13F Filings History of SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$150,455,148
Signature - Title
Brandon Silvia - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by SILVIA MCCOLL WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 116 stock holdings with total value $150,455,148 as of Q4 2025. Top holdings included CGDV, AAPL, VBR, CVX, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 116 $150,455,148 +$2,064,181 -$2,880,705 -$816,524 CGDV, AAPL, VBR, CVX, IJH 13F-HR 08 Jan 2026, 18:44
Q3 2025 117 $147,730,314 +$2,558,937 -$3,848,857 -$1,289,920 CGDV, AAPL, VBR, CVX, IJH 13F-HR 07 Oct 2025, 18:14
Q2 2025 116 $137,597,654 +$17,067,606 -$16,301,679 +$765,927 CGDV, VBR, AAPL, CVX, IJH 13F-HR 21 Jul 2025, 18:19
Q1 2025 109 $131,896,344 +$3,025,356 -$2,061,332 +$964,024 SCHD, AAPL, VBR, CVX, IJH 13F-HR 07 Apr 2025, 16:41
Q4 2024 106 $133,443,147 +$14,471,648 -$2,341,650 +$12,129,998 SCHD, AAPL, VBR, CVX, IJH 13F-HR 14 Jan 2025, 12:50
Q3 2024 108 $133,612,450 +$18,555,469 -$11,699,889 +$6,855,580 SCHD, AAPL, VBR, CVX, IJH 13F-HR 02 Oct 2024, 18:12
Q2 2024 110 $120,877,614 +$1,714,784 -$1,097,387 +$617,397 SCHD, AAPL, VBR, CVX, MSFT 13F-HR 15 Jul 2024, 18:15
Q1 2024 109 $116,606,144 +$6,472,458 -$2,804,742 +$3,667,716 SCHD, AAPL, VBR, CVX, MSFT 13F-HR 18 Apr 2024, 11:39
Q4 2023 104 $111,056,785 +$5,970,266 -$3,147,524 +$2,822,742 SCHD, AAPL, VBR, CVX, MSFT 13F-HR 09 Jan 2024, 18:29
Q3 2023 99 $99,995,271 +$2,011,583 -$6,569,010 -$4,557,427 SCHD, AAPL, CVX, VBR, MSFT 13F-HR 17 Oct 2023, 16:08
Q2 2023 106 $107,747,826 +$3,172,242 -$736,765 +$2,435,477 SCHD, AAPL, CVX, VBR, MSFT 13F-HR 05 Sep 2023, 12:44
Q1 2023 101 $100,878,974 +$2,980,898 -$7,017,906 -$4,037,008 SCHD, AAPL, CVX, VBR, MSFT 13F-HR 05 Sep 2023, 12:42
Q4 2022 105 $101,793,614 $0 $0 $0 SCHD, CVX, AAPL, VBR, BOND 13F-HR 05 Sep 2023, 12:39