§ 13F · FUND PROFILE
SVB WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1858.3T (13F)Positions · 1510Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 347K | $94.4T | 5.6% | — |
| 2 | IWY | iShares Russell Top 200 Growth | 302K | $83.8T | 4.9% | −4% |
| 3 | MSFT | MICROSOFT CORP | 136K | $65.6T | 3.9% | — |
| 4 | AVGO | BROADCOM INC COM | 165K | $57.0T | 3.4% | — |
| 5 | — | ISHARES TRUST CORE MSCI EAFE E | 534K | $47.8T | 2.8% | — |
| 6 | IWX | iShares Russell Top 200 Value | 508K | $46.7T | 2.8% | −5% |
| 7 | AMZN | AMAZON.COM INC | 186K | $42.9T | 2.5% | — |
| 8 | AGG | ISHARES TRUST CORE US AGGBD ET | 371K | $37.1T | 2.2% | — |
| 9 | IWS | ISHARES RUSSELL MID-CAP VALUE | 263K | $37.0T | 2.2% | −7% |
| 10 | NVDA | Nvidia Corporation Com | 194K | $36.2T | 2.1% | +368% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SVB SIGNAL
AC read
SVB WEALTH LLC is a Other fund managing $1858250.4 trillion in assets. The fund runs a massive portfolio of 1,510 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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