Silicon Valley Capital Partners Portfolio Changes in Q3 2026
Silicon Valley Capital Partners held a total portfolio value of $1.22 billion as of June 30, 2026, with significant allocations to Technology and fixed income ETFs.
As of June 30, 2026, Silicon Valley Capital Partners managed a substantial portfolio valued at $1.22 billion. Their investment strategy appears heavily focused on Technology and Communication Services sectors, alongside fixed income positions.
Major Purchases in Technology
The investor significantly bolstered its Technology sector exposure through substantial additions to exchange-traded funds (ETFs). Notably, VANGUARD INFORMATION TECHNOLOGY ETF (VGT) saw a massive increase of 647,538 shares, representing a staggering 675.72% change from the previous quarter. This ETF now constitutes 7.2% of the portfolio. Similarly, VANGUARD MORNINGSTAR GROWTH ETF (VUG) experienced a significant 505.88% increase in holdings, adding 201,465 shares and now accounting for 1.68% of the assets. Another substantial Technology ETF purchase was ARIST NETWORKS INC COM SHS (ANET), which increased by 1167.38% (75,121 shares added). Furthermore, the investor added exposure to TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TSM) and NETSKOPE INC CL A (NTSK), although the latter is a very small position.
Technology Sector Dynamics
Despite the large Technology allocation, the investor also divested from some Technology stocks. AMD shares decreased by 26.88% (30,537 shares sold). However, the investor increased its position in several other Technology-related holdings, including SERVICENOW INC COM (NOW) (0.63% increase) and AIR PRODUCTS AND CHEMICALS INC COM (APD) (Basic Materials, 0.0% increase). The overall Technology sector allocation stands at 29.96% of the portfolio.
Significant Gains in Communication Services
The investor demonstrated strong interest in Communication Services by adding shares to META PLATFORMS INC CL A (META), increasing its stake by 13.88% (9,114 shares added). This ETF now represents 3.41% of the portfolio.
Fixed Income and ETF Activity
There was considerable activity in fixed income ETFs. ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) increased by 12.51% (64,060 shares added). Similarly, ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) saw a 13.22% increase (41,726 shares added). These Treasury ETFs are part of the investor's overall fixed income allocation.
Other Sectors and No Change
In other sectors, the investor maintained or adjusted smaller positions. For instance, MGK (ETF) increased significantly by 391.56% (45,833 shares added). Conversely, the investor exited positions in UNH and APD (both very small holdings). In sectors like Healthcare, the investor's allocation remained unchanged at 1.94% (represented by UNH). No purchases or sales were disclosed in sectors like Real Estate, Basic Materials (except for APD), or Industrials.
Overall Portfolio Shifts
The portfolio's structure shifted this quarter, with Technology ETFs and fixed income ETFs being the primary focus areas for change. The investor's holdings in large-cap Technology stocks like NVIDIA and APPLE remained relatively stable, while mid-cap and smaller Technology plays showed significant movement. The overall portfolio percentage allocation saw changes, reflecting the dynamic nature of the investor's strategy.