Silicon Valley Capital Partners
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed October 30, 2024), Silicon Valley Capital Partners reported 309 stock positions worth $726.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.0% of the portfolio, followed by Invesco S&P 500 Garp ETF (SPGP, 10.0%) and Invesco QQQ Trust Series 1 (QQQ, 8.9%). Compared with Q1 2024, it opened 21 new positions, sold out of 16, added to 136 and reduced 28. The biggest buy was Microsoft (MSFT, shares +5%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $726.6M (Q2 2024)
- SEC Filing
- 0001398344-24-019621 ↗ filed Oct 30, 2024
Holdings Value
Holdings 309 stocks · $726.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.00% | 160,168 | $87.2M | Reduce -1.4% |
| SPGP Invesco S&P 500 Garp ETF | 9.95% | 703,773 | $72.3M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 8.87% | 134,448 | $64.4M | Reduce -1.9% |
| AAPL Apple Inc. | 6.52% | 224,944 | $47.4M | Reduce -2.0% |
| VGT Vanguard Info Tech ETF | 5.61% | 70,743 | $40.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 5.51% | 89,626 | $40.1M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 4.64% | 185,279 | $33.7M | Reduce -4.2% |
| NVDA Nvidia Corp. | 4.58% | 269,241 | $33.3M | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 3.68% | 289,112 | $26.8M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.62% | 98,595 | $19.1M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.29% | 44,521 | $16.7M | Add +2.1% |
| GSLC Goldman Activebeta US LC ETF | 2.00% | 135,961 | $14.5M | Add +1.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.00% | 122,465 | $14.5M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 27,568 | $11.2M | Add +10.4% |
| COST Costco Wholesale Corp. | 1.46% | 12,438 | $10.6M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.45% | 20,864 | $10.5M | Add +11.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 1.34% | 139,363 | $9.7M | Reduce -0.1% |
| SBUX Starbucks Corp. | 1.32% | 122,843 | $9.6M | Add +21.6% |
| CRM Salesforce Inc. | 1.29% | 36,393 | $9.4M | Add +27.4% |
| AXP American Express Co. | 1.27% | 39,737 | $9.2M | Add +7.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.24% | 8,838 | $9.0M | Add +3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.24% | 226,753 | $9.0M | Add +6.3% |
| USB US Bancorp | 1.22% | 223,285 | $8.9M | Add +18.7% |
| MDT Medtronic PLC | 1.16% | 107,357 | $8.5M | Add +14.1% |
| UNH Unitedhealth Group Inc. | 1.15% | 16,403 | $8.4M | Add +13.4% |
| NOW ServiceNow Inc. | 1.14% | 10,540 | $8.3M | Add +7.1% |
| APD Air Products & Chemicals Inc. | 1.14% | 32,114 | $8.3M | Add +4.2% |
| XOM Exxon Mobil Corp. | 1.13% | 71,450 | $8.2M | Add +6.9% |
| HD Home Depot Inc. | 1.08% | 22,813 | $7.9M | Add +17.5% |
| MRK Merck & Co. Inc. | 1.08% | 63,353 | $7.8M | Add +5.8% |
| BX Blackstone Inc. | 1.02% | 59,840 | $7.4M | Add +10.2% |
| V Visa Inc. Class A | 1.01% | 28,097 | $7.4M | Add +7.7% |
| AMD Advanced Micro Devices | 0.67% | 30,233 | $4.9M | Add +0.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.43% | 9,920 | $3.1M | Reduce -2.5% |
| ADBE Adobe Inc. | 0.41% | 5,321 | $3.0M | Add +16.5% |
| GOOG Alphabet Inc. Class C | 0.33% | 12,899 | $2.4M | Add +12.6% |
| UBER Uber Technologies Inc. | 0.29% | 28,919 | $2.1M | Add +35.5% |
| JPM JPMorgan Chase & Co. | 0.27% | 9,713 | $2.0M | Add +24.5% |
| INTU Intuit Inc. | 0.26% | 2,831 | $1.9M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.21% | 23,837 | $1.5M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.17% | 771 | $1.2M | Add +16.8% |
| IWF iShares Russell 1000 Growth | 0.15% | 3,015 | $1.1M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.15% | 2,108 | $1.1M | No change |
| ORCL Oracle Corp. | 0.14% | 7,318 | $1.0M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,835 | $1.0M | Add +0.3% |
| CVX Chevron Corp. | 0.12% | 5,525 | $864K | Add +19.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.11% | 4,530 | $796K | No change |
| OXY Occidental Petroleum Corp. | 0.10% | 12,009 | $757K | Add +41.2% |
| EQIX Equinix Inc. | 0.10% | 963 | $729K | Reduce -2.1% |
| TGT Target Corp. | 0.09% | 4,493 | $665K | Reduce -9.6% |
| MRVL Marvell Technology Inc. | 0.09% | 9,300 | $650K | Add +0.1% |
| ADSK Autodesk Inc. | 0.08% | 2,389 | $591K | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.07% | 1,190 | $525K | Add +0.1% |
| JNJ Johnson & Johnson | 0.07% | 3,568 | $522K | Reduce -2.2% |
| MU Micron Technology Inc. | 0.07% | 3,809 | $501K | Add +207.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 9,300 | $495K | No change |
| BSX Boston Scientific Corp. | 0.06% | 5,749 | $443K | No change |
| GBIL Goldman Sachs Access Treasur | 0.06% | 4,106 | $411K | Reduce -10.2% |
| PFE Pfizer Inc. | 0.06% | 14,448 | $404K | Add +587.0% |
| MNDY Monday.com Ltd. | 0.06% | 1,673 | $403K | Add +90.8% |
| TSLA Tesla Inc. | 0.05% | 1,815 | $359K | Add +2.9% |
| RVNC Revance Therapeutics Inc. | 0.05% | 135,788 | $349K | New |
| PANW Palo Alto Networks Inc. | 0.05% | 984 | $334K | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.04% | 6,850 | $325K | Reduce -13.8% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,457 | $319K | Reduce -15.5% |
| NFLX Netflix Inc. | 0.04% | 420 | $283K | Add +90.9% |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 806 | $269K | Reduce -0.1% |
| TRMB Trimble Inc. | 0.03% | 4,044 | $226K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 1,536 | $219K | Add +109.8% |
| LLY Eli Lilly & Co. | 0.03% | 239 | $217K | Add +71.9% |
| AMT American Tower Corp. | 0.03% | 1,076 | $209K | Add +0.9% |
| ZS Zscaler Inc. | 0.03% | 1,036 | $199K | New |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 3,361 | $198K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.03% | 656 | $195K | Add +0.3% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,595 | $179K | New |
| AMAT Applied Materials Inc. | 0.02% | 756 | $178K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.02% | 330 | $176K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 793 | $173K | Add +1139.1% |
| AMGN Amgen Inc. | 0.02% | 545 | $170K | Add +0.7% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.02% | 6,477 | $168K | New |
| DINT Davis Select International | 0.02% | 8,087 | $161K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.02% | 2,173 | $160K | No change |
| MUB iShares National Muni Bond E | 0.02% | 1,454 | $155K | Add +0.6% |
| OBDC Blue Owl Capital Corp. | 0.02% | 9,515 | $146K | New |
| SOXX iShares Semiconductor ETF | 0.02% | 551 | $136K | No change |
| ARKK ARK Innovation ETF | 0.02% | 2,889 | $127K | No change |
| ABBV Abbvie Inc. | 0.02% | 721 | $124K | Reduce -5.4% |
| FROG Jfrog Ltd. | 0.02% | 3,279 | $123K | No change |
| TDG Transdigm Group Inc. | 0.02% | 94 | $120K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 292 | $112K | Add +7.8% |
| LRCX Lam Research Corp. | 0.02% | 104 | $111K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 397 | $106K | Reduce -0.3% |
| ABT Abbott Laboratories | 0.01% | 1,019 | $106K | Reduce -11.6% |
| NKE Nike Inc. Class B | 0.01% | 1,284 | $97K | Reduce -17.2% |
| KLAC KLA Corp. | 0.01% | 115 | $95K | Add +666.7% |
| WMT Walmart Inc. | 0.01% | 1,390 | $94K | Add +0.4% |
| BP BP PLC-Spons ADR | 0.01% | 2,553 | $92K | Add +1.2% |
| MCD McDonald's Corp. | 0.01% | 360 | $92K | Add +0.6% |
| ACN Accenture PLC Class A | 0.01% | 300 | $91K | No change |
| OKTA Okta Inc. | 0.01% | 947 | $89K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 12.00% | −0.69 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 8.87% | −0.22 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -1.0% | 2.00% | −0.21 |
| TGT Target Corp. | Reduce -9.6% | 0.09% | −0.04 |
| EQIX Equinix Inc. | Reduce -2.1% | 0.10% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 3.68% | −0.02 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -15.5% | 0.04% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -13.8% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.07% | −0.01 |
| GBIL Goldman Sachs Access Treasur | Reduce -10.2% | 0.06% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.0% | 0.08% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -2.0% | 0.21% | −0.01 |
| NKE Nike Inc. Class B | Reduce -17.2% | 0.01% | −0.01 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.01 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.5% | 0.43% | −0.01 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.01 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -11.6% | 0.01% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -23.7% | 0.01% | −0.00 |
| RTX RTX Corp. | Reduce -42.2% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -5.4% | 0.02% | −0.00 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −0.00 |
| CAT Caterpillar Inc. | Reduce -0.7% | 0.01% | −0.00 |
| MRTN Marten Transport Ltd. | Sold out | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.01% | −0.00 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −0.00 |
| DM Desktop Metal Inc. Class A | Reduce -1.1% | 0.00% | 0.00 |
| CMF iShares California Muni Bond | Sold out | 0.00% | 0.00 |
| XNTK SS SPDR Nyse Tech ETF | Sold out | 0.00% | 0.00 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | 0.00 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | 0.00 |
| SIFY Sify Technologies-Spon ADR | Sold out | 0.00% | 0.00 |
| SNOW Snowflake Inc. | Sold out | 0.00% | 0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | 0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | 0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.1% | 0.04% | +0.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.1% | 1.34% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -0.1% | 5.61% | +0.07 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 1.46% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 4.64% | +0.29 |
| AAPL Apple Inc. | Reduce -2.0% | 6.52% | +0.65 |
| NVDA Nvidia Corp. | Reduce -2.5% | 4.58% | +0.85 |
Portfolio Buys Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Add +4.7% | 5.51% | +0.14 |
| META Meta Platforms Inc. Class A | Add +11.2% | 1.45% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +13.4% | 1.15% | +0.08 |
| AMZN Amazon.com Inc. | Add +4.0% | 2.62% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +12.6% | 0.33% | +0.07 |
| ADBE Adobe Inc. | Add +16.5% | 0.41% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.1% | 2.29% | +0.05 |
| RVNC Revance Therapeutics Inc. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +207.4% | 0.07% | +0.05 |
| PFE Pfizer Inc. | Add +587.0% | 0.06% | +0.05 |
| UBER Uber Technologies Inc. | Add +35.5% | 0.29% | +0.04 |
| AVGO Broadcom Inc. | Add +16.8% | 0.17% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +24.5% | 0.27% | +0.04 |
| BAC Bank of America Corp. | Add +6.3% | 1.24% | +0.03 |
| ZS Zscaler Inc. | New | 0.03% | +0.03 |
| MNDY Monday.com Ltd. | Add +90.8% | 0.06% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +4.2% | 1.14% | +0.03 |
| ACWI iShares MSCI Acwi ETF | New | 0.02% | +0.02 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| OXY Occidental Petroleum Corp. | Add +41.2% | 0.10% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1139.1% | 0.02% | +0.02 |
| NOW ServiceNow Inc. | Add +7.1% | 1.14% | +0.02 |
| OBDC Blue Owl Capital Corp. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +90.9% | 0.04% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +109.8% | 0.03% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +71.9% | 0.03% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.9% | 1.24% | +0.01 |
| KLAC KLA Corp. | Add +666.7% | 0.01% | +0.01 |
| RBLX Roblox Corp. Class A | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +19.3% | 0.12% | +0.01 |
| CDNS Cadence Design SYS Inc. | New | 0.01% | +0.01 |
| SNPS Synopsys Inc. | Add +1111.1% | 0.01% | +0.01 |
| ETHE Grayscale Ethereum Staking E | New | 0.01% | +0.01 |
| AXP American Express Co. | Add +7.2% | 1.27% | +0.01 |
| SMCI Super Micro Computer Inc. | New | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +0.3% | 0.14% | +0.01 |
| TEL Te Connectivity PLC | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 0.05% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| CRM Salesforce Inc. | Add +27.4% | 1.29% | +0.00 |
| TSLA Tesla Inc. | Add +2.9% | 0.05% | +0.00 |
| GBDC Golub Capital BDC Inc. | New | 0.00% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.8% | 0.02% | +0.00 |
| PSEC Prospect Capital Corp. | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.01% | +0.00 |
| INTC Intel Corp. | Add +128.5% | 0.00% | +0.00 |
| IOT Samsara Inc. Class A | New | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.02% | +0.00 |
| CRS Carpenter Technology | Add +0.4% | 0.00% | +0.00 |
Notes & Other Activity Q1 2024 → Q2 2024
| IJR iShares Core S&P Small-Cap E | CORE S&P SCP ETF | Sold out | 0 | $52before exit |
| FNDX Schwab Fndmntl US LRG Co. ETF | FUNDAMENTAL US L | Sold out | 0 | $33before exit |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | Sold out | 0 | $31before exit |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF | Sold out | 0 | $14before exit |
| PKST Peakstone Realty Trust | COMMON SHARES | Sold out | 0 | $2before exit |
| ARCC Ares Capital Corp. | COM | New | 0 | $0 |
| SPG Simon Property Group Inc. | COM | Sold out | 0 | $0before 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 |