Portfolio (Quarterly) Guide ↗

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

· CIK 0001991983

13F Portfolio $152M AUM 119 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 18 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XYL	XYLEM INC	Industrials	1,600	$218K	0.14%	SOLD
2	META	META PLATFORMS INC	Communication Services	322	$213K	0.14%	SOLD
3	AMP	AMERIPRISE FINL INC	Financial Services	418	$205K	0.14%	SOLD

Sector Allocation

Technology 24.6%

Energy 20.0%

Financial Services 18.0%

Industrials 7.4%

Consumer Defensive 7.3%

Communication Services 7.2%

Consumer Cyclical 6.1%

Healthcare 4.7%

Utilities 1.8%

Real Estate 1.6%