SVB WEALTH LLC: 13F holdings
CIK 16261162026Q2
| Positions | 384 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 384 (+1 vs prior quarter) |
|---|
| Reported value | $1.6bn (+4.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 312,512 | $90.4m | 5.7% |
| IWY iShares Russell Top 200 Growth | 294,116 | $85.5m | 5.4% |
| IEFA ISHARES TRUST CORE MSCI EAFE E | 535,683 | $51.7m | 3.3% |
| MSFT MICROSOFT CORP | 134,978 | $50.3m | 3.2% |
| PFBC iShares Russell Top 200 Value | 477,994 | $50.3m | 3.2% |
| NVDA Nvidia Corporation Com | 230,866 | $46.2m | 2.9% |
| IWS ISHARES RUSSELL MID-CAP VALUE | 276,422 | $45.5m | 2.9% |
| AVGO BROADCOM INC COM | 109,821 | $41.5m | 2.6% |
| IVV ISHARES CORE S&P 500 ETF | 48,109 | $36.0m | 2.3% |
| GOOGL ALPHABET INC CAP STK CL A | 96,957 | $34.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1626116")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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