CIK: 0001673633
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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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.
Trim 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
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% | — | +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% | — | -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% | — | -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% | — | +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% |
Performance for Q3 2026
+2.9%
Performance Last 4 Quarters
+22.2%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 454 | $1.0B | 18 | |
| 2025-12-31 | 265 | $1.1B | 9 | |
| 2025-09-30 | 283 | $1.1B | 14 | |
| 2025-06-30 | 303 | $958.4M | 28 | |
| 2025-03-31 | 247 | $765.3M | 100 | |
| 2024-12-31 | 315 | $896.5M | 0 | |
| 2024-09-30 | 309 | $768.2M | 0 | |
| 2024-06-30 | 312 | $726.6M | 0 | |
| 2024-03-31 | 312 | $670.0M | 0 | |
| 2023-12-31 | 363 | $596.1M | 0 | |
| 2023-09-30 | 322 | $532.8M | 0 | |
| 2023-06-30 | 336 | $535.8M | 0 | |
| 2023-03-31 | 290 | $477.7M | 0 | |
| 2022-12-31 | 259 | $437.0M | 0 | |
| 2022-09-30 | 65 | $460.9M | 0 | |
| 2022-06-30 | 60 | $481.4M | 0 | |
| 2022-03-31 | 71 | $608.8M | 0 | |
| 2021-12-31 | 77 | $636.8M | 0 | |
| 2021-09-30 | 71 | $524.9M | 0 | 146137v278462f346090e |
| 2021-06-30 | 64 | $502.5M | 95 | |
| 2021-03-31 | 71 | $456.0M | 33 | 146090e278462f392204a |
| 2020-12-31 | 66 | $464.9M | 18 | |
| 2020-09-30 | 54 | $400.2M | 26 | |
| 2020-06-30 | 38 | $321.7M | 30 | |
| 2020-03-31 | 35 | $249.9M | 32 | |
| 2019-12-31 | 40 | $296.3M | 15 | |
| 2019-09-30 | 40 | $255.6M | 8 | |
| 2019-06-30 | 37 | $248.6M | 8 | |
| 2019-03-31 | 34 | $234.1M | 18 | |
| 2018-12-31 | 25 | $199.0M | 41 | |
| 2018-09-30 | 28 | $239.8M | 15 | 178462f246090e346137v |
| 2018-06-30 | 29 | $208.6M | 55 | |
| 2018-03-31 | 24 | $171.0M | 12 | |
| 2017-12-31 | 25 | $165.3M | 14 | |
| 2017-09-30 | 23 | $144.8M | 16 | |
| 2017-06-30 | 24 | $148.3M | 20 | |
| 2017-03-31 | 25 | $160.3M | 28 | |
| 2016-12-31 | 27 | $148.2M | 42 | |
| 2016-09-30 | 23 | $136.2M | 10 | |
| 2016-06-30 | 22 | $129.8M | 30 | |
| 2016-03-31 | 19 | $124.0M | 0 |
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); Trim: Salesforce INC (CRM) — shares -91.82%.
| # | 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 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | -3.81% | Trim |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | -3.68% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +38.87% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.10% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +1.50% | Add |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -2.82% | Trim |
| 16 | MU | Micron Technology INC | +0.1% | +7.17% | Add |
| 17 | MRVL | Marvell Technology INC | +0.1% | +0.07% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.41% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.72% | Trim |
| 20 | ISRG | Intuitive Surgical INC | — | +13.37% | Add |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -0.16% | Trim |
| 22 | MGK | Vanguard Mega Cap Growth ETF | 0% | +0.11% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.11% | Trim |
| 24 | GSLC | Goldman Activebeta US Lc ETF | 0% | -3.13% | Trim |
| 25 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -40.59% | Trim |
| 26 | GS | Goldman Sachs Group INC | 0% | -93.76% | Trim |
| 27 | INTU | Intuit INC | -0.1% | +0.23% | Add |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +5.36% | Add |
| 29 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -0.66% | Trim |
| 30 | VUG | Vanguard Growth ETF | -0.1% | +0.72% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -78.70% | Trim |
| 32 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -8.19% | Trim |
| 33 | AAPL | Apple INC | -0.1% | -2.11% | Trim |
| 34 | CVX | Chevron CORP | -0.1% | -85.24% | Trim |
| 35 | RBLX | Roblox CORP -class A | -0.2% | -30.25% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -58.41% | Trim |
| 37 | AXP | American Express Co | -0.2% | -4.84% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.3% | -34.48% | Trim |
| 39 | AMZN | Amazon.com INC | -0.4% | -6.76% | Trim |
| 40 | BAC | Bank Of America CORP | -0.4% | -26.58% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.6% | -26.55% | Trim |
| 42 | HD | Home Depot INC | -0.6% | -76.16% | Trim |
| 43 | MSFT | Microsoft CORP | -0.6% | +8.91% | Add |
| 44 | XOM | Exxon Mobil CORP | -0.7% | -82.68% | Trim |
| 45 | USB | US Bancorp | -0.9% | -71.21% | Trim |
| 46 | CRM | Salesforce INC | -1.9% | -91.82% | Trim |
| 47 | AMCR | Amcor plc | — | NEW | New buy |
| 48 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 49 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-19 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-09-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-30 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-10-30 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-29 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-06 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-10 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-10 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-09 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-04 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-26 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-02 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-07 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-27 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
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