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CIK 0001991983 • 6 13F filings • Apr 7, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $416K | 0.3% | 2,833 SH | |
| ABBOTT LABS | COM | $650K | 0.5% | 4,901 SH | |
| ABBVIE INC | COM | $610K | 0.5% | 2,913 SH | |
| ALLSTATE CORP | COM | $210K | 0.2% | 1,015 SH | |
| ALPHABET INC | CAP STK CL A | $875K | 0.7% | 5,658 SH | |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.9% | 7,676 SH | |
| AMAZON COM INC | COM | $585K | 0.4% | 3,077 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.5M | 1.1% | 25,076 SH | |
| AMERICAN EXPRESS CO | COM | $325K | 0.2% | 1,207 SH | |
| AMERIPRISE FINL INC | COM | $202K | 0.2% | 418 SH | |
| AMGEN INC | COM | $481K | 0.4% | 1,543 SH | |
| APPLE INC | COM | $8.8M | 6.7% | 39,557 SH | |
| AT&T INC | COM | $230K | 0.2% | 8,139 SH | |
| BANK AMERICA CORP | COM | $683K | 0.5% | 16,372 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 2.2% | 5,488 SH | |
| BLACKSTONE INC | COM | $454K | 0.3% | 3,249 SH | |
| BP PLC | SPONSORED ADR | $565K | 0.4% | 16,730 SH | |
| BROADCOM INC | COM | $926K | 0.7% | 5,530 SH | |
| CAMDEN PPTY TR | SH BEN INT | $473K | 0.4% | 3,871 SH | |
| CAMECO CORP | COM | $231K | 0.2% | 5,610 SH | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $3.3M | 2.5% | 117,801 SH | |
| CATERPILLAR INC | COM | $578K | 0.4% | 1,752 SH | |
| CENCORA INC | COM | $247K | 0.2% | 888 SH | |
| CHAIN BRIDGE BANCORP INC | CL A | $222K | 0.2% | 9,350 SH | |
| CHEVRON CORP NEW | COM | $6.6M | 5.0% | 39,665 SH | |
| CISCO SYS INC | COM | $547K | 0.4% | 8,857 SH | |
| CLEARWAY ENERGY INC | CL C | $202K | 0.2% | 6,680 SH | |
| CONOCOPHILLIPS | COM | $245K | 0.2% | 2,330 SH | |
| CORNING INC | COM | $215K | 0.2% | 4,700 SH | |
| COSTCO WHSL CORP NEW | COM | $2.0M | 1.5% | 2,151 SH | |
| DBX ETF TR | XTRACK MSCI JAPN | $260K | 0.2% | 3,500 SH | |
| DEERE & CO | COM | $271K | 0.2% | 577 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.7M | 1.3% | 63,154 SH | |
| DISNEY WALT CO | COM | $372K | 0.3% | 3,768 SH | |
| ELI LILLY & CO | COM | $371K | 0.3% | 449 SH | |
| EMERSON ELEC CO | COM | $414K | 0.3% | 3,775 SH | |
| ENERGY FUELS INC | COM NEW | $37K | 0.0% | 10,000 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $748K | 0.6% | 21,902 SH | |
| ESSEX PPTY TR INC | COM | $204K | 0.2% | 667 SH | |
| EXXON MOBIL CORP | COM | $1.1M | 0.8% | 9,263 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $283K | 0.2% | 2,505 SH | |
| GENERAL DYNAMICS CORP | COM | $1.3M | 1.0% | 4,822 SH | |
| HOME DEPOT INC | COM | $600K | 0.5% | 1,637 SH | |
| HONEYWELL INTL INC | COM | $402K | 0.3% | 1,899 SH | |
| INTEL CORP | COM | $220K | 0.2% | 9,690 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $473K | 0.4% | 1,901 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.0% | 2,804 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.0M | 0.8% | 17,741 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $933K | 0.7% | 7,897 SH | |
| ISHARES TR | CORE S&P MCP ETF | $3.8M | 2.8% | 64,404 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 1.1% | 14,214 SH | |
| ISHARES TR | CORE S&P TTL STK | $3.0M | 2.3% | 24,800 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.4M | 1.8% | 4,275 SH | |
| ISHARES TR | ESG AWR MSCI USA | $789K | 0.6% | 6,476 SH | |
| ISHARES TR | EUROPE ETF | $233K | 0.2% | 4,000 SH | |
| ISHARES TR | GLB CNSM STP ETF | $256K | 0.2% | 4,000 SH | |
| ISHARES TR | GLOBAL TECH ETF | $1.8M | 1.3% | 23,400 SH | |
| ISHARES TR | MORNINGSTR US EQ | $1.5M | 1.1% | 19,315 SH | |
| ISHARES TR | MSCI ACWI EX US | $388K | 0.3% | 7,000 SH | |
| ISHARES TR | MSCI INTL QUALTY | $2.3M | 1.7% | 57,919 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $1.8M | 1.3% | 5,557 SH | |
| ISHARES TR | TIPS BD ETF | $339K | 0.3% | 3,055 SH | |
| ISHARES TR | US HLTHCARE ETF | $962K | 0.7% | 15,800 SH | |
| JOHNSON & JOHNSON | COM | $800K | 0.6% | 4,825 SH | |
| JPMORGAN CHASE & CO. | COM | $1.4M | 1.1% | 5,688 SH | |
| KIMBERLY-CLARK CORP | COM | $274K | 0.2% | 1,925 SH | |
| KINDER MORGAN INC DEL | COM | $514K | 0.4% | 18,030 SH | |
| MARRIOTT INTL INC NEW | CL A | $229K | 0.2% | 960 SH | |
| MCDONALDS CORP | COM | $520K | 0.4% | 1,665 SH | |
| MERCK & CO INC | COM | $379K | 0.3% | 4,225 SH | |
| MICROSOFT CORP | COM | $3.0M | 2.3% | 7,961 SH | |
| MOODYS CORP | COM | $346K | 0.3% | 742 SH | |
| MORGAN STANLEY | COM NEW | $475K | 0.4% | 4,071 SH | |
| NETFLIX INC | COM | $331K | 0.3% | 355 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.8% | 10,104 SH | |
| ONEOK INC NEW | COM | $723K | 0.5% | 7,289 SH | |
| PEMBINA PIPELINE CORP | COM | $280K | 0.2% | 7,000 SH | |
| PEPSICO INC | COM | $781K | 0.6% | 5,210 SH | |
| PHILIP MORRIS INTL INC | COM | $208K | 0.2% | 1,310 SH | |
| PROCTER AND GAMBLE CO | COM | $653K | 0.5% | 3,834 SH | |
| PROLOGIS INC. | COM | $593K | 0.4% | 5,304 SH | |
| QUALCOMM INC | COM | $1.0M | 0.8% | 6,550 SH | |
| REALTY INCOME CORP | COM | $307K | 0.2% | 5,285 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $19.5M | 14.8% | 697,533 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $935K | 0.7% | 22,349 SH | |
| SEMPRA | COM | $652K | 0.5% | 9,131 SH | |
| SPDR GOLD TR | GOLD SHS | $604K | 0.5% | 2,097 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.1M | 1.6% | 3,736 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $530K | 0.4% | 994 SH | |
| TESLA INC | COM | $1.3M | 1.0% | 4,845 SH | |
| TOYOTA MOTOR CORP | ADS | $242K | 0.2% | 1,372 SH | |
| UNION PAC CORP | COM | $605K | 0.5% | 2,561 SH | |
| URANIUM ENERGY CORP | COM | $143K | 0.1% | 30,000 SH | |
| VALERO ENERGY CORP | COM | $387K | 0.3% | 2,930 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.4M | 2.6% | 118,652 SH | |
| VANECK ETF TRUST | IG FLOATING RATE | $797K | 0.6% | 31,197 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.0M | 1.5% | 25,960 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $864K | 0.7% | 3,342 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.8M | 5.9% | 42,035 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $246K | 0.2% | 1,110 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $342K | 0.3% | 1,246 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $300K | 0.2% | 3,630 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $608K | 0.5% | 2,463 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1.4M | 1.0% | 6,709 SH | |
| VERIZON COMMUNICATIONS INC | COM | $544K | 0.4% | 12,003 SH | |
| WALMART INC | COM | $1.4M | 1.0% | 15,395 SH | |
| WD 40 CO | COM | $995K | 0.8% | 4,076 SH | |
| WELLS FARGO CO NEW | COM | $434K | 0.3% | 6,047 SH | |
| YUM BRANDS INC | COM | $384K | 0.3% | 2,440 SH |
| Q3 2025 |
| 13F-HR |
| 0001991983-25-000008 |
| $147.7M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001991983-26-000004 | $166.2M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001991983-25-000005 | $137.6M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001991983-26-000003 | $151.9M | View |
| Apr 7, 2025 | Q1 2025 | 13F-HR | 0001991983-25-000003 | $131.9M | View |