SILVIA MCCOLL WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19919832026Q2
| Positions | 122 |
|---|---|
| Reported value | $166.2m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 427,200 | $21.1m | 12.7% |
| AAPL APPLE INC | 35,057 | $10.1m | 6.1% |
| VBR VANGUARD INDEX FDS | 39,837 | $9.7m | 5.8% |
| CVX CHEVRON CORPORATION | 38,424 | $6.4m | 3.8% |
| IJH ISHARES TR | 64,243 | $5.0m | 3.0% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 108,782 | $4.6m | 2.8% |
| ITOT ISHARES TR | 24,800 | $4.1m | 2.5% |
| ANGL VANECK ETF TRUST | 123,400 | $3.6m | 2.2% |
| IVV ISHARES TR | 4,275 | $3.2m | 1.9% |
| IXN ISHARES TR | 21,800 | $3.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1991983")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.