SILVIA MCCOLL WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,223
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 122 | 166,223 | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.5 K | 60.5% | 7.809 K | 0 | 7.809 K |
| ETFs | 65.73 K | 39.5% | 6.554 K | 0 | 6.554 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
166,223
Holdings
122
QoQ value change ($000)
14,363
(9.5%)
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.