Silvia McColl Wealth Management, LLC holds a focused book of 122 stocks worth $166.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Cap Group Dividend Value. Their largest long position is Cap Group Dividend Value at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1991983/holdings"
Use Arkolith to show SILVIA MCCOLL WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Silvia McColl Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $728.7B |
| MORGAN STANLEY | 80 / 80 | $584.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $547.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $186.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.6B |
| UBS Group AG | 80 / 80 | $158.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $93.5B |
| LPL Financial LLC | 80 / 80 | $86.4B |
Ranked by how many of Silvia McColl Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value SHS CREATION UNI | $21.1M | 427.2K | 12.7% | ▼−5.8% Reduced · −26K sh | |
| 2 | Apple Inc COM | $10.1M | 35.1K | 6.1% | ▼−0.7% Reduced · −263 sh | |
| 3 | Vanguard Index FDS SM CP VAL ETF | $9.7M | 39.8K | 5.8% | ▲+1.2% Added · +477 sh | |
| 4 | Chevron Corporation COM | $6.4M | 38.4K | 3.8% | ▼−0.4% Reduced · −147 sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $5.0M | 64.2K | 3.0% | ▲+1.7% Added · +1K sh | |
| 6 | Capital Group GBL Growth Eqt SHS CREATION UNI | $4.6M | 108.8K | 2.8% | ▼−1.1% Reduced · −1K sh | |
| 7 | Ishares TR CORE S&P TTL STK | $4.1M | 24.8K | 2.5% | —Held | |
| 8 | Vaneck ETF Trust FALLEN ANGEL HG | $3.6M | 123.4K | 2.2% | ▲+3.3% Added · +4K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $3.2M | 4.3K | 1.9% | —Held | |
| 10 | Ishares TR GLOBAL TECH ETF | $3.1M | 21.8K | 1.9% | —Held | |
| 11 | Ishares TR MSCI INTL QUALTY | $3.1M | 62.2K | 1.9% | ▲+5.6% Added · +3K sh | |
| 12 | Microsoft Corp COM | $2.9M | 7.8K | 1.8% | ▼−1.2% Reduced · −93 sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $2.8M | 3.8K | 1.7% | ▼−0.9% Reduced · −36 sh | |
| 14 | Alphabet Inc CAP STK CL C | $2.7M | 7.5K | 1.6% | ▲+0.3% Added · +20 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.3K | 1.6% | —Held | |
| 16 | Invesco QQQ TR UNIT SER 1 | $2.6M | 3.6K | 1.6% | —Held | |
| 17 | Ishares TR RUSSELL 3000 ETF | $2.3M | 5.4K | 1.4% | ▼−0.6% Reduced · −35 sh | |
| 18 | Tesla Inc COM | $2.1M | 5.1K | 1.3% | ▲+0.5% Added · +23 sh | |
| 19 | Vanguard BD Index FDS INTERMED TERM | $2.1M | 27.7K | 1.3% | ▲+8.3% Added · +2K sh | |
| 20 | Nvidia Corporation COM | $2.0M | 10.1K | 1.2% | ▼−2.7% Reduced · −285 sh | |
| 21 | American Centy ETF TR AVANTIS EMGMKT | $2.0M | 21.0K | 1.2% | ▼−6.1% Reduced · −1K sh | |
| 22 | Alphabet Inc CAP STK CL A | $2.0M | 5.7K | 1.2% | —Held | |
| 23 | Costco Wholesale Corporation COM | $2.0M | 2.2K | 1.2% | ▼−0.5% Reduced · −10 sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $1.8M | 12.4K | 1.1% | —Held | |
| 25 | JPMorgan Chase & Co COM | $1.8M | 5.5K | 1.1% | ▼−0.6% Reduced · −34 sh | |
| 26 | Broadcom Inc COM | $1.8M | 4.7K | 1.1% | ▼−3.2% Reduced · −156 sh | |
| 27 | Dimensional ETF Trust GLOBAL REAL EST | $1.8M | 60.8K | 1.1% | ▲+0.6% Added · +344 sh | |
| 28 | Vanguard World FD MEGA CAP INDEX | $1.7M | 6.4K | 1.0% | ▲+0.7% Added · +46 sh | |
| 29 | Caterpillar Inc COM | $1.7M | 1.6K | 1.0% | —Held | |
| 30 | Walmart Inc COM | $1.7M | 15.1K | 1.0% | —Held | |
| 31 | General Dynamics Corp COM | $1.6M | 4.6K | 1.0% | ▼−0.2% Reduced · −11 sh | |
| 32 | Ishares TR MORNINGSTR US EQ | $1.6M | 15.8K | 1.0% | ▼−9.8% Reduced · −2K sh | |
| 33 | Qualcomm Inc COM | $1.5M | 8.2K | 0.9% | ▼−2.4% Reduced · −200 sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $1.5M | 47.6K | 0.9% | ▲+0.2% Added · +89 sh | |
| 35 | Ishares Gold TR ISHARES NEW | $1.4M | 18.7K | 0.8% | —Held | |
| 36 | Exxon Mobil Corp COM | $1.2M | 8.9K | 0.7% | ▼−0.6% Reduced · −50 sh | |
| 37 | Intel Corp COM | $1.2M | 8.7K | 0.7% | —Held | |
| 38 | Ishares TR US HLTHCARE ETF | $1.1M | 15.8K | 0.6% | —Held | |
| 39 | Corning Inc COM | $1.1M | 4.1K | 0.6% | ▼−8.0% Reduced · −360 sh | |
| 40 | Select Sector SPDR TR STATE STREET REA | $1.0M | 22.9K | 0.6% | ▼−3.9% Reduced · −934 sh | |
| 41 | Johnson & Johnson COM | $1.0M | 3.9K | 0.6% | ▼−0.9% Reduced · −35 sh | |
| 42 | WD 40 Co COM | $977K | 4.0K | 0.6% | —Held | |
| 43 | Ishares TR ESG AWR MSCI USA | $959K | 5.9K | 0.6% | —Held | |
| 44 | Ishares TR 3 7 YR TREAS BD | $931K | 7.9K | 0.6% | ▼−1.9% Reduced · −156 sh | |
| 45 | Bank America Corp COM | $930K | 16.3K | 0.6% | —Held | |
| 46 | Vanguard Index FDS MID CAP ETF | $926K | 11.5K | 0.6% | ▲+238% Added · +8K sh | |
| 47 | Cisco Sys Inc COM | $843K | 7.2K | 0.5% | ▼−2.7% Reduced · −200 sh | |
| 48 | Sempra COM | $843K | 9.1K | 0.5% | ▼−0.7% Reduced · −65 sh | |
| 49 | Vanguard Scottsdale FDS VNG RUS3000IDX | $830K | 2.5K | 0.5% | —Held | |
| 50 | Vaneck ETF Trust IG FLOATING RATE | $803K | 31.4K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 122 | $166.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 119 | $151.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 116 | $150.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 117 | $147.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 116 | $137.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 7, 2025 | 109 | $131.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 106 | $133.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 108 | $133.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.