§ 13F · FUND PROFILE
SVB WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 1510Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 317K | $80M | 5.3% | −8% |
| 2 | IWY | iShares Russell Top 200 Growth | 272K | $68M | 4.5% | −10% |
| 3 | MSFT | MICROSOFT CORP | 132K | $49M | 3.2% | −3% |
| 4 | — | ISHARES TRUST CORE MSCI EAFE E | 508K | $46M | 3.0% | −5% |
| 5 | IWX | iShares Russell Top 200 Value | 459K | $43M | 2.8% | −10% |
| 6 | AVGO | BROADCOM INC COM | 130K | $40M | 2.6% | −20% |
| 7 | AMZN | AMAZON.COM INC | 189K | $39M | 2.6% | +2% |
| 8 | IWS | ISHARES RUSSELL MID-CAP VALUE | 261K | $38M | 2.5% | −1% |
| 9 | IVV | ISHARES CORE S&P 500 ETF | 54K | $36M | 2.3% | +8% |
| 10 | NVDA | Nvidia Corporation Com | 198K | $34M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SVB SIGNAL
AC read
SVB WEALTH LLC is a Other fund managing $1.9 billion in assets. The fund runs a massive portfolio of 1,510 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed