1.0M 0.60% -35.0 -0.9% $253.97 +5.5%
42 WDFC WD 40 CO Basic Materials 4,012.0 $977K 0.59% $243.64 -10.9%
43 ESGU ISHARES TR 5,858.0 $959K 0.58% $163.67 +3.1%
44 IEI ISHARES TR 7,928.0 $931K 0.56% -156.0 -1.9% $117.46 -1.1%
45 BAC BANK AMERICA CORP Financial Services 16,317.0 $930K 0.56% $56.98 +9.4%
46 VO VANGUARD INDEX FDS 11,490.0 $926K 0.56% +8K +238.0% $80.57 +2.4%
47 CSCO CISCO SYS INC Technology 7,177.0 $843K 0.51% -200.0 -2.7% $117.46 -6.4%
48 SRE SEMPRA Utilities 9,089.0 $843K 0.51% -65.0 -0.7% $92.70 -9.0%
49 VTHR VANGUARD SCOTTSDALE FDS 2,505.0 $830K 0.50% $331.47 +2.5%
50 FLTR VANECK ETF TRUST 31,368.0 $803K 0.48% $25.61 -0.0%
51 MS MORGAN STANLEY Financial Services 3,777.0 $790K 0.47% $209.04 +2.7%
52 EPD ENTERPRISE PRODS PARTNERS L 21,143.0 $777K 0.47% $36.76
53 VLO VALERO ENERGY CORP Energy 2,930.0 $763K 0.46% $260.44 +35.3%
54 GLD SPDR GOLD TR Financial Services 2,067.0 $761K 0.46% $368.38 +11.0%
55 ABBV ABBVIE INC Healthcare 2,895.0 $728K 0.44% -18.0 -0.6% $251.64 +1.5%
56 AMZN AMAZON COM INC Consumer Cyclical 3,047.0 $726K 0.44% -30.0 -1.0% $238.34 +11.8%
57 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 994.0 $699K 0.42% $703.34 -1.8%
58 UNP UNION PAC CORP Industrials 2,558.0 $696K 0.42% $272.00 +13.0%
59 OKE ONEOK INC NEW Energy 7,289.0 $634K 0.38% $86.94 +9.0%
60 BP BP PLC Energy 16,670.0 $616K 0.37% $36.95 +14.1%
Page 3 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%