Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SVB WEALTH LLC (CIK 1626116) reported $1.59B across 384 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($90.4M, 5.70%), IWY ($85.5M, 5.39%), IEFA ($51.7M, 3.26%), MSFT ($50.3M, 3.17%), IWX ($50.3M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $90.4M | 5.70% | 312,512 | Trimmed |
| 2 | IWY | iShares Russell Top 200 Growth | $85.5M | 5.39% | 294,116 | Added |
| 3 | IEFA | ISHARES TRUST CORE MSCI EAFE E | $51.7M | 3.26% | 535,683 | Added |
| 4 | MSFT | MICROSOFT CORP | $50.3M | 3.17% | 134,978 | Trimmed |
| 5 | IWX | iShares Russell Top 200 Value | $50.3M | 3.17% | 477,994 | Added |
| 6 | NVDA | Nvidia Corporation Com | $46.2M | 2.91% | 230,866 | Trimmed |
| 7 | IWS | ISHARES RUSSELL MID-CAP VALUE | $45.5M | 2.87% | 276,422 | Added |
| 8 | AVGO | BROADCOM INC COM | $41.5M | 2.62% | 109,821 | Trimmed |
| 9 | IVV | ISHARES CORE S&P 500 ETF | $36.0M | 2.27% | 48,109 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $34.6M | 2.18% | 96,957 | Trimmed |
| 11 | AMZN | AMAZON.COM INC | $33.7M | 2.12% | 141,397 | Trimmed |
| 12 | AGG | ISHARES TRUST CORE US AGGBD ET | $32.0M | 2.02% | 323,014 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $27.2M | 1.71% | 82,982 | Trimmed |
| 14 | VCRB | Vanguard Core Bond ETF | $25.8M | 1.63% | 333,949 | Added |
| 15 | IWP | ISHARES TR RUS MD CP GR ETF | $24.8M | 1.56% | 169,224 | Trimmed |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF | $24.3M | 1.53% | 32,525 | Trimmed |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $24.3M | 1.53% | 68,650 | Trimmed |
| 18 | IEMG | ISHARES INC CORE MSCI EMERGING | $20.0M | 1.26% | 240,834 | Added |
| 19 | VOO | VANGUARD INDEX FUNDS S&P 500 E | $19.5M | 1.23% | 28,344 | Trimmed |
| 20 | META | META PLATFORMS INC CLASS A COM | $16.7M | 1.06% | 29,720 | Trimmed |
| 21 | V | VISA INC | $16.5M | 1.04% | 48,196 | Trimmed |
| 22 | VTWO | VANGUARD RUSSELL 2000 ETF IV | $16.1M | 1.01% | 132,310 | Trimmed |
| 23 | CSCO | CISCO SYSTEMS INC | $15.2M | 0.96% | 129,432 | Trimmed |
| 24 | ACWI | ISHARES MSCI ACWI ETF | $14.6M | 0.92% | 92,915 | Added |
| 25 | ABBV | ABBVIE INC COM USD0.01 | $13.9M | 0.88% | 55,432 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30