Q2 2026 13F · SEC CIK 1626116

Svb Wealth LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 384
Top holdings a year, 3 yrs: +36.8%
Assets under management: $3.1B

Svb Wealth LLC is a wealth manager that reported 384 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Apple Inc (AAPL, 5.7%), Ishares Tr (IWY, 5.4%), Ishares Tr (IEFA, 3.3%). A portfolio copying its top holdings returned 36.8% a year over the last 3 years, against 20.4% for the S&P 500.

Svb Wealth LLC holdings largest 50 of 384 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.

Svb Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.7%	5.8%	312,512	-9.9%	$90.4M
IWYIshares Tr	5.4%	4.5%	294,116	+8.0%	$85.5M
IEFAIshares Tr	3.3%	3.0%	535,683	+5.4%	$51.7M
MSFTMicrosoft Corp	3.2%	3.6%	134,978	-9.8%	$50.3M
IWXIshares Tr	3.2%	2.8%	477,994	+3.9%	$50.3M
NVDANvidia Corporation	2.9%	2.8%	230,866	-6.9%	$46.2M
IWSIshares Tr	2.9%	2.5%	276,422	+5.8%	$45.5M
AVGOBroadcom Inc	2.6%	2.8%	109,821	-21.2%	$41.5M
IVVIshares Tr	2.3%	2.3%	48,109	-11.6%	$36.0M
GOOGLAlphabet Inc	2.2%	2.0%	96,957	-10.0%	$34.6M
AMZNAmazon Com Inc	2.1%	2.9%	141,397	-33.1%	$33.7M
AGGIshares Tr	2.0%	2.1%	323,014	-0.6%	$32.0M
JPMJpmorgan Chase & Co	1.7%	1.8%	82,982	-12.3%	$27.2M
VCRBVanguard Malvern Fds	1.6%	1.6%	333,949	+3.3%	$25.8M
IWPIshares Tr	1.6%	1.5%	169,224	-4.6%	$24.8M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.4%	32,525	-2.4%	$24.3M
GOOGAlphabet Inc	1.5%	1.5%	68,650	-15.4%	$24.3M
IEMGIshares Inc	1.3%	1.0%	240,834	+6.3%	$20.0M
VOOVanguard Index Fds	1.2%	1.2%	28,344	-6.6%	$19.5M
METAMeta Platforms Inc	1.1%	1.2%	29,720	-3.4%	$16.7M
VVisa Inc	1.0%	1.0%	48,196	-7.5%	$16.5M
VTWOVanguard Scottsdale Fds	1.0%	1.0%	132,310	-9.9%	$16.1M
CSCOCisco Sys Inc	1.0%	0.8%	129,432	-16.8%	$15.2M
ACWIIshares Tr	0.9%	—	92,915	—	$14.6M
ABBVAbbvie Inc	0.9%	0.8%	55,432	-4.9%	$13.9M
DFISDimensional ETF Trust	0.8%	0.8%	383,364	+5.9%	$13.4M
AMATApplied Matls Inc	0.8%	0.5%	16,760	-29.8%	$12.1M
LLYEli Lilly & Co	0.7%	0.7%	9,903	-8.1%	$11.9M
VTIVanguard Index Fds	0.7%	0.7%	31,387	-0.8%	$11.6M
ETNEaton Corp PLC	0.7%	0.6%	26,315	-3.1%	$11.2M
HDHome Depot Inc	0.7%	0.8%	31,207	-11.9%	$11.0M
GVIIshares Tr	0.7%	0.5%	102,040	+43.3%	$10.8M
XOMExxon Mobil Corp	0.7%	0.9%	78,767	+0.5%	$10.8M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	20,700	+0.1%	$10.4M
QUALIshares Tr	0.7%	0.6%	47,183	-1.2%	$10.4M
LRCXLam Research Corp	0.6%	—	23,695	—	$10.3M
TSLATesla Inc	0.6%	0.6%	24,246	-7.5%	$10.2M
ADIAnalog Devices Inc	0.6%	0.5%	23,055	-8.0%	$9.2M
UNPUnion Pac Corp	0.6%	0.5%	32,067	-5.0%	$8.7M
COSTCostco Wholesale Corporation	0.5%	0.6%	8,736	-2.0%	$8.2M
CVXChevron Corporation	0.5%	0.7%	49,079	+1.5%	$8.1M
NFLXNetflix Inc.	0.5%	0.7%	111,394	-4.1%	$8.0M
WMTWalmart Inc	0.5%	0.6%	70,012	-4.3%	$7.9M
PGProcter & Gamble Co	0.5%	0.5%	53,875	-4.4%	$7.9M
KMIKinder Morgan Inc Del	0.5%	0.5%	235,012	+5.6%	$7.5M
IBMInternational Business Machs	0.5%	0.4%	26,454	-5.6%	$7.4M
IJRIshares Tr	0.5%	—	49,797	—	$7.4M
MUBIshares Tr	0.4%	0.5%	65,327	-2.5%	$7.0M
ORCLOracle Corp	0.4%	0.5%	47,901	-7.5%	$7.0M
JNJJohnson & Johnson	0.4%	0.5%	27,472	-4.0%	$7.0M

What Svb Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

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

Added to

GVI Ishares Tr+43.3% shares
IWY Ishares Tr+8.0% shares
IEMG Ishares Inc+6.3% shares
DFIS Dimensional ETF Trust+5.9% shares
IWS Ishares Tr+5.8% shares
KMI Kinder Morgan Inc Del+5.6% shares
IEFA Ishares Tr+5.4% shares

Reduced

AMZN Amazon Com Inc-33.1% shares
AMAT Applied Matls Inc-29.8% shares
AVGO Broadcom Inc-21.2% shares
CSCO Cisco Sys Inc-16.8% shares
GOOG Alphabet Inc-15.4% shares
JPM Jpmorgan Chase & Co-12.3% shares
HD Home Depot Inc-11.9% shares
IVV Ishares Tr-11.6% shares

Left the top 50

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: +18.9% /yr; S&P 500 +20.1%
3 years: +36.8% /yr; S&P 500 +20.4%
5 years: +21.4% /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	$1.6B	384
Q1 2026	$1.5B	383
Q4 2025	$1.7B	394
Q3 2025	$1.9B	405
Q2 2025	$1.9B	420
Q1 2025	$2.4B	1,517
Q4 2024	$5.4B	749
Q3 2024	$117.5M	19
Q2 2024	$4.0B	746
Q1 2024	$4.5B	856
Q4 2023	$4.1B	878
Q3 2023	$4.6B	863

Questions about Svb Wealth LLC's portfolio

What stocks does Svb Wealth LLC own?

Svb Wealth LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 384 positions worth $1.6B. The largest are Apple Inc (AAPL) at 5.7%, Ishares Tr (IWY) at 5.4%, Ishares Tr (IEFA) at 3.3%, Microsoft Corp (MSFT) at 3.2% and Ishares Tr (IWX) at 3.2%.

What did Svb Wealth LLC buy last quarter?

In Q2 2026, Svb Wealth LLC added Ishares Tr (GVI) (+43.3% shares), Ishares Tr (IWY) (+8.0% shares) and Ishares Inc (IEMG) (+6.3% shares), compared with its Q1 2026 filing.

What did Svb Wealth LLC sell last quarter?

In Q2 2026, Svb Wealth LLC cut from its top 50 Tjx Cos Inc New (TJX), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 L3harris Technologies Inc (LHX), Amazon Com Inc (AMZN) (-33.1% shares), Applied Matls Inc (AMAT) (-29.8% shares) and Broadcom Inc (AVGO) (-21.2% shares), compared with its Q1 2026 filing.

How has Svb Wealth LLC's portfolio performed?

A portfolio copying Svb Wealth LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +36.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +21.4% a year against +11.6%.

When is Svb Wealth LLC's next 13F filing due?

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

How much money does Svb Wealth LLC manage?

Svb Wealth LLC reported $3.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.