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Silicon Valley Capital Partners Top Holdings and 13F Report (2026)

About Silicon Valley Capital Partners

Investment Activity

  • Silicon Valley Capital Partners has $1.23 billion in total holdings as of June 30, 2026.
  • Silicon Valley Capital Partners owns shares of 457 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 15.18% of the portfolio was purchased this quarter.
  • About 5.97% of the portfolio was sold this quarter.
  • This quarter, Silicon Valley Capital Partners has purchased 454 new stocks and bought additional shares in 146 stocks.
  • Silicon Valley Capital Partners sold shares of 65 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

Invesco QQQ
$93,698,914
NVIDIA
$72,501,658
Alphabet
$66,962,752

Largest New Holdings this Quarter

87422Q109 - TALEN ENERGY CORP COM
$2,386,363 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$1,987,829 Holding
03823U102 - Applied Optoelectronics
$444,480 Holding
64119N608 - NETSKOPE INC CL A
$328,638 Holding
77926X320 - ROUNDHILL MEMORY ETF
$194,862 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
647,538 shares (about $77.39M)
Vanguard Growth ETF
201,465 shares (about $17.35M)
ARISTA NETWORKS INC COM SHS
75,121 shares (about $12.76M)
GE VERNOVA INC COM
10,653 shares (about $12.52M)
Taiwan Semiconductor Manufacturing
25,017 shares (about $11.95M)

Largest Sales this Quarter

Advanced Micro Devices
30,537 shares (about $17.74M)
UnitedHealth Group
34,245 shares (about $14.21M)
Air Products and Chemicals
37,354 shares (about $10.85M)
ServiceNow
91,312 shares (about $9.07M)
Oracle
17,971 shares (about $2.63M)

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
$160,164,054$2,094,687 1.3%214,47613.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$93,698,914$1,772,517 -1.9%127,2397.6%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$88,847,316$77,393,718 675.7%743,3687.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$72,501,658$2,206,994 -3.0%362,3455.9%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$66,962,752$27,160 0.0%187,3775.4%Communication Services
Apple Inc. stock logo
AAPL
Apple
$59,480,514$446,772 0.8%205,5594.8%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$57,362,450$2,992,376 5.5%153,7784.6%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$48,246,875$17,739,240 -26.9%83,0543.9%Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$47,300,194$5,259,965 12.5%576,0593.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$42,133,512$5,133,823 13.9%74,7993.4%Communication Services
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$41,966,070$4,900,720 13.2%357,3103.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$39,423,974$2,558,507 -6.1%104,3653.2%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$39,298,756$393,500 -1.0%164,8853.2%Consumer Discretionary
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$36,528,722$841,273 -2.3%265,6053.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$20,784,722$17,354,196 505.9%241,2901.7%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$19,615,644$1,003,165 5.4%138,2451.6%ETF
Oracle Corporation stock logo
ORCL
Oracle
$18,784,640$2,633,651 -12.3%128,1791.5%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,178,637$575,710 3.7%13,4891.3%Healthcare
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$15,815,524$1,661,656 11.7%143,3211.3%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$15,801,076$2,088,927 15.2%62,0871.3%Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$14,481,651$2,858,610 24.6%156,9491.2%Finance
American Express Company stock logo
AXP
American Express
$14,030,484$1,814,695 14.9%41,4801.1%Finance
ARISTA NETWORKS INC COM SHS
$13,854,785$12,761,603 1,167.4%81,5561.1%Stock
Bank of America Corporation stock logo
BAC
Bank of America
$13,454,524$1,358,062 11.2%236,1271.1%Finance
GE VERNOVA INC COM
$12,990,512$12,515,865 2,636.9%11,0571.1%Stock
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$12,262,520$11,947,325 3,790.5%25,6771.0%Technology
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$11,593,011$1,670,243 -12.6%94,7990.9%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,409,224$209,550 1.9%12,1960.9%Consumer Staples
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$11,361,077$105,490 -0.9%110,0670.9%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$10,430,489$828,124 8.6%35,0150.8%Technology
AMCOR PLC COM NEW
$10,302,320$2,189,613 27.0%237,6540.8%Stock
Micron Technology, Inc. stock logo
MU
Micron Technology
$8,526,776$933,825 12.3%7,3870.7%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$7,746,252$9,065,490 -53.9%78,0240.6%Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$4,524,088$121,525 2.8%74,9020.4%Finance
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$4,029,173$3,209,501 391.6%45,8330.3%ETF
Intel Corporation stock logo
INTC
Intel
$3,654,452$1,453,012 66.0%26,1720.3%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,567,604$104,590 -2.8%8,9710.3%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$3,168,842$440,225 -12.2%8,9690.3%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,761,426$427,298 -13.4%5,5190.2%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,692,942$15,029 -0.6%29,3860.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$2,544,449$11,115 0.4%15,5670.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,457,936$4,825 0.2%9,6780.2%Healthcare
TALEN ENERGY CORP COM
$2,386,363$2,386,363 New Holding6,2100.2%Stock
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$2,365,508$184,797 8.5%26,2540.2%ETF
EXXONMOBIL HOLDINGS CORP COM SHS
$1,987,829$1,987,829 New Holding14,5390.2%Stock
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,928,164$239,017 -11.0%6,8570.2%Technology
Roblox Corporation stock logo
RBLX
Roblox
$1,694,2010.0%31,1550.1%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$1,681,007$345,654 -17.1%4,7660.1%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$1,656,246$829,736 100.4%8,7290.1%Industrials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,500,494$1,125,743 300.4%12,0840.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,328,259$22,462 -1.7%1,7740.1%ETF
ARM HOLDINGS PLC SPONSORED ADS
$1,322,567$939,980 245.7%3,7300.1%ADR
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,303,664$178,382 -12.0%3,9830.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,186,849$78,986 7.1%1,7280.1%ETF
Visa Inc. stock logo
V
Visa
$1,183,449$246,023 -17.2%3,4490.1%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$1,001,425$5,210 0.5%9610.1%Real Estate
Salesforce Inc. stock logo
CRM
Salesforce
$966,445$116,556 -10.8%6,1690.1%Technology
ASTERA LABS INC COM
$961,346$478,258 99.0%1,9900.1%Stock
Mastercard Incorporated stock logo
MA
Mastercard
$894,817$1,541 0.2%1,7420.1%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$877,120$115,674 -11.7%12,1550.1%Industrials
Yandex stock logo
YNDX
Yandex
$821,480$476,320 138.0%2,9750.1%Technology
SANDISK CORP COM
$779,019$740,409 1,917.6%3430.1%Stock
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$698,560$17,833 2.6%1,3710.1%Industrials
Intuit Inc. stock logo
INTU
Intuit
$688,084$1,827 0.3%2,6360.1%Technology
Western Digital Corporation stock logo
WDC
Western Digital
$670,752$623,480 1,318.9%1,0500.1%Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$626,589$323,889 107.0%2,0700.1%Industrials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$620,624$254,388 -29.1%1,8200.1%Technology
PALANTIR TECHNOLOGIES INC CL A
$595,635$104,776 -15.0%5,1050.0%Stock
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$579,293$2,701 0.5%4,9320.0%Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$551,5400.0%5,5000.0%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$531,569$25,229 -4.5%2,1070.0%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$524,083$498,989 1,988.5%5430.0%Technology
Coherent Corp. stock logo
COHR
Coherent
$497,032$492,298 10,400.0%1,2600.0%Technology
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$489,894$4,846 1.0%20,2180.0%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$474,892$235,593 -33.2%4,7410.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$473,000$204,756 -30.2%1,1250.0%Consumer Discretionary
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$444,480$444,480 New Holding3,0000.0%Technology
State Street Corporation stock logo
STT
State Street
$420,847$2,375 0.6%2,4810.0%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$416,965$60,603 -12.7%4,0800.0%Consumer Discretionary
Trimble Inc. stock logo
TRMB
Trimble
$411,282$214,546 109.1%8,0360.0%Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$404,616$337,276 500.9%4,8970.0%ETF
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$386,127$343,224 800.0%4500.0%Technology
Flex Ltd. stock logo
FLEX
Flex
$359,1470.0%2,2160.0%Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$357,4560.0%3,9520.0%Healthcare
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$353,5520.0%5520.0%ETF
LAM RESEARCH CORP COM NEW
$346,313$214,549 -38.3%7990.0%Stock
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$341,007$1,110 0.3%9220.0%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$333,3760.0%4,5450.0%Industrials
NETSKOPE INC CL A
$328,638$328,638 New Holding30,0400.0%Stock
Autodesk, Inc. stock logo
ADSK
Autodesk
$327,7920.0%1,6860.0%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$297,733$171,269 -36.5%4120.0%Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$274,488$410 0.1%6700.0%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$269,225$2,383 0.9%6780.0%Technology
The Boeing Company stock logo
BA
Boeing
$255,002$108,235 -29.8%1,1780.0%Industrials
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$245,416$1,413 0.6%1,5630.0%ETF
Davis Select International ETF stock logo
DINT
Davis Select International ETF
$239,7350.0%8,4120.0%ETF
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$238,965$1,110 -0.5%5,5990.0%Healthcare
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$237,471$703 0.3%3380.0%ETF
GRAYSCALE BITCOIN TRUST ETF
$229,8760.0%5,0500.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$228,049$607 0.3%7520.0%ETF

Showing largest 100 holdings. View all holdings.
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