SVB WEALTH LLC
CIK 1626116
13F filing for Q2 2026・No. 1,925
- Holdings
- US$1.59B
- Quarter change
- +US$68.32M
- Entries
- 1,570
- Net bought (estimate)
- −US$90.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 19
- Cut 272
- Added 75
- Corporate actions 2
- Unchanged 17
Largest holdings
384 stocks worth US$1.59B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 312,512 | US$90.43M | 5.70% |
| iShares Russell Top 200 GrowthETF | Added | 294,116 | US$85.48M | 5.39% |
| ISHARES TRUST CORE MSCI EAFE EETF | Added | 535,683 | US$51.74M | 3.26% |
| MSFTMicrosoftCOM | Cut | 134,978 | US$50.35M | 3.17% |
| iShares Russell Top 200 ValueETF | Added | 477,994 | US$50.27M | 3.17% |
| NVDANvidiaCOM | Cut | 230,866 | US$46.19M | 2.91% |
| ISHARES RUSSELL MID-CAP VALUEETF | Added | 276,422 | US$45.5M | 2.87% |
| AVGOBroadcomCOM | Cut | 109,821 | US$41.48M | 2.62% |
| IVVISHARES CORE S&P 500 ETFETF | Cut | 48,109 | US$36.03M | 2.27% |
| GOOGLAlphabetCOM | Cut | 96,957 | US$34.65M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.