StockDriftsStockDriftsTop 50 Silvia Mccoll Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 12.78% | 435.5K | $21.3M | +1.95%(+8.32K) | $38.38(+27.74%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.98% | 34.9K | $11.6M | -0.43%(-149) | $139.19(+146.38%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 5.63% | 40.6K | $9.4M | +1.83%(+728) | $158.90(+48.23%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 4.71% | 38.4K | $7.8M | -0.14%(-53) | $161.50(+38.93%) | 2026-09-30 | |
| IJH | ISHARES TR | 2.83% | 65.4K | $4.7M | +1.86%(+1.20K) | $56.71(+27.64%) | 2026-09-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.66% | 111.6K | $4.4M | +2.56%(+2.78K) | $30.15(+26.27%) | 2026-09-30 | |
| ITOT | ISHARES TR | 2.48% | 24.8K | $4.1M | +0.00%(+0) | $82.17(+102.90%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.41% | 7.8K | $4.0M | -0.25%(-20) | $252.71(+111.12%) | 2026-09-30 | |
| ANGL | VANECK ETF TRUST | 2.12% | 126.8K | $3.5M | +2.79%(+3.44K) | $27.35(-0.19%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.97% | 4.3K | $3.3M | +0.00%(+0) | $371.43(+107.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.90% | +47.76% | — | — | +55.42% |
| Top 20 Holdings Unweighted | +15.13% | +52.59% | — | — | +62.27% |
Silvia Mccoll Wealth Management LLC reports $166.54M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (12.8%), AAPL (7.0%) and VBR (5.6%). The top 20 holdings account for 59.99% of reported assets. Its disclosed equity book has returned +47.76% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Silvia Mccoll Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Silvia Mccoll Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1991983). View Silvia Mccoll Wealth Management LLC’s 13F filings on SEC