SVB WEALTH LLC 13F Holdings
CIK 0001626116 · BOSTON, MA
As of Sep 30, 2025, SVB WEALTH LLC reported 1,510 positions worth
CIK 0001626116 · BOSTON, MA
As of Sep 30, 2025, SVB WEALTH LLC reported 1,510 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 458,025 | 16.6M | 7.04% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 321,996 | $88.1M | 5.32% |
| MICROSOFT CORP | MSFT | Technology | 167,791 | $86.9M | 5.25% |
| BROADCOM LTD SHS | AVGO | Technology | 251,688 | $83.0M | 5.01% |
| AMAZON.COM INC | AMZN | Equity | 237,712 | $52.2M | 3.15% |
| ISHARES RUSSELL TOP 200 VALUE ETF | IWX | — | 533,590 | $46.9M | 2.83% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 449,329 | $45.0M | 2.72% |
| NVIDIA CORP | NVDA | Technology | 228,165 | $42.6M | 2.57% |
| ISHARES TR CORE MSCI EAFE | IEFA | — | 467,194 | $40.8M | 2.46% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 283,221 | $39.6M | 2.39% |
| J P MORGAN CHASE & CO | JPM | Financial Services | 104,113 | $32.8M | 1.98% |
| ALPHABET INC | GOOGL | Communication Services | 130,564 | $31.7M | 1.92% |
| ISHARES CORE S&P 500 ETF | IVV | — | 42,730 | $28.6M | 1.73% |
| SPDR S&P 500 ETF | SPY | — | 41,945 | $27.9M | 1.69% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 184,677 | $26.3M | 1.59% |
| ALPHABET INC | GOOG | Communication Services | 106,627 | $26.0M | 1.57% |
| Meta Platforms, Inc. | META | — | 31,051 | $22.8M | 1.38% |
| ABBVIE INC | ABBV | Healthcare | 89,035 | $20.6M | 1.24% |
| VANGUARD 500 INDEX FUND | VOO | — | 32,158 | 9.7M | 1.19% |
| ISHARES INC CORE MSCI EMERGING | IEMG | — | 288,878 | 9.0M | 1.15% |
| HOME DEPOT INC | HD | Consumer Cyclical | 45,270 | 8.3M | 1.11% |
| VISA INC CLASS A | V | Financial Services | 51,770 | 7.7M | 1.07% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 34,575 | 6.2M | 0.98% |
| VANGUARD CORE BOND ETF | VCRB | — | 204,286 | 6.0M | 0.97% |
| ORACLE CORP | ORCL | Technology | 49,540 | 3.9M | 0.84% |