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 $1.52B across 382 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($88.0M, 5.80%), IWY ($67.8M, 4.47%), MSFT ($55.4M, 3.65%), IEFA ($46.0M, 3.03%), AMZN ($44.0M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $88.0M | 5.80% | 346,827 | Trimmed |
| 2 | IWY | iShares Russell Top 200 Growth | $67.8M | 4.47% | 272,431 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $55.4M | 3.65% | 149,691 | Trimmed |
| 4 | IEFA | ISHARES TRUST CORE MSCI EAFE E | $46.0M | 3.03% | 508,385 | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $44.0M | 2.90% | 211,219 | Added |
| 6 | NVDA | Nvidia Corporation Com | $43.3M | 2.85% | 248,008 | Trimmed |
| 7 | AVGO | BROADCOM INC COM | $43.1M | 2.84% | 139,375 | Trimmed |
| 8 | IWX | iShares Russell Top 200 Value | $42.6M | 2.81% | 459,948 | Trimmed |
| 9 | IWS | ISHARES RUSSELL MID-CAP VALUE | $38.1M | 2.51% | 261,202 | Trimmed |
| 10 | IVV | ISHARES CORE S&P 500 ETF | $35.6M | 2.34% | 54,435 | Added |
| 11 | AGG | ISHARES TRUST CORE US AGGBD ET | $32.2M | 2.12% | 324,807 | Trimmed |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $31.0M | 2.04% | 107,695 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $27.8M | 1.83% | 94,611 | Trimmed |
| 14 | VCRB | Vanguard Core Bond ETF | $25.0M | 1.65% | 323,211 | Added |
| 15 | GOOG | ALPHABET INC CAP STK CL C | $23.3M | 1.53% | 81,141 | Added |
| 16 | IWP | ISHARES TR RUS MD CP GR ETF | $22.7M | 1.50% | 177,337 | Trimmed |
| 17 | SPY | STATE STREET SPDR S&P 500 ETF | $21.7M | 1.43% | 33,330 | Trimmed |
| 18 | VOO | VANGUARD INDEX FUNDS S&P 500 E | $18.1M | 1.19% | 30,338 | Trimmed |
| 19 | META | META PLATFORMS INC CLASS A COM | $17.6M | 1.16% | 30,777 | Trimmed |
| 20 | V | VISA INC | $15.7M | 1.04% | 52,089 | Trimmed |
| 21 | IEMG | ISHARES INC CORE MSCI EMERGING | $15.8M | 1.04% | 226,485 | Trimmed |
| 22 | VTWO | VANGUARD RUSSELL 2000 ETF IV | $14.7M | 0.97% | 146,804 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $13.3M | 0.88% | 78,407 | Trimmed |
| 24 | ABBV | ABBVIE INC COM USD0.01 | $12.7M | 0.84% | 58,289 | Trimmed |
| 25 | DFIS | Dimensional International Smal | $12.2M | 0.80% | 361,836 | Added |
Source: SEC Form 13F filings · as of 2026-03-31