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CIK: 0001626116
Total reported value
$1.6B
$1.6B
1518 檔
80.3%
According to the latest 13F quarterly dataset, Svb Wealth LLC managed an equity portfolio of $1.6B at the end of Q1 2025, spanning 1518 distinct U.S. exchange-listed positions.
In Q1 2025, Svb Wealth LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 38.13% | — | -36.36% | ||
| 2 | AAPL | Apple Inc | Stock-Tech | 6.76% | -0.10% | -53.82% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | -0.78% | -3.48% | |
| 4 | ✓ | Stock-Other | 2.48% | — | -17.38% | ||
| 5 | ✓ | Stock-Other | 2.29% | — | -13.44% | ||
| 6 | ✓ | Stock-Other | 1.86% | — | -16.25% | ||
| 7 | ✓ | Stock-Other | 1.82% | — | -17.08% | ||
| 8 | ✓ | Stock-Other | 1.81% | — | -5.89% | ||
| 9 | ✓ | Stock-Other | 1.73% | — | +6.48% | ||
| 10 | ✓ | Stock-Other | 1.41% | — | -13.57% | ||
| 11 | ✓ | Stock-Other | 1.27% | — | -1.63% | ||
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.23% | -0.10% | -17.31% | |
| 13 | ✓ | Stock-Other | 1.20% | — | -8.51% | ||
| 14 | ✓ | Stock-Other | 1.04% | — | -18.02% | ||
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | — | +0.95% | |
| 16 | ✓ | Stock-Other | 0.86% | — | -4.73% | ||
| 17 | ✓ | Stock-Other | 0.84% | — | -18.82% | ||
| 18 | ✓ | Stock-Other | 0.82% | — | -18.62% | ||
| 19 | ✓ | Stock-Other | 0.80% | — | +5.18% | ||
| 20 | ✓ | Stock-Other | 0.76% | — | -27.38% | ||
| 21 | ✓ | Stock-Other | 0.74% | — | -8.25% | ||
| 22 | ✓ | Stock-Other | 0.70% | — | -18.54% | ||
| 23 | ✓ | Stock-Other | 0.63% | — | +0.05% | ||
| 24 | ✓ | Stock-Other | 0.58% | — | +23.24% | ||
| 25 | ✓ | Stock-Other | 0.56% | — | -10.23% | ||
| 26 | ✓ | Stock-Other | 0.56% | — | -31.44% | ||
| 27 | ✓ | Stock-Other | 0.54% | — | -13.90% | ||
| 28 | ✓ | Stock-Other | 0.54% | — | -29.74% | ||
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | — | -27.27% | |
| 30 | ✓ | Stock-Other | 0.48% | — | -5.29% | ||
| 31 | ✓ | Stock-Other | 0.48% | — | -33.22% | ||
| 32 | ✓ | Stock-Other | 0.48% | — | -13.92% | ||
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 0.47% | +0.01% | -13.23% | |
| 34 | ✓ | Stock-Other | 0.41% | — | +18.88% | ||
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.40% | +0.01% | -27.95% | |
| 36 | ✓ | Stock-Other | 0.39% | — | +19.97% | ||
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.39% | -0.01% | -23.61% | |
| 38 | ✓ | Stock-Other | 0.37% | — | -17.30% | ||
| 39 | ✓ | Stock-Other | 0.37% | — | -25.42% | ||
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.37% | +0.05% | -19.13% | |
| 41 | ✓ | Stock-Other | 0.34% | — | -13.96% | ||
| 42 | ✓ | Stock-Other | 0.31% | — | -24.39% | ||
| 43 | ✓ | Stock-Other | 0.30% | — | -1.21% | ||
| 44 | ✓ | Stock-Other | 0.30% | — | -26.00% | ||
| 45 | ✓ | Stock-Other | 0.29% | — | +65.82% | ||
| 46 | ✓ | Stock-Other | 0.28% | — | -37.35% | ||
| 47 | ✓ | Stock-Other | 0.28% | — | -9.41% | ||
| 48 | ✓ | Stock-Other | 0.27% | — | -43.11% | ||
| 49 | ✓ | Stock-Other | 0.27% | — | -34.72% | ||
| 50 | ✓ | Stock-Other | 0.27% | — | -35.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | — | NEW | New buy | |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | ✓ | — | NEW | New buy | |
| 6 | ✓ | — | NEW | New buy | |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | ✓ | — | NEW | New buy | |
| 10 | ✓ | — | NEW | New buy | |
| 11 | ✓ | — | NEW | New buy | |
| 12 | ABT | Abbott Laboratories | — | NEW | New buy |
| 13 | ✓ | — | NEW | New buy | |
| 14 | ✓ | — | NEW | New buy | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | ✓ | — | NEW | New buy | |
| 18 | ✓ | — | NEW | New buy | |
| 19 | ✓ | — | NEW | New buy | |
| 20 | ✓ | — | NEW | New buy | |
| 21 | ✓ | — | NEW | New buy | |
| 22 | ✓ | — | NEW | New buy | |
| 23 | ✓ | — | NEW | New buy | |
| 24 | ✓ | — | NEW | New buy | |
| 25 | ✓ | — | NEW | New buy | |
| 26 | ✓ | — | NEW | New buy | |
| 27 | ✓ | — | NEW | New buy | |
| 28 | ✓ | — | NEW | New buy | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 30 | ✓ | — | NEW | New buy | |
| 31 | ✓ | — | NEW | New buy | |
| 32 | ✓ | — | NEW | New buy | |
| 33 | ELV | Elevance Health Inc | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | ADP | Automatic Data Processing | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 38 | ✓ | — | NEW | New buy | |
| 39 | ✓ | — | NEW | New buy | |
| 40 | ADI | Analog Devices Inc | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | — | NEW | New buy | |
| 44 | ✓ | — | NEW | New buy | |
| 45 | ✓ | — | NEW | New buy | |
| 46 | ✓ | — | NEW | New buy | |
| 47 | ✓ | — | NEW | New buy | |
| 48 | ✓ | — | NEW | New buy | |
| 49 | ✓ | — | NEW | New buy | |
| 50 | ✓ | — | NEW | New buy |
According to official SEC Form 13F filings, Svb Wealth LLC reported a total U.S. public equity portfolio value of $1.6B across 1518 disclosed positions in Q1 2025.
During Q1 2025, Svb Wealth LLC's top holdings by market value included (38.1%)、AAPL (6.8%)、AMZN (2.7%). The largest single position, , represented 38.1% 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, AMZN) accounted for 80.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
市值: $927.9M
In Q1 2025, Svb Wealth LLC made 50 total portfolio adjustments, initiating 50 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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