StockDriftsStockDriftsTop 50 Siligmueller & Norvid Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.24% | 49.0K | $16.1M | new | $315.25(+7.75%) | 2025-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.42% | 127.0K | $7.6M | +1444.67%(+118.75K) | $57.69(+8.88%) | 2025-09-30 | |
| QUAL | ISHARES TR | 3.38% | 38.7K | $7.5M | +991.70%(+35.12K) | $187.33(+7.31%) | 2025-09-30 | |
| EFV | ISHARES TR | 3.25% | 106.6K | $7.2M | new | $66.25(+8.16%) | 2025-09-30 | |
| IVW | ISHARES TR | 2.98% | 54.9K | $6.6M | +380.18%(+43.47K) | $111.74(+11.86%) | 2025-09-30 | |
| AGG | ISHARES TR | 2.92% | 62.5K | $6.5M | new | $99.10(+0.95%) | 2025-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.77% | 103.9K | $6.2M | new | $57.25(+7.60%) | 2025-09-30 | |
| IVV | ISHARES TR | 2.67% | 8.9K | $5.9M | new | $646.82(+7.18%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.63% | 9.4K | $5.8M | +114.91%(+5.02K) | $615.93(+12.08%) | 2025-09-30 | |
| IVE | ISHARES TR | 2.62% | 28.2K | $5.8M | +18.64%(+4.43K) | $197.81(+8.28%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.12% |
Siligmueller & Norvid Wealth Advisors Llc reports $222.41M in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are VTI (7.2%), VEA (3.4%) and QUAL (3.4%). The top 20 holdings account for 53.41% of reported assets. Its disclosed equity book has returned +9.22% cumulatively over 3 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Siligmueller & Norvid Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052591). View Siligmueller & Norvid Wealth Advisors Llc’s 13F filings on SEC