SV
Silicon Valley Capital Partners 13F Filings & Institutional Holdings (Q1 2026)
Silicon Valley Capital PartnersCIK: 0001673633
Diversified strategySector-focusedMomentum follower
Total reported value
$1.0B
Reporting period: 2026-03-31 · Number of holdings: 454
Silicon Valley Capital Partners disclosed 454 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 18.4%.
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Personality snowflake
- Concentration
- 20.4
- Portfolio Stability
- 18.41
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 52.88
Silicon Valley Capital Partners's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 454 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.71), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 50% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim CRM
-91.8% -$21.1M
Add SCHW
+135349.5% $11.8M
Add AVGO
+51.6% $9.0M
Trim USB
-71.2% -$9.7M
Add UNH
+1605.9% $8.6M
Add SNOW
+5287.9% $7.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 454 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.49% | +0.07% | -2.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.33% | +0.03% | -0.72% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.55% | +0.07% | +1.50% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.38% | +0.37% | +5.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | -0.60% | +8.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.28% | +0.30% | +7.29% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.07% | -0.09% | -2.11% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.14% | +0.13% | -3.81% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.68% | -0.06% | +5.36% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.67% | +0.11% | -3.68% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | -0.35% | -6.76% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 3.37% | +1.06% | +51.64% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.01% | -0.06% | -0.66% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.26% | +0.15% | +4.88% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 2.11% | +0.61% | +72.46% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.73% | +0.21% | +55.19% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.70% | -0.06% | +0.72% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.61% | -0.02% | -3.13% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.39% | +0.07% | -2.82% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | -0.56% | -26.55% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.26% | -34.48% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.16% | +1.16% | +135349.46% | |
| 23 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.14% | -0.08% | -8.19% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.07% | -0.21% | -4.84% | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.06% | +0.18% | -4.87% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | -0.44% | -26.58% | |
| 27 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.92% | -0.01% | -0.16% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.85% | +1605.87% | |
| 29 | SNOW | Snowflake Inc | Stock-Tech | 0.80% | +0.78% | +5287.90% | |
| 30 | AMCR | Amcor plc | Stock-Consumer Disc | 0.73% | +0.73% | NEW | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.42% | — | +13.37% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.37% | -0.86% | -71.21% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.34% | -0.01% | +0.11% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.31% | +0.06% | +0.07% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | -5.11% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.08% | +38.87% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.74% | -82.68% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.27% | +0.01% | -4.25% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | +0.05% | -0.41% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.22% | -0.01% | -12.80% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.22% | +0.06% | +7.17% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.56% | -76.16% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | +0.01% | +23.53% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.18% | — | -7.08% | |
| 45 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.17% | -0.16% | -30.25% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | -0.19% | -58.41% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.13% | -1.91% | -91.82% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | — | +0.07% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | — | +10.68% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | -3.58% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
-0.2%
Performance Last 4 Quarters
+21.9%
- Stdev
- +14.8%
- Beta
- +1.1
- Alpha
- -1.2%
- Max Drawdown
- -10%
- Annualized Perf
- +21.7%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.08
- Stutzer
- +0.42
- Treynor
- +0.19
- Sterling
- +1.26
- Calmar
- +2.18
- Information Ratio
- +0.21
- Tracking Error
- +4.3%
- Stdev Down
- +6.8%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +38.3%
- Worst 12 Months
- +5.6%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.41
- Stdev Sectors
- +17.5%
- Skewness
- +0.25
- Kurtosis
- -0.21
- Upside Potential
- +4.76
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q1 | 454 | $1.0B | 18 | ||
| 2025 Q4 | 265 | $1.1B | 9 | ||
| 2025 Q3 | 283 | $1.1B | 14 | ||
| 2025 Q2 | 303 | $958.4M | 28 | ||
| 2025 Q1 | 247 | $765.3M | 100 | ||
| 2024 Q4 | 315 | $896.5M | 0 | ||
| 2024 Q3 | 309 | $768.2M | 0 | ||
| 2024 Q2 | 312 | $726.6M | 0 | ||
| 2024 Q1 | 312 | $670.0M | 0 | ||
| 2023 Q4 | 363 | $596.1M | 0 | ||
| 2023 Q3 | 322 | $532.8M | 0 | ||
| 2023 Q2 | 336 | $535.8M | 0 | ||
| 2023 Q1 | 290 | $477.7M | 0 | ||
| 2022 Q4 | 259 | $437.0M | 0 | ||
| 2022 Q3 | 65 | $460.9M | 0 | ||
| 2022 Q2 | 60 | $481.4M | 0 | ||
| 2022 Q1 | 71 | $608.8M | 0 | ||
| 2021 Q4 | 77 | $636.8M | 0 | ||
| 2021 Q3 | 71 | $524.9M | 0 | 146137v278462f346090e | |
| 2021 Q2 | 64 | $502.5M | 95 | ||
| 2021 Q1 | 71 | $456.0M | 33 | 146090e278462f392204a | |
| 2020 Q4 | 66 | $464.9M | 18 | ||
| 2020 Q3 | 54 | $400.2M | 26 | ||
| 2020 Q2 | 38 | $321.7M | 30 | ||
| 2020 Q1 | 35 | $249.9M | 32 | ||
| 2019 Q4 | 40 | $296.3M | 15 | ||
| 2019 Q3 | 40 | $255.6M | 8 | ||
| 2019 Q2 | 37 | $248.6M | 8 | ||
| 2019 Q1 | 34 | $234.1M | 18 | ||
| 2018 Q4 | 25 | $199.0M | 41 | ||
| 2018 Q3 | 28 | $239.8M | 15 | 178462f246090e346137v | |
| 2018 Q2 | 29 | $208.6M | 55 | ||
| 2018 Q1 | 24 | $171.0M | 12 | ||
| 2017 Q4 | 25 | $165.3M | 14 | ||
| 2017 Q3 | 23 | $144.8M | 16 | ||
| 2017 Q2 | 24 | $148.3M | 20 | ||
| 2017 Q1 | 25 | $160.3M | 28 | ||
| 2016 Q4 | 27 | $148.2M | 42 | ||
| 2016 Q3 | 23 | $136.2M | 10 | ||
| 2016 Q2 | 22 | $129.8M | 30 | ||
| 2016 Q1 | 19 | $124.0M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Silicon Valley Capital Partners's most significant position changes for 2026-03-31: New buy: Amcor plc (AMCR); New buy: Ishares Msci South Korea ETF (EWY); New buy: Edwards Lifesciences CORP (EW); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Arm Holdings Plc-adr (ARM).
Showing top 200 changes by size (of 464 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +1.2% | +135349.46% | Add |
| 2 | AVGO | Broadcom Inc | +1.1% | +51.64% | Add |
| 3 | UNH | Unitedhealth Group Inc | +0.9% | +1605.87% | Add |
| 4 | SNOW | Snowflake Inc | +0.8% | +5287.90% | Add |
| 5 | ORCL | Oracle CORP | +0.6% | +72.46% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | +5.42% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.29% | Add |
| 8 | NOW | Servicenow Inc | +0.2% | +55.19% | Add |
| 9 | APD | Air Products & Chemicals Inc | +0.2% | -4.87% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.2% | +4.88% | Add |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | -3.81% | Trim |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | -3.68% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +38.87% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.10% | Trim |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | +1.50% | Add |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -2.82% | Trim |
| 17 | MU | Micron Technology Inc | +0.1% | +7.17% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | +0.07% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.41% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.72% | Trim |
| 21 | CAT | Caterpillar Inc | 0% | +165.10% | Add |
| 22 | LRCX | Lam Research CORP | 0% | +426.02% | Add |
| 23 | GEV | GE Vernova Inc | 0% | +98.04% | Add |
| 24 | EQIX | Equinix Inc | 0% | +0.63% | Add |
| 25 | AMAT | Applied Materials Inc | 0% | +353.85% | Add |
| 26 | WMT | Walmart Inc | 0% | +52.78% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | +66.14% | Add |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | -4.25% | Trim |
| 29 | NBIS | Nebius Group N.V. | 0% | +400.00% | Add |
| 30 | BA | Boeing Co/the | 0% | +42.44% | Add |
| 31 | RTX | Rtx CORP | 0% | +4.34% | Add |
| 32 | LMT | Lockheed Martin CORP | 0% | -12.85% | Trim |
| 33 | ALAB | Astera Labs Inc | 0% | +233.33% | Add |
| 34 | NFLX | Netflix Inc | 0% | +3.76% | Add |
| 35 | INTC | Intel CORP | 0% | -11.15% | Trim |
| 36 | OKLO | Oklo Inc | 0% | +155.77% | Add |
| 37 | PEP | Pepsico Inc | 0% | +149.68% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | +26.59% | Add |
| 39 | IBM | Intl Business Machines CORP | 0% | +23.53% | Add |
| 40 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 41 | AMGN | Amgen Inc | 0% | +0.62% | Add |
| 42 | TSLA | Tesla Inc | 0% | +22.77% | Add |
| 43 | BCPC | Balchem CORP | 0% | +0.60% | Add |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +0.68% | Add |
| 45 | ISRG | Intuitive Surgical Inc | — | +13.37% | Add |
| 46 | IWF | Ishares Russell 1000 Growth | — | +0.07% | Add |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | — | -7.08% | Trim |
| 48 | UBER | Uber Technologies Inc | — | +0.23% | Add |
| 49 | MA | Mastercard Inc - A | — | +1.16% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | — | -3.58% | Trim |
1–50 of 200
Filing History
FAQ
What is Silicon Valley Capital Partners and what type of investor is it?
Silicon Valley Capital Partners is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 454 disclosed positions.
What are Silicon Valley Capital Partners's largest equity positions?
Based on the latest 13F filing, Silicon Valley Capital Partners's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $137.7M (13.5%)
2. Invesco Qqq Trust Series 1 (QQQ) — $74.8M (7.3%)
3. Vanguard Info Tech ETF (VGT) — $66.9M (6.5%)
4. Nvidia CORP (NVDA) — $65.1M (6.4%)
5. Microsoft CORP (MSFT) — $54.0M (5.3%)
What changes did Silicon Valley Capital Partners make in its most recent portfolio filing?
In the latest reported quarter, Silicon Valley Capital Partners made 169 notable position adjustments: 32 new positions were initiated, 80 existing holdings were added to, 48 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Amcor plc (AMCR); New buy: Ishares Msci South Korea ETF (EWY); New buy: Edwards Lifesciences CORP (EW); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Arm Holdings Plc-adr (ARM)
What sectors does Silicon Valley Capital Partners focus on?
Silicon Valley Capital Partners is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 56.5%
• Communication Services: 18.9%
• Financials: 7.8%
• Consumer Discretionary: 7.3%
• Health Care: 5.6%
• Consumer Staples: 2.4%
Investment Profile
Silicon Valley Capital Partners returned an annualized 21.7% over the trailing 36 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.10 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 56.5% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 100 to 18 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SCHW position over the past two quarters (+$11.8M, now $11.8M), while trimming GOOGL over the same stretch (-$13.2M, still holding $53.9M).
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Developer Access
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