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CIK: 0001626116
Total reported value
$1.6B
$1.6B
405 檔
27.3%
As reported in its official Q3 2025 Form 13F filing, Svb Wealth LLC's tracked investment portfolio stood at $1.6B with 405 total positions.
In Q3 2025, Svb Wealth LLC displayed an active expansion posture, initiating 30 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 27.3% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.33% | -0.10% | -6.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -0.48% | -6.74% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.74% | +0.92% | -0.19% | |
| 4 | ✓ | Stock-Other | 4.54% | — | -5.55% | ||
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.78% | -3.92% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.58% | +0.36% | +2.46% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.46% | -0.10% | -26.18% | |
| 8 | ✓ | Stock-Other | 2.34% | — | -3.58% | ||
| 9 | ✓ | Stock-Other | 2.23% | — | -5.70% | ||
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.19% | +0.36% | +4.33% | |
| 11 | ✓ | Stock-Other | 1.82% | — | -8.68% | ||
| 12 | ✓ | Stock-Other | 1.78% | — | -9.53% | ||
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | -0.07% | -11.89% | |
| 14 | ✓ | Stock-Other | 1.50% | — | -19.24% | ||
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.46% | +0.06% | +6.15% | |
| 16 | ✓ | Stock-Other | 1.42% | — | -4.81% | ||
| 17 | ✓ | Stock-Other | 1.28% | — | -1.70% | ||
| 18 | ✓ | Stock-Other | 1.17% | — | -8.30% | ||
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | -8.43% | |
| 20 | ✓ | Stock-Other | 1.06% | — | -8.97% | ||
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.08% | -4.81% | |
| 22 | ✓ | Stock-Other | 1.04% | — | -4.41% | ||
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | -0.07% | -16.87% | |
| 24 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.87% | -0.02% | — | |
| 25 | ✓ | Stock-Other | 0.83% | — | -8.58% | ||
| 26 | ✓ | Stock-Other | 0.78% | — | -2.09% | ||
| 27 | ✓ | Stock-Other | 0.74% | — | -5.98% | ||
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | -2.67% | |
| 29 | ✓ | Stock-Other | 0.66% | — | -3.51% | ||
| 30 | ✓ | Stock-Other | 0.66% | — | -15.04% | ||
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.04% | -4.09% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.63% | +0.02% | -14.95% | |
| 33 | ✓ | Stock-Other | 0.60% | — | -22.39% | ||
| 34 | ✓ | Stock-Other | 0.60% | — | -4.79% | ||
| 35 | ✓ | Stock-Other | 0.60% | — | -9.49% | ||
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.10% | -8.58% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.10% | -8.24% | |
| 38 | ✓ | Stock-Other | 0.58% | — | -14.30% | ||
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.06% | -3.31% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | -0.32% | -1.71% | |
| 41 | ✓ | Stock-Other | 0.51% | — | -2.97% | ||
| 42 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.51% | -0.15% | -15.68% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | +0.01% | -7.26% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.15% | -7.15% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | -0.06% | -6.91% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.03% | -39.59% | |
| 47 | ✓ | Stock-Other | 0.41% | — | -12.42% | ||
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.41% | — | -9.12% | |
| 49 | ✓ | Stock-Other | 0.40% | — | -13.71% | ||
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.09% | +5.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.1% | -5.55% | Trim | |
| 2 | AMZN | Amazon.com Inc | +0.3% | -3.92% | Trim |
| 3 | ✓ | 0% | -1.70% | Trim | |
| 4 | ✓ | — | -8.68% | Trim | |
| 5 | ✓ | -0.1% | -5.70% | Trim | |
| 6 | ✓ | -0.1% | -5.98% | Trim | |
| 7 | ✓ | -0.1% | -15.04% | Trim | |
| 8 | ✓ | -0.2% | -4.41% | Trim | |
| 9 | ✓ | -0.2% | -11.31% | Trim | |
| 10 | ✓ | -0.2% | -9.49% | Trim | |
| 11 | ✓ | -0.2% | -15.94% | Trim | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.67% | Trim |
| 13 | ✓ | -0.3% | -19.24% | Trim | |
| 14 | ✓ | -0.3% | -2.97% | Trim | |
| 15 | ✓ | -0.3% | -13.71% | Trim | |
| 16 | AAPL | Apple Inc | -0.4% | -6.94% | Trim |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Trim |
| 18 | ABT | Abbott Laboratories | -0.6% | -8.24% | Trim |
| 19 | ✓ | -0.7% | -8.30% | Trim | |
| 20 | ✓ | -38.1% | — | Trim | |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | IWY | Ishares Russell Top 200 Grow | — | NEW | New buy |
| 23 | IWX | Ishares Russell Top 200 Valu | — | NEW | New buy |
| 24 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 25 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 26 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 27 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 28 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 29 | HD | Home Depot Inc | — | NEW | New buy |
| 30 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 31 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 32 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 33 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 34 | WMT | Walmart Inc | — | NEW | New buy |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 36 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 37 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 38 | UNP | Union Pacific CORP | — | NEW | New buy |
| 39 | CVX | Chevron CORP | — | NEW | New buy |
| 40 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 41 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 42 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 43 | PEP | Pepsico Inc | — | NEW | New buy |
| 44 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 45 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 46 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 47 | HON | Honeywell International Inc | — | NEW | New buy |
| 48 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 50 | LLY | Eli Lilly & Co | — | 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 405 disclosed positions in Q3 2025.
During Q3 2025, Svb Wealth LLC's top holdings by market value included AAPL (6.3%)、MSFT (4.8%)、IWY (4.7%). The largest single position, AAPL, represented 6.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
MSFT
市值: $88.8M
Top Position Liquidated / Trimmed
前期市值: $927.9M
In Q3 2025, Svb Wealth LLC made 50 total portfolio adjustments, initiating 30 new buys, adding to 0 positions, trimming 20 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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