EdgeMarket › What Svb Wealth Llc reported owning
What Svb Wealth Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
383Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 88.0M | 5.8% | 346.8K | 309.35 | +36.9% |
| IWY iShares Russell Top 200 Growth ETF | 67.8M | 4.5% | 272.4K | 285.72 | +11.8% |
| MSFT MICROSOFT CORP | 55.4M | 3.7% | 149.7K | 483.24 | -4.4% |
| IEFA iShares Core MSCI EAFE ETF | 46.0M | 3.0% | 508.4K | 100.85 | +16.8% |
| AMZN AMAZON COM INC | 44.0M | 2.9% | 211.2K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 43.3M | 2.8% | 248.0K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 43.1M | 2.8% | 139.4K | 368.45 | +26.5% |
| IWX iShares Russell Top 200 Value ETF | 42.6M | 2.8% | 459.9K | 112.30 | +30.5% |
| IWS iShares Russell Mid-Cap Value ETF | 38.1M | 2.5% | 261.2K | 171.98 | +26.3% |
| IVV iShares Core S&P 500 ETF | 35.6M | 2.3% | 54.4K | 769.31 | +20.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32.2M | 2.1% | 324.8K | 97.35 | -1.7% |
| GOOGL Alphabet Inc. | 31.0M | 2.0% | 107.7K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 27.8M | 1.8% | 94.6K | 351.58 | +20.3% |
| VCRB Vanguard Core Bond ETF | 25.0M | 1.6% | 323.2K | 75.94 | -2.0% |
| GOOG Alphabet Inc. | 23.3M | 1.5% | 81.1K | 341.75 | +70.7% |
| IWP iShares Russell Midcap Growth ETF | 22.7M | 1.5% | 177.3K | 143.66 | +2.9% |
| SPY SPDR S&P 500 ETF TRUST | 21.7M | 1.4% | 33.3K | 765.72 | +20.0% |
| VOO Vanguard S&P 500 ETF | 18.1M | 1.2% | 30.3K | 703.71 | +20.0% |
| META Meta Platforms, Inc. | 17.6M | 1.2% | 30.8K | 549.90 | -26.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 15.8M | 1.0% | 226.5K | 81.57 | +31.9% |
| V VISA INC. | 15.7M | 1.0% | 52.1K | 371.04 | +7.9% |
| VTWO Vanguard Russell 2000 ETF | 14.7M | 1.0% | 146.8K | 121.25 | +33.0% |
| XOM ExxonMobil Holdings Corp | 13.3M | 0.9% | 78.4K | 165.11 | +52.1% |
| ABBV AbbVie Inc. | 12.7M | 0.8% | 58.3K | 264.96 | +26.7% |
| DFIS Dimensional International Small Cap ETF | 12.2M | 0.8% | 361.8K | 37.55 | +21.5% |
| CSCO CISCO SYSTEMS, INC. | 12.1M | 0.8% | 155.6K | 111.04 | +65.5% |
| HD HOME DEPOT, INC. | 11.6M | 0.8% | 35.4K | 335.61 | -16.5% |
| NFLX NETFLIX INC | 11.2M | 0.7% | 116.1K | 79.59 | -34.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 10.2M | 0.7% | 31.6K | 378.24 | +20.5% |
| CVX CHEVRON CORP | 10.0M | 0.7% | 48.4K | 205.27 | +34.0% |
| LLY ELI LILLY & Co | 9.9M | 0.7% | 10.8K | 1,255.40 | +78.0% |
| unmapped CUSIP 084670702 | 9.9M | 0.7% | 20.7K | — | — |
| TSLA Tesla, Inc. | 9.7M | 0.6% | 26.2K | 362.86 | +12.0% |
| ETN Eaton Corp plc | 9.7M | 0.6% | 27.2K | 419.20 | +21.1% |
| QUAL iShares MSCI USA Quality Factor ETF | 9.2M | 0.6% | 47.7K | 223.22 | +19.3% |
| WMT Walmart Inc. | 9.1M | 0.6% | 73.1K | 103.70 | +1.1% |
| COST COSTCO WHOLESALE CORP /NEW | 8.9M | 0.6% | 8.9K | 947.74 | -4.7% |
| UNP UNION PACIFIC CORP | 8.2M | 0.5% | 33.8K | 308.05 | +36.5% |
| AMAT APPLIED MATERIALS INC /DE | 8.2M | 0.5% | 23.9K | 492.32 | +205.9% |
| PG PROCTER & GAMBLE Co | 8.1M | 0.5% | 56.4K | 144.68 | -9.3% |
| ADI ANALOG DEVICES INC | 8.0M | 0.5% | 25.1K | 373.09 | +52.4% |
| TJX TJX COMPANIES INC /DE/ | 7.9M | 0.5% | 49.2K | 140.53 | +1.6% |
| ORCL ORACLE CORP | 7.6M | 0.5% | 51.8K | 146.47 | -37.7% |
| GVI iShares Intermediate Government/Credit Bond ET | 7.6M | 0.5% | 71.2K | 105.29 | -1.4% |
| KMI KINDER MORGAN, INC. | 7.5M | 0.5% | 222.5K | 30.98 | +16.6% |
| PEP PEPSICO INC | 7.1M | 0.5% | 45.8K | 143.48 | -4.8% |
| MUB iShares National Muni Bond ETF | 7.1M | 0.5% | 67.0K | 105.34 | +1.2% |
| JNJ JOHNSON & JOHNSON | 7.0M | 0.5% | 28.6K | 270.24 | +51.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 6.8M | 0.4% | 28.0K | 235.68 | -2.8% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 6.6M | 0.4% | 19.2K | 266.73 | -3.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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