Svb Wealth LLC Top Holdings and 13F Report (2026) About Svb Wealth LLCInvestment ActivitySvb Wealth LLC has $1.52 billion in total holdings as of March 31, 2026.Svb Wealth LLC owns shares of 383 different stocks, but just 88 companies or ETFs make up 80% of its holdings.Approximately 3.37% of the portfolio was purchased this quarter.About 10.93% of the portfolio was sold this quarter.This quarter, Svb Wealth LLC has purchased 394 new stocks and bought additional shares in 79 stocks.Svb Wealth LLC sold shares of 275 stocks and completely divested from 31 stocks this quarter.Largest Holdings Apple $88,021,300iShares Russell Top 200 Growth ETF $67,791,840Microsoft $55,411,100iShares Core MSCI EAFE ETF $46,024,128Amazon.com $43,990,606 Largest New Holdings this Quarter 337932107 - FirstEnergy $4,381,545 Holdingg0250x149 - Amcor PLC $ $2,346,088 Holding205887102 - Conagra Brands $1,683,443 Holdingg0593m107 - AstraZeneca $555,962 Holding46435g326 - iShares Core MSCI International Developed Markets ETF $513,287 Holding Largest Purchases this Quarter FirstEnergy 86,490 shares (about $4.38M)Kraft Heinz 178,498 shares (about $4.01M)Vanguard Core Bond ETF 47,937 shares (about $3.71M)iShares Core S&P 500 ETF 3,983 shares (about $2.60M)Duke Energy 19,468 shares (about $2.55M) Largest Sales this Quarter Broadcom 35,592 shares (about $11.02M)Apple 32,063 shares (about $8.14M)iShares Russell Top 200 Growth ETF 30,024 shares (about $7.47M)iShares Core U.S. Aggregate Bond ETF 46,160 shares (about $4.58M)iShares Russell Top 200 Value ETF 48,458 shares (about $4.49M) 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$88,021,300$8,137,276 ▼-8.5%346,8275.8%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$67,791,840$7,471,184 ▼-9.9%272,4314.5%ETFMSFTMicrosoft$55,411,100$1,653,919 ▼-2.9%149,6913.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$46,024,128$2,315,759 ▼-4.8%508,3853.0%ETFAMZNAmazon.com$43,990,606$736,235 ▲1.7%211,2192.9%Retail/WholesaleNVDANVIDIA$43,252,604$17,091 ▼0.0%248,0082.8%Computer and TechnologyAVGOBroadcom$43,137,806$11,016,042 ▼-20.3%139,3752.8%Computer and TechnologyIWXiShares Russell Top 200 Value ETF$42,623,391$4,490,604 ▼-9.5%459,9482.8%ETFIWSiShares Russell Mid-Cap Value ETF$38,067,556$207,534 ▼-0.5%261,2022.5%ETFIVViShares Core S&P 500 ETF$35,557,371$2,601,727 ▲7.9%54,4352.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$32,243,577$4,582,301 ▼-12.4%324,8072.1%FinanceGOOGLAlphabet$30,968,968$2,040,539 ▼-6.2%107,6952.0%Computer and TechnologyJPMJPMorgan Chase & Co.$27,830,556$1,705,821 ▼-5.8%94,6111.8%FinanceVanguard Core Bond ETF$25,010,040$3,709,361 ▲17.4%323,2111.6%ETFGOOGAlphabet$23,276,088$526,675 ▲2.3%81,1411.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$22,720,392$1,105,803 ▼-4.6%177,3371.5%ETFSPYSPDR S&P 500 ETF Trust$21,675,923$1,698,695 ▼-7.3%33,3301.4%FinanceVOOVanguard S&P 500 ETF$18,128,769$20,317 ▼-0.1%30,3381.2%ETFMETAMeta Platforms$17,608,481$807,849 ▼-4.4%30,7771.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$15,797,340$1,482,747 ▼-8.6%226,4851.0%ETFVVisa$15,743,647$729,318 ▼-4.4%52,0891.0%Business ServicesVTWOVanguard Russell 2000 ETF$14,705,404$499,249 ▼-3.3%146,8041.0%ETFXOMExxonMobil$13,302,593$1,662,845 ▼-11.1%78,4070.9%EnergyABBVAbbVie$12,677,373$2,256,259 ▼-15.1%58,2890.8%MedicalDFISDimensional International Small Cap ETF$12,183,016$489,225 ▲4.2%361,8360.8%ETFCSCOCisco Systems$12,074,895$1,200,545 ▼-9.0%155,6250.8%Computer and TechnologyHDHome Depot$11,646,788$3,435,954 ▼-22.8%35,4120.8%Retail/WholesaleNFLXNetflix$11,165,739$124,899 ▼-1.1%116,1280.7%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$10,150,964$114,528 ▼-1.1%31,6420.7%ETFCVXChevron$10,008,885$603,107 ▼-5.7%48,3760.7%EnergyLLYEli Lilly and Company$9,910,049$1,145,059 ▲13.1%10,7750.7%MedicalBRK.BBerkshire Hathaway$9,908,948$982,365 ▼-9.0%20,6780.7%FinanceTSLATesla$9,740,562$888,851 ▲10.0%26,2020.6%Auto/Tires/TrucksETNEaton$9,716,603$742,891 ▼-7.1%27,1660.6%IndustrialsQUALiShares MSCI USA Quality Factor ETF$9,156,184$293,659 ▲3.3%47,7360.6%ETFWALMART INC COM$9,088,699$1,866,184 ▼-17.0%73,1310.6%COMCOSTCostco Wholesale$8,878,657$3,333,855 ▼-27.3%8,9110.6%Retail/WholesaleUNPUnion Pacific$8,188,510$1,099,080 ▼-11.8%33,7500.5%TransportationAMATApplied Materials$8,159,492$495,934 ▲6.5%23,8730.5%Computer and TechnologyPGProcter & Gamble$8,142,286$585,265 ▼-6.7%56,3720.5%Consumer StaplesADIAnalog Devices$7,973,574$842,756 ▼-9.6%25,0630.5%Computer and TechnologyTJXTJX Companies$7,860,402$2,101,164 ▼-21.1%49,2200.5%Retail/WholesaleORCLOracle$7,620,727$870,596 ▼-10.3%51,8030.5%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$7,598,534$136,764 ▼-1.8%71,2270.5%ETFKMIKinder Morgan$7,461,893$1,049,723 ▲16.4%222,5440.5%EnergyPEPPepsiCo$7,119,544$907,510 ▼-11.3%45,8470.5%Consumer StaplesMUBiShares National Muni Bond ETF$7,109,697$1,119,137 ▼-13.6%66,9780.5%ETFJNJJohnson & Johnson$6,997,931$226,102 ▼-3.1%28,6290.5%MedicalIBMInternational Business Machines$6,791,200$2,237,717 ▼-24.8%28,0180.4%Computer and TechnologyLHXL3Harris Technologies$6,620,751$2,135,125 ▼-24.4%19,1820.4%AerospaceNEENextEra Energy$6,592,619$1,065,890 ▼-13.9%70,9800.4%UtilitiesEFAiShares MSCI EAFE ETF$6,549,046$54,101 ▼-0.8%67,4260.4%FinanceSCHFSchwab International Equity ETF$6,436,658$589,025 ▼-8.4%260,0670.4%ETFIJRiShares Core S&P Small-Cap ETF$6,379,124$371,564 ▼-5.5%51,3160.4%ETFLam Research Corp$6,357,193$586,065 ▲10.2%29,7540.4%COMIWMiShares Russell 2000 ETF$6,338,186$584,541 ▼-8.4%25,5570.4%FinanceISRGIntuitive Surgical$6,323,987$152,591 ▲2.5%13,7180.4%MedicalDUKDuke Energy$5,996,599$2,549,170 ▲73.9%45,7960.4%UtilitiesIQLTiShares MSCI Intl Quality Factor ETF$5,879,829$876,801 ▼-13.0%127,1860.4%ETFMRKMerck & Co., Inc.$5,738,762$333,201 ▼-5.5%47,7080.4%MedicalKOCocaCola$5,719,025$199,479 ▲3.6%75,2010.4%Consumer StaplesHONHoneywell International$5,544,189$968,973 ▼-14.9%24,5290.4%Multi-Sector ConglomeratesMOAltria Group$5,466,790$1,088,184 ▲24.9%82,8420.4%Consumer StaplesABTAbbott Laboratories$5,336,386$1,016,826 ▼-16.0%51,9770.4%MedicalSGOViShares 0-3 Month Treasury Bond ETF$5,300,631$193,065 ▼-3.5%52,6590.3%ETFIWFiShares Russell 1000 Growth ETF$5,212,281$4,306,613 ▼-45.2%12,2240.3%ETFCOPConocoPhillips$5,171,289$407,752 ▲8.6%39,1760.3%EnergyBKNGBooking$4,989,604$846,338 ▲20.4%1,1850.3%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$4,733,355$12,075 ▼-0.3%60,3670.3%ETFPalantir Technologies Inc$4,669,551$272,219 ▲6.2%31,9230.3%COMICEIntercontinental Exchange$4,561,959$1,082,571 ▼-19.2%29,0050.3%FinanceRFRegions Financial$4,542,591$333,865 ▲7.9%173,9130.3%FinanceMCDMcDonald's$4,425,160$835,428 ▼-15.9%14,2380.3%Retail/WholesaleQQQInvesco QQQ$4,424,060$622,197 ▲16.4%7,6650.3%FinanceKHCKraft Heinz$4,387,271$4,014,410 ▲1,076.7%195,0770.3%Consumer StaplesFEFirstEnergy$4,381,545$4,381,545 ▲New Holding86,4900.3%UtilitiesVEAVanguard FTSE Developed Markets ETF$4,342,958$156,163 ▼-3.5%67,7740.3%ETFVLUEiShares MSCI USA Value Factor ETF$4,340,104$229,923 ▲5.6%30,5230.3%ETFTROWT. Rowe Price Group$4,333,347$998,200 ▲29.9%48,0740.3%FinanceEVERGY INC$4,241,377$1,737,674 ▲69.4%51,7750.3%COMWMWaste Management$4,203,158$828,866 ▼-16.5%18,2910.3%Business ServicesACNAccenture$4,134,725$1,567,079 ▼-27.5%20,8520.3%Computer and TechnologyIDXXIDEXX Laboratories$4,121,462$611,898 ▲17.4%7,3350.3%MedicalVWOVanguard FTSE Emerging Markets ETF$4,108,833$141,449 ▼-3.3%76,0190.3%ETFGLDSPDR Gold Shares$3,930,484$137,685 ▲3.6%9,1350.3%FinanceGSThe Goldman Sachs Group$3,881,278$977,933 ▼-20.1%4,5880.3%FinanceCSGPCoStar Group$3,875,070$1,196,084 ▲44.6%96,0600.3%Computer and TechnologyVLOValero Energy$3,842,724$1,077,554 ▼-21.9%15,5520.3%EnergyGILDGilead Sciences$3,811,344$339,099 ▼-8.2%27,3460.3%MedicalACWXiShares MSCI ACWI ex U.S. ETF$3,617,916$217,736 ▼-5.7%52,8390.2%ManufacturingBMYBristol Myers Squibb$3,613,398$146,591 ▼-3.9%59,5780.2%MedicalAPHAmphenol$3,586,713$714,260 ▲24.9%28,3870.2%Computer and TechnologySNASnap-On$3,394,015$381,754 ▲12.7%9,3440.2%Consumer DiscretionaryBRBroadridge Financial Solutions$3,354,723$1,085,853 ▼-24.5%20,6470.2%Computer and TechnologyMAMastercard$3,343,269$2,874,582 ▼-46.2%6,6910.2%Business ServicesETREntergy$3,329,996$1,283,525 ▼-27.8%29,6360.2%UtilitiesPLDPrologis$3,324,254$417,151 ▲14.3%25,1500.2%FinanceLDOSLeidos$3,313,991$608,708 ▲22.5%21,3090.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,222,459$175,059 ▼-5.2%14,9840.2%ETFBlackRock Inc$3,212,949$343,317 ▼-9.7%3,3410.2%COMShowing largest 100 holdings. 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