Svb Wealth LLC Top Holdings and 13F Report (2026) About Svb Wealth LLCInvestment ActivitySvb Wealth LLC has $1.45 billion in total holdings as of September 30, 2026.Svb Wealth LLC owns shares of 359 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 13.24% of the portfolio was sold this quarter.This quarter, Svb Wealth LLC has purchased 384 new stocks and bought additional shares in 43 stocks.Svb Wealth LLC sold shares of 288 stocks and completely divested from 39 stocks this quarter.Largest Holdings Apple $97,937,956iShares Russell Top 200 Growth ETF $74,694,724Microsoft $61,757,761NVIDIA $49,956,223iShares Core MSCI EAFE ETF $49,086,444 Largest New Holdings this Quarter 30233q108 - Exxonmobil Holdings Corp $11,188,980 Holding30609a109 - Oneok Inc $1,414,925 Holding92189f676 - VanEck Semiconductor ETF $333,732 Holding84615q103 - Space Exploration Technology C $331,137 Holding553368101 - MP Materials $279,531 Holding Largest Purchases this Quarter Exxonmobil Holdings Corp 68,750 shares (about $11.19M)Micron Technology 2,567 shares (about $2.73M)Amphenol 24,926 shares (about $2.10M)Intel 16,043 shares (about $1.93M)Advanced Micro Devices 2,890 shares (about $1.77M) Largest Sales this Quarter iShares Russell Top 200 Growth ETF 40,836 shares (about $12.04M)Microsoft 14,569 shares (about $7.47M)Apple 18,422 shares (about $6.13M)Broadcom 14,307 shares (about $5.02M)iShares Russell Mid-Cap Value ETF 27,656 shares (about $4.45M) 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$97,937,956$6,134,901 ▼-5.9%294,0906.7%TechnologyIWYiShares Russell Top 200 Growth ETF$74,694,724$12,042,932 ▼-13.9%253,2805.1%ETFMSFTMicrosoft$61,757,761$7,472,438 ▼-10.8%120,4094.2%TechnologyNVDANVIDIA$49,956,223$2,768,875 ▼-5.3%218,7423.4%TechnologyIEFAiShares Core MSCI EAFE ETF$49,086,444$2,810,487 ▼-5.4%506,6733.4%ETFIWXiShares Russell Top 200 Value ETF$48,189,808$4,164,879 ▼-8.0%439,9693.3%ETFIWSiShares Russell Mid-Cap Value ETF$39,986,583$4,445,418 ▼-10.0%248,7662.8%ETFIVViShares Core S&P 500 ETF$34,190,290$2,653,646 ▼-7.2%44,6442.4%ETFAVGOBroadcom$33,543,281$5,024,433 ▼-13.0%95,5142.3%TechnologyAMZNAmazon.com$33,345,642$1,883,319 ▼-5.3%133,8382.3%Consumer DiscretionaryGOOGLAlphabet$32,599,402$761,799 ▼-2.3%94,7432.2%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$27,634,091$2,903,602 ▼-9.5%292,3011.9%ETFJPMJPMorgan Chase & Co.$24,892,489$2,560,643 ▼-9.3%75,2421.7%FinanceSPYSPDR S&P 500 ETF Trust$21,905,213$2,899,545 ▼-11.7%28,7231.5%ETFVanguard Core Bond ETF$21,771,889$2,813,465 ▼-11.4%295,7331.5%ETFIWPiShares Russell Mid-Cap Growth ETF$20,481,366$2,817,339 ▼-12.1%148,7611.4%ETFGOOGAlphabet$20,479,687$2,912,332 ▼-12.5%60,1031.4%Communication ServicesMETAMeta Platforms$20,381,499$1,171,184 ▼-5.4%28,1051.4%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$19,815,554$269,451 ▲1.4%244,1541.4%ETFVOOVanguard S&P 500 ETF$15,890,303$3,974,503 ▼-20.0%22,6731.1%ETFVVisa$15,470,141$1,848,023 ▼-10.7%43,0531.1%FinanceACWIiShares MSCI ACWI ETF$14,751,6500.0%92,9151.0%ETFDFISDimensional International Small Cap ETF$13,272,897$616,381 ▼-4.4%366,3510.9%ETFCSCOCisco Systems$13,072,103$858,673 ▼-6.2%121,4540.9%TechnologyABBVAbbVie$13,030,286$1,470,132 ▼-10.1%49,8120.9%HealthcareVTWOVanguard Russell 2000 ETF$12,165,981$2,684,433 ▼-18.1%108,3930.8%ETFVTIVanguard Total Stock Market ETF$11,653,736$92,437 ▼-0.8%31,1400.8%ETFExxonmobil Holdings Corp$11,188,980$11,188,980 ▲New Holding68,7500.8%COMLLYEli Lilly and Company$11,145,853$313,593 ▼-2.7%9,6320.8%HealthcareETNEaton$10,749,171$558,622 ▼-4.9%25,0150.7%IndustrialsGVIiShares Intermediate Government/Credit Bond ETF$10,504,383$12,884 ▼-0.1%101,9150.7%ETFCVXChevron$9,191,539$830,935 ▼-8.3%45,0100.6%EnergyMUMicron Technology$8,957,154$2,734,334 ▲43.9%8,4090.6%TechnologyQUALiShares MSCI USA Quality Factor ETF$8,828,870$1,657,010 ▼-15.8%39,7270.6%ETFAMATApplied Materials$8,730,112$159,548 ▲1.9%17,0720.6%TechnologyTSLATesla$8,592,404$10,289 ▼-0.1%24,2170.6%Consumer DiscretionaryHDHome Depot$7,959,799$918,023 ▼-10.3%27,9800.5%Consumer DiscretionaryUNPUnion Pacific$7,600,776$1,125,517 ▼-12.9%27,9310.5%IndustrialsADIAnalog Devices$7,588,151$1,558,334 ▼-17.0%19,1270.5%TechnologyPGProcter & Gamble$7,255,222$571,672 ▼-7.3%49,9400.5%Consumer StaplesKMIKinder Morgan$6,962,635$122,982 ▼-1.7%230,9330.5%EnergyEFAiShares MSCI EAFE ETF$6,950,960$3,117 ▲0.0%66,9070.5%ETFORCLOracle$6,767,729$190,983 ▲2.9%49,2920.5%TechnologyAMDAdvanced Micro Devices$6,706,725$1,767,986 ▲35.8%10,9630.5%TechnologyWALMART INC COM$6,686,499$589,120 ▼-8.1%64,3430.5%COMNFLXNetflix$6,644,148$1,106,674 ▼-14.3%95,4890.5%Communication ServicesJNJJohnson & Johnson$6,528,990$743,916 ▼-10.2%24,6620.4%HealthcareCOSTCostco Wholesale$6,497,399$1,455,701 ▼-18.3%7,1370.4%Consumer StaplesBRK.BBerkshire Hathaway$6,383,957$3,923,992 ▼-38.1%12,8200.4%FinanceMRKMerck & Co., Inc.$6,098,396$406,424 ▼-6.2%41,9690.4%HealthcareIQLTiShares MSCI Intl Quality Factor ETF$6,036,782$110,170 ▼-1.8%122,0290.4%ETFKOCoca-Cola$5,900,559$348,196 ▼-5.6%68,5470.4%Consumer StaplesLam Research Corp$5,565,107$2,218,684 ▼-28.5%16,9410.4%COMISRGIntuitive Surgical$5,248,585$8,539 ▼-0.2%12,9080.4%HealthcareIJRiShares Core S&P Small-Cap ETF$5,038,733$1,735,580 ▼-25.6%37,0390.3%ETFPalantir Technologies Inc$5,031,646$831,437 ▼-14.2%26,9000.3%COMIBMInternational Business Machines$5,009,253$808,668 ▼-13.9%22,7770.3%TechnologyMOAltria Group$4,993,763$214,883 ▼-4.1%74,1570.3%Consumer StaplesAmcor PLC$4,881,792$212,230 ▲4.5%116,6220.3%COMNEENextEra Energy$4,871,362$352,493 ▼-6.7%64,3170.3%UtilitiesRFRegions Financial$4,851,754$4,623 ▲0.1%180,4970.3%FinancePEPPepsiCo$4,815,983$852,824 ▼-15.0%38,0050.3%Consumer StaplesSCZiShares MSCI EAFE Small-Cap ETF$4,812,604$32,080 ▼-0.7%57,0080.3%ETFMUBiShares National Muni Bond ETF$4,766,771$1,837,799 ▼-27.8%47,1490.3%ETFDUKDuke Energy$4,615,633$267,584 ▼-5.5%40,4840.3%UtilitiesISHARES TR 0-3 MNTH TREASRY$4,613,383$887,801 ▼-16.1%45,8220.3%ETFCOPConocoPhillips$4,598,304$713,236 ▼-13.4%36,7420.3%EnergyINTCIntel$4,509,667$1,928,833 ▲74.7%37,5090.3%TechnologyGLDSPDR Gold Shares$4,244,271$925,400 ▲27.9%11,1450.3%ETFAPHAmphenol$4,204,448$2,101,255 ▲99.9%49,8750.3%TechnologyBKNGBooking$4,163,766$297,633 ▼-6.7%25,5590.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$4,152,197$1,197,696 ▼-22.4%14,9420.3%ETFSCHFSchwab International Equity ETF$4,099,733$2,238,613 ▼-35.3%149,2440.3%ETFVLOValero Energy$4,076,321$1,334,224 ▼-24.7%10,5160.3%EnergyITWIllinois Tool Works$4,050,697$437,127 ▲12.1%15,7440.3%IndustrialsTROWT. Rowe Price Group$3,929,327$247,430 ▼-5.9%37,7640.3%FinanceKHCKraft Heinz$3,743,619$266,574 ▼-6.6%164,7720.3%Consumer StaplesVLUEiShares MSCI USA Value Factor ETF$3,712,116$1,905,162 ▼-33.9%18,7480.3%ETFBMYBristol Myers Squibb$3,528,101$85,987 ▼-2.4%56,5400.2%HealthcareGILDGilead Sciences$3,523,984$584,126 ▼-14.2%23,6430.2%HealthcareICEIntercontinental Exchange$3,482,751$435,420 ▼-11.1%22,9080.2%FinanceVWOVanguard FTSE Emerging Markets ETF$3,459,025$1,068,175 ▼-23.6%58,3210.2%ETFABTAbbott Laboratories$3,359,055$1,035,152 ▼-23.6%33,9880.2%HealthcareGSThe Goldman Sachs Group$3,325,750$750,162 ▼-18.4%3,6930.2%FinanceIDXXIDEXX Laboratories$3,300,241$231,852 ▼-6.6%6,3200.2%HealthcareEVERGY INC$3,279,548$245,437 ▼-7.0%41,8100.2%COMBENFranklin Resources$3,273,045$195,481 ▼-5.6%101,9010.2%FinanceIWFiShares Russell 1000 Growth ETF$3,213,333$1,050,568 ▼-24.6%25,6530.2%ETFFEFirstEnergy$3,159,960$207,637 ▼-6.2%72,9280.2%UtilitiesEEMiShares MSCI Emerging Markets ETF$3,070,270$97,246 ▼-3.1%45,9690.2%ETFALLAllstate$3,059,401$120,246 ▼-3.8%13,7900.2%FinancePLDPrologis$3,036,370$1,818 ▼-0.1%23,3850.2%Real EstateVEAVanguard FTSE Developed Markets ETF$3,010,316$1,002,026 ▼-25.0%42,6330.2%ETFSNASnap-On$2,989,830$242,703 ▼-7.5%8,2290.2%IndustrialsPANWPalo Alto Networks$2,979,031$1,002,016 ▼-25.2%7,4980.2%TechnologyUALUnited Airlines$2,930,078$286,251 ▲10.8%26,4090.2%IndustrialsLHXL3Harris Technologies$2,923,719$833,691 ▼-22.2%12,3480.2%IndustrialsACNAccenture$2,893,750$730,910 ▼-20.2%15,7810.2%TechnologyACWXiShares MSCI ACWI ex U.S. ETF$2,891,064$1,037,141 ▼-26.4%38,2310.2%ETFCNCCentene$2,778,068$299,046 ▲12.1%44,7210.2%HealthcareShowing largest 100 holdings. 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