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
394 檔
23.3%
The Q4 2025 SEC filing reveals that Svb Wealth LLC held a total portfolio value of $1.6B, covering 394 public equity positions.
In Q4 2025, Svb Wealth LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWY, MSFT) accounted for 23.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.07% | -0.10% | -17.96% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.94% | +0.92% | -6.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.40% | -0.48% | -10.10% | |
| 4 | ✓ | Stock-Other | 3.57% | — | -31.52% | ||
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | -0.78% | -16.00% | |
| 6 | ✓ | Stock-Other | 2.82% | — | +12.30% | ||
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.75% | +0.36% | -6.83% | |
| 8 | ✓ | Stock-Other | 2.73% | — | +6.42% | ||
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.18% | -0.10% | -18.54% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.18% | +0.36% | -9.70% | |
| 11 | ✓ | Stock-Other | 2.12% | — | -15.72% | ||
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | -0.07% | +14.00% | |
| 13 | ✓ | Stock-Other | 1.91% | — | -6.53% | ||
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.50% | +0.06% | -2.34% | |
| 15 | ✓ | Stock-Other | 1.47% | — | -26.75% | ||
| 16 | ✓ | Stock-Other | 1.45% | — | -14.33% | ||
| 17 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.26% | -0.02% | +33.53% | |
| 18 | ✓ | Stock-Other | 1.25% | — | -0.65% | ||
| 19 | ✓ | Stock-Other | 1.13% | — | -3.61% | ||
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.04% | -8.49% | |
| 21 | ✓ | Stock-Other | 0.98% | — | -16.92% | ||
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.08% | -5.38% | |
| 23 | ✓ | Stock-Other | 0.92% | — | -26.84% | ||
| 24 | ✓ | Stock-Other | 0.89% | — | +3.03% | ||
| 25 | ✓ | Stock-Other | 0.78% | — | -14.88% | ||
| 26 | ✓ | Stock-Other | 0.67% | — | +62.24% | ||
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | -15.28% | |
| 28 | ✓ | Stock-Other | 0.66% | — | +5.28% | ||
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.02% | -10.19% | |
| 30 | ✓ | Stock-Other | 0.65% | — | +1044.51% | ||
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.06% | +0.47% | |
| 32 | ✓ | Stock-Other | 0.63% | — | -1.08% | ||
| 33 | ✓ | Stock-Other | 0.63% | — | -10.29% | ||
| 34 | ✓ | Stock-Other | 0.62% | — | -7.54% | ||
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.07% | -35.87% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.10% | +20.36% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.10% | -17.45% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.32% | -11.62% | |
| 39 | ✓ | Stock-Other | 0.55% | — | -1.62% | ||
| 40 | ✓ | Stock-Other | 0.54% | — | -19.50% | ||
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | +0.01% | +0.68% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.04% | -21.13% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.03% | +1.77% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.15% | -11.00% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-Other | 0.46% | +0.18% | +10.99% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.10% | -24.61% | |
| 47 | ✓ | Stock-Other | 0.45% | — | -25.61% | ||
| 48 | ✓ | Stock-Other | 0.45% | — | -6.85% | ||
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | +0.05% | -2.25% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.44% | -0.15% | -17.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.6% | +12.30% | Add | |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +14.00% | Add |
| 3 | VCRB | Vanguard Core Bond ETF | +0.4% | +33.53% | Add |
| 4 | ✓ | +0.4% | +6.42% | Add | |
| 5 | ✓ | +0.3% | -15.72% | Trim | |
| 6 | ✓ | +0.3% | +62.24% | Add | |
| 7 | LLY | Eli Lilly & Co | +0.3% | +20.36% | Add |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.2% | -6.07% | Trim |
| 9 | APH | Amphenol Corp-cl A | +0.1% | +148.21% | Add |
| 10 | ✓ | +0.1% | +124.52% | Add | |
| 11 | EMN | Eastman Chemical Co | +0.1% | +108.59% | Add |
| 12 | ✓ | +0.1% | +98.32% | Add | |
| 13 | ✓ | +0.1% | +311.72% | Add | |
| 14 | ✓ | +0.1% | +77.50% | Add | |
| 15 | IWP | Ishares Russell Mid-cap Grow | 0% | -2.34% | Trim |
| 16 | IWS | Ishares Russell Mid-cap Valu | 0% | -9.70% | Trim |
| 17 | ✓ | 0% | -0.65% | Trim | |
| 18 | ✓ | 0% | -7.54% | Trim | |
| 19 | ✓ | -0.1% | -1.62% | Trim | |
| 20 | ✓ | -0.1% | -14.33% | Trim | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -15.28% | Trim |
| 22 | ✓ | -0.1% | -19.50% | Trim | |
| 23 | ✓ | -0.1% | -25.61% | Trim | |
| 24 | IWM | Ishares Russell 2000 ETF | -0.1% | -24.39% | Trim |
| 25 | LHX | L3harris Technologies Inc | -0.1% | -17.57% | Trim |
| 26 | MCD | Mcdonald's CORP | -0.1% | -25.75% | Trim |
| 27 | ✓ | -0.1% | -29.60% | Trim | |
| 28 | APD | Air Products & Chemicals Inc | -0.1% | -28.00% | Trim |
| 29 | ✓ | -0.1% | -16.92% | Trim | |
| 30 | ✓ | -0.1% | -26.86% | Trim | |
| 31 | ✓ | -0.1% | -24.79% | Trim | |
| 32 | AMZN | Amazon.com Inc | -0.1% | -16.00% | Trim |
| 33 | ✓ | -0.1% | -65.81% | Trim | |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -21.13% | Trim |
| 35 | ✓ | -0.1% | -3.00% | Trim | |
| 36 | HD | Home Depot Inc | -0.1% | -5.38% | Trim |
| 37 | ABT | Abbott Laboratories | -0.1% | -24.61% | Trim |
| 38 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -38.74% | Trim |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -57.31% | Trim |
| 40 | ✓ | -0.2% | +5.28% | Add | |
| 41 | ✓ | -0.3% | -26.84% | Trim | |
| 42 | AAPL | Apple Inc | -0.3% | -17.96% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | -0.3% | -35.87% | Trim |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.3% | -18.54% | Trim |
| 45 | MSFT | Microsoft CORP | -0.4% | -10.10% | Trim |
| 46 | ✓ | -1% | -31.52% | Trim | |
| 47 | AMCR | Amcor plc | — | NEW | New buy |
| 48 | ✓ | — | EXIT | Sold out | |
| 49 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 50 | PPG | Ppg Industries Inc | — | 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 394 disclosed positions in Q4 2025.
During Q4 2025, Svb Wealth LLC's top holdings by market value included AAPL (6.1%)、IWY (4.9%)、MSFT (4.4%). The largest single position, AAPL, represented 6.1% 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.
Top New Position Initiated
AMCR
市值: $3.9M
Top Position Liquidated / Trimmed
前期市值: $3.0M
In Q4 2025, Svb Wealth LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 33 holdings, and fully liquidating 2 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.