Svb Wealth LLC Top Holdings and 13F Report (2026) About Svb Wealth LLCInvestment ActivitySvb Wealth LLC has $1.59 billion in total holdings as of June 30, 2026.Svb Wealth LLC owns shares of 384 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 4.54% of the portfolio was purchased this quarter.About 9.76% of the portfolio was sold this quarter.This quarter, Svb Wealth LLC has purchased 383 new stocks and bought additional shares in 80 stocks.Svb Wealth LLC sold shares of 268 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $90,428,661iShares Russell Top 200 Growth ETF $85,475,938iShares Core MSCI EAFE ETF $51,736,219Microsoft $50,349,560iShares Russell Top 200 Value ETF $50,265,883 Largest New Holdings this Quarter 438516205 - Honeywell Intl Inc $2,611,455 Holding43849r105 - Honeywell Aerospace Inc $2,561,985 Holding493267108 - KeyCorp $2,162,430 Holding921946406 - Vanguard High Dividend Yield ETF $1,176,849 Holding854502101 - Stanley Black & Decker $928,872 Holding Largest Purchases this Quarter iShares MSCI ACWI ETF 91,292 shares (about $14.33M)iShares Russell Top 200 Growth ETF 21,685 shares (about $6.30M)Booking 26,201 shares (about $4.67M)Illinois Tool Works 12,269 shares (about $3.32M)iShares Intermediate Government/Credit Bond ETF 30,813 shares (about $3.27M) Largest Sales this Quarter Amazon.com 69,822 shares (about $16.64M)Broadcom 29,554 shares (about $11.16M)Apple 34,315 shares (about $9.93M)Microsoft 14,713 shares (about $5.49M)Applied Materials 7,113 shares (about $5.14M) 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$90,428,661$9,929,409 â–¼-9.9%312,5125.7%TechnologyIWYiShares Russell Top 200 Growth ETF$85,475,938$6,302,091 â–²8.0%294,1165.4%ETFIEFAiShares Core MSCI EAFE ETF$51,736,219$2,636,439 â–²5.4%535,6833.3%ETFMSFTMicrosoft$50,349,560$5,488,251 â–¼-9.8%134,9783.2%TechnologyIWXiShares Russell Top 200 Value ETF$50,265,883$1,897,719 â–²3.9%477,9943.2%ETFNVDANVIDIA$46,193,869$3,429,935 â–¼-6.9%230,8662.9%TechnologyIWSiShares Russell Mid-Cap Value ETF$45,499,083$2,505,213 â–²5.8%276,4222.9%ETFAVGOBroadcom$41,484,722$11,163,980 â–¼-21.2%109,8212.6%TechnologyIVViShares Core S&P 500 ETF$36,028,097$4,737,445 â–¼-11.6%48,1092.3%ETFGOOGLAlphabet$34,649,457$3,837,432 â–¼-10.0%96,9572.2%Communication ServicesAMZNAmazon.com$33,700,468$16,641,330 â–¼-33.1%141,3972.1%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$31,971,940$177,471 â–¼-0.6%323,0142.0%ETFJPMJPMorgan Chase & Co.$27,162,654$3,806,542 â–¼-12.3%82,9821.7%FinanceVanguard Core Bond ETF$25,791,769$829,324 â–²3.3%333,9491.6%ETFIWPiShares Russell Mid-Cap Growth ETF$24,776,131$1,187,826 â–¼-4.6%169,2241.6%ETFSPYSPDR S&P 500 ETF Trust$24,288,475$601,144 â–¼-2.4%32,5251.5%ETFGOOGAlphabet$24,256,190$4,413,461 â–¼-15.4%68,6501.5%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$19,950,661$1,188,670 â–²6.3%240,8341.3%ETFVOOVanguard S&P 500 ETF$19,466,910$1,369,497 â–¼-6.6%28,3441.2%ETFMETAMeta Platforms$16,741,132$595,403 â–¼-3.4%29,7201.1%Communication ServicesVVisa$16,535,594$1,335,652 â–¼-7.5%48,1961.0%FinanceVTWOVanguard Russell 2000 ETF$16,065,073$1,759,861 â–¼-9.9%132,3101.0%ETFCSCOCisco Systems$15,203,077$3,076,629 â–¼-16.8%129,4321.0%TechnologyACWIiShares MSCI ACWI ETF$14,584,868$14,330,106 â–²5,624.9%92,9150.9%ETFABBVAbbVie$13,949,059$718,943 â–¼-4.9%55,4320.9%HealthcareDFISDimensional International Small Cap ETF$13,429,246$754,126 â–²5.9%383,3640.8%ETFAMATApplied Materials$12,117,118$5,142,545 â–¼-29.8%16,7600.8%TechnologyLLYEli Lilly and Company$11,878,694$1,045,968 â–¼-8.1%9,9030.7%HealthcareVTIVanguard Total Stock Market ETF$11,614,302$94,359 â–¼-0.8%31,3870.7%ETFETNEaton$11,212,992$362,617 â–¼-3.1%26,3150.7%IndustrialsHDHome Depot$11,005,958$1,483,002 â–¼-11.9%31,2070.7%Consumer DiscretionaryGVIiShares Intermediate Government/Credit Bond ETF$10,825,895$3,269,094 â–²43.3%102,0400.7%ETFXOMExxonMobil$10,768,986$49,219 â–²0.5%78,7670.7%EnergyBRK.BBerkshire Hathaway$10,358,126$11,009 â–²0.1%20,7000.7%FinanceQUALiShares MSCI USA Quality Factor ETF$10,353,406$121,345 â–¼-1.2%47,1830.7%ETFLam Research Corp$10,267,824$2,625,564 â–¼-20.4%23,6950.6%COMTSLATesla$10,197,831$822,691 â–¼-7.5%24,2460.6%Consumer DiscretionaryADIAnalog Devices$9,156,927$797,532 â–¼-8.0%23,0550.6%TechnologyUNPUnion Pacific$8,722,149$457,772 â–¼-5.0%32,0670.5%IndustrialsCOSTCostco Wholesale$8,172,318$163,708 â–¼-2.0%8,7360.5%Consumer StaplesCVXChevron$8,135,464$116,531 â–²1.5%49,0790.5%EnergyNFLXNetflix$7,953,555$338,009 â–¼-4.1%111,3940.5%Communication ServicesWALMART INC COM$7,929,528$353,257 â–¼-4.3%70,0120.5%COMPGProcter & Gamble$7,900,168$366,157 â–¼-4.4%53,8750.5%Consumer StaplesKMIKinder Morgan$7,513,321$398,601 â–²5.6%235,0120.5%EnergyIBMInternational Business Machines$7,438,997$439,805 â–¼-5.6%26,4540.5%TechnologyIJRiShares Core S&P Small-Cap ETF$7,385,364$225,282 â–¼-3.0%49,7970.5%ETFMUBiShares National Muni Bond ETF$7,030,516$177,681 â–¼-2.5%65,3270.4%ETFORCLOracle$7,019,844$571,834 â–¼-7.5%47,9010.4%TechnologyJNJJohnson & Johnson$6,977,037$293,842 â–¼-4.0%27,4720.4%HealthcareEFAiShares MSCI EAFE ETF$6,947,175$57,030 â–¼-0.8%66,8770.4%ETFMUMicron Technology$6,744,044$3,073,031 â–²83.7%5,8420.4%TechnologySCHFSchwab International Equity ETF$6,391,415$812,441 â–¼-11.3%230,7370.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,156,873$145,181 â–¼-2.3%124,2560.4%ETFPEPPepsiCo$6,057,082$150,564 â–¼-2.4%44,7350.4%Consumer StaplesNEENextEra Energy$6,053,518$176,328 â–¼-2.8%68,9710.4%UtilitiesKOCocaCola$5,899,527$212,033 â–¼-3.5%72,5920.4%Consumer StaplesIWMiShares Russell 2000 ETF$5,784,284$1,894,344 â–¼-24.7%19,2520.4%ETFMRKMerck & Co., Inc.$5,752,393$378,045 â–¼-6.2%44,7660.4%HealthcareVLUEiShares MSCI USA Value Factor ETF$5,668,557$430,187 â–¼-7.1%28,3700.4%ETFMOAltria Group$5,565,217$395,295 â–¼-6.6%77,3480.4%Consumer StaplesSGOViShares 0-3 Month Treasury Bond ETF$5,500,643$199,429 â–²3.8%54,6400.3%ETFRFRegions Financial$5,445,815$193,642 â–²3.7%180,3250.3%FinanceDUKDuke Energy$5,421,548$375,310 â–¼-6.5%42,8310.3%UtilitiesISRGIntuitive Surgical$5,141,415$313,758 â–¼-5.8%12,9290.3%HealthcareBKNGBooking$4,881,271$4,670,057 â–²2,211.1%27,3860.3%Consumer DiscretionaryAmcor PLC $$4,835,765$2,277,212 â–²89.0%111,5520.3%COMSCZiShares MSCI EAFE Small-Cap ETF$4,721,286$245,081 â–¼-4.9%57,3880.3%ETFAMDAdvanced Micro Devices$4,689,686$132,447 â–¼-2.7%8,0730.3%TechnologyLHXL3Harris Technologies$4,611,549$962,761 â–¼-17.3%15,8690.3%IndustrialsGSThe Goldman Sachs Group$4,577,737$62,709 â–¼-1.4%4,5260.3%FinanceTROWT. Rowe Price Group$4,563,789$901,798 â–¼-16.5%40,1420.3%FinanceVWOVanguard FTSE Emerging Markets ETF$4,556,204$18,623 â–²0.4%76,3310.3%ETFCOPConocoPhillips$4,412,147$339,428 â–²8.3%42,4410.3%EnergyAPHAmphenol$4,398,971$606,183 â–¼-12.1%24,9490.3%TechnologyIWFiShares Russell 1000 Growth ETF$4,226,746$2,708,892 â–²178.5%34,0400.3%ETFKHCKraft Heinz$4,169,041$438,670 â–¼-9.5%176,5050.3%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$4,048,710$780,188 â–¼-16.2%56,8240.3%ETFABTAbbott Laboratories$4,034,504$681,915 â–¼-14.5%44,4620.3%HealthcareACWXiShares MSCI ACWI ex U.S. ETF$3,953,602$67,966 â–¼-1.7%51,9460.2%ETFEVERGY INC$3,884,007$590,825 â–¼-13.2%44,9390.2%COMITWIllinois Tool Works$3,798,859$3,318,491 â–²690.8%14,0450.2%IndustrialsFEFirstEnergy$3,694,768$416,921 â–¼-10.1%77,7200.2%UtilitiesPalantir Technologies Inc$3,657,021$67,435 â–¼-1.8%31,3450.2%COMVLOValero Energy$3,635,366$415,158 â–¼-10.2%13,9580.2%EnergyBENFranklin Resources$3,592,720$627,504 â–¼-14.9%107,9870.2%FinanceSNASnap-On$3,580,040$179,867 â–¼-4.8%8,8970.2%IndustrialsIDXXIDEXX Laboratories$3,560,841$300,597 â–¼-7.8%6,7640.2%HealthcareVIGVanguard Dividend Appreciation ETF$3,534,866$10,648 â–¼-0.3%14,9390.2%ETFGILDGilead Sciences$3,482,264$27,290 â–²0.8%27,5620.2%HealthcareWMWaste Management$3,455,683$621,194 â–¼-15.2%15,5040.2%IndustrialsPANWPalo Alto Networks$3,417,022$17,392 â–²0.5%10,0200.2%TechnologyALLAllstate$3,410,231$108,979 â–¼-3.1%14,3320.2%FinanceBMYBristol Myers Squibb$3,337,209$95,648 â–¼-2.8%57,9180.2%HealthcareETREntergy$3,287,028$117,045 â–¼-3.4%28,6170.2%UtilitiesEEMiShares MSCI Emerging Markets ETF$3,244,344$140,035 â–¼-4.1%47,4250.2%ETFUALUnited Airlines$3,240,505$497,995 â–¼-13.3%23,8290.2%IndustrialsQQQInvesco QQQ$3,222,455$2,421,996 â–¼-42.9%4,3760.2%ETFGLDSPDR Gold Shares$3,210,248$154,711 â–¼-4.6%8,7150.2%ETFICEIntercontinental Exchange$3,172,893$398,027 â–¼-11.1%25,7720.2%FinanceShowing largest 100 holdings. 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