Institutional Manager · CIK 0001626116
SVB WEALTH LLC
BOSTON, MA · File #028-16447
Latest AUM
$1.70B
Positions
1,311
Top-10 Concentration
50.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,311 pos · $1.70B
- 13F HOLDINGS REPORTQ/E Sep 20251,510 pos · $1.86B
- 13F HOLDINGS REPORTQ/E Jun 20251,684 pos · $1.87B
- 13F HOLDINGS REPORTQ/E Mar 20252,531 pos · $2.43B
- 13F HOLDINGS REPORTQ/E Dec 20241,588 pos · $5.35B
- 13F HOLDINGS REPORTQ/E Sep 20241,609 pos · $4.35B
- 13F HOLDINGS REPORTQ/E Jun 20241,567 pos · $4.04B
- 13F COMBINATION REPORTQ/E Mar 20241,873 pos · $4.49B
- 13F HOLDINGS REPORTQ/E Dec 20231,807 pos · $4.55B
- 13F HOLDINGS REPORTQ/E Sep 20231,986 pos · $5.53B
- 13F HOLDINGS REPORTQ/E Jun 20232,127 pos · $7.16B
- 13F HOLDINGS REPORTQ/E Mar 20232,195 pos · $7.42B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 347,099 | $94.4M | 8.67% |
| 2 | iShares Russell Top 200 Growth | 464289438 | 302,455 | $83.8M | 7.70% |
| 3 | MICROSOFT CORP | MSFT | 135,675 | $65.6M | 6.03% |
| 4 | BROADCOM INC COM | AVGO | 164,622 | $57.0M | 5.24% |
| 5 | ISHARES TRUST CORE MSCI EAFE E | 46432f842 | 533,965 | $47.8M | 4.39% |
| 6 | iShares Russell Top 200 Value | 464289420 | 508,406 | $46.7M | 4.29% |
| 7 | AMAZON.COM INC | AMZN | 185,670 | $42.9M | 3.94% |
| 8 | ISHARES TRUST CORE US AGGBD ET | 464287226 | 370,967 | $37.1M | 3.41% |
| 9 | ISHARES RUSSELL MID-CAP VALUE | 464287473 | 262,626 | $37.0M | 3.40% |
| 10 | Nvidia Corporation Com | NVDA | 194,367 | $36.2M | 3.33% |
| 11 | ISHARES CORE S&P 500 ETF | 464287200 | 50,452 | $34.6M | 3.18% |
| 12 | ALPHABET INC CAP STK CL A | GOOG | 100,990 | $31.6M | 2.91% |
| 13 | JPMORGAN CHASE & CO | VYLD | 93,420 | $30.1M | 2.77% |
| 14 | ISHARES TR RUS MD CP GR ETF | 464287481 | 185,968 | $25.5M | 2.34% |
| 15 | STATE STREET SPDR S&P 500 ETF | SPY | 35,942 | $24.5M | 2.25% |
| 16 | ALPHABET INC CAP STK CL C | GOOG | 70,194 | $22.0M | 2.02% |
| 17 | Vanguard Core Bond ETF | 922020748 | 275,274 | $21.4M | 1.97% |
| 18 | VANGUARD INDEX FUNDS S&P 500 E | 922908363 | 30,372 | $19.0M | 1.75% |
| 19 | META PLATFORMS INC CLASS A COM | META | 27,570 | $18.2M | 1.67% |
| 20 | VISA INC | V | 49,998 | $17.5M | 1.61% |