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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 1,207.0 $408K 0.25% $338.25 -1.5%
82 DBJP DBX ETF TR 3,500.0 $402K 0.24% $114.79 +1.3%
83 YUM YUM BRANDS INC Consumer Cyclical 2,440.0 $390K 0.23% $159.86 -3.8%
84 VONV VANGUARD SCOTTSDALE FDS 3,630.0 $386K 0.23% $106.31 +6.6%
85 DE DEERE & CO Industrials 577.0 $366K 0.22% $634.33 -0.6%
86 DIS DISNEY WALT CO Communication Services 3,750.0 $361K 0.22% $96.25 +12.3%
87 O REALTY INCOME CORP Real Estate 5,615.0 $348K 0.21% $61.96 +0.0%
88 VB VANGUARD INDEX FDS 1,110.0 $336K 0.20% $303.12 -0.8%
89 CHAIN BRIDGE BANCORP INC 8,000.0 $336K 0.20% -240.0 -2.9% $42.05
90 MCO MOODYS CORP Financial Services 742.0 $336K 0.20% $452.92 +13.7%
91 TIP ISHARES TR 3,055.0 $334K 0.20% $109.43 -2.3%
92 MAR MARRIOTT INTL INC NEW Consumer Cyclical 883.0 $327K 0.20% $370.59 -5.3%
93 PBA PEMBINA PIPELINE CORP Energy 7,000.0 $324K 0.20% $46.25 +3.8%
94 VOO VANGUARD INDEX FDS 447.0 $307K 0.18% +7.0 +1.6% $686.81 +3.0%
95 MU MICRON TECHNOLOGY INC Technology 264.0 $305K 0.18% NEW $1154.29 -19.2%
96 PAVE GLOBAL X FDS 5,084.0 $300K 0.18% $58.92 -6.1%
97 GE GE AEROSPACE Industrials 795.0 $297K 0.18% $373.73 -8.3%
98 CPT CAMDEN PPTY TR Real Estate 2,591.0 $297K 0.18% -450.0 -14.8% $114.49 -7.1%
99 IEV ISHARES TR 4,000.0 $291K 0.17% $72.85 +3.3%
100 USB US BANCORP Financial Services 4,627.0 $279K 0.17% $60.40 +3.4%
Page 5 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%