Silicon Valley Capital Partners
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Silicon Valley Capital Partners reported 312 stock positions worth $896.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.7%) and Apple (AAPL, 6.8%). Compared with Q3 2024, it opened 26 new positions, sold out of 20, added to 133 and reduced 39. The biggest buy was iShares 1-3 Year Treasury Bo (SHY, shares +257652%) and the biggest sale Invesco S&P 500 Garp ETF (SPGP, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $896.5M (Q4 2024)
- SEC Filing
- 0001398344-25-001317 ↗ filed Jan 29, 2025
Holdings Value
Holdings 312 stocks · $896.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.95% | 182,724 | $107.1M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 7.68% | 134,617 | $68.8M | Reduce -0.8% |
| AAPL Apple Inc. | 6.83% | 244,354 | $61.2M | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 6.71% | 96,686 | $60.1M | Add +2.5% |
| SPGP Invesco S&P 500 Garp ETF | 5.79% | 494,524 | $51.9M | Reduce -7.0% |
| GOOGL Alphabet Inc. Class A | 5.27% | 249,689 | $47.3M | Add +29.6% |
| MSFT Microsoft Corp. | 4.56% | 97,071 | $40.9M | Add +4.8% |
| SHY iShares 1-3 Year Treasury Bo | 4.20% | 458,799 | $37.6M | Add +257652.3% |
| NVDA Nvidia Corp. | 3.85% | 256,878 | $34.5M | Reduce -8.9% |
| IEI iShares 3-7 Year Treasury Bo | 3.68% | 285,429 | $33.0M | Add +259380.9% |
| AMZN Amazon.com Inc. | 3.53% | 144,272 | $31.7M | Add +33.5% |
| IVW iShares S&P 500 Growth ETF | 3.15% | 278,245 | $28.3M | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.84% | 40,212 | $16.5M | Reduce -2.0% |
| GSLC Goldman Activebeta US LC ETF | 1.76% | 137,306 | $15.8M | Reduce -0.8% |
| AVGO Broadcom Inc. | 1.69% | 65,333 | $15.1M | Add +4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 30,132 | $13.7M | Add +8.4% |
| AMD Advanced Micro Devices | 1.46% | 108,712 | $13.1M | Add +257.8% |
| META Meta Platforms Inc. Class A | 1.38% | 21,057 | $12.3M | Reduce -3.0% |
| SHV iShares 0-1 Year Treasury Bo | 1.38% | 111,965 | $12.3M | Add +329208.8% |
| COST Costco Wholesale Corp. | 1.31% | 12,831 | $11.8M | Add +2.5% |
| SBUX Starbucks Corp. | 1.30% | 127,513 | $11.6M | Reduce -3.8% |
| AXP American Express Co. | 1.29% | 39,081 | $11.6M | Reduce -3.5% |
| CRM Salesforce Inc. | 1.26% | 33,751 | $11.3M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.17% | 237,903 | $10.5M | Add +1.1% |
| USB US Bancorp | 1.16% | 217,477 | $10.4M | Reduce -0.7% |
| NOW ServiceNow Inc. | 1.12% | 9,507 | $10.1M | Reduce -8.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 1.10% | 129,275 | $9.8M | Reduce -2.2% |
| APD Air Products & Chemicals Inc. | 1.07% | 32,958 | $9.6M | Add +7.9% |
| XOM Exxon Mobil Corp. | 1.06% | 88,139 | $9.5M | Add +21.1% |
| LLY Eli Lilly & Co. | 1.04% | 12,091 | $9.3M | Add +4959.0% |
| HD Home Depot Inc. | 1.03% | 23,718 | $9.2M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.82% | 14,547 | $7.4M | Add +16.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.72% | 70,687 | $6.5M | New |
| RBLX Roblox Corp. Class A | 0.45% | 69,104 | $4.0M | Add +3010.0% |
| MRVL Marvell Technology Inc. | 0.41% | 33,002 | $3.6M | Add +0.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.38% | 27,531 | $3.4M | Reduce -29.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.36% | 9,422 | $3.2M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.30% | 5,972 | $2.7M | Add +4.1% |
| JPM JPMorgan Chase & Co. | 0.28% | 10,360 | $2.5M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.25% | 11,746 | $2.2M | Reduce -6.9% |
| UBER Uber Technologies Inc. | 0.24% | 35,183 | $2.1M | Add +9.7% |
| INTU Intuit Inc. | 0.18% | 2,607 | $1.6M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.17% | 22,918 | $1.5M | Reduce -1.7% |
| V Visa Inc. Class A | 0.15% | 4,394 | $1.4M | Reduce -33.1% |
| ORCL Oracle Corp. | 0.15% | 7,848 | $1.3M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.14% | 3,023 | $1.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 2,062 | $1.1M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,848 | $1.1M | Add +0.3% |
| CVX Chevron Corp. | 0.11% | 6,766 | $980K | Add +8.3% |
| EQIX Equinix Inc. | 0.10% | 972 | $916K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.10% | 1,693 | $892K | Add +0.1% |
| OXY Occidental Petroleum Corp. | 0.10% | 17,294 | $855K | Add +23.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.09% | 10,800 | $799K | No change |
| ANET Arista Networks Inc. | 0.09% | 7,180 | $794K | No change |
| ADSK Autodesk Inc. | 0.08% | 2,389 | $706K | No change |
| TSLA Tesla Inc. | 0.08% | 1,675 | $676K | No change |
| NFLX Netflix Inc. | 0.06% | 640 | $570K | Add +52.4% |
| JNJ Johnson & Johnson | 0.06% | 3,595 | $520K | Add +0.4% |
| BSX Boston Scientific Corp. | 0.06% | 5,749 | $514K | No change |
| GBIL Goldman Sachs Access Treasur | 0.06% | 5,021 | $502K | Add +61.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.05% | 18,347 | $460K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.05% | 19,064 | $459K | New |
| PANW Palo Alto Networks Inc. | 0.05% | 2,468 | $449K | Add +25.4% |
| TGT Target Corp. | 0.04% | 2,916 | $394K | Reduce -15.3% |
| MNDY Monday.com Ltd. | 0.04% | 1,673 | $394K | No change |
| PFE Pfizer Inc. | 0.04% | 14,644 | $389K | Add +0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,092 | $374K | Add +37.9% |
| IYW iShares Ustechnology ETF | 0.04% | 2,202 | $351K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,060 | $315K | Reduce -7.6% |
| MU Micron Technology Inc. | 0.03% | 3,694 | $311K | Reduce -55.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.03% | 810 | $296K | Add +0.4% |
| BX Blackstone Inc. | 0.03% | 1,662 | $286K | Reduce -97.1% |
| TRMB Trimble Inc. | 0.03% | 4,044 | $286K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 4,606 | $244K | Add +1435.3% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,382 | $216K | Add +0.4% |
| IWB iShares Russell 1000 ETF | 0.02% | 660 | $213K | Add +0.3% |
| INTC Intel Corp. | 0.02% | 10,339 | $207K | Add +1997.2% |
| GS Goldman Sachs Group Inc. | 0.02% | 361 | $207K | Add +3181.8% |
| AMT American Tower Corp. | 0.02% | 1,093 | $200K | Add +0.7% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,610 | $189K | Add +0.9% |
| MDY State Street SPDR S&P Midcap | 0.02% | 332 | $189K | Add +0.3% |
| RDDT Reddit Inc. Class A | 0.02% | 1,120 | $183K | New |
| DINT Davis Select International | 0.02% | 8,275 | $181K | Add +2.3% |
| WMT Walmart Inc. | 0.02% | 1,997 | $180K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 737 | $177K | Reduce -7.4% |
| BA The Boeing Co. | 0.02% | 978 | $173K | No change |
| ARKK ARK Innovation ETF | 0.02% | 2,889 | $164K | No change |
| MUB iShares National Muni Bond E | 0.02% | 1,490 | $159K | Add +12.2% |
| SNOW Snowflake Inc. | 0.02% | 1,000 | $154K | New |
| OBDC Blue Owl Capital Corp. | 0.02% | 10,054 | $152K | Add +2.8% |
| AHR American Healthcare REIT Inc. | 0.02% | 5,331 | $152K | Reduce -27.2% |
| AMGN Amgen Inc. | 0.02% | 553 | $144K | Add +0.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 1,750 | $143K | New |
| XPCKX PIMCO California Municipa II | 0.01% | 23,404 | $134K | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 248 | $129K | New |
| TDG Transdigm Group Inc. | 0.01% | 99 | $126K | Add +5.3% |
| SOXX iShares Semiconductor ETF | 0.01% | 553 | $119K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.01% | 1,847 | $109K | Reduce -15.5% |
| ACN Accenture PLC Class A | 0.01% | 303 | $107K | Add +0.3% |
| MCD McDonald's Corp. | 0.01% | 365 | $106K | Add +0.8% |
Portfolio Sells Q3 2024 → Q4 2024
| SPGP Invesco S&P 500 Garp ETF | Reduce -7.0% | 5.79% | −1.46 |
| MDT Medtronic PLC | Reduce -99.9% | 0.00% | −1.26 |
| BX Blackstone Inc. | Reduce -97.1% | 0.03% | −1.12 |
| MRK Merck & Co. Inc. | Reduce -99.8% | 0.00% | −1.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -99.6% | 0.00% | −1.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 7.68% | −0.94 |
| AAPL Apple Inc. | Reduce -3.7% | 6.83% | −0.87 |
| NVDA Nvidia Corp. | Reduce -8.9% | 3.85% | −0.61 |
| SBUX Starbucks Corp. | Reduce -3.8% | 1.30% | −0.38 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.1% | 3.15% | −0.35 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.8% | 1.76% | −0.27 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -29.0% | 0.38% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 1.38% | −0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 1.84% | −0.21 |
| USB US Bancorp | Reduce -0.7% | 1.16% | −0.14 |
| AXP American Express Co. | Reduce -3.5% | 1.29% | −0.14 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -2.2% | 1.10% | −0.14 |
| NOW ServiceNow Inc. | Reduce -8.8% | 1.12% | −0.09 |
| V Visa Inc. Class A | Reduce -33.1% | 0.15% | −0.08 |
| MU Micron Technology Inc. | Reduce -55.6% | 0.03% | −0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.3% | 0.36% | −0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -1.7% | 0.17% | −0.03 |
| TGT Target Corp. | Reduce -15.3% | 0.04% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -6.9% | 0.25% | −0.03 |
| ZS Zscaler Inc. | Reduce -96.5% | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.4% | 0.12% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -52.1% | 0.01% | −0.02 |
| KLAC KLA Corp. | Reduce -87.0% | 0.00% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.6% | 0.04% | −0.01 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -27.7% | 0.01% | −0.01 |
| AHR American Healthcare REIT Inc. | Reduce -27.2% | 0.02% | −0.01 |
| HUM Humana Inc. | Sold out | 0.00% | −0.01 |
| XLK SS Technology Select Sector | Reduce -66.5% | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -16.7% | 0.01% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.4% | 0.02% | −0.00 |
| LRCX Lam Research Corp. | Reduce -22.8% | 0.01% | −0.00 |
| TQQQ Proshares Ultrapro QQQ | Reduce -44.1% | 0.00% | −0.00 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.00 |
| XSD SS SPDR S&P Semiconductor | Sold out | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -15.5% | 0.01% | −0.00 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.00 |
| QTEC First Trust Nasdq 100 Tech I | Sold out | 0.00% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -85.0% | 0.00% | −0.00 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.00 |
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.00 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| SHY iShares 1-3 Year Treasury Bo | Add +257652.3% | 4.20% | +4.19 |
| IEI iShares 3-7 Year Treasury Bo | Add +259380.9% | 3.68% | +3.68 |
| SHV iShares 0-1 Year Treasury Bo | Add +329208.8% | 1.38% | +1.37 |
| GOOGL Alphabet Inc. Class A | Add +29.6% | 5.27% | +1.11 |
| LLY Eli Lilly & Co. | Add +4959.0% | 1.04% | +1.01 |
| AMZN Amazon.com Inc. | Add +33.5% | 3.53% | +0.91 |
| AMD Advanced Micro Devices | Add +257.8% | 1.46% | +0.82 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.72% | +0.72 |
| RBLX Roblox Corp. Class A | Add +3010.0% | 0.45% | +0.43 |
| AVGO Broadcom Inc. | Add +4.8% | 1.69% | +0.29 |
| MRVL Marvell Technology Inc. | Add +0.1% | 0.41% | +0.10 |
| CRM Salesforce Inc. | Add +1.4% | 1.26% | +0.07 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.05% | +0.05 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +1435.3% | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +52.4% | 0.06% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +3181.8% | 0.02% | +0.02 |
| INTC Intel Corp. | Add +1997.2% | 0.02% | +0.02 |
| RDDT Reddit Inc. Class A | New | 0.02% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| GBIL Goldman Sachs Access Treasur | Add +61.0% | 0.06% | +0.02 |
| XPCKX PIMCO California Municipa II | New | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +37.9% | 0.04% | +0.01 |
| BLK BlackRock Inc. | New | 0.01% | +0.01 |
| APMU Activepassive Interm Muni BD | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +25.4% | 0.05% | +0.01 |
| BIDD iShares International Divide | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | New | 0.00% | +0.00 |
| APUE Activepassive US Equity ETF | New | 0.00% | +0.00 |
| NAC Nuveen Ca QLTY Muni Inc. | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | New | 0.00% | +0.00 |
| HEI Heico Corp. | New | 0.00% | +0.00 |
| HWM Howmet Aerospace Inc. | New | 0.00% | +0.00 |
| NDAQ Nasdaq Inc. | New | 0.00% | +0.00 |
| WDAY Workday Inc. Class A | New | 0.00% | +0.00 |
| APIE Activepassive Intl Eqty ETF | New | 0.00% | +0.00 |
| OXY Occidental Petroleum Corp. | Add +23.2% | 0.10% | +0.00 |
| WFC Wells Fargo & Co. | Add +5.4% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.9% | 0.01% | +0.00 |
| FELV Fidelity Enh LRG Cap Val ETF | New | 0.00% | +0.00 |
| KD Kyndryl Holdings Inc. | Add +102.6% | 0.00% | +0.00 |
| REGN Regeneron Pharmaceuticals | New | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +0.6% | 0.00% | +0.00 |
| FSLR First Solar Inc. | New | 0.00% | +0.00 |
| MS Morgan Stanley | Add +0.6% | 0.00% | +0.00 |
| FAS Dirx DLY Finacial B3X ETF-Ui | Add +0.4% | 0.01% | 0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| PROSHARES ULTRAPRO SHRT R2K | ULTPRO SHT 2017 | Reduce -100.0% | 0 | $0 |
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 |