Silicon Valley Capital Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 21, 2026), Silicon Valley Capital Partners reported 457 stock positions worth $1.2 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.6%) and Vanguard Info Tech ETF (VGT, 7.2%). Compared with Q1 2026, it opened 38 new positions, sold out of 36, added to 142 and reduced 70. The biggest buy was Arista Networks (ANET, shares +1167%) and the biggest sale ServiceNow (NOW, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001398344-26-017241 ↗ filed Sep 21, 2026
Holdings Value
Holdings 457 stocks · $1.2B
| SPY SS SPDR S&P 500 ETF Trust-US | 12.98% | 214,476 | $160.2M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 7.59% | 127,239 | $93.7M | Reduce -1.9% |
| VGT Vanguard Info Tech ETF | 7.20% | 743,368 | $88.8M | Reduce -3.0% |
| NVDA Nvidia Corp. | 5.87% | 362,345 | $72.5M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 5.43% | 187,377 | $67.0M | Reduce -0.0% |
| AAPL Apple Inc. | 4.82% | 205,559 | $59.5M | Add +0.8% |
| MSFT Microsoft Corp. | 4.65% | 153,778 | $57.4M | Add +5.5% |
| AMD Advanced Micro Devices | 3.91% | 83,054 | $48.2M | Reduce -26.9% |
| SHY iShares 1-3 Year Treasury Bo | 3.83% | 576,059 | $47.3M | Add +12.5% |
| META Meta Platforms Inc. Class A | 3.41% | 74,799 | $42.1M | Add +13.9% |
| IEI iShares 3-7 Year Treasury Bo | 3.40% | 357,310 | $42.0M | Add +13.2% |
| AVGO Broadcom Inc. | 3.19% | 104,365 | $39.4M | Reduce -6.1% |
| AMZN Amazon.com Inc. | 3.18% | 164,885 | $39.3M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 2.96% | 265,605 | $36.5M | Reduce -2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.68% | 241,290 | $20.8M | Add +1.0% |
| GSLC Goldman Activebeta US LC ETF | 1.59% | 138,245 | $19.6M | Add +5.4% |
| ORCL Oracle Corp. | 1.52% | 128,179 | $18.8M | Reduce -12.3% |
| LLY Eli Lilly & Co. | 1.31% | 13,489 | $16.2M | Add +3.7% |
| SHV iShares 0-1 Year Treasury Bo | 1.28% | 143,321 | $15.8M | Add +11.7% |
| SNOW Snowflake Inc. | 1.28% | 62,087 | $15.8M | Add +15.2% |
| SCHW Schwab (charles) Corp. | 1.17% | 156,949 | $14.5M | Add +24.6% |
| AXP American Express Co. | 1.14% | 41,480 | $14.0M | Add +14.9% |
| ANET Arista Networks Inc. | 1.12% | 81,556 | $13.9M | Add +1167.4% |
| BAC Bank of America Corp. | 1.09% | 236,127 | $13.5M | Add +11.2% |
| GEV GE Vernova Inc. | 1.05% | 11,057 | $13.0M | Add +2636.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.99% | 25,677 | $12.3M | Add +3790.4% |
| SPGP Invesco S&P 500 Garp ETF | 0.94% | 94,799 | $11.6M | Reduce -12.6% |
| COST Costco Wholesale Corp. | 0.92% | 12,196 | $11.4M | Add +1.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.92% | 110,067 | $11.4M | Reduce -0.9% |
| MRVL Marvell Technology Inc. | 0.85% | 35,015 | $10.4M | Add +8.6% |
| AMCR Amcor PLC | 0.83% | 237,654 | $10.3M | Add +27.0% |
| MU Micron Technology Inc. | 0.69% | 7,387 | $8.5M | Add +12.3% |
| NOW ServiceNow Inc. | 0.63% | 78,024 | $7.7M | Reduce -53.9% |
| USB US Bancorp | 0.37% | 74,902 | $4.5M | Add +2.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.33% | 45,833 | $4.0M | Reduce -1.7% |
| INTC Intel Corp. | 0.30% | 26,172 | $3.7M | Add +66.0% |
| ISRG Intuitive Surgical Inc. | 0.29% | 8,971 | $3.6M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.26% | 8,969 | $3.2M | Reduce -12.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 5,519 | $2.8M | Reduce -13.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.22% | 29,386 | $2.7M | Reduce -0.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.21% | 15,567 | $2.5M | Add +0.4% |
| JNJ Johnson & Johnson | 0.20% | 9,678 | $2.5M | Add +0.2% |
| TLN Talen Energy Corp. | 0.19% | 6,210 | $2.4M | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.19% | 26,254 | $2.4M | Add +8.5% |
| XOM Exxonmobil Holdings Corp. | 0.16% | 14,539 | $2.0M | Reduce -9.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 6,857 | $1.9M | Reduce -11.0% |
| RBLX Roblox Corp. Class A | 0.14% | 31,155 | $1.7M | No change |
| HD Home Depot Inc. | 0.14% | 4,766 | $1.7M | Reduce -17.1% |
| RTX RTX Corp. | 0.13% | 8,729 | $1.7M | Add +100.4% |
| IWF iShares Russell 1000 Growth | 0.12% | 12,084 | $1.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,774 | $1.3M | Reduce -1.7% |
| ARM Arm Holdings PLC-ADR | 0.11% | 3,730 | $1.3M | Add +245.7% |
| JPM JPMorgan Chase & Co. | 0.11% | 3,983 | $1.3M | Reduce -12.0% |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,728 | $1.2M | Add +7.1% |
| V Visa Inc. Class A | 0.10% | 3,449 | $1.2M | Reduce -17.2% |
| EQIX Equinix Inc. | 0.08% | 961 | $1.0M | Add +0.5% |
| CRM Salesforce Inc. | 0.08% | 6,169 | $966K | Reduce -10.8% |
| ALAB Astera Labs Inc. | 0.08% | 1,990 | $961K | Add +99.0% |
| MA Mastercard Inc. Class A | 0.07% | 1,742 | $895K | Add +0.2% |
| UBER Uber Technologies Inc. | 0.07% | 12,155 | $877K | Reduce -11.7% |
| NBIS Nebius Group NV | 0.07% | 2,975 | $821K | Add +138.0% |
| SNDK Sandisk Corp. | 0.06% | 343 | $779K | Add +1917.7% |
| LMT Lockheed Martin Corp. | 0.06% | 1,371 | $699K | Add +2.6% |
| INTU Intuit Inc. | 0.06% | 2,636 | $688K | Add +0.3% |
| WDC Western Digital Corp. | 0.05% | 1,050 | $671K | Add +1318.9% |
| BE Bloom Energy Corp. Class A | 0.05% | 2,070 | $627K | Add +107.0% |
| PANW Palo Alto Networks Inc. | 0.05% | 1,820 | $621K | Reduce -29.1% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 5,105 | $596K | Reduce -15.0% |
| CSCO Cisco Systems Inc. | 0.05% | 4,932 | $579K | Add +0.5% |
| HOOD Robinhood Markets Inc. Class A | 0.04% | 5,500 | $552K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 2,107 | $532K | Reduce -4.5% |
| STX Seagate Technology Holdings | 0.04% | 543 | $524K | Add +1988.5% |
| COHR Coherent Corp. | 0.04% | 1,260 | $497K | Add +10400.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 20,218 | $490K | Add +1.0% |
| GBIL Goldman Sachs Access Treasur | 0.04% | 4,741 | $475K | Reduce -33.2% |
| TSLA Tesla Inc. | 0.04% | 1,125 | $473K | Reduce -30.2% |
| AAOI Applied Optoelectronics Inc. | 0.04% | 3,000 | $444K | New |
| STT State Street Corp. | 0.03% | 2,481 | $421K | Add +0.6% |
| SBUX Starbucks Corp. | 0.03% | 4,080 | $417K | Reduce -12.7% |
| TRMB Trimble Inc. | 0.03% | 8,036 | $411K | Add +109.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.03% | 4,897 | $405K | Add +0.1% |
| LITE Lumentum Holdings Inc. | 0.03% | 450 | $386K | Add +800.0% |
| FLEX Flex Ltd. | 0.03% | 2,216 | $359K | No change |
| EW Edwards Lifesciences Corp. | 0.03% | 3,952 | $357K | No change |
| SOXX iShares Semiconductor ETF | 0.03% | 552 | $354K | No change |
| LRCX Lam Research Corp. | 0.03% | 799 | $346K | Reduce -38.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 922 | $341K | Add +0.3% |
| CARR Carrier Global Corp. | 0.03% | 4,545 | $333K | No change |
| NTSK Netskope Inc. Class A | 0.03% | 30,040 | $329K | New |
| ADSK Autodesk Inc. | 0.03% | 1,686 | $328K | No change |
| AMAT Applied Materials Inc. | 0.02% | 412 | $298K | Reduce -36.5% |
| IWB iShares Russell 1000 ETF | 0.02% | 670 | $274K | Add +0.1% |
| ADI Analog Devices Inc. | 0.02% | 678 | $269K | Add +0.9% |
| BA The Boeing Co. | 0.02% | 1,178 | $255K | Reduce -29.8% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,563 | $245K | Add +0.6% |
| DINT Davis Select International | 0.02% | 8,412 | $240K | No change |
| BSX Boston Scientific Corp. | 0.02% | 5,599 | $239K | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.02% | 338 | $237K | Add +0.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.02% | 5,050 | $230K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 752 | $228K | Add +0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| NOW ServiceNow Inc. | Reduce -53.9% | 0.63% | −1.11 |
| APD Air Products & Chemicals Inc. | Reduce -99.9% | 0.00% | −1.06 |
| UNH Unitedhealth Group Inc. | Reduce -99.9% | 0.00% | −0.91 |
| ORCL Oracle Corp. | Reduce -12.3% | 1.52% | −0.58 |
| NVDA Nvidia Corp. | Reduce -3.0% | 5.87% | −0.51 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 3.18% | −0.21 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -12.6% | 0.94% | −0.20 |
| AVGO Broadcom Inc. | Reduce -6.1% | 3.19% | −0.18 |
| ISRG Intuitive Surgical Inc. | Reduce -2.9% | 0.29% | −0.13 |
| XOM Exxonmobil Holdings Corp. | Reduce -9.1% | 0.16% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.4% | 0.22% | −0.08 |
| NFLX Netflix Inc. | Reduce -79.5% | 0.01% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.3% | 2.96% | −0.05 |
| HD Home Depot Inc. | Reduce -17.1% | 0.14% | −0.05 |
| EWY iShares MSCI South Korea ETF | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -10.8% | 0.08% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.6% | 0.22% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.0% | 0.05% | −0.04 |
| GBIL Goldman Sachs Access Treasur | Reduce -33.2% | 0.04% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -12.2% | 0.26% | −0.03 |
| V Visa Inc. Class A | Reduce -17.2% | 0.10% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -11.0% | 0.16% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -11.7% | 0.07% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -12.0% | 0.11% | −0.02 |
| TSLA Tesla Inc. | Reduce -30.2% | 0.04% | −0.02 |
| WMT Walmart Inc. | Reduce -34.2% | 0.02% | −0.02 |
| CAT Caterpillar Inc. | Reduce -58.4% | 0.02% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -0.5% | 0.02% | −0.02 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.01 |
| GE General Electric | Reduce -96.0% | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -31.0% | 0.01% | −0.01 |
| BA The Boeing Co. | Reduce -29.8% | 0.02% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -37.1% | 0.01% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.7% | 0.33% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.11% | −0.01 |
| CRWV Coreweave Inc. Class A | Reduce -96.2% | 0.00% | −0.01 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.02% | −0.01 |
| SBUX Starbucks Corp. | Reduce -12.7% | 0.03% | −0.01 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.00 |
| QBTS D-Wave Quantum Inc. | Reduce -90.9% | 0.00% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.00 |
| MCD McDonald's Corp. | Reduce -12.7% | 0.01% | −0.00 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.9% | 0.92% | −0.00 |
| PEP Pepsico Inc. | Reduce -50.5% | 0.00% | −0.00 |
| BCPC Balchem Corp. | Reduce -57.1% | 0.00% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.5% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ANET Arista Networks Inc. | Add +1167.4% | 1.12% | +1.05 |
| GEV GE Vernova Inc. | Add +2636.9% | 1.05% | +1.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +3790.4% | 0.99% | +0.97 |
| MRVL Marvell Technology Inc. | Add +8.6% | 0.85% | +0.53 |
| SNOW Snowflake Inc. | Add +15.2% | 1.28% | +0.48 |
| MU Micron Technology Inc. | Add +12.3% | 0.69% | +0.47 |
| INTC Intel Corp. | Add +66.0% | 0.30% | +0.23 |
| TLN Talen Energy Corp. | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | Add +3.7% | 1.31% | +0.14 |
| AMCR Amcor PLC | Add +27.0% | 0.83% | +0.11 |
| ARM Arm Holdings PLC-ADR | Add +245.7% | 0.11% | +0.09 |
| BAC Bank of America Corp. | Add +11.2% | 1.09% | +0.08 |
| ALAB Astera Labs Inc. | Add +99.0% | 0.08% | +0.07 |
| AXP American Express Co. | Add +14.9% | 1.14% | +0.07 |
| SNDK Sandisk Corp. | Add +1917.7% | 0.06% | +0.06 |
| NBIS Nebius Group NV | Add +138.0% | 0.07% | +0.05 |
| WDC Western Digital Corp. | Add +1318.9% | 0.05% | +0.05 |
| RTX RTX Corp. | Add +100.4% | 0.13% | +0.05 |
| STX Seagate Technology Holdings | Add +1988.5% | 0.04% | +0.04 |
| COHR Coherent Corp. | Add +10400.0% | 0.04% | +0.04 |
| BE Bloom Energy Corp. Class A | Add +107.0% | 0.05% | +0.04 |
| AAOI Applied Optoelectronics Inc. | New | 0.04% | +0.04 |
| LITE Lumentum Holdings Inc. | Add +800.0% | 0.03% | +0.03 |
| NTSK Netskope Inc. Class A | New | 0.03% | +0.03 |
| DRAM Roundhill Memory ETF | New | 0.02% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +8.5% | 0.19% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +24.6% | 1.17% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.05% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +127.4% | 0.01% | +0.01 |
| BRUN Boost Run Inc. Class A | New | 0.01% | +0.01 |
| TRMB Trimble Inc. | Add +109.0% | 0.03% | +0.01 |
| XE X-Energy Inc. | New | 0.01% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| MCK McKesson Corp. | New | 0.00% | +0.00 |
| CBRS Cerebras Systems Inc. Class A | New | 0.00% | +0.00 |
| STT State Street Corp. | Add +0.6% | 0.03% | +0.00 |
| UNP Union Pacific Corp. | Add +1590.0% | 0.00% | +0.00 |
| VST Vistra Corp. | New | 0.00% | +0.00 |
| BN Brookfield Corp. | New | 0.00% | +0.00 |
| FNV Franco-Nevada Corp. | New | 0.00% | +0.00 |
| MKL Markel Group Inc. | Add +283.3% | 0.00% | +0.00 |
| TTWO Take-Two Interactive Softwre | New | 0.00% | +0.00 |
| CNC Centene Corp. | New | 0.00% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Add +519.4% | 0.00% | +0.00 |
| IGV iShares Expanded Tech-Softwa | Add +208.3% | 0.00% | +0.00 |
| AON Aon PLC Class A | New | 0.00% | +0.00 |
| CB Chubb Ltd. | Add +237.9% | 0.00% | +0.00 |
| CME Cme Group Inc. | New | 0.00% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +7.1% | 0.10% | +0.00 |
| HSY The Hershey Co. | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| STE Steris PLC | SHS USD | Sold out | 0 | $1before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 457 | $1.2B | SPY, QQQ, VGT, NVDA, GOOGL |
| Q1 2026 | 453 | $1.0B | SPY, QQQ, VGT, NVDA, MSFT |
| Q4 2025 | 264 | $1.1B | SPY, QQQ, VGT, NVDA, MSFT |
| Q3 2025 | 279 | $1.1B | SPY, QQQ, VGT, GOOGL, MSFT |
| Q2 2025 | 302 | $958.4M | SPY, QQQ, VGT, NVDA, MSFT |
| Q1 2025 | 247 | $765.3M | SPY, QQQ, VGT, AAPL, GOOGL |
| Q4 2024 | 312 | $896.5M | SPY, QQQ, AAPL, VGT, SPGP |
| Q3 2024 | 307 | $768.2M | SPY, QQQ, AAPL, SPGP, VGT |
| Q2 2024 | 309 | $726.6M | SPY, SPGP, QQQ, AAPL, VGT |
| Q1 2024 | 304 | $670.0M | SPY, SPGP, QQQ, AAPL, VGT |