13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0001626116
Total reported value
$1.6B
$1.6B
758 檔
159.6%
As reported in its official Q4 2024 Form 13F filing, Svb Wealth LLC's tracked investment portfolio stood at $1.6B with 758 total positions.
In Q4 2024, Svb Wealth LLC displayed an active expansion posture, initiating 39 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including , AAPL, MSFT) accounted for 159.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 758 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 33.29% | — | — | ||
| 2 | AAPL | Apple Inc | Stock-Tech | 7.51% | -0.10% | +54880.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.48% | — | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.02% | +0.92% | +243.07% | |
| 5 | ✓ | Stock-Other | 1.89% | — | — | ||
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.85% | -0.10% | +398.86% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.07% | +18926.67% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.78% | — | |
| 9 | ✓ | Stock-Other | 1.12% | — | +346.85% | ||
| 10 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.06% | +0.36% | +201.97% | |
| 11 | ✓ | Stock-Other | 0.98% | — | — | ||
| 12 | ✓ | Stock-Other | 0.92% | — | — | ||
| 13 | ✓ | Stock-Other | 0.91% | — | — | ||
| 14 | ✓ | Stock-Other | 0.91% | — | — | ||
| 15 | ✓ | Stock-Other | 0.86% | — | — | ||
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.72% | +0.36% | +391.19% | |
| 17 | ✓ | Stock-Other | 0.70% | — | — | ||
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.08% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | — | |
| 20 | ✓ | Stock-Other | 0.60% | — | — | ||
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.10% | — | |
| 22 | ✓ | Stock-Other | 0.54% | — | — | ||
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | -0.07% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.04% | — | |
| 25 | ✓ | Stock-Other | 0.52% | — | — | ||
| 26 | ✓ | Stock-Other | 0.48% | — | +4449.25% | ||
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.47% | +0.06% | +514.79% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.02% | — | |
| 29 | ✓ | Stock-Other | 0.46% | — | — | ||
| 30 | ✓ | Stock-Other | 0.45% | — | — | ||
| 31 | ✓ | Stock-Other | 0.45% | — | — | ||
| 32 | ✓ | Stock-Other | 0.41% | — | +5426.60% | ||
| 33 | ✓ | Stock-Other | 0.40% | — | +312.48% | ||
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.37% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.10% | — | |
| 37 | ✓ | Stock-Other | 0.37% | — | — | ||
| 38 | ✓ | Stock-Other | 0.37% | — | — | ||
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | +0.01% | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.03% | +339.91% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.35% | — | — | |
| 42 | ✓ | Stock-Other | 0.34% | — | — | ||
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.05% | — | |
| 44 | ✓ | Stock-Other | 0.33% | — | — | ||
| 45 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.15% | — | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.31% | -0.04% | — | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.31% | -0.37% | EXIT | |
| 48 | ✓ | Stock-Other | 0.31% | — | — | ||
| 49 | ✓ | Stock-Other | 0.31% | — | — | ||
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | +33.3% | NEW | New buy |
| 2 | AAPL | Apple Inc | +6.9% | +54880.10% | Add |
| 3 | MSFT | Microsoft CORP | +2.6% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +1.9% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +1.4% | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | +1.2% | +18926.67% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +1% | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.9% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.9% | NEW | New buy |
| 11 | ABBV | Abbvie Inc | +0.9% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.7% | NEW | New buy |
| 13 | HD | Home Depot Inc | +0.7% | NEW | New buy |
| 14 | VOO | Vanguard S&p 500 ETF | +0.6% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.6% | NEW | New buy |
| 16 | ABT | Abbott Laboratories | +0.6% | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | +0.5% | NEW | New buy |
| 18 | IWF | Ishares Russell 1000 Growth | +0.5% | NEW | New buy |
| 19 | PG | Procter & Gamble Co/the | +0.5% | NEW | New buy |
| 20 | ACN | Accenture plc | +0.5% | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | +0.5% | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | +0.5% | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | +0.5% | NEW | New buy |
| 24 | TSLA | Tesla Inc | +0.5% | NEW | New buy |
| 25 | PFF | Ishares Preferred & Income S | +0.4% | NEW | New buy |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | New buy |
| 27 | WMT | Walmart Inc | +0.4% | NEW | New buy |
| 28 | NEE | Nextera Energy Inc | +0.4% | NEW | New buy |
| 29 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | NEW | New buy |
| 30 | UNP | Union Pacific CORP | +0.4% | NEW | New buy |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | NEW | New buy |
| 32 | ORCL | Oracle CORP | +0.3% | NEW | New buy |
| 33 | IJR | Ishares Core S&p Small-cap E | +0.3% | NEW | New buy |
| 34 | BR | Broadridge Financial Solutio | +0.3% | NEW | New buy |
| 35 | CVX | Chevron CORP | +0.3% | NEW | New buy |
| 36 | MRSH | Marsh & Mclennan Cos | +0.3% | NEW | New buy |
| 37 | HON | Honeywell International Inc | +0.3% | NEW | New buy |
| 38 | XOM | Exxon Mobil CORP | +0.3% | NEW | New buy |
| 39 | ETN | Eaton Corporation plc | +0.3% | NEW | New buy |
| 40 | IWM | Ishares Russell 2000 ETF | +0.3% | NEW | New buy |
| 41 | IWN | Ishares Russell 2000 Value E | +0.3% | NEW | New buy |
| 42 | QUAL | Ishares Msci USA Quality Fac | +0.1% | — | Add |
| 43 | BX | Blackstone Inc | +0.1% | — | Add |
| 44 | IWP | Ishares Russell Mid-cap Grow | -2.7% | +514.79% | Add |
| 45 | IEMG | Ishares Core Msci Emerging | -4.4% | — | Add |
| 46 | IWS | Ishares Russell Mid-cap Valu | -6.1% | +391.19% | Add |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -11.5% | — | Add |
| 48 | IWX | Ishares Russell Top 200 Valu | -15.4% | +201.97% | Add |
| 49 | AGG | Ishares Core U.s. Aggregate | -15.8% | +398.86% | Add |
| 50 | IWY | Ishares Russell Top 200 Grow | -23.1% | +243.07% | Add |
According to official SEC Form 13F filings, Svb Wealth LLC reported a total U.S. public equity portfolio value of $1.6B across 758 disclosed positions in Q4 2024.
During Q4 2024, Svb Wealth LLC's top holdings by market value included (33.3%)、AAPL (7.5%)、MSFT (2.6%). The largest single position, , represented 33.3% 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.
Top New Position Initiated
APP
市值: $1.8B
In Q4 2024, Svb Wealth LLC made 50 total portfolio adjustments, initiating 39 new buys, adding to 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.