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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
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CPT CAMDEN PPTY TR Real Estate 3,041.0 $297K 0.20% -570.0 -15.8% $97.66 +8.7%
22 TM TOYOTA MOTOR CORP Consumer Cyclical 1,235.0 $255K 0.17% -40.0 -3.1% $206.09 -7.8%
23 CWEN CLEARWAY ENERGY INC Utilities 6,355.0 $250K 0.16% -180.0 -2.8% $39.29 -2.9%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%