Silicon Valley Capital Partners
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Silicon Valley Capital Partners reported 307 stock positions worth $768.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.6%) and Apple (AAPL, 7.7%). Compared with Q2 2024, it opened 23 new positions, sold out of 26, added to 127 and reduced 33. The biggest buy was Vanguard Info Tech ETF (VGT, shares +33%) and the biggest sale Invesco S&P 500 Garp ETF (SPGP, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $768.2M (Q3 2024)
- SEC Filing
- 0001398344-24-019623 ↗ filed Oct 30, 2024
Holdings Value
Holdings 307 stocks · $768.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 13.58% | 181,798 | $104.3M | Add +13.5% |
| QQQ Invesco QQQ Trust Series 1 | 8.62% | 135,669 | $66.2M | Add +0.9% |
| AAPL Apple Inc. | 7.70% | 253,743 | $59.1M | Add +12.8% |
| SPGP Invesco S&P 500 Garp ETF | 7.24% | 531,547 | $55.6M | Reduce -24.5% |
| VGT Vanguard Info Tech ETF | 7.20% | 94,290 | $55.3M | Add +33.3% |
| MSFT Microsoft Corp. | 5.19% | 92,652 | $39.9M | Add +3.4% |
| NVDA Nvidia Corp. | 4.46% | 281,898 | $34.2M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 4.16% | 192,655 | $32.0M | Add +4.0% |
| IVW iShares S&P 500 Growth ETF | 3.51% | 281,260 | $26.9M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.62% | 108,110 | $20.1M | Add +9.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.05% | 41,025 | $15.8M | Reduce -7.8% |
| GSLC Goldman Activebeta US LC ETF | 2.04% | 138,422 | $15.6M | Add +1.8% |
| SBUX Starbucks Corp. | 1.68% | 132,557 | $12.9M | Add +7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 27,785 | $12.8M | Add +0.8% |
| META Meta Platforms Inc. Class A | 1.62% | 21,707 | $12.4M | Add +4.0% |
| COST Costco Wholesale Corp. | 1.45% | 12,522 | $11.1M | Add +0.7% |
| AXP American Express Co. | 1.43% | 40,494 | $11.0M | Add +1.9% |
| AVGO Broadcom Inc. | 1.40% | 62,351 | $10.8M | Add +708.7% |
| USB US Bancorp | 1.30% | 219,005 | $10.0M | Reduce -1.9% |
| MDT Medtronic PLC | 1.27% | 108,010 | $9.7M | Add +0.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 1.23% | 132,224 | $9.5M | Reduce -5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.22% | 235,427 | $9.3M | Add +3.8% |
| NOW ServiceNow Inc. | 1.21% | 10,430 | $9.3M | Reduce -1.0% |
| HD Home Depot Inc. | 1.21% | 23,010 | $9.3M | Add +0.9% |
| CRM Salesforce Inc. | 1.19% | 33,278 | $9.1M | Reduce -8.6% |
| APD Air Products & Chemicals Inc. | 1.18% | 30,555 | $9.1M | Reduce -4.8% |
| BX Blackstone Inc. | 1.15% | 57,554 | $8.8M | Reduce -3.8% |
| XOM Exxon Mobil Corp. | 1.11% | 72,764 | $8.5M | Add +1.8% |
| MRK Merck & Co. Inc. | 1.07% | 72,335 | $8.2M | Add +14.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.04% | 9,620 | $8.0M | Add +8.8% |
| UNH Unitedhealth Group Inc. | 0.95% | 12,462 | $7.3M | Reduce -24.0% |
| AMD Advanced Micro Devices | 0.65% | 30,386 | $5.0M | Add +0.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.65% | 38,754 | $5.0M | Reduce -68.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.40% | 9,544 | $3.1M | Reduce -3.8% |
| ADBE Adobe Inc. | 0.39% | 5,736 | $3.0M | Add +7.8% |
| UBER Uber Technologies Inc. | 0.31% | 32,072 | $2.4M | Add +10.9% |
| MRVL Marvell Technology Inc. | 0.31% | 32,978 | $2.4M | Add +254.6% |
| JPM JPMorgan Chase & Co. | 0.28% | 10,166 | $2.1M | Add +4.7% |
| GOOG Alphabet Inc. Class C | 0.27% | 12,619 | $2.1M | Reduce -2.2% |
| V Visa Inc. Class A | 0.23% | 6,565 | $1.8M | Reduce -76.6% |
| INTU Intuit Inc. | 0.21% | 2,603 | $1.6M | Reduce -8.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 23,304 | $1.6M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.17% | 7,789 | $1.3M | Add +6.4% |
| IWF iShares Russell 1000 Growth | 0.15% | 3,020 | $1.1M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.15% | 2,113 | $1.1M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,842 | $1.1M | Add +0.4% |
| CVX Chevron Corp. | 0.12% | 6,245 | $920K | Add +13.0% |
| MU Micron Technology Inc. | 0.11% | 8,313 | $862K | Add +118.3% |
| EQIX Equinix Inc. | 0.11% | 968 | $859K | Add +0.5% |
| MA Mastercard Inc. Class A | 0.11% | 1,692 | $836K | Add +42.2% |
| OXY Occidental Petroleum Corp. | 0.09% | 14,034 | $723K | Add +16.9% |
| ANET Arista Networks Inc. | 0.09% | 1,795 | $689K | Add +820.5% |
| ADSK Autodesk Inc. | 0.09% | 2,389 | $658K | No change |
| JNJ Johnson & Johnson | 0.08% | 3,581 | $580K | Add +0.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 10,800 | $545K | Add +16.1% |
| TGT Target Corp. | 0.07% | 3,443 | $537K | Reduce -23.4% |
| BSX Boston Scientific Corp. | 0.06% | 5,749 | $482K | No change |
| MNDY Monday.com Ltd. | 0.06% | 1,673 | $465K | No change |
| TSLA Tesla Inc. | 0.06% | 1,675 | $438K | Reduce -7.7% |
| PFE Pfizer Inc. | 0.05% | 14,540 | $421K | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,478 | $341K | Add +0.4% |
| PANW Palo Alto Networks Inc. | 0.04% | 984 | $336K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 2,202 | $334K | New |
| GBIL Goldman Sachs Access Treasur | 0.04% | 3,119 | $313K | Reduce -24.0% |
| NFLX Netflix Inc. | 0.04% | 420 | $298K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 807 | $279K | Add +0.1% |
| AMT American Tower Corp. | 0.03% | 1,085 | $252K | Add +0.8% |
| TRMB Trimble Inc. | 0.03% | 4,044 | $251K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 792 | $222K | Add +171.2% |
| LLY Eli Lilly & Co. | 0.03% | 239 | $212K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 3,370 | $210K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.03% | 658 | $207K | Add +0.3% |
| DINT Davis Select International | 0.03% | 8,087 | $194K | No change |
| AHR American Healthcare REIT Inc. | 0.02% | 7,326 | $191K | New |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,595 | $191K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 796 | $189K | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.02% | 331 | $188K | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 1,540 | $183K | Add +0.3% |
| ZS Zscaler Inc. | 0.02% | 1,036 | $177K | No change |
| AMGN Amgen Inc. | 0.02% | 548 | $177K | Add +0.6% |
| WMT Walmart Inc. | 0.02% | 1,992 | $161K | Add +43.3% |
| BA The Boeing Co. | 0.02% | 978 | $149K | New |
| MUB iShares National Muni Bond E | 0.02% | 1,328 | $144K | Reduce -8.7% |
| OBDC Blue Owl Capital Corp. | 0.02% | 9,779 | $142K | Add +2.8% |
| ABBV Abbvie Inc. | 0.02% | 715 | $141K | Reduce -0.8% |
| ARKK ARK Innovation ETF | 0.02% | 2,889 | $137K | No change |
| TDG Transdigm Group Inc. | 0.02% | 94 | $135K | No change |
| SOXX iShares Semiconductor ETF | 0.02% | 552 | $127K | Add +0.2% |
| ABT Abbott Laboratories | 0.02% | 1,108 | $126K | Add +8.7% |
| CSCO Cisco Systems Inc. | 0.02% | 2,186 | $116K | Reduce -68.1% |
| NKE Nike Inc. Class B | 0.01% | 1,291 | $114K | Add +0.6% |
| MCD McDonald's Corp. | 0.01% | 362 | $110K | Add +0.6% |
| LMT Lockheed Martin Corp. | 0.01% | 188 | $110K | Add +0.5% |
| ACN Accenture PLC Class A | 0.01% | 302 | $107K | Add +0.7% |
| AMAT Applied Materials Inc. | 0.01% | 507 | $102K | Reduce -32.9% |
| RBLX Roblox Corp. Class A | 0.01% | 2,222 | $98K | No change |
| FROG Jfrog Ltd. | 0.01% | 3,279 | $95K | No change |
| KLAC KLA Corp. | 0.01% | 115 | $89K | No change |
| PEP Pepsico Inc. | 0.01% | 517 | $88K | Add +42.4% |
| CSL Carlisle Cos Inc. | 0.01% | 191 | $86K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| SPGP Invesco S&P 500 Garp ETF | Reduce -24.5% | 7.24% | −2.71 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -68.4% | 0.65% | −1.35 |
| V Visa Inc. Class A | Reduce -76.6% | 0.23% | −0.78 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.8% | 2.05% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -24.0% | 0.95% | −0.20 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.7% | 3.51% | −0.18 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.11 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -5.1% | 1.23% | −0.11 |
| CRM Salesforce Inc. | Reduce -8.6% | 1.19% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.27% | −0.05 |
| RVNC Revance Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Reduce -8.1% | 0.21% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -68.1% | 0.02% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.8% | 0.40% | −0.03 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Reduce -23.4% | 0.07% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -24.0% | 0.04% | −0.02 |
| TQQQ Proshares Ultrapro QQQ | Reduce -58.6% | 0.01% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -32.9% | 0.01% | −0.01 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.01 |
| SNPS Synopsys Inc. | Reduce -91.7% | 0.00% | −0.01 |
| BTC Grayscale Bitcoin Mini Trust | Reduce -82.8% | 0.00% | −0.01 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -35.3% | 0.01% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -2.2% | 0.20% | −0.00 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.00 |
| NPO Enpro Inc. | Reduce -61.4% | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Reduce -70.0% | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -55.8% | 0.00% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -34.5% | 0.01% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -8.7% | 0.02% | −0.00 |
| PSEC Prospect Capital Corp. | Sold out | 0.00% | −0.00 |
| FIVE Five Below | Sold out | 0.00% | −0.00 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -24.7% | 0.00% | −0.00 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.00 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.00 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -14.3% | 0.01% | −0.00 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.00 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.00 |
| QS Quantumscape Corp. | Sold out | 0.00% | −0.00 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.00 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.00 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | 0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| VGT Vanguard Info Tech ETF | Add +33.3% | 7.20% | +1.59 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.5% | 13.58% | +1.58 |
| AVGO Broadcom Inc. | Add +708.7% | 1.40% | +1.23 |
| AAPL Apple Inc. | Add +12.8% | 7.70% | +1.18 |
| SBUX Starbucks Corp. | Add +7.9% | 1.68% | +0.37 |
| MRVL Marvell Technology Inc. | Add +254.6% | 0.31% | +0.22 |
| META Meta Platforms Inc. Class A | Add +4.0% | 1.62% | +0.17 |
| AXP American Express Co. | Add +1.9% | 1.43% | +0.16 |
| HD Home Depot Inc. | Add +0.9% | 1.21% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 1.66% | +0.12 |
| MDT Medtronic PLC | Add +0.6% | 1.27% | +0.10 |
| ANET Arista Networks Inc. | Add +820.5% | 0.09% | +0.08 |
| IYW iShares Ustechnology ETF | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | Add +118.3% | 0.11% | +0.04 |
| MA Mastercard Inc. Class A | Add +42.2% | 0.11% | +0.04 |
| GSLC Goldman Activebeta US LC ETF | Add +1.8% | 2.04% | +0.03 |
| ORCL Oracle Corp. | Add +6.4% | 0.17% | +0.03 |
| AHR American Healthcare REIT Inc. | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | Add +10.9% | 0.31% | +0.02 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +171.2% | 0.03% | +0.01 |
| EQIX Equinix Inc. | Add +0.5% | 0.11% | +0.01 |
| QCOM Qualcomm Inc. | New | 0.01% | +0.01 |
| FLEX Flex Ltd. | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.7% | 0.28% | +0.01 |
| FAS Dirx DLY Finacial B3X ETF-Ui | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +43.3% | 0.02% | +0.01 |
| KIE SS SPDR S&P Insurance ETF | New | 0.00% | +0.00 |
| AMT American Tower Corp. | Add +0.8% | 0.03% | +0.00 |
| JNJ Johnson & Johnson | Add +0.4% | 0.08% | +0.00 |
| PEP Pepsico Inc. | Add +42.4% | 0.01% | +0.00 |
| XSD SS SPDR S&P Semiconductor | New | 0.00% | +0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Add +16.1% | 0.07% | +0.00 |
| QTEC First Trust Nasdq 100 Tech I | New | 0.00% | +0.00 |
| LMT Lockheed Martin Corp. | Add +0.5% | 0.01% | +0.00 |
| SNAP Snap Inc. Class A | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +8.7% | 0.02% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.00% | +0.00 |
| NXT Nextpower Inc. | New | 0.00% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +194.1% | 0.00% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.00% | +0.00 |
| MCD McDonald's Corp. | Add +0.6% | 0.01% | +0.00 |
| SHOP Shopify Inc. Class A | New | 0.00% | +0.00 |
| NKE Nike Inc. Class B | Add +0.6% | 0.01% | +0.00 |
| SLGN Silgan Holdings Inc. | Add +0.3% | 0.01% | +0.00 |
| BIDU Baidu Inc. - Spon ADR | New | 0.00% | +0.00 |
| PROSHARES ULTRAPRO SHRT R2K | New | 0.00% | +0.00 |
| KKR KKR & Co. Inc. | Add +0.2% | 0.01% | +0.00 |
| ACN Accenture PLC Class A | Add +0.7% | 0.01% | +0.00 |
Notes & Other Activity Q2 2024 → Q3 2024
| ARCC Ares Capital Corp. | 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 |