Q2 2026 13F · SEC CIK 1673633

Silicon Valley Capital Partners

Asset managerFiled 2026-09-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 456
Top holdings a year, 3 yrs: +24.4%
Average holding period: 8.3 yrs

Silicon Valley Capital Partners is an asset manager that reported 456 positions worth $1.2B in its Q2 2026 13F, filed 2026-09-21. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 13.0%), Invesco Qqq Tr (QQQ, 7.6%), Vanguard World Fd (VGT, 7.2%). A portfolio copying its top holdings returned 24.4% a year over the last 3 years, against 20.4% for the S&P 500.

Silicon Valley Capital Partners holdings largest 50 of 456 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Silicon Valley Capital Partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	13.0%	13.5%	214,476	+1.3%	$160.2M
QQQInvesco Qqq Tr	7.6%	7.3%	127,239	-1.9%	$93.7M
VGTVanguard World Fd	7.2%	6.6%	743,368	+675.7%	$88.8M
NVDANvidia Corporation	5.9%	6.4%	362,345	-3.0%	$72.5M
GOOGLAlphabet Inc	5.4%	5.3%	187,377	-0.0%	$67.0M
AAPLApple Inc	4.8%	5.1%	205,559	+0.8%	$59.5M
MSFTMicrosoft Corp	4.6%	5.3%	153,778	+5.5%	$57.4M
AMDAdvanced Micro Devices Inc	3.9%	2.3%	83,054	-26.9%	$48.2M
SHYIshares Tr	3.8%	4.1%	576,059	+12.5%	$47.3M
METAMeta Platforms Inc	3.4%	3.7%	74,799	+13.9%	$42.1M
IEIIshares Tr	3.4%	3.7%	357,310	+13.2%	$42.0M
AVGOBroadcom Inc	3.2%	3.4%	104,365	-6.1%	$39.4M
AMZNAmazon Com Inc	3.2%	3.4%	164,885	-1.0%	$39.3M
IVWIshares Tr	3.0%	3.0%	265,605	-2.3%	$36.5M
VUGVanguard Index Fds	1.7%	1.7%	241,290	+505.9%	$20.8M
GSLCGoldman Sachs ETF Tr	1.6%	1.6%	138,245	+5.4%	$19.6M
ORCLOracle Corp	1.5%	2.1%	128,179	-12.3%	$18.8M
LLYEli Lilly & Co	1.3%	1.2%	13,489	+3.7%	$16.2M
SHVIshares Tr	1.3%	1.4%	143,321	+11.7%	$15.8M
SNOWSnowflake Inc	1.3%	0.8%	62,087	+15.2%	$15.8M
SCHWCharles Schwab Corp (the)	1.2%	1.2%	156,949	+24.6%	$14.5M
AXPAmerican Express Co	1.1%	1.1%	41,480	+14.9%	$14.0M
ANETArista Networks Inc	1.1%	—	81,556	—	$13.9M
BACBank of Amer Corp	1.1%	1.0%	236,127	+11.2%	$13.5M
GEVGe Vernova Inc	1.1%	—	11,057	—	$13.0M
TSMTaiwan Semiconductor Manufac	1.0%	—	25,677	—	$12.3M
SPGPInvesco Exchange Traded Fd T	0.9%	1.1%	94,799	-12.6%	$11.6M
COSTCostco Wholesale Corporation	0.9%	1.2%	12,196	+1.9%	$11.4M
ONEQFidelity Comwlth Tr	0.9%	0.9%	110,067	-0.9%	$11.4M
MRVLMarvell Technology Inc	0.8%	0.3%	35,015	+8.6%	$10.4M
AMCRAmcor PLC	0.8%	0.7%	237,654	+27.0%	$10.3M
MUMicron Technology Inc	0.7%	0.2%	7,387	+12.3%	$8.5M
NOWServicenow Inc	0.6%	1.7%	78,024	-53.9%	$7.7M
USBUS Bancorp	0.4%	0.4%	74,902	+2.8%	$4.5M
MGKVanguard World Fd	0.3%	0.3%	45,833	+391.6%	$4.0M
INTCIntel Corp	0.3%	—	26,172	—	$3.7M
ISRGIntuitive Surgical Inc	0.3%	0.4%	8,971	-2.8%	$3.6M
GOOGAlphabet Inc	0.3%	0.3%	8,969	-12.2%	$3.2M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	5,519	-13.4%	$2.8M
BILSpdr Series Trust	0.2%	0.3%	29,386	-0.6%	$2.7M
MGVVanguard World Fd	0.2%	0.2%	15,567	+0.4%	$2.5M
JNJJohnson & Johnson	0.2%	0.2%	9,678	+0.2%	$2.5M
TLNTalen Energy Corp	0.2%	—	6,210	—	$2.4M
SPHQInvesco Exchange Traded Fd T	0.2%	0.2%	26,254	+8.5%	$2.4M
XOMExxonmobil Holdings Corp	0.2%	—	14,539	—	$2.0M
IBMInternational Business Machs	0.2%	0.2%	6,857	-11.0%	$1.9M
RBLXRoblox Corp	0.1%	0.2%	31,155	+0.0%	$1.7M
HDHome Depot Inc	0.1%	0.2%	4,766	-17.1%	$1.7M
RTXRtx Corporation	0.1%	—	8,729	—	$1.7M
IWFIshares Tr	0.1%	0.1%	12,084	+300.4%	$1.5M

What Silicon Valley Capital Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +24.4% /yr; S&P 500 +20.4%
5 years: +13.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	456
Q1 2026	$1.0B	453
Q4 2025	$1.1B	265
Q3 2025	$1.1B	282
Q2 2025	$958.4M	303
Q1 2025	$765.3M	247
Q4 2024	$896.5M	312
Q3 2024	$768.2M	306
Q2 2024	$726.6M	307
Q1 2024	$670.0M	308
Q4 2023	$596.1M	358
Q3 2023	$532.8M	318

Questions about Silicon Valley Capital Partners's portfolio

What stocks does Silicon Valley Capital Partners own?

Silicon Valley Capital Partners's latest 13F, for Q2 2026 and filed Sep 21, 2026, lists 456 positions worth $1.2B. The largest are State Str Spdr S&p 500 ETF T (SPY) at 13.0%, Invesco Qqq Tr (QQQ) at 7.6%, Vanguard World Fd (VGT) at 7.2%, Nvidia Corporation (NVDA) at 5.9% and Alphabet Inc (GOOGL) at 5.4%.

What did Silicon Valley Capital Partners buy last quarter?

In Q2 2026, Silicon Valley Capital Partners added Vanguard World Fd (VGT) (+675.7% shares), Vanguard Index Fds (VUG) (+505.9% shares) and Vanguard World Fd (MGK) (+391.6% shares), compared with its Q1 2026 filing.

What did Silicon Valley Capital Partners sell last quarter?

In Q2 2026, Silicon Valley Capital Partners cut from its top 50 Air Products and Chemicals I (APD), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Salesforce Inc (CRM), Servicenow Inc (NOW) (-53.9% shares), Advanced Micro Devices Inc (AMD) (-26.9% shares) and Home Depot Inc (HD) (-17.1% shares), compared with its Q1 2026 filing.

How has Silicon Valley Capital Partners's portfolio performed?

A portfolio copying Silicon Valley Capital Partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +13.1% a year against +11.6%.

When is Silicon Valley Capital Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Silicon Valley Capital Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.