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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 4,477.0 $606K 0.36% $135.40 +4.2%
62 HD HOME DEPOT INC Consumer Cyclical 1,697.0 $598K 0.36% $352.68 -6.4%
63 LLY ELI LILLY & CO Healthcare 482.0 $578K 0.35% -24.0 -4.7% $1199.43 -2.2%
64 KMI KINDER MORGAN INC DEL Energy 18,030.0 $576K 0.35% $31.97 -1.3%
65 CCJ CAMECO CORP Energy 5,610.0 $571K 0.34% $101.86 -1.8%
66 GRID FIRST TR EXCHANGE-TRADED FD 2,875.0 $551K 0.33% $191.75 -6.6%
67 EMR EMERSON ELEC CO Industrials 3,775.0 $540K 0.33% $143.15 +8.4%
68 ACWX ISHARES TR 7,000.0 $533K 0.32% $76.11 +2.0%
69 PLD PROLOGIS INC. Real Estate 3,923.0 $531K 0.32% -44.0 -1.1% $135.47 +3.9%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 12,510.0 $530K 0.32% $42.34 +18.3%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,811.0 $509K 0.31% -90.0 -4.7% $281.21 -16.2%
72 WFC WELLS FARGO & CO Financial Services 6,028.0 $498K 0.30% $82.64 +4.9%
73 PG PROCTER & GAMBLE CO Consumer Defensive 3,312.0 $486K 0.29% -152.0 -4.4% $146.64 -2.0%
74 MRK MERCK & CO INC Healthcare 3,756.0 $483K 0.29% $128.52 +15.4%
75 AMGN AMGEN INC Healthcare 1,280.0 $464K 0.28% -20.0 -1.5% $362.12 +19.4%
76 BX BLACKSTONE INC Financial Services 3,919.0 $461K 0.28% -90.0 -2.2% $117.67 +21.0%
77 MMM 3M CO Industrials 2,833.0 $459K 0.28% $161.91 +7.7%
78 MCD MCDONALDS CORP Consumer Cyclical 1,665.0 $450K 0.27% $270.31 -2.0%
79 VTI VANGUARD INDEX FDS 1,162.0 $430K 0.26% $370.01 +2.5%
80 ABT ABBOTT LABORATORIES Healthcare 4,621.0 $419K 0.25% -280.0 -5.7% $90.74 +23.9%
Page 4 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%