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CIK: 0001626116
Total reported value
$1.6B
$1.6B
420 檔
25.8%
At the close of Q2 2025, Svb Wealth LLC disclosed equity holdings valued at approximately $1.6B, spread across 420 reported holdings.
In Q2 2025, Svb Wealth LLC displayed an active expansion posture, initiating 29 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IWY) accounted for 25.8% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.46% | -0.10% | -33.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.90% | -0.48% | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.26% | +0.92% | — | |
| 4 | ✓ | Stock-Other | 4.00% | — | -24.82% | ||
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.28% | -0.10% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | -0.78% | -24.28% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.40% | +0.36% | — | |
| 8 | ✓ | Stock-Other | 2.26% | — | -31.60% | ||
| 9 | ✓ | Stock-Other | 2.05% | — | -37.71% | ||
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.97% | +0.36% | — | |
| 11 | ✓ | Stock-Other | 1.83% | — | -34.85% | ||
| 12 | ✓ | Stock-Other | 1.72% | — | -34.06% | ||
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | -0.07% | — | |
| 14 | ✓ | Stock-Other | 1.42% | — | -31.93% | ||
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.33% | +0.06% | — | |
| 16 | ✓ | Stock-Other | 1.30% | — | -38.42% | ||
| 17 | ✓ | Stock-Other | 1.13% | — | -28.98% | ||
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.04% | — | |
| 19 | ✓ | Stock-Other | 1.08% | — | -29.46% | ||
| 20 | ✓ | Stock-Other | 1.05% | — | -15.83% | ||
| 21 | ✓ | Stock-Other | 1.02% | — | -52.55% | ||
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.08% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.07% | — | |
| 24 | ✓ | Stock-Other | 0.83% | — | -20.33% | ||
| 25 | ✓ | Stock-Other | 0.79% | — | -35.44% | ||
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.02% | — | |
| 27 | ✓ | Stock-Other | 0.76% | — | -26.72% | ||
| 28 | ✓ | Stock-Other | 0.72% | — | -26.07% | ||
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | — | -38.12% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.03% | — | |
| 31 | ✓ | Stock-Other | 0.70% | — | -14.19% | ||
| 32 | ✓ | Stock-Other | 0.70% | — | -36.60% | ||
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.04% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.10% | -60.29% | |
| 35 | ✓ | Stock-Other | 0.64% | — | -37.67% | ||
| 36 | ✓ | Stock-Other | 0.63% | — | -33.39% | ||
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.10% | — | |
| 38 | ✓ | Stock-Other | 0.60% | — | -26.93% | ||
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.06% | — | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | +0.01% | — | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.49% | -0.15% | — | |
| 42 | ✓ | Stock-Other | 0.48% | — | -52.51% | ||
| 43 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.15% | — | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | -0.32% | — | |
| 45 | ✓ | Stock-Other | 0.47% | — | -33.12% | ||
| 46 | ✓ | Stock-Other | 0.47% | — | -10.49% | ||
| 47 | ✓ | Stock-Other | 0.47% | — | -51.70% | ||
| 48 | ✓ | Stock-Other | 0.46% | — | -30.88% | ||
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.05% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +4.9% | NEW | New buy |
| 2 | IWY | Ishares Russell Top 200 Grow | +4.3% | NEW | New buy |
| 3 | AGG | Ishares Core U.s. Aggregate | +3.3% | NEW | New buy |
| 4 | IWX | Ishares Russell Top 200 Valu | +2.4% | NEW | New buy |
| 5 | IWS | Ishares Russell Mid-cap Valu | +2% | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | +1.7% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +1.5% | — | Trim |
| 8 | IWP | Ishares Russell Mid-cap Grow | +1.3% | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | +1.1% | NEW | New buy |
| 10 | HD | Home Depot Inc | +1% | NEW | New buy |
| 11 | IWF | Ishares Russell 1000 Growth | +1% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.8% | NEW | New buy |
| 13 | MUB | Ishares National Muni Bond E | +0.7% | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | +0.7% | NEW | New buy |
| 15 | WMT | Walmart Inc | +0.6% | NEW | New buy |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | NEW | New buy |
| 17 | UNP | Union Pacific CORP | +0.5% | NEW | New buy |
| 18 | LHX | L3harris Technologies Inc | +0.5% | NEW | New buy |
| 19 | CVX | Chevron CORP | +0.5% | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | +0.5% | NEW | New buy |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.5% | NEW | New buy |
| 22 | IWM | Ishares Russell 2000 ETF | +0.5% | NEW | New buy |
| 23 | HON | Honeywell International Inc | +0.5% | NEW | New buy |
| 24 | ITOT | Ishares Core S&p Total U.s. | +0.4% | NEW | New buy |
| 25 | EFA | Ishares Msci Eafe ETF | +0.4% | NEW | New buy |
| 26 | MRSH | Marsh & Mclennan Cos | +0.4% | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | +0.4% | -24.28% | Trim |
| 28 | SCHF | Schwab Intl Equity ETF | +0.4% | NEW | New buy |
| 29 | PEP | Pepsico Inc | +0.4% | NEW | New buy |
| 30 | MCD | Mcdonald's CORP | +0.4% | NEW | New buy |
| 31 | GVI | Ishares Intermediate Governm | +0.3% | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | 0% | — | Trim |
| 33 | JPM | Jpmorgan Chase & Co | 0% | — | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | — | Trim |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Trim |
| 36 | V | Visa Inc-class A Shares | -0.1% | — | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Trim |
| 38 | TSLA | Tesla Inc | -0.2% | — | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.2% | — | Trim |
| 40 | ACN | Accenture plc | -0.2% | — | Trim |
| 41 | NEE | Nextera Energy Inc | -0.2% | — | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | — | Trim |
| 43 | ADP | Automatic Data Processing | -0.2% | -61.49% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -38.12% | Trim |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | — | Trim |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | -87.50% | Trim |
| 47 | ABT | Abbott Laboratories | -0.6% | -60.29% | Trim |
| 48 | ABBV | Abbvie Inc | -0.8% | — | Trim |
| 49 | AAPL | Apple Inc | -1.3% | -33.03% | Trim |
| 50 | APP | Applovin Corp-class A | -38.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Svb Wealth LLC reported a total U.S. public equity portfolio value of $1.6B across 420 disclosed positions in Q2 2025.
During Q2 2025, Svb Wealth LLC's top holdings by market value included AAPL (5.5%)、MSFT (4.9%)、IWY (4.3%). The largest single position, AAPL, represented 5.5% of total portfolio value.
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Top New Position Initiated
MSFT
市值: $91.5M
Top Position Liquidated / Trimmed
APP
前期市值: $927.9M
In Q2 2025, Svb Wealth LLC made 50 total portfolio adjustments, initiating 29 new buys, adding to 0 positions, trimming 20 holdings, and fully liquidating 1 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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