Institutional Manager · CIK 0001673633

Silicon Valley Capital Partners

SAN JOSE, CA · File #028-17464

Latest AUM

$1.10B

Positions

265

Top-10 Concentration

62.2%

Filings

Portfolio Value Over Time

2024-03

2024-09

2024-12

2025-03

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	ALPHABET INC CAP STK CL A	GOOG	-99,081	-$31.0M	+$37.4M
ADD	MICROSOFT CORP COM	MSFT	+36,753	+$17.8M	-$1.3M
ADD	META PLATFORMS INC CL A	META	+23,790	+$15.7M	-$3.0M
ADD	SERVICENOW INC COM	NOW	+95,821	+$14.7M	-$11.6M
ADD	NVIDIA CORPORATION COM	NVDA	+47,677	+$8.9M	+$8.7M
ADD	ISHARES 1-3 YEAR TREASURY BOND ETF	464287457	+72,490	+$6.0M	-$18,374
ADD	SALESFORCE INC COM	CRM	+21,443	+$5.7M	-$490,626
REDUCE	INVESCO S&P 500 GARP ETF	IVZ	-44,264	-$5.0M	+$1.0M
ADD	ISHARES 3-7 YEAR TREASURY BOND ETF	464288661	+41,322	+$4.9M	+$74,474
REDUCE	ADVANCED MICRO DEVICES INC COM	AMD	-20,194	-$4.3M	+$9.3M

Sector Allocation

Technology

26.3%$288.8M

Financials

10.4%$114.3M

Consumer Discretionary

4.6%$50.8M

Communication Services

4.2%$45.7M

2.5%$27.4M

1.1%$12.4M

0.2%$2.7M

0.1%$796,113

0.0%$289,496

0.0%$53,720

0.0%$62,133

Filing History

Feb 13, 202613F HOLDINGS REPORTQ/E Dec 2025265 pos · $1.10B
Nov 17, 202513F HOLDINGS REPORTQ/E Sep 2025283 pos · $1.06B
Sep 11, 202513F HOLDINGS REPORTQ/E Sep 2025303 pos · $958.4M
May 28, 202513F HOLDINGS REPORTQ/E Mar 2025247 pos · $765.3M
Jan 29, 202513F HOLDINGS REPORTQ/E Dec 2024315 pos · $896.5M
Oct 30, 202413F HOLDINGS REPORTQ/E Sep 2024312 pos · $726.6M
Oct 30, 202413F HOLDINGS REPORTQ/E Sep 2024309 pos · $768.2M
Apr 29, 202413F HOLDINGS REPORTQ/E Mar 2024312 pos · $670.0M
Nov 6, 202313F HOLDINGS REPORTQ/E Dec 2023322 pos · $532.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	STATE STREET SPDR S&P 500 ETF	SPY	216,220	$147.4M	13.74%
2	INVESCO QQQ TRUST SERIES I	IVZ	130,592	$80.2M	7.48%
3	VANGUARD INFORMATION TECHNOLOGY ETF	92204A702	94,410	$71.2M	6.63%
4	NVIDIA CORPORATION COM	NVDA	354,193	$66.1M	6.16%
5	MICROSOFT CORP COM	MSFT	133,833	$64.7M	6.03%
6	APPLE INC COM	AAPL	208,414	$56.7M	5.28%
7	ALPHABET INC CAP STK CL A	GOOG	174,716	$54.7M	5.10%
8	ISHARES 1-3 YEAR TREASURY BOND ETF	464287457	532,285	$44.1M	4.11%
9	AMAZON COM INC COM	AMZN	178,619	$41.2M	3.84%
10	META PLATFORMS INC CL A	META	62,342	$41.2M	3.83%
11	ISHARES 3-7 YEAR TREASURY BOND ETF	464288661	327,652	$39.1M	3.64%
12	ISHARES S&P 500 GROWTH ETF	464287309	273,529	$33.7M	3.14%
13	BROADCOM INC COM	AVGO	73,292	$25.4M	2.36%
14	ADVANCED MICRO DEVICES INC COM	AMD	108,302	$23.2M	2.16%
15	SALESFORCE INC COM	CRM	84,483	$22.4M	2.09%
16	VANGUARD GROWTH ETF	922908736	39,540	$19.3M	1.80%
17	ELI LILLY & CO COM	LLY	17,712	$19.0M	1.77%
18	TR ACTIVEBETA US LARGE CAP EQUITY ETF	NVGLF	135,408	$17.9M	1.67%
19	SERVICENOW INC COM	NOW	109,117	$16.7M	1.56%
20	ORACLE CORP COM	ORCL-PD	84,742	$16.5M	1.54%