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SVB WEALTH LLC 13F holdings

Filed 2026-07-17 · SVB WEALTH LLC · 1,570 positions · $1.6B

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TickerCompanySharesValue% of portfolio
IWYiShares Russell Top 200 Growth293.4K$85.3M5.4%
AAPLAPPLE INC283.1K$81.9M5.2%
IEFAISHARES TRUST CORE MSCI EAFE E535.0K$51.7M3.3%
IWXiShares Russell Top 200 Value476.8K$50.1M3.2%
IWSISHARES RUSSELL MID-CAP VALUE275.6K$45.4M2.9%
MSFTMICROSOFT CORP120.8K$45.1M2.8%
AVGOBROADCOM INC COM100.3K$37.9M2.4%
NVDANvidia Corporation Com182.3K$36.5M2.3%
IVVISHARES CORE S&P 500 ETF48.1K$36.0M2.3%
AGGISHARES TRUST CORE US AGGBD ET323.0K$32.0M2.0%
GOOGLALPHABET INC CAP STK CL A84.7K$30.3M1.9%
AMZNAMAZON.COM INC119.3K$28.4M1.8%
VCRBVanguard Core Bond ETF333.9K$25.8M1.6%
JPMJPMORGAN CHASE & CO77.0K$25.2M1.6%
IWPISHARES TR RUS MD CP GR ETF168.5K$24.7M1.6%
SPYSTATE STREET SPDR S&P 500 ETF32.5K$24.3M1.5%
GOOGALPHABET INC CAP STK CL C60.0K$21.2M1.3%
ACWIISHARES INC CORE MSCI EMERGING238.9K$19.8M1.2%
VOOVANGUARD INDEX FUNDS S&P 500 E28.3K$19.4M1.2%
VTWOVANGUARD RUSSELL 2000 ETF IV131.5K$16.0M1.0%
VVISA INC44.1K$15.1M1.0%
ACWIISHARES MSCI ACWI ETF92.9K$14.6M0.9%
METAMETA PLATFORMS INC CLASS A COM25.4K$14.3M0.9%
CSCOCISCO SYSTEMS INC122.0K$14.3M0.9%
DFISDimensional International Smal383.1K$13.4M0.8%
ABBVABBVIE INC COM USD0.0151.4K$12.9M0.8%
VTIVANGUARD INDEX FDS VANGUARD TO31.3K$11.6M0.7%
GVIISHARES TR INTRM GOV CR ETF102.0K$10.8M0.7%
ETNEATON CORPORATION PLC24.9K$10.6M0.7%
AMATAPPLIED MATERIALS INC COM USD014.5K$10.5M0.7%
QUALISHARES TR MSCI USA QLT FCT47.2K$10.4M0.7%
HDHOME DEPOT INC29.0K$10.2M0.6%
LLYELI LILLY AND CO8.3K$9.9M0.6%
EXMOCEXXON MOBIL CORP71.6K$9.8M0.6%
LRCXLam Research Corp21.0K$9.1M0.6%
BRK-BBERKSHIRE HATHAWAY INC COM USD17.6K$8.8M0.6%
ADIANALOG DEVICES INC COM USD0.1622.0K$8.7M0.6%
UNPUNION PAC CORP COM30.9K$8.4M0.5%
TSLATESLA INC COM19.1K$8.0M0.5%
CVXCHEVRON CORP NEW COM46.0K$7.6M0.5%
KMIKINDER MORGAN INC COM USD0.01231.9K$7.4M0.5%
IJRISHARES CORE S&P SMALL-CAP E49.8K$7.4M0.5%
NFLXNETFLIX INC102.8K$7.3M0.5%
PGPROCTER AND GAMBLE CO COM49.6K$7.3M0.5%
COSTCOSTCO WHOLESALE CORP COM USD07.8K$7.3M0.5%
NVDANvidia Corporation Com35.1K$7.0M0.4%
WMTWALMART INC COM61.8K$7.0M0.4%
MUBISHARES NATIONAL MUNI BOND ETF64.6K$7.0M0.4%
IBMINTERNATIONAL BUS MACH CORP CO24.7K$6.9M0.4%
EFAISHARES MSCI EAFE ETF66.9K$6.9M0.4%
ORCLORACLE CORP44.0K$6.4M0.4%
SCHFSCHWAB INTERNATIONAL EQUITY ET230.3K$6.4M0.4%
IQLTISHARES TR MSCI INTL QUALTY124.3K$6.2M0.4%
AAPLAPPLE INC21.0K$6.1M0.4%
IWMISHARES RUSSELL 2000 ETF19.3K$5.8M0.4%
JNJJOHNSON &JOHNSON COM USD1.0022.8K$5.8M0.4%
PEPPEPSICO INC42.1K$5.7M0.4%
NEENEXTERA ENERGY INC COM USD0.0164.6K$5.7M0.4%
VLUEISHARES TR MSCI USA VALUE28.4K$5.7M0.4%
SGOVISHARES TR 0-3 MNTH TREASRY53.8K$5.4M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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