§ 13F · FUND PROFILE
SVB WEALTH LLC.
AUM · $1.6B (13F)Positions · 1570Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWY | iShares Russell Top 200 Growth | 293K | $85M | 5.4% | +8% |
| 2 | AAPL | APPLE INC | 283K | $82M | 5.2% | −10% |
| 3 | — | ISHARES TRUST CORE MSCI EAFE E | 535K | $52M | 3.3% | +5% |
| 4 | IWX | iShares Russell Top 200 Value | 477K | $50M | 3.2% | +4% |
| 5 | IWS | ISHARES RUSSELL MID-CAP VALUE | 276K | $45M | 2.9% | +6% |
| 6 | MSFT | MICROSOFT CORP | 121K | $45M | 2.8% | −10% |
| 7 | AVGO | BROADCOM INC COM | 100K | $38M | 2.4% | −21% |
| 8 | NVDA | Nvidia Corporation Com | 182K | $36M | 2.3% | −7% |
| 9 | IVV | ISHARES CORE S&P 500 ETF | 48K | $36M | 2.3% | −12% |
| 10 | AGG | ISHARES TRUST CORE US AGGBD ET | 323K | $32M | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SVB SIGNAL
AC read
SVB WEALTH LLC is a Other fund managing $1.6 billion in assets. The fund runs a massive portfolio of 1,570 positions.
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