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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 YUM YUM BRANDS INC Consumer Cyclical 2,440.0 $379K 0.25% $155.48 -0.2%
82 VTI VANGUARD INDEX FDS 1,162.0 $373K 0.24% $320.78 +14.3%
83 NFLX NETFLIX INC Communication Services 3,825.0 $368K 0.24% +70.0 +1.9% $96.15 -7.9%
84 AXP AMERICAN EXPRESS CO Financial Services 1,207.0 $365K 0.24% $302.48 +3.1%
85 DIS DISNEY WALT CO Communication Services 3,750.0 $361K 0.24% -43.0 -1.1% $96.38 +6.9%
86 DBJP DBX ETF TR 3,500.0 $354K 0.23% $101.02 +9.6%
87 O REALTY INCOME CORP Real Estate 5,615.0 $344K 0.23% $61.18 +1.4%
88 VONV VANGUARD SCOTTSDALE FDS 3,630.0 $340K 0.22% $93.74 +10.6%
89 UEC URANIUM ENERGY CORP Energy 25,000.0 $338K 0.22% $13.50 -3.6%
90 TIP ISHARES TR 3,055.0 $337K 0.22% $110.36 +0.0%
91 COP CONOCOPHILLIPS Energy 2,530.0 $334K 0.22% +200.0 +8.6% $132.00 -8.7%
92 DE DEERE & CO Industrials 577.0 $325K 0.21% $563.30 -6.1%
93 MCO MOODYS CORP Financial Services 742.0 $324K 0.21% $436.25 +2.9%
94 PBA PEMBINA PIPELINE CORP Energy 7,000.0 $313K 0.21% $44.76 +10.8%
95 CPT CAMDEN PPTY TR Real Estate 3,041.0 $297K 0.20% -570.0 -15.8% $97.66 +10.0%
96 VB VANGUARD INDEX FDS 1,110.0 $291K 0.19% $261.92 +10.4%
97 MAR MARRIOTT INTL INC NEW Consumer Cyclical 883.0 $289K 0.19% $327.07 +12.9%
98 CHAIN BRIDGE BANCORP INC 8,240.0 $288K 0.19% $34.90
99 CENCORA INC 888.0 $279K 0.18% $314.14
100 IEV ISHARES TR 4,000.0 $272K 0.18% $67.94 +7.0%
Page 5 of 6  ·  119 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%