SILVIA MCCOLL WEALTH MANAGEMENT, LLC - Portfolio overview

SILVIA MCCOLL WEALTH MANAGEMENT, LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 12.58%
2. AAPL - APPLE INC, 5.84%
3. VBR - VANGUARD INDEX FDS, 5.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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