Svb Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Svb Wealth Llc disclosed 382 stock positions valued at approximately $1.59B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, iShares Russell Top 200 Growth, and ISHARES TRUST CORE MSCI EAFE E.
- Report Period
- June 30, 2026
- No. of Stocks
- 382
- Portfolio Value
- $1.59B
Holdings by Sector
Svb Wealth Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.70% | 312,512 | -34,315 | -9.89% | $90,428,661 |
| iShares Russell Top 200 Growth | IWY | Other | 5.39% | 294,116 | +21,685 | +7.96% | $85,475,938 |
| ISHARES TRUST CORE MSCI EAFE E | IEFA | Other | 3.26% | 535,683 | +27,298 | +5.37% | $51,736,219 |
| MICROSOFT CORP | MSFT | Technology | 3.17% | 134,978 | -14,713 | -9.83% | $50,349,560 |
| iShares Russell Top 200 Value | IWX | Other | 3.17% | 477,994 | +18,046 | +3.92% | $50,265,883 |
| Nvidia Corporation Com | NVDA | Technology | 2.91% | 230,866 | -17,142 | -6.91% | $46,193,869 |
| ISHARES RUSSELL MID-CAP VALUE | IWS | Other | 2.87% | 276,422 | +15,220 | +5.83% | $45,499,083 |
| BROADCOM INC COM | AVGO | Technology | 2.62% | 109,821 | -29,554 | -21.20% | $41,484,722 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 2.27% | 48,109 | -6,326 | -11.62% | $36,028,097 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 2.18% | 96,957 | -10,738 | -9.97% | $34,649,457 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.12% | 141,397 | -69,822 | -33.06% | $33,700,468 |
| ISHARES TRUST CORE US AGGBD ET | AGG | Other | 2.02% | 323,014 | -1,793 | -0.55% | $31,971,940 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.71% | 82,982 | -11,629 | -12.29% | $27,162,654 |
| Vanguard Core Bond ETF | VCRB | Other | 1.63% | 333,949 | +10,738 | +3.32% | $25,791,769 |
| ISHARES TR RUS MD CP GR ETF | IWP | Other | 1.56% | 169,224 | -8,113 | -4.57% | $24,776,131 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.53% | 32,525 | -805 | -2.42% | $24,288,475 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 1.53% | 68,650 | -12,491 | -15.39% | $24,256,190 |
| ISHARES INC CORE MSCI EMERGING | IEMG | Other | 1.26% | 240,834 | +14,349 | +6.34% | $19,950,661 |
| VANGUARD INDEX FUNDS S&P 500 E | VOO | Other | 1.23% | 28,344 | -1,994 | -6.57% | $19,466,910 |
| META PLATFORMS INC CLASS A COM | META | Communication Services | 1.06% | 29,720 | -1,057 | -3.43% | $16,741,132 |
| VISA INC | V | Financial Services | 1.04% | 48,196 | -3,893 | -7.47% | $16,535,594 |
| VANGUARD RUSSELL 2000 ETF IV | VTWO | Other | 1.01% | 132,310 | -14,494 | -9.87% | $16,065,073 |
| CISCO SYSTEMS INC | CSCO | Technology | 0.96% | 129,432 | -26,193 | -16.83% | $15,203,077 |
| ISHARES MSCI ACWI ETF | ACWI | Other | 0.92% | 92,915 | +91,292 | +5624.89% | $14,584,868 |
| ABBVIE INC COM USD0.01 | ABBV | Healthcare | 0.88% | 55,432 | -2,857 | -4.90% | $13,949,059 |
| Dimensional International Smal | DFIS | Other | 0.85% | 383,364 | +21,528 | +5.95% | $13,429,246 |
| APPLIED MATERIALS INC COM USD0 | AMAT | Technology | 0.76% | 16,760 | -7,113 | -29.80% | $12,117,118 |
| ELI LILLY AND CO | LLY | Healthcare | 0.75% | 9,903 | -872 | -8.09% | $11,878,694 |
| VANGUARD INDEX FDS VANGUARD TO | VTI | Other | 0.73% | 31,387 | -255 | -0.81% | $11,614,302 |
| EATON CORPORATION PLC | ETN | Industrials | 0.71% | 26,315 | -851 | -3.13% | $11,212,992 |
Showing 30 of 382 holdings in the latest reporting period.