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CIK: 0001626116
Total reported value
$1.6B
$1.6B
553 檔
19.1%
As reported in its official Q1 2026 Form 13F filing, Svb Wealth LLC's tracked investment portfolio stood at $1.6B with 553 total positions.
In Q1 2026, Svb Wealth LLC adopted a defensive or profit-taking posture, trimming 129 positions and completely liquidating 21 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWY, MSFT) accounted for 19.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 553 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.80% | -0.10% | -8.46% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.47% | +0.92% | -9.93% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.48% | -2.90% | |
| 4 | ✓ | Stock-Other | 3.03% | — | -4.79% | ||
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.03% | +0.23% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | -0.78% | +1.70% | |
| 7 | ✓ | Stock-Other | 2.85% | — | -0.04% | ||
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | +0.06% | — | |
| 9 | ✓ | Stock-Other | 2.84% | — | -20.34% | ||
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.84% | -0.22% | — | |
| 11 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.81% | +0.36% | -9.53% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.51% | +0.36% | -0.54% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | -0.07% | +7.89% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.12% | -0.10% | -12.44% | |
| 15 | ✓ | Stock-Other | 2.04% | — | -6.18% | ||
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.14% | — | |
| 17 | ✓ | Stock-Other | 1.83% | — | -5.78% | ||
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.12% | — | |
| 19 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.65% | -0.02% | +17.41% | |
| 20 | ✓ | Stock-Other | 1.53% | — | +2.32% | ||
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | — | — | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.50% | +0.06% | -4.64% | |
| 23 | ✓ | Stock-Other | 1.43% | — | -7.27% | ||
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | +0.10% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.04% | -0.11% | |
| 26 | ✓ | Stock-Other | 1.16% | — | -4.39% | ||
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.10% | — | |
| 28 | ✓ | Stock-Other | 1.04% | — | -8.58% | ||
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.22% | — | |
| 30 | ✓ | Stock-Other | 1.04% | — | -4.43% | ||
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | — | |
| 32 | ✓ | Stock-Other | 0.97% | — | -3.28% | ||
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.97% | +0.04% | — | |
| 34 | ✓ | Stock-Other | 0.88% | — | -11.11% | ||
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.20% | — | |
| 36 | ✓ | Stock-Other | 0.84% | — | -15.11% | ||
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.04% | — | |
| 38 | ✓ | Stock-Other | 0.80% | — | +4.18% | ||
| 39 | DFIS | Dimensional International Sm | ETF-Other | 0.80% | +0.05% | — | |
| 40 | ✓ | Stock-Other | 0.80% | — | -9.04% | ||
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.16% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.08% | -22.78% | |
| 43 | ✓ | Stock-Other | 0.74% | — | -1.11% | ||
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.24% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.06% | -1.12% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.15% | -5.68% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.10% | +13.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | -9.02% | |
| 49 | ✓ | Stock-Other | 0.64% | — | +10.04% | ||
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +0.4% | +17.41% | Add |
| 2 | IWS | Ishares Russell Mid-cap Valu | +0.3% | -0.54% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +7.89% | Add |
| 4 | KHC | Kraft Heinz Co/the | +0.3% | +1076.65% | Add |
| 5 | ✓ | +0.3% | -11.11% | Trim | |
| 6 | ✓ | +0.2% | +73.94% | Add | |
| 7 | ✓ | +0.2% | -4.79% | Trim | |
| 8 | AMAT | Applied Materials Inc | +0.2% | +6.47% | Add |
| 9 | CVX | Chevron CORP | +0.2% | -5.68% | Trim |
| 10 | ✓ | +0.2% | +16.37% | Add | |
| 11 | ✓ | +0.2% | +69.40% | Add | |
| 12 | LRCX | Lam Research CORP | +0.2% | +10.16% | Add |
| 13 | ✓ | +0.1% | +8.56% | Add | |
| 14 | ✓ | +0.1% | +24.85% | Add | |
| 15 | ✓ | +0.1% | +4.18% | Add | |
| 16 | ✓ | +0.1% | -0.04% | Trim | |
| 17 | JNJ | Johnson & Johnson | +0.1% | -3.13% | Trim |
| 18 | ✓ | +0.1% | +775.83% | Add | |
| 19 | ADI | Analog Devices Inc | +0.1% | -9.56% | Trim |
| 20 | ✓ | +0.1% | -7.10% | Trim | |
| 21 | KO | Coca-cola Co/the | +0.1% | +3.61% | Add |
| 22 | ✓ | +0.1% | -3.28% | Trim | |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.70% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.11% | Trim |
| 25 | ✓ | +0.1% | +29.93% | Add | |
| 26 | ✓ | +0.1% | -5.49% | Trim | |
| 27 | IWX | Ishares Russell Top 200 Valu | +0.1% | -9.53% | Trim |
| 28 | ✓ | +0.1% | +2.32% | Add | |
| 29 | ✓ | +0.1% | -8.58% | Trim | |
| 30 | ✓ | +0.1% | +55.89% | Add | |
| 31 | ✓ | +0.1% | -21.90% | Trim | |
| 32 | APH | Amphenol Corp-cl A | +0.1% | +24.87% | Add |
| 33 | ✓ | +0.1% | +5.59% | Add | |
| 34 | ✓ | +0.1% | +11.09% | Add | |
| 35 | SNA | Snap-on Inc | +0.1% | +12.67% | Add |
| 36 | ✓ | +0.1% | +14.35% | Add | |
| 37 | BEN | Franklin Resources Inc | +0.1% | +20.63% | Add |
| 38 | ✓ | +0.1% | +53.04% | Add | |
| 39 | ✓ | +0.1% | +3.63% | Add | |
| 40 | ✓ | +0.1% | +2.49% | Add | |
| 41 | ✓ | +0.1% | +16.37% | Add | |
| 42 | LLY | Eli Lilly & Co | +0.1% | +13.06% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.12% | Trim |
| 44 | ✓ | 0% | +7.53% | Add | |
| 45 | ✓ | 0% | -4.58% | Trim | |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -3.90% | Trim |
| 47 | ✓ | 0% | +28.88% | Add | |
| 48 | PG | Procter & Gamble Co/the | 0% | -6.71% | Trim |
| 49 | ✓ | 0% | +121.45% | Add | |
| 50 | ✓ | 0% | -1.82% | Trim |
According to official SEC Form 13F filings, Svb Wealth LLC reported a total U.S. public equity portfolio value of $1.6B across 553 disclosed positions in Q1 2026.
During Q1 2026, Svb Wealth LLC's top holdings by market value included AAPL (5.8%)、IWY (4.5%)、MSFT (3.6%). The largest single position, AAPL, represented 5.8% of total portfolio value.
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Top New Position Initiated
FE
市值: $4.4M
Top Position Liquidated / Trimmed
AMCR
前期市值: $3.9M
In Q1 2026, Svb Wealth LLC made 200 total portfolio adjustments, initiating 11 new buys, adding to 39 positions, trimming 129 holdings, and fully liquidating 21 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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