SEC Form 13F · Q1 2026

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRCA
$151.9M
Portfolio Value
119
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CIK
1991983
Accession No.
0001991983-26-000003
Location
SAN DIEGO, CA
Form Type
13F-HR
Portfolio Value
$151.9M
Holdings Reported
119
Reporting Period
Q1 2026
Filed
April 9, 2026

About this Filing

SILVIA MCCOLL WEALTH MANAGEMENT, LLC is an institutional investment manager based in SAN DIEGO, CA reporting approximately $151.9M in 13(f) securities across 119 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.