Silvia McColl Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 118 separate positions held by the firm, with the total number of shares reported across all holdings reaching 166,536,768.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major positions include Apple Inc., which is held in 34,908 shares; Berkshire Hathaway Inc. Class B, with 5,271 shares; and JPMorgan Chase & Co., with 5,478 shares. The firm also holds significant positions in Visa Inc., Amazon.com Inc., and UnitedHealth Group Inc.
Among the individual stock holdings, the largest position is in Visa Inc., with 12,684 shares. Other notable individual stock holdings include UnitedHealth Group Inc. (11,215 shares), Eli Lilly & Co. (8,237 shares), and Procter & Gamble Co. (4,477 shares). The filing also includes a substantial position in the VanEck Fallen Angel High Yield ETF, with 126,843 shares.
The filing identifies Brandon Silvia as the Chief Compliance Officer for the firm, which is headquartered in San Diego, California.
