Svb Wealth LLC Top Holdings and 13F Report (2025) About Svb Wealth LLCInvestment ActivitySvb Wealth LLC has $1.87 billion in total holdings as of June 30, 2025.Svb Wealth LLC owns shares of 420 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 45.14% of the portfolio was purchased this quarter.About 82.53% of the portfolio was sold this quarter.This quarter, Svb Wealth LLC has purchased 1,518 new stocks and bought additional shares in 22 stocks.Svb Wealth LLC sold shares of 191 stocks and completely divested from 1,302 stocks this quarter.Largest Holdings Apple $101,824,253Microsoft $91,456,661iShares Russell Top 200 Growth ETF $79,525,583Broadcom $74,565,969iShares Core U.S. Aggregate Bond ETF $61,197,956 Largest New Holdings this Quarter 594918104 - Microsoft $91,456,661 Holding464289438 - iShares Russell Top 200 Growth ETF $79,525,583 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $61,197,956 Holding464289420 - iShares Russell Top 200 Value ETF $44,836,130 Holding464287473 - iShares Russell Mid-Cap Value ETF $36,834,985 Holding Largest Purchases this Quarter Microsoft 183,865 shares (about $91.46M)iShares Russell Top 200 Growth ETF 322,606 shares (about $79.53M)iShares Core U.S. Aggregate Bond ETF 616,915 shares (about $61.20M)iShares Russell Top 200 Value ETF 532,559 shares (about $44.84M)iShares Russell Mid-Cap Value ETF 278,757 shares (about $36.83M) Largest Sales this Quarter Apple 244,819 shares (about $50.23M)Broadcom 89,284 shares (about $24.61M)NVIDIA 146,378 shares (about $23.13M)AbbVie 113,330 shares (about $21.04M)iShares Core MSCI EAFE ETF 232,907 shares (about $19.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSvb Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$101,824,253$50,229,627 ▼-33.0%496,2915.5%Computer and TechnologyMSFTMicrosoft$91,456,661$91,456,661 ▲New Holding183,8654.9%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$79,525,583$79,525,583 ▲New Holding322,6064.3%ETFAVGOBroadcom$74,565,969$24,611,097 ▼-24.8%270,5104.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$61,197,956$61,197,956 ▲New Holding616,9153.3%FinanceAMZNAmazon.com$56,458,070$18,104,949 ▼-24.3%257,3413.0%Retail/WholesaleIWXiShares Russell Top 200 Value ETF$44,836,130$44,836,130 ▲New Holding532,5592.4%ETFIEFAiShares Core MSCI EAFE ETF$42,093,389$19,443,085 ▼-31.6%504,2332.3%ETFNVDANVIDIA$38,200,968$23,126,220 ▼-37.7%241,7942.0%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$36,834,985$36,834,985 ▲New Holding278,7572.0%ETFJPMJPMorgan Chase & Co.$34,102,738$18,242,321 ▼-34.9%117,6321.8%FinanceSPYSPDR S&P 500 ETF Trust$32,099,167$16,581,861 ▼-34.1%51,9531.7%FinanceIVViShares Core S&P 500 ETF$31,189,122$31,189,122 ▲New Holding50,2321.7%ETFGOOGLAlphabet$26,530,813$12,444,172 ▼-31.9%150,5461.4%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$24,878,797$24,878,797 ▲New Holding179,3971.3%ETFMETAMeta Platforms$24,328,606$15,181,298 ▼-38.4%32,9611.3%Computer and TechnologyVVisa$21,003,736$8,570,925 ▼-29.0%59,1571.1%Business ServicesVOOVanguard S&P 500 ETF$20,589,158$20,589,158 ▲New Holding36,2471.1%ETFGOOGAlphabet$20,176,149$8,425,310 ▼-29.5%113,7391.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$19,663,993$3,698,562 ▼-15.8%327,5701.1%ETFABBVAbbVie$18,998,066$21,036,364 ▼-52.5%102,3491.0%MedicalHDHome Depot$18,667,797$18,667,797 ▲New Holding50,9161.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$17,779,999$17,779,999 ▲New Holding41,8771.0%ETFCOSTCostco Wholesale$15,446,556$3,942,074 ▼-20.3%15,6030.8%Retail/WholesaleCSCOCisco Systems$14,832,611$8,141,812 ▼-35.4%213,7880.8%Computer and TechnologyIBMInternational Business Machines$14,375,609$14,375,609 ▲New Holding48,7680.8%Computer and TechnologyNFLXNetflix$14,239,147$5,191,872 ▼-26.7%10,6330.8%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$13,519,933$4,768,138 ▼-26.1%73,9520.7%ETFBRK.BBerkshire Hathaway$13,389,098$8,249,721 ▼-38.1%27,5630.7%FinanceMUBiShares National Muni Bond ETF$13,174,681$13,174,681 ▲New Holding126,0980.7%ETFVTWOVanguard Russell 2000 ETF$13,123,773$2,170,026 ▼-14.2%150,4680.7%ETFORCLOracle$13,111,031$7,570,069 ▼-36.6%59,9690.7%Computer and TechnologyPGProcter & Gamble$12,725,009$12,725,009 ▲New Holding79,8710.7%Consumer StaplesABTAbbott Laboratories$12,166,798$18,469,035 ▼-60.3%89,4560.7%MedicalACNAccenture$11,907,507$7,196,989 ▼-37.7%39,8390.6%Computer and TechnologyXOMExxon Mobil$11,710,738$5,870,138 ▼-33.4%108,6340.6%EnergyWMTWalmart$11,420,040$11,420,040 ▲New Holding116,7940.6%Retail/WholesaleETNEaton$11,144,938$4,108,134 ▼-26.9%31,2200.6%IndustrialsVTIVanguard Total Stock Market ETF$10,011,881$10,011,881 ▲New Holding32,9410.5%ETFUNPUnion Pacific$9,432,398$9,432,398 ▲New Holding40,9960.5%TransportationLHXL3Harris Technologies$9,154,817$9,154,817 ▲New Holding36,4970.5%AerospaceTSLATesla$8,922,446$9,866,533 ▼-52.5%28,0880.5%Auto/Tires/TrucksCVXChevron$8,887,189$8,887,189 ▲New Holding62,0660.5%EnergyTJXTJX Companies$8,867,300$8,867,300 ▲New Holding71,8060.5%Retail/WholesaleBRBroadridge Financial Solutions$8,836,523$4,375,002 ▼-33.1%36,3600.5%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$8,814,203$1,033,174 ▼-10.5%203,9380.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,708,110$9,321,315 ▼-51.7%86,4840.5%ETFICEIntercontinental Exchange$8,623,735$3,853,463 ▼-30.9%47,0030.5%FinanceIJRiShares Core S&P Small-Cap ETF$8,558,542$8,558,542 ▲New Holding78,3100.5%ETFIWMiShares Russell 2000 ETF$8,558,194$8,558,194 ▲New Holding39,6600.5%FinanceHONHoneywell International$8,448,105$8,448,105 ▲New Holding36,2770.5%Multi-Sector ConglomeratesISRGIntuitive Surgical$8,278,347$1,596,003 ▼-16.2%15,2340.4%MedicalELVElevance Health$8,115,586$2,048,247 ▼-20.2%20,8650.4%MedicalMAMastercard$7,852,782$2,446,197 ▼-23.8%13,9740.4%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$7,704,167$7,704,167 ▲New Holding57,0510.4%ETFADIAnalog Devices$7,322,415$3,167,421 ▼-30.2%30,7630.4%Computer and TechnologyNEENextEra Energy$7,074,622$6,169,668 ▼-46.6%101,9110.4%UtilitiesEFAiShares MSCI EAFE ETF$7,038,738$7,038,738 ▲New Holding78,7420.4%FinanceKMIKinder Morgan$6,971,001$321,195 ▼-4.4%237,1090.4%EnergyMMCMarsh & McLennan Companies$6,853,346$6,853,346 ▲New Holding31,3450.4%FinanceSCHFSchwab International Equity ETF$6,752,850$6,752,850 ▲New Holding305,5590.4%ETFPEPPepsiCo$6,662,899$6,662,899 ▲New Holding50,4610.4%Consumer StaplesMCDMcDonald's$6,653,063$6,653,063 ▲New Holding22,7710.4%Retail/WholesaleWMWaste Management$6,105,206$559,242 ▼-8.4%26,6810.3%Business ServicesGVIiShares Intermediate Government/Credit Bond ETF$5,762,772$5,762,772 ▲New Holding53,9640.3%ETFLLYEli Lilly and Company$5,533,161$5,533,161 ▲New Holding7,0980.3%MedicalUNHUnitedHealth Group$5,529,618$1,488,083 ▼-21.2%17,7250.3%MedicalGSThe Goldman Sachs Group$5,428,489$4,003,068 ▼-42.4%7,6700.3%FinanceVLUEiShares MSCI USA Value Factor ETF$5,426,794$2,519,635 ▼-31.7%47,9350.3%ETFDFISDimensional International Small Cap ETF$5,424,247$1,841,961 ▼-25.3%181,7780.3%ETFAPDAir Products and Chemicals$5,172,474$3,911,934 ▼-43.1%18,3380.3%Basic MaterialsRCLRoyal Caribbean Cruises$5,153,990$186,006 ▼-3.5%16,4590.3%Consumer DiscretionaryJNJJohnson & Johnson$5,075,002$5,075,002 ▲New Holding33,2240.3%MedicalQQQInvesco QQQ$5,034,818$6,208,708 ▼-55.2%9,1270.3%FinanceKRKroger$5,003,336$5,003,336 ▲New Holding69,7530.3%Retail/WholesaleDGXQuest Diagnostics$4,984,545$2,023,708 ▼-28.9%27,7490.3%MedicalKOCocaCola$4,842,309$4,842,309 ▲New Holding68,4420.3%Consumer StaplesSYKStryker$4,785,389$4,785,389 ▲New Holding12,0950.3%MedicalMDTMedtronic$4,743,004$1,984,162 ▼-29.5%54,4110.3%MedicalDHRDanaher$4,725,110$4,725,110 ▲New Holding23,9200.3%MedicalXLKTechnology Select Sector SPDR Fund$4,653,861$1,854,403 ▼-28.5%18,3780.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$4,644,229$4,644,229 ▲New Holding63,8990.2%ETFBlackRock Inc$4,586,345$2,729,143 ▼-37.3%4,3710.2%COMMCHPMicrochip Technology$4,495,587$4,495,587 ▲New Holding63,8850.2%Computer and TechnologyBKNGBooking$4,434,662$121,577 ▲2.8%7660.2%Retail/WholesaleETREntergy$4,365,514$2,045,275 ▼-31.9%52,5200.2%UtilitiesMRKMerck & Co., Inc.$4,360,586$2,936,584 ▼-40.2%55,0860.2%MedicalACWXiShares MSCI ACWI ex U.S. ETF$4,351,918$4,351,918 ▲New Holding71,4130.2%ManufacturingVWOVanguard FTSE Emerging Markets ETF$4,290,330$4,290,330 ▲New Holding86,7430.2%ETFVEAVanguard FTSE Developed Markets ETF$4,227,692$4,227,692 ▲New Holding74,1570.2%ETFGLDSPDR Gold Shares$4,160,271$3,567,384 ▼-46.2%13,6480.2%FinanceEEMiShares MSCI Emerging Markets ETF$4,138,880$4,138,880 ▲New Holding85,7980.2%FinanceAMATApplied Materials$4,121,090$1,463,462 ▼-26.2%22,5110.2%Computer and TechnologyVLOValero Energy$4,102,571$1,412,914 ▼-25.6%30,5200.2%EnergyPFEPfizer$4,074,299$4,074,299 ▲New Holding168,0820.2%MedicalIWNiShares Russell 2000 Value ETF$4,028,446$4,028,446 ▲New Holding25,5350.2%ETFVIGVanguard Dividend Appreciation ETF$4,006,211$4,006,211 ▲New Holding19,5740.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,943,666$3,943,666 ▲New Holding63,5870.2%ETFAJGArthur J. Gallagher & Co.$3,938,608$3,938,608 ▲New Holding12,3030.2%FinanceGILDGilead Sciences$3,913,333$3,913,333 ▲New Holding35,2960.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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