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Brandon Silvia

Silvia Mccoll Wealth Management, Llc

Assets Managed
$166.223M
Holdings
122
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.46%(2Q avg: 5.2%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Silvia Mccoll Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Silvia Mccoll Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 166.223M in assets, with a quarterly growth rate of 9.46% and a 2-quarter average growth rate of 5.2%. The portfolio is managed by Brandon Silvia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -5.81%
12.67%
$21.052M
427,200 shares@ $49.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.74%
6.11%
$10.144M
35,057 shares@ $289.37 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 1.22%
5.83%
$9.68M
39,837 shares@ $243.0 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.38%
3.84%
$6.369M
38,424 shares@ $165.76 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.74%
2.99%
$4.954M
64,243 shares@ $77.11 avg price
CGGO
Cap Group Global Growth
Recent Activity
Decreased -1.15%
2.78%
$4.605M
108,782 shares@ $42.34 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
2.46%
$4.074M
24,800 shares@ $164.27 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
Increased 3.34%
2.18%
$3.608M
123,400 shares@ $29.24 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
1.93%
$3.202M
4,275 shares@ $748.9 avg price
IXN
Ishares Global Tech Etf
Recent Activity
1.9%
$3.15M
21,800 shares@ $144.48 avg price

1-10 of 122