SVB WEALTH LLC
SVB WEALTH LLC reported 384 positions worth $1.59B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: AAPL (5.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $90.4M | 5.70% | 312,512 | — | — | |
| ▸ 2 | IWY | SH | $85.5M | 5.39% | 294,116 | — | — | |
| ▸ 3 | IEFA | SH | $51.7M | 3.26% | 535,683 | — | — | |
| ▸ 4 | MSFT | SH | $50.3M | 3.17% | 134,978 | — | — | |
| ▸ 5 | IWX | SH | $50.3M | 3.17% | 477,994 | — | — | |
| ▸ 6 | NVDA | SH | $46.2M | 2.91% | 230,866 | — | — | |
| ▸ 7 | IWS | SH | $45.5M | 2.87% | 276,422 | — | — | |
| ▸ 8 | AVGO | SH | $41.5M | 2.62% | 109,821 | — | — | |
| ▸ 9 | IVV | SH | $36.0M | 2.27% | 48,109 | — | — | |
| ▸ 10 | GOOGL | SH | $34.6M | 2.18% | 96,957 | — | — |
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Frequently Asked Questions
What stocks does SVB WEALTH LLC hold as of Q2 2026?
SVB WEALTH LLC reported 384 positions worth $1.59B in its Q2 2026 13F filing. Largest positions: AAPL (5.7%), IWY (5.4%), IEFA (3.3%), MSFT (3.2%) and IWX (3.2%).
What did SVB WEALTH LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SVB WEALTH LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.