SILVIA MCCOLL WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 151,860
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 119 | 151,860 | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/9/2026 | 116 | 150,455 | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/8/2025 | 117 | 147,730 | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/22/2025 | 116 | 137,598 | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.68 K | 61.0% | 0 | 30.93 K | -30.93 K |
| ETFs | 59.17 K | 39.0% | 32.33 K | 0 | 32.33 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
151,860
Holdings
119
QoQ value change ($000)
1,405
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.