Siligmueller & Norvid Wealth Advisors LLC
CIK: 0002052591SEC EDGAR →
Portfolio Value
$222.4B
Holdings
156
As of
Q3 2025
New Positions
133
Closed Positions
72
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 49,044 | $16.1B | 7.24% |
| 2 | VANGUARD TAX-MANAGED FDS | 126,972 | $7.6B | 3.42% |
| 3 | ISHARES TR | 38,657 | $7.5B | 3.38% |
| 4 | ISHARES TR | 106,598 | $7.2B | 3.25% |
| 5 | ISHARES TR | 54,904 | $6.6B | 2.98% |
| 6 | ISHARES TR | 62,527 | $6.5B | 2.92% |
| 7 | BLACKROCK ETF TRUST | 103,887 | $6.2B | 2.77% |
| 8 | ISHARES TR | 8,862 | $5.9B | 2.67% |
| 9 | SPDR S&P 500 ETF TR | 9,396 | $5.8B | 2.63% |
| 10 | ISHARES TR | 28,186 | $5.8B | 2.62% |
Quarterly Changes
New Positions (133)
$16.1B · 49K shares
$7.2B · 107K shares
$6.5B · 63K shares
$6.2B · 104K shares
$5.9B · 9K shares
$5.2B · 70K shares
$4.9B · 74K shares
$4.7B · 131K shares
$4.7B · 49K shares
$4.5B · 7K shares
$4.4B · 39K shares
$4.2B · 43K shares
$3.7B · 287K shares
$3.2B · 10K shares
$3.0B · 71K shares
$3.0B · 10K shares
$2.9B · 76K shares
$2.9B · 12K shares
$2.6B · 48K shares
$2.5B · 22K shares
$2.4B · 159K shares
$2.3B · 29K shares
$2.2B · 22K shares
$2.1B · 11K shares
$2.1B · 46K shares
$2.0B · 44K shares
$2.0B · 10K shares
$1.8B · 7K shares
$1.7B · 15K shares
$1.6B · 34K shares
$1.5B · 12K shares
$1.4B · 42K shares
$1.4B · 25K shares
$1.3B · 13K shares
$1.3B · 22K shares
$998.0M · 23K shares
$954.3M · 1K shares
$937.6M · 6K shares
$923.9M · 3K shares
$921.9M · 2K shares
$904.4M · 23K shares
$896.1M · 5K shares
$878.4M · 1K shares
$844.1M · 2K shares
$836.8M · 14K shares
$832.7M · 2K shares
$809.2M · 21K shares
$800.7M · 11K shares
$761.6M · 2K shares
$745.2M · 22K shares
$689.8M · 2K shares
$606.7M · 3K shares
$593.0M · 5K shares
$584.7M · 9K shares
$574.1M · 3K shares
$573.1M · 1K shares
$565.9M · 9K shares
$565.4M · 17K shares
$565.0M · 165K shares
$563.4M · 2K shares
$555.4M · 16K shares
$546.7M · 23K shares
$546.1M · 2K shares
$537.0M · 901 shares
$535.1M · 5K shares
$511.2M · 3K shares
$487.9M · 10K shares
$473.9M · 5K shares
$472.1M · 1K shares
$467.7M · 7K shares
$449.4M · 785 shares
$448.4M · 19K shares
$438.4M · 5K shares
$427.4M · 7K shares
$421.8M · 6K shares
$420.7M · 17K shares
$405.3M · 4K shares
$405.0M · 9K shares
$402.8M · 4K shares
$391.4M · 17K shares
$391.2M · 1K shares
$386.4M · 17K shares
$383.9M · 1K shares
$381.9M · 5K shares
$375.0M · 4K shares
$368.8M · 910 shares
$368.4M · 1K shares
$359.3M · 4K shares
$359.2M · 12K shares
$358.2M · 8K shares
$353.0M · 9K shares
$346.3M · 7K shares
$339.0M · 3K shares
$314.6M · 6K shares
$307.3M · 6K shares
$304.8M · 4K shares
$297.4M · 1K shares
$296.7M · 2K shares
$292.8M · 1K shares
$290.3M · 3K shares
$289.8M · 10K shares
$289.1M · 1K shares
$285.5M · 2K shares
$284.4M · 6K shares
$280.8M · 52 shares
$275.4M · 1K shares
$273.1M · 13K shares
$272.9M · 569 shares
$268.2M · 7K shares
$266.7M · 2K shares
$266.6M · 750 shares
$265.9M · 10K shares
$258.4M · 5K shares
$250.9M · 917 shares
$250.0M · 3K shares
$246.5M · 2K shares
$245.6M · 3K shares
$241.6M · 3K shares
$236.5M · 2K shares
$232.9M · 1K shares
$229.5M · 301 shares
$226.0M · 2K shares
$224.9M · 3K shares
$220.8M · 3K shares
$220.2M · 1K shares
$218.5M · 2K shares
$216.8M · 769 shares
$215.0M · 615 shares
$213.9M · 2K shares
$212.2M · 177 shares
$202.2M · 4K shares
$201.6M · 2K shares
$51.8M · 11K shares
Closed Positions (72)
$20.9B · 866K shares
$18.7B · 915K shares
$13.2B · 325K shares
$12.7B · 84K shares
$8.9B · 98K shares
$8.6B · 102K shares
$7.5B · 68K shares
$6.7B · 37K shares
$6.0B · 78K shares
$5.7B · 137K shares
$5.5B · 221K shares
$5.3B · 143K shares
$5.1B · 28K shares
$4.5B · 116K shares
$3.9B · 22K shares
$3.6B · 185K shares
$2.6B · 38K shares
$2.4B · 31K shares
$2.4B · 55K shares
$2.2B · 27K shares
$2.2B · 54K shares
$2.2B · 58K shares
$2.0B · 68K shares
$1.9B · 29K shares
$1.6B · 33K shares
$1.6B · 32K shares
$1.3B · 66K shares
$1.3B · 36K shares
$1.3B · 6K shares
$1.2B · 26K shares
$1.2B · 38K shares
$1.2B · 19K shares
$1.1B · 3K shares
$1.0B · 24K shares
$968.1M · 24K shares
$949.5M · 8K shares
$909.8M · 7K shares
$875.3M · 9K shares
$852.4M · 10K shares
$807.1M · 10K shares
$798.7M · 26K shares
$728.0M · 11K shares
$711.3M · 16K shares
$665.0M · 20K shares
$653.6M · 14K shares
$631.6M · 17K shares
$625.3M · 32K shares
$611.5M · 14K shares
$604.8M · 15K shares
$604.2M · 21K shares
$574.8M · 5K shares
$495.1M · 23K shares
$483.8M · 17K shares
$481.6M · 10K shares
$451.8M · 9K shares
$436.1M · 13K shares
$417.0M · 25K shares
$396.7M · 15K shares
$352.0M · 9K shares
$303.9M · 18K shares
$300.8M · 15K shares
$297.3M · 13K shares
$279.6M · 12K shares
$274.4M · 6K shares
$273.1M · 6K shares
$254.4M · 6K shares
$235.2M · 10K shares
$210.4M · 2K shares
$200.6M · 4K shares
$200.3M · 552 shares
$93.7M · 13K shares
$15.6M · 26K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $175.7B | 79.0% |
| Unknown | 12 | $13.3B | 6.0% |
| Technology | 10 | $11.8B | 5.3% |
| Healthcare | 10 | $7.8B | 3.5% |
| Industrials | 7 | $3.9B | 1.7% |
| Consumer Cyclical | 6 | $3.6B | 1.6% |
| Communication Services | 6 | $3.1B | 1.4% |
| Consumer Defensive | 3 | $1.6B | 0.7% |
| Utilities | 2 | $1.2B | 0.5% |
| Energy | 1 | $535.1M | 0.2% |