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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001626116
Total reported value
$1.6B
$1.6B
867 檔
65.9%
During the Q1 2024 filing period, Svb Wealth LLC (CIK: 0001626116) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 867 reported positions.
During Q1 2024, Svb Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 867 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 8.88% | — | -18.03% | ||
| 2 | AAPL | Apple Inc | Stock-Tech | 6.45% | -0.10% | +68.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -0.48% | -5.87% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | -0.07% | +6.87% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.78% | -6.36% | |
| 6 | ✓ | Stock-Other | 1.48% | — | -31.42% | ||
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.04% | -15.81% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.41% | -0.10% | +67.75% | |
| 9 | ✓ | Stock-Other | 1.37% | — | -2.84% | ||
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | -0.07% | -27.70% | |
| 11 | ✓ | Stock-Other | 1.21% | — | -0.41% | ||
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.20% | +0.92% | +93.73% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.19% | — | +20.53% | |
| 14 | ✓ | Stock-Other | 1.14% | — | -3.95% | ||
| 15 | ✓ | Stock-Other | 1.12% | — | -5.35% | ||
| 16 | ✓ | Stock-Other | 1.08% | — | -1.47% | ||
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.08% | -5.84% | |
| 18 | ✓ | Stock-Other | 0.86% | — | +36.57% | ||
| 19 | ✓ | Stock-Other | 0.85% | — | -3.86% | ||
| 20 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.82% | +0.36% | +96.22% | |
| 21 | ✓ | Stock-Other | 0.81% | — | +94.10% | ||
| 22 | ✓ | Stock-Other | 0.78% | — | +2.69% | ||
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.10% | -2.54% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.01% | -59.79% | |
| 25 | ✓ | Stock-Other | 0.75% | — | +14.49% | ||
| 26 | ✓ | Stock-Other | 0.74% | — | -8.22% | ||
| 27 | ✓ | Stock-Other | 0.72% | — | -12.76% | ||
| 28 | ✓ | Stock-Other | 0.70% | — | -16.63% | ||
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.04% | -2.94% | |
| 30 | ✓ | Stock-Other | 0.64% | — | -4.43% | ||
| 31 | ✓ | Stock-Other | 0.63% | — | -14.09% | ||
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.01% | +456.48% | |
| 33 | ✓ | Stock-Other | 0.60% | — | +29.41% | ||
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.59% | — | -2.57% | |
| 35 | ✓ | Stock-Other | 0.59% | — | -20.68% | ||
| 36 | ✓ | Stock-Other | 0.58% | — | -8.23% | ||
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.02% | -7.53% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.56% | +0.36% | +94.59% | |
| 39 | ✓ | Stock-Other | 0.54% | — | +14.45% | ||
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.53% | — | -0.01% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | +0.01% | -7.09% | |
| 42 | ✓ | Stock-Other | 0.52% | — | +294.18% | ||
| 43 | ✓ | Stock-Other | 0.52% | — | -6.81% | ||
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | -0.02% | -10.41% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.05% | -8.50% | |
| 46 | ✓ | Stock-Other | 0.49% | — | -4.27% | ||
| 47 | ✓ | Stock-Other | 0.46% | — | -4.69% | ||
| 48 | ✓ | Stock-Other | 0.46% | — | -6.21% | ||
| 49 | ✓ | Stock-Other | 0.45% | — | +694.74% | ||
| 50 | ✓ | Stock-Other | 0.44% | — | -4.26% |
According to official SEC Form 13F filings, Svb Wealth LLC reported a total U.S. public equity portfolio value of $1.6B across 867 disclosed positions in Q1 2024.
During Q1 2024, Svb Wealth LLC's top holdings by market value included (8.9%)、AAPL (6.5%)、MSFT (3.7%). The largest single position, , represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , AAPL, MSFT) accounted for 65.9% of total reported equity market value during Q1 2024.
In Q1 2024, Svb Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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