Silvia Mccoll Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts and New Holdings

As reported for the period ending June 30, 2026, Silvia Mccoll Wealth Management, a prominent financial institution managing substantial client portfolios, has documented specific changes to its investment strategy. This filing reveals notable shifts in stock positions and the introduction of new holdings.

Among the most significant actions this quarter were several large purchases. The firm established a new position in VO, investing approximately $925,749 and increasing its holdings by 8091 shares (representing a staggering +238% change). Similarly, they initiated positions in both CSX and CVS, acquiring 4800 shares of CSX (valued at $228,144) and 2300 shares of CVS (valued at $237,935), effectively doubling their holdings in these cases. Additionally, they increased exposure to IQLT by acquiring 3315 shares and boosted investment in Vanguard funds through purchases of BIV, adding 2138 shares, and ILCB despite a slight share decrease.

In contrast to these additions, the investor also documented several exits or reductions. The position in HON, Honeywell International Inc., was notably reduced by 989 shares (a -52.08% change), effectively exiting a significant portion of the holding but not entirely removing it from the portfolio.

Furthermore, examining other changes provides additional context for this quarter's activity. The firm slightly increased its stake in CWN, adding 1575 shares valued at $201,301 (+14.79% change). They also adjusted holdings in several Vanguard funds and ETFs like CGDV (Capital Group Dividend Value), VBR (Vanguard Index Fundds), ANGL (Vaneck ETF Trust), IVV (iShares Core S&P Total U.S. Stock Market ETF), IXN (SPDR S&P 500 International ex-US ETF) which remained unchanged, and AVEM.

The overall portfolio turnover rate for this quarter appears moderate based on the reported changes, though specific calculations would require more comprehensive data than what is provided here. The strategic decisions reflected in these holdings adjustments suggest a dynamic approach to managing risk and returns within their client base's portfolios.

For detailed information regarding Silvia Mccoll Wealth Management's investment activities, please refer to the official filing dated 2026-06-30. Investors can explore specific stock performance and details by visiting individual company pages.