Siligmueller & Norvid Wealth Advisors LLC - Portfolio overview

Siligmueller & Norvid Wealth Advisors LLC has 156 reported holdings in this dataset, with the latest filing dated 2025-11-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 7.24%
2. VEA - VANGUARD TAX-MANAGED FDS, 3.42%
3. QUAL - ISHARES TR, 3.38%

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

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