account_balance

Investment manager · 13F filer · SEC CIK 1991983

Silvia McColl Wealth Management, LLC

Reported value$167Mas of Sep 30, 2026
Positions118 3 new, 7 sold out
Top 10 weight44.6%CGDV alone is 13%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
CGDV Capital Group Dividend Value 12.8% Held
AAPL Apple Inc. 7.0% Held
VBR Vanguard Index FDS 5.6% Held
CVX Chevron Corp 4.7% Held
IJH iShares Tr 2.8% Held
CGGO Capital Group GBL Growth Eqt 2.7% Added +3%
ITOT iShares Tr 2.5% Held
MSFT Microsoft Corp 2.4% Held
ANGL Vaneck ETF Trust 2.1% Added +3%
IVV iShares Tr 2.0% Held
IXN iShares Tr 1.9% Held
IQLT iShares Tr 1.9% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFGR +4%
  • XLRE +3%
  • ANGL +3%
  • CGGO +3%
arrow_downwardTrimmed
  • DIS −12%
  • ILCB −9%
  • XOM −4%
  • VTHR −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast