SVB Wealth LLC

13F filer · CIK 0001626116

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$1.59BU.S. long equity reported on 13F

Positions29413 new · 14 closed

Net flow last quarter-$106MBuys minus sells

Top 10 positions weight26.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026294 positions
AAPLApple Inc.	$90.4M	5.70%	0.00%	-9.9%	Q1 2015
MSFTMicrosoft Corp	$50.3M	3.17%	0.00%	-9.8%	Q1 2015
NVDANvidia Corp	$46.2M	2.91%	0.00%	-6.9%	Q2 2017
IWSImageware Systems Inc	$45.5M	2.87%	Not reported	+5.8%	Q2 2019
AVGOBroadcom Inc.	$41.5M	2.62%	0.00%	-21.2%	Q1 2016
GOOGLAlphabet Inc.	$34.6M	2.18%	0.00%	-10.0%	Q3 2015
AMZNAmazon Com Inc	$33.7M	2.12%	0.00%	-33.1%	Q1 2015
JPMJPMorgan Chase & Co	$27.2M	1.71%	0.00%	-12.3%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$24.3M	1.53%	Not reported	-2.4%	Q2 2019
GOOGAlphabet Inc.	$24.3M	1.53%	Not reported	-15.4%	Q3 2015
METAMeta Platforms, Inc.	$16.7M	1.06%	Not reported	-3.4%	Q1 2015
VVisa Inc.	$16.5M	1.04%	0.00%	-7.5%	Q1 2015
CSCOCisco Systems, Inc.	$15.2M	0.96%	0.00%	-16.8%	Q1 2015
ABBVAbbVie Inc.	$13.9M	0.88%	0.00%	-4.9%	Q1 2015
AMATApplied Materials Inc	$12.1M	0.76%	0.00%	-29.8%	Q3 2015
LLYELI LILLY & Co	$11.9M	0.75%	0.00%	-8.1%	Q1 2015
ETNEaton Corp plc	$11.2M	0.71%	0.01%	-3.1%	Q1 2015
HDHome Depot, Inc.	$11M	0.69%	0.00%	-11.9%	Q1 2015
XOMExxonMobil Holdings Corp	$10.8M	0.68%	0.00%	+0.5%	Q1 2015
BRK.BBerkshire Hathaway Inc	$10.4M	0.65%	Not reported	+0.1%	Q1 2015
LRCXLam Research Corp	$10.3M	0.65%	0.00%	-20.4%	Q4 2019
TSLATesla, Inc.	$10.2M	0.64%	0.00%	-7.5%	Q2 2017
ADIAnalog Devices Inc	$9.16M	0.58%	0.00%	-8.0%	Q1 2015
UNPUnion Pacific Corp	$8.72M	0.55%	0.01%	-5.0%	Q1 2015
COSTCostco Wholesale Corp	$8.17M	0.52%	0.00%	-2.0%	Q1 2015
CVXChevron Corp	$8.14M	0.51%	0.00%	+1.5%	Q1 2015
NFLXNetflix Inc	$7.95M	0.50%	0.00%	-4.1%	Q2 2017
WMTWalmart Inc.	$7.93M	0.50%	0.00%	-4.3%	Q1 2015
PGPROCTER & GAMBLE Co	$7.9M	0.50%	0.00%	-4.4%	Q1 2015
KMIKinder Morgan, Inc.	$7.51M	0.47%	0.01%	+5.6%	Q1 2015
IBMInternational Business Machines Corp	$7.44M	0.47%	0.00%	-5.6%	Q1 2015
ORCLOracle Corp	$7.02M	0.44%	0.00%	-7.5%	Q1 2015
JNJJohnson & Johnson	$6.98M	0.44%	0.00%	-4.0%	Q1 2015
MUMicron Technology Inc	$6.74M	0.43%	0.00%	+83.7%	Q1 2015
PEPPepsico Inc	$6.06M	0.38%	0.00%	-2.4%	Q1 2015
NEENextera Energy Inc	$6.05M	0.38%	0.00%	-2.8%	Q1 2015
KOCoca Cola Co	$5.9M	0.37%	0.00%	-3.5%	Q1 2015
MRKMerck & Co., Inc.	$5.75M	0.36%	0.00%	-6.2%	Q1 2015
VLUEiSHARES TRUST	$5.67M	0.36%	Not reported	-7.1%	Q4 2021
MOAltria Group, Inc.	$5.57M	0.35%	0.00%	-6.6%	Q1 2015
RFRegions Financial Corp	$5.45M	0.34%	0.02%	+3.7%	Q3 2021
DUKDuke Energy CORP	$5.42M	0.34%	0.01%	-6.5%	Q1 2015
ISRGIntuitive Surgical Inc	$5.14M	0.32%	0.00%	-5.8%	Q1 2015
BKNGBooking Holdings Inc.	$4.88M	0.31%	0.00%	-7.6%	Q1 2018
AMCRAmcor plc	$4.84M	0.30%	0.02%	+89.0%	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$4.72M	0.30%	Not reported	-4.9%	Q2 2019
AMDAdvanced Micro Devices Inc	$4.69M	0.30%	0.00%	-2.8%	Q3 2020
LHXL3harris Technologies, Inc.	$4.61M	0.29%	0.01%	-17.3%	Q4 2019
GSGoldman Sachs Group Inc	$4.58M	0.29%	0.00%	-1.4%	Q1 2015
TROWPrice T Rowe Group Inc	$4.56M	0.29%	0.02%	-16.5%	Q1 2015

Q1 2026Reported Apr 17, 2026293 positions
AAPLApple Inc.	$88M	5.80%	0.00%	-8.5%	Q1 2015
MSFTMicrosoft Corp	$55.4M	3.65%	0.00%	-2.9%	Q1 2015
AMZNAmazon Com Inc	$44M	2.90%	0.00%	+1.7%	Q1 2015
NVDANvidia Corp	$43.3M	2.85%	0.00%	0.0%	Q2 2017
AVGOBroadcom Inc.	$43.1M	2.84%	0.00%	-20.3%	Q1 2016
IWSImageware Systems Inc	$38.1M	2.51%	Not reported	-0.5%	Q2 2019
GOOGLAlphabet Inc.	$31M	2.04%	0.00%	-6.2%	Q3 2015
JPMJPMorgan Chase & Co	$27.8M	1.83%	0.00%	-5.8%	Q1 2015
GOOGAlphabet Inc.	$23.3M	1.53%	Not reported	+2.3%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$21.7M	1.43%	Not reported	-7.3%	Q2 2019
METAMeta Platforms, Inc.	$17.6M	1.16%	Not reported	-4.4%	Q1 2015
VVisa Inc.	$15.7M	1.04%	0.00%	-4.4%	Q1 2015
XOMExxonMobil Holdings Corp	$13.3M	0.88%	0.00%	-11.1%	Q1 2015
ABBVAbbVie Inc.	$12.7M	0.84%	0.00%	-15.1%	Q1 2015
CSCOCisco Systems, Inc.	$12.1M	0.80%	0.00%	-9.0%	Q1 2015
HDHome Depot, Inc.	$11.6M	0.77%	0.00%	-22.8%	Q1 2015
NFLXNetflix Inc	$11.2M	0.74%	0.00%	-1.1%	Q2 2017
CVXChevron Corp	$10M	0.66%	0.00%	-5.7%	Q1 2015
LLYELI LILLY & Co	$9.91M	0.65%	0.00%	+13.1%	Q1 2015
BRK.BBerkshire Hathaway Inc	$9.91M	0.65%	Not reported	-9.0%	Q1 2015
TSLATesla, Inc.	$9.74M	0.64%	0.00%	+10.0%	Q2 2017
ETNEaton Corp plc	$9.72M	0.64%	0.01%	-7.1%	Q1 2015
WMTWalmart Inc.	$9.09M	0.60%	0.00%	-17.0%	Q1 2015
COSTCostco Wholesale Corp	$8.88M	0.58%	0.00%	-27.3%	Q1 2015
UNPUnion Pacific Corp	$8.19M	0.54%	0.01%	-11.8%	Q1 2015
AMATApplied Materials Inc	$8.16M	0.54%	0.00%	+6.5%	Q3 2015
PGPROCTER & GAMBLE Co	$8.14M	0.54%	0.00%	-6.7%	Q1 2015
ADIAnalog Devices Inc	$7.97M	0.53%	0.01%	-9.6%	Q1 2015
TJXTJX Companies Inc	$7.86M	0.52%	0.00%	-21.1%	Q1 2015
ORCLOracle Corp	$7.62M	0.50%	0.00%	-10.3%	Q1 2015
KMIKinder Morgan, Inc.	$7.46M	0.49%	0.01%	+16.4%	Q1 2015
PEPPepsico Inc	$7.12M	0.47%	0.00%	-11.3%	Q1 2015
JNJJohnson & Johnson	$7M	0.46%	0.00%	-3.1%	Q1 2015
IBMInternational Business Machines Corp	$6.79M	0.45%	0.00%	-24.8%	Q1 2015
LHXL3harris Technologies, Inc.	$6.62M	0.44%	0.01%	-24.4%	Q4 2019
NEENextera Energy Inc	$6.59M	0.43%	0.00%	-13.9%	Q1 2015
LRCXLam Research Corp	$6.36M	0.42%	0.00%	+10.2%	Q4 2019
ISRGIntuitive Surgical Inc	$6.32M	0.42%	0.00%	+2.5%	Q1 2015
DUKDuke Energy CORP	$6M	0.40%	0.01%	+73.9%	Q1 2015
MRKMerck & Co., Inc.	$5.74M	0.38%	0.00%	-5.5%	Q1 2015
KOCoca Cola Co	$5.72M	0.38%	0.00%	+3.6%	Q1 2015
HONHoneywell International Inc	$5.54M	0.37%	0.00%	-14.9%	Q1 2015
MOAltria Group, Inc.	$5.47M	0.36%	0.01%	+24.9%	Q1 2015
ABTAbbott Laboratories	$5.34M	0.35%	0.00%	-16.0%	Q1 2015
COPConocophillips	$5.17M	0.34%	0.00%	+8.6%	Q1 2015
BKNGBooking Holdings Inc.	$4.99M	0.33%	0.00%	+20.4%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$4.73M	0.31%	Not reported	-0.3%	Q2 2019
PLTRPalantir Technologies Inc.	$4.67M	0.31%	0.00%	+6.2%	Q1 2021
ICEIntercontinental Exchange, Inc.	$4.56M	0.30%	0.01%	-19.2%	Q1 2017
RFRegions Financial Corp	$4.54M	0.30%	0.02%	+7.9%	Q3 2021

Q4 2025Reported Feb 4, 2026298 positions
AAPLApple Inc.	$103M	6.07%	0.00%	-18.0%	Q1 2015
MSFTMicrosoft Corp	$74.6M	4.40%	0.00%	-10.1%	Q1 2015
AVGOBroadcom Inc.	$60.6M	3.57%	0.00%	-31.5%	Q1 2016
AMZNAmazon Com Inc	$47.9M	2.83%	0.00%	-16.0%	Q1 2015
NVDANvidia Corp	$46.3M	2.73%	0.00%	+6.4%	Q2 2017
IWSImageware Systems Inc	$37M	2.18%	Not reported	-9.7%	Q2 2019
GOOGLAlphabet Inc.	$35.9M	2.12%	0.00%	-15.7%	Q3 2015
JPMJPMorgan Chase & Co	$32.4M	1.91%	0.00%	-6.5%	Q1 2015
GOOGAlphabet Inc.	$24.9M	1.47%	Not reported	-26.8%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$24.5M	1.45%	Not reported	-14.3%	Q2 2019
METAMeta Platforms, Inc.	$21.2M	1.25%	Not reported	-0.7%	Q1 2015
VVisa Inc.	$19.1M	1.13%	0.00%	-3.6%	Q1 2015
HDHome Depot, Inc.	$15.8M	0.93%	0.00%	-5.4%	Q1 2015
ABBVAbbVie Inc.	$15.7M	0.92%	0.00%	-26.8%	Q1 2015
CSCOCisco Systems, Inc.	$13.2M	0.78%	0.00%	-14.9%	Q1 2015
BRK.BBerkshire Hathaway Inc	$11.4M	0.67%	Not reported	-15.3%	Q1 2015
ORCLOracle Corp	$11.3M	0.66%	0.00%	+5.3%	Q1 2015
IBMInternational Business Machines Corp	$11M	0.65%	0.00%	-10.2%	Q1 2015
NFLXNetflix Inc	$11M	0.65%	0.00%	+14.5%	Q2 2017
TSLATesla, Inc.	$10.7M	0.63%	0.00%	-1.1%	Q2 2017
XOMExxonMobil Holdings Corp	$10.6M	0.63%	0.00%	-10.3%	Q1 2015
COSTCostco Wholesale Corp	$10.6M	0.62%	0.00%	-7.5%	Q1 2015
LLYELI LILLY & Co	$10.2M	0.60%	0.00%	+20.4%	Q1 2015
WMTWalmart Inc.	$9.82M	0.58%	0.00%	-17.5%	Q1 2015
TJXTJX Companies Inc	$9.58M	0.56%	0.01%	-11.6%	Q1 2015
ETNEaton Corp plc	$9.31M	0.55%	0.01%	-1.6%	Q1 2015
UNPUnion Pacific Corp	$8.85M	0.52%	0.01%	+0.7%	Q1 2015
PGPROCTER & GAMBLE Co	$8.66M	0.51%	0.00%	-21.1%	Q1 2015
CVXChevron Corp	$7.82M	0.46%	0.00%	-11.0%	Q1 2015
ABTAbbott Laboratories	$7.75M	0.46%	0.00%	-24.6%	Q1 2015
ACNAccenture plc	$7.71M	0.45%	0.00%	-25.6%	Q1 2015
ISRGIntuitive Surgical Inc	$7.58M	0.45%	0.00%	-6.9%	Q1 2015
ADIAnalog Devices Inc	$7.52M	0.44%	0.01%	-2.3%	Q1 2015
LHXL3harris Technologies, Inc.	$7.45M	0.44%	0.01%	-17.6%	Q4 2019
PEPPepsico Inc	$7.42M	0.44%	0.00%	-3.1%	Q1 2015
MAMastercard Inc	$7.1M	0.42%	0.00%	Not reported	Q1 2015
NEENextera Energy Inc	$6.62M	0.39%	0.00%	-8.8%	Q1 2015
JNJJohnson & Johnson	$6.12M	0.36%	0.00%	-3.0%	Q1 2015
BRBroadridge Financial Solutions, Inc.	$6.1M	0.36%	0.02%	-14.2%	Q1 2015
ELVElevance Health, Inc.	$5.85M	0.35%	0.01%	-0.3%	Q2 2015
ICEIntercontinental Exchange, Inc.	$5.81M	0.34%	0.01%	-10.5%	Q1 2017
AMATApplied Materials Inc	$5.76M	0.34%	0.00%	-7.5%	Q3 2015
HONHoneywell International Inc	$5.62M	0.33%	0.00%	-10.2%	Q1 2015
PLTRPalantir Technologies Inc.	$5.34M	0.32%	0.00%	+9.1%	Q1 2021
MRKMerck & Co., Inc.	$5.31M	0.31%	0.00%	-20.0%	Q1 2015
BKNGBooking Holdings Inc.	$5.27M	0.31%	0.00%	+23.2%	Q1 2018
KMIKinder Morgan, Inc.	$5.26M	0.31%	0.01%	-8.7%	Q1 2015
MCDMcdonalds Corp	$5.17M	0.30%	0.00%	-25.8%	Q1 2015
KOCoca Cola Co	$5.07M	0.30%	0.00%	+3.8%	Q1 2015
GSGoldman Sachs Group Inc	$5.05M	0.30%	0.00%	-4.8%	Q1 2015

Q3 2025Reported Nov 6, 2025309 positions
AAPLApple Inc.	$118M	6.33%	0.00%	-6.9%	Q1 2015
MSFTMicrosoft Corp	$88.8M	4.78%	0.00%	-6.7%	Q1 2015
AVGOBroadcom Inc.	$84.3M	4.54%	0.01%	-5.6%	Q1 2016
AMZNAmazon Com Inc	$54.3M	2.92%	0.00%	-3.9%	Q1 2015
NVDANvidia Corp	$43.5M	2.34%	0.00%	-3.6%	Q2 2017
IWSImageware Systems Inc	$40.6M	2.19%	Not reported	+4.3%	Q2 2019
JPMJPMorgan Chase & Co	$33.9M	1.82%	0.00%	-8.7%	Q1 2015
GOOGLAlphabet Inc.	$33.1M	1.78%	0.00%	-9.5%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$27.9M	1.50%	Not reported	-19.2%	Q2 2019
GOOGAlphabet Inc.	$26.4M	1.42%	Not reported	-4.8%	Q3 2015
METAMeta Platforms, Inc.	$23.8M	1.28%	Not reported	-1.7%	Q1 2015
ABBVAbbVie Inc.	$21.7M	1.17%	0.01%	-8.3%	Q1 2015
HDHome Depot, Inc.	$19.6M	1.06%	0.00%	-4.8%	Q1 2015
VVisa Inc.	$19.3M	1.04%	0.00%	-4.4%	Q1 2015
ORCLOracle Corp	$15.4M	0.83%	0.00%	-8.6%	Q1 2015
CSCOCisco Systems, Inc.	$13.8M	0.74%	0.01%	-6.0%	Q1 2015
BRK.BBerkshire Hathaway Inc	$13.5M	0.73%	Not reported	-2.7%	Q1 2015
NFLXNetflix Inc	$12.3M	0.66%	0.00%	-3.5%	Q2 2017
COSTCostco Wholesale Corp	$12.3M	0.66%	0.00%	-15.0%	Q1 2015
PGPROCTER & GAMBLE Co	$11.8M	0.63%	0.00%	-4.1%	Q1 2015
IBMInternational Business Machines Corp	$11.7M	0.63%	0.00%	-15.0%	Q1 2015
ETNEaton Corp plc	$11.1M	0.60%	0.01%	-4.8%	Q1 2015
XOMExxonMobil Holdings Corp	$11.1M	0.60%	0.00%	-9.5%	Q1 2015
WMTWalmart Inc.	$11M	0.59%	0.00%	-8.6%	Q1 2015
ABTAbbott Laboratories	$11M	0.59%	0.00%	-8.2%	Q1 2015
TSLATesla, Inc.	$10.7M	0.58%	0.00%	-14.3%	Q2 2017
TJXTJX Companies Inc	$10.2M	0.55%	0.01%	-1.7%	Q1 2015
ACNAccenture plc	$9.53M	0.51%	0.01%	-3.0%	Q1 2015
LHXL3harris Technologies, Inc.	$9.4M	0.51%	0.02%	-15.7%	Q4 2019
UNPUnion Pacific Corp	$8.99M	0.48%	0.01%	-7.3%	Q1 2015
CVXChevron Corp	$8.95M	0.48%	0.00%	-7.2%	Q1 2015
BRBroadridge Financial Solutions, Inc.	$7.58M	0.41%	0.03%	-12.4%	Q1 2015
PEPPepsico Inc	$7.49M	0.40%	0.00%	+5.7%	Q1 2015
MAMastercard Inc	$7.08M	0.38%	0.00%	-11.0%	Q1 2015
ADIAnalog Devices Inc	$6.97M	0.37%	0.01%	-7.8%	Q1 2015
MCDMcdonalds Corp	$6.93M	0.37%	0.00%	+0.1%	Q1 2015
NEENextera Energy Inc	$6.82M	0.37%	0.00%	-11.3%	Q1 2015
ICEIntercontinental Exchange, Inc.	$6.76M	0.36%	0.01%	-14.7%	Q1 2017
HONHoneywell International Inc	$6.75M	0.36%	0.01%	-11.6%	Q1 2015
ISRGIntuitive Surgical Inc	$6.43M	0.35%	0.00%	-5.7%	Q1 2015
LLYELI LILLY & Co	$6.04M	0.33%	0.00%	+11.6%	Q1 2015
KMIKinder Morgan, Inc.	$5.93M	0.32%	0.01%	-11.7%	Q1 2015
WMWaste Management Inc	$5.92M	0.32%	0.01%	+0.4%	Q1 2015
JNJJohnson & Johnson	$5.65M	0.30%	0.00%	-8.3%	Q1 2015
MRSHMarsh & Mclennan Companies, Inc.	$5.59M	0.30%	0.01%	-11.5%	Q1 2015
RCLRoyal Caribbean Cruises Ltd	$5.46M	0.29%	0.01%	+2.5%	Q1 2016
ELVElevance Health, Inc.	$5.41M	0.29%	0.01%	-19.7%	Q2 2015
MRKMerck & Co., Inc.	$5.3M	0.29%	0.00%	+14.6%	Q1 2015
UNHUnitedhealth Group Inc	$5.14M	0.28%	0.00%	-15.9%	Q1 2015
PLTRPalantir Technologies Inc.	$5.03M	0.27%	0.00%	+7.3%	Q1 2021

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