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Silicon Valley Capital Partners Top Holdings and 13F Report (2025)

About Silicon Valley Capital Partners

Investment Activity

  • Silicon Valley Capital Partners has $958.44 million in total holdings as of June 30, 2025.
  • Silicon Valley Capital Partners owns shares of 303 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 11.25% of the portfolio was purchased this quarter.
  • About 4.18% of the portfolio was sold this quarter.
  • This quarter, Silicon Valley Capital Partners has purchased 247 new stocks and bought additional shares in 84 stocks.
  • Silicon Valley Capital Partners sold shares of 67 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Invesco QQQ
$72,966,209
NVIDIA
$48,426,527
Microsoft
$48,288,336

Largest New Holdings this Quarter

464287457 - iShares 1-3 Year Treasury Bond ETF
$38,098,572 Holding
464288661 - iShares 3-7 Year Treasury Bond ETF
$34,099,052 Holding
464288679 - iShares Short Treasury Bond ETF
$12,686,001 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF
$3,750,508 Holding
381430529 - Goldman Sachs Access Treasury 0-1 Year ETF
$580,326 Holding

Largest Purchases this Quarter

iShares 1-3 Year Treasury Bond ETF
459,795 shares (about $38.10M)
iShares 3-7 Year Treasury Bond ETF
286,330 shares (about $34.10M)
iShares Short Treasury Bond ETF
114,889 shares (about $12.69M)
Salesforce
34,068 shares (about $9.29M)
SPDR Bloomberg 1-3 Month T-Bill ETF
40,886 shares (about $3.75M)

Largest Sales this Quarter

Intuitive Surgical
17,540 shares (about $9.53M)
Microsoft
6,647 shares (about $3.31M)
Invesco S&P 500 GARP ETF
29,866 shares (about $3.22M)
Starbucks
29,849 shares (about $2.74M)
Vanguard Information Technology ETF
3,319 shares (about $2.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSilicon Valley Capital Partners

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$135,230,404$1,754,690 -1.3%218,87314.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$72,966,209$1,695,195 -2.3%132,2717.6%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$65,803,720$2,201,417 -3.2%99,2106.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$48,426,527$1,870,288 -3.7%306,5165.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$48,288,336$3,306,269 -6.4%97,0805.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$48,251,317$413,789 -0.9%273,7975.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$44,670,975$683,420 -1.5%217,7274.7%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$38,098,572$38,098,572 New Holding459,7954.0%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$36,670,545$494,285 1.4%167,1483.8%Retail/Wholesale
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$34,099,052$34,099,052 New Holding286,3303.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$30,247,284$179,683 -0.6%274,7263.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$28,454,562$1,458,451 5.4%38,5523.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$21,107,167$1,379,359 -6.1%76,5722.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$18,233,535$572,281 -3.0%128,4961.9%Computer and Technology
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$17,489,938$3,216,568 -15.5%162,3951.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$17,454,124$196,014 -1.1%17,6311.8%Retail/Wholesale
Salesforce Inc. stock logo
CRM
Salesforce
$17,190,495$9,290,066 117.6%63,0401.8%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,114,814$473,475 -2.7%39,0391.8%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$16,360,978$132,911 -0.8%134,7911.7%ETF
Oracle Corporation stock logo
ORCL
Oracle
$16,206,731$1,073,904 7.1%74,1291.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$14,125,861$1,551,264 12.3%18,1211.5%Medical
American Express Company stock logo
AXP
American Express
$13,785,441$445,937 -3.1%43,2171.4%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$13,669,380$1,147,340 -7.7%13,2961.4%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$12,847,968$84,703 -0.7%271,5121.3%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$12,686,001$12,686,001 New Holding114,8891.3%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$12,436,938$70,047 0.6%274,8491.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$11,992,033$38,130 -0.3%32,7081.3%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$11,306,457$672,718 6.3%40,0851.2%Basic Materials
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$9,594,514$395,453 -4.0%119,7821.0%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,016,597$529,297 6.2%83,6420.9%Energy
Roblox Corporation stock logo
RBLX
Roblox
$4,699,003$730,725 -13.5%44,6670.5%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,060,743$1,343,703 -24.9%8,3590.4%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,750,508$3,750,508 New Holding40,8860.4%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$3,425,999$24,168 -0.7%9,3560.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,072,210$351,085 -10.3%10,5970.3%Finance
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$2,780,544$604,181 -17.9%21,1930.3%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,412,417$185,993 -7.2%31,1680.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,060,743$15,788 -0.8%11,6170.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$2,060,042$3,151 0.2%2,6150.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,600,570$29,635 -1.8%10,4780.2%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,586,007$37,973 2.5%16,9990.2%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,517,247$49,382 -3.2%21,2920.2%ETF
Visa Inc. stock logo
V
Visa
$1,385,316$4,615 0.3%3,9020.1%Business Services
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,285,993$1,274 0.1%3,0290.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,283,592$41,461 3.3%2,2600.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,261,356$162,856 14.8%4,0430.1%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,154,559$3,105 0.3%1,8590.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,106,705$116,556 11.8%7,7290.1%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$954,111$1,124 0.1%1,6980.1%Business Services
Starbucks Corporation stock logo
SBUX
Starbucks
$939,246$2,735,176 -74.4%10,2500.1%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$887,8430.0%6630.1%Consumer Discretionary
ARISTA NETWORKS INC COM SHS
$785,7060.0%7,6800.1%Stock
Equinix, Inc. stock logo
EQIX
Equinix
$773,199$3,977 0.5%9720.1%Finance
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$770,785$4,159 0.5%18,3480.1%Energy
GRAYSCALE BITCOIN TRUST ETF
$721,0550.0%8,5000.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$688,089$247,234 56.1%5,5830.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$672,933$340,883 102.7%2,9710.1%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$607,576$7,739 1.3%4,1610.1%Aerospace
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$601,3890.0%5,5990.1%Medical
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$580,326$580,326 New Holding5,7950.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$577,250$673,974 -53.9%1,4920.1%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$521,935$217,628 -29.4%1,6860.1%Computer and Technology
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$470,500$470,500 New Holding19,4020.0%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$469,856$469,856 New Holding18,6600.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$433,747$100,413 -18.8%1,3650.0%Auto/Tires/Trucks
ISHARES BITCOIN TRUST ETF
$404,3520.0%6,6060.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$398,556$32,736 -7.6%1,9480.0%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$382,016$173 0.0%2,2050.0%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$347,322$30,320 -8.0%5,0060.0%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$340,718$9,531,409 -96.5%6270.0%Medical
Carrier Global Corporation stock logo
CARR
Carrier Global
$332,6490.0%4,5450.0%Construction
Pfizer Inc. stock logo
PFE
Pfizer
$329,607$27,972 -7.8%13,5980.0%Medical
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$322,025$397 0.1%8120.0%ETF
Trimble Inc. stock logo
TRMB
Trimble
$292,067$15,196 -4.9%3,8440.0%Industrials
The Boeing Company stock logo
BA
Boeing
$288,732$83,812 40.9%1,3780.0%Aerospace
monday.com Ltd. stock logo
MNDY
monday.com
$263,308$262,993 -50.0%8370.0%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$251,428$151,671 -37.6%4940.0%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$231,380$1,989 0.9%1,0470.0%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$227,760$603 0.3%3,3980.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$225,333$679 0.3%6640.0%ETF
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$224,9730.0%2,2720.0%Industrials
PALANTIR TECHNOLOGIES INC CL A
$217,482$204,529 1,578.9%1,5950.0%Stock
Davis Select International ETF stock logo
DINT
Davis Select International ETF
$214,0030.0%8,2750.0%ETF
Intel Corporation stock logo
INTC
Intel
$207,058$24,527 -10.6%9,2440.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$203,321$7,726 4.0%2,0790.0%Retail/Wholesale
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$198,033$9,002 -4.3%1,5400.0%Manufacturing
BLOCK INC CL A
$190,3400.0%2,8020.0%Stock
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$189,064$566 0.3%3340.0%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$187,260$46,815 33.3%2,0000.0%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$183,498$11,202 6.5%1,3760.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$175,321$711 0.4%7400.0%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$165,926$85,033 105.1%1,0420.0%Computer and Technology
FIDELITY WISE ORIGIN BITCOIN FUND
$164,4830.0%1,7500.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$163,401$114,288 -41.2%2,6350.0%ETF
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$152,417$4,187 2.8%10,6290.0%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$151,691$105,617 -41.0%2140.0%Finance
Blackstone Inc. stock logo
BX
Blackstone
$149,949$3,741 -2.4%1,0020.0%Finance
Amgen Inc. stock logo
AMGN
Amgen
$133,023$22,636 -14.5%4760.0%Medical
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$131,105$1,194 -0.9%5490.0%ETF
Flex Ltd. stock logo
FLEX
Flex
$110,6230.0%2,2160.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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