Silicon Valley Capital Partners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 28, 2025), Silicon Valley Capital Partners reported 247 stock positions worth $765.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.3%) and Vanguard Info Tech ETF (VGT, 7.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 74, added to 100 and reduced 43. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +21%) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $765.3M (Q1 2025)
- SEC Filing
- 0001398344-25-010181 ↗ filed May 28, 2025
Holdings Value
Holdings 247 stocks · $765.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 16.10% | 221,713 | $123.2M | Add +21.3% |
| QQQ Invesco QQQ Trust Series 1 | 8.29% | 135,344 | $63.5M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 7.28% | 102,529 | $55.7M | Add +6.0% |
| AAPL Apple Inc. | 6.29% | 221,058 | $48.2M | Reduce -9.5% |
| GOOGL Alphabet Inc. Class A | 5.57% | 276,145 | $42.6M | Add +10.6% |
| MSFT Microsoft Corp. | 5.13% | 103,727 | $39.3M | Add +6.9% |
| NVDA Nvidia Corp. | 4.56% | 318,354 | $34.9M | Add +23.9% |
| AMZN Amazon.com Inc. | 4.15% | 164,895 | $31.8M | Add +14.3% |
| IVW iShares S&P 500 Growth ETF | 3.34% | 276,358 | $25.6M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 2.76% | 36,576 | $21.1M | Add +73.7% |
| SPGP Invesco S&P 500 Garp ETF | 2.49% | 192,261 | $19.0M | Reduce -61.1% |
| COST Costco Wholesale Corp. | 2.17% | 17,829 | $16.6M | Add +39.0% |
| GSLC Goldman Activebeta US LC ETF | 1.94% | 135,886 | $14.9M | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.94% | 40,119 | $14.9M | Reduce -0.2% |
| AVGO Broadcom Inc. | 1.80% | 81,576 | $13.8M | Add +24.9% |
| AMD Advanced Micro Devices | 1.79% | 132,529 | $13.7M | Add +21.9% |
| LLY Eli Lilly & Co. | 1.73% | 16,131 | $13.3M | Add +33.4% |
| AXP American Express Co. | 1.55% | 44,615 | $11.8M | Add +14.2% |
| HD Home Depot Inc. | 1.54% | 32,812 | $11.8M | Add +38.3% |
| USB US Bancorp | 1.51% | 273,301 | $11.5M | Add +25.7% |
| NOW ServiceNow Inc. | 1.50% | 14,412 | $11.5M | Add +51.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.47% | 273,302 | $11.3M | Add +14.9% |
| APD Air Products & Chemicals Inc. | 1.44% | 37,700 | $11.0M | Add +14.4% |
| ORCL Oracle Corp. | 1.27% | 69,217 | $9.8M | Add +782.0% |
| XOM Exxon Mobil Corp. | 1.21% | 78,732 | $9.3M | Reduce -10.7% |
| ISRG Intuitive Surgical Inc. | 1.17% | 18,167 | $8.9M | Add +7225.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 1.11% | 124,719 | $8.5M | Reduce -3.5% |
| CRM Salesforce Inc. | 1.02% | 28,972 | $7.8M | Reduce -14.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 11,125 | $5.9M | Reduce -63.1% |
| SBUX Starbucks Corp. | 0.51% | 40,099 | $3.9M | Reduce -68.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.43% | 25,798 | $3.3M | Reduce -6.3% |
| RBLX Roblox Corp. Class A | 0.40% | 51,613 | $3.0M | Reduce -25.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.38% | 9,422 | $2.9M | No change |
| JPM JPMorgan Chase & Co. | 0.37% | 11,808 | $2.9M | Add +14.0% |
| MRVL Marvell Technology Inc. | 0.27% | 33,571 | $2.1M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.24% | 11,706 | $1.8M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 0.24% | 3,521 | $1.8M | Reduce -75.8% |
| JNJ Johnson & Johnson | 0.23% | 10,672 | $1.7M | Add +196.9% |
| INTU Intuit Inc. | 0.20% | 2,611 | $1.6M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.19% | 21,985 | $1.4M | Reduce -4.1% |
| V Visa Inc. Class A | 0.17% | 3,889 | $1.3M | Reduce -11.5% |
| ADBE Adobe Inc. | 0.16% | 3,234 | $1.2M | Reduce -45.9% |
| UBER Uber Technologies Inc. | 0.16% | 16,592 | $1.2M | Reduce -52.8% |
| CVX Chevron Corp. | 0.15% | 6,915 | $1.1M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 0.15% | 2,187 | $1.1M | Add +6.1% |
| IWF iShares Russell 1000 Growth | 0.14% | 3,026 | $1.1M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,854 | $1.0M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.12% | 1,696 | $917K | Add +0.2% |
| OXY Occidental Petroleum Corp. | 0.12% | 18,249 | $891K | Add +5.5% |
| EQIX Equinix Inc. | 0.10% | 967 | $776K | Reduce -0.5% |
| ADSK Autodesk Inc. | 0.08% | 2,389 | $625K | No change |
| NFLX Netflix Inc. | 0.08% | 663 | $619K | Add +3.6% |
| ANET Arista Networks Inc. | 0.08% | 7,680 | $599K | Add +7.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 8,500 | $563K | Reduce -21.3% |
| BSX Boston Scientific Corp. | 0.07% | 5,599 | $556K | Reduce -2.6% |
| RTX RTX Corp. | 0.07% | 4,108 | $541K | Add +967.0% |
| TSLA Tesla Inc. | 0.06% | 1,681 | $443K | Add +0.4% |
| MNDY Monday.com Ltd. | 0.05% | 1,673 | $413K | No change |
| PFE Pfizer Inc. | 0.05% | 14,752 | $372K | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.05% | 2,108 | $364K | Reduce -14.6% |
| CSCO Cisco Systems Inc. | 0.04% | 5,443 | $331K | Add +194.7% |
| MU Micron Technology Inc. | 0.04% | 3,577 | $316K | Reduce -3.2% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 6,606 | $314K | Add +43.4% |
| IYW iShares Ustechnology ETF | 0.04% | 2,204 | $310K | Add +0.1% |
| TGT Target Corp. | 0.04% | 2,925 | $303K | Add +0.3% |
| CARR Carrier Global Corp. | 0.04% | 4,545 | $288K | Add +0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 792 | $283K | Reduce -27.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 811 | $271K | Add +0.1% |
| TRMB Trimble Inc. | 0.03% | 4,044 | $265K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 4,478 | $261K | Reduce -11.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,466 | $242K | Add +215.3% |
| INTC Intel Corp. | 0.03% | 10,339 | $235K | No change |
| OTIS Otis Worldwide Corp. | 0.03% | 2,272 | $232K | Add +0.0% |
| AMT American Tower Corp. | 0.03% | 1,038 | $224K | Reduce -5.0% |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 3,389 | $204K | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.03% | 662 | $202K | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.03% | 363 | $197K | Add +0.6% |
| DINT Davis Select International | 0.03% | 8,275 | $193K | No change |
| WFC Wells Fargo & Co. | 0.02% | 2,671 | $189K | Add +130.5% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,610 | $187K | No change |
| MDY State Street SPDR S&P Midcap | 0.02% | 333 | $177K | Add +0.3% |
| AMGN Amgen Inc. | 0.02% | 557 | $171K | Add +0.7% |
| WMT Walmart Inc. | 0.02% | 2,000 | $170K | Add +0.1% |
| BA The Boeing Co. | 0.02% | 978 | $169K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,292 | $165K | Add +129100.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 737 | $163K | No change |
| OBDC Blue Owl Capital Corp. | 0.02% | 10,337 | $155K | Add +2.8% |
| XYZ Block Inc. | 0.02% | 2,802 | $155K | Add +2702.0% |
| SNOW Snowflake Inc. | 0.02% | 1,000 | $151K | No change |
| BX Blackstone Inc. | 0.02% | 1,027 | $142K | Reduce -38.2% |
| ARKK ARK Innovation ETF | 0.02% | 2,889 | $141K | No change |
| TDG Transdigm Group Inc. | 0.02% | 99 | $137K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 1,750 | $128K | No change |
| PG The Procter & Gamble Co. | 0.02% | 728 | $122K | Add +78.4% |
| RDDT Reddit Inc. Class A | 0.02% | 1,120 | $121K | No change |
| ABBV Abbvie Inc. | 0.02% | 573 | $118K | Add +10.8% |
| MS Morgan Stanley | 0.02% | 1,007 | $116K | Add +450.3% |
| MCD McDonald's Corp. | 0.01% | 367 | $113K | Add +0.6% |
| ABT Abbott Laboratories | 0.01% | 822 | $108K | Reduce -10.9% |
| FROG Jfrog Ltd. | 0.01% | 3,279 | $105K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −4.20 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −3.68 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -61.1% | 2.49% | −3.30 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −1.38 |
| SBUX Starbucks Corp. | Reduce -68.5% | 0.51% | −0.79 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -63.1% | 0.77% | −0.76 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.72 |
| UNH Unitedhealth Group Inc. | Reduce -75.8% | 0.24% | −0.58 |
| AAPL Apple Inc. | Reduce -9.5% | 6.29% | −0.53 |
| CRM Salesforce Inc. | Reduce -14.2% | 1.02% | −0.24 |
| ADBE Adobe Inc. | Reduce -45.9% | 0.16% | −0.13 |
| UBER Uber Technologies Inc. | Reduce -52.8% | 0.16% | −0.08 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.05 |
| RBLX Roblox Corp. Class A | Reduce -25.3% | 0.40% | −0.05 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -21.3% | 0.07% | −0.02 |
| AHR American Healthcare REIT Inc. | Reduce -90.6% | 0.00% | −0.01 |
| XPCKX PIMCO California Municipa II | Sold out | 0.00% | −0.01 |
| BX Blackstone Inc. | Reduce -38.2% | 0.02% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.24% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -99.6% | 0.00% | −0.01 |
| APMU Activepassive Interm Muni BD | Sold out | 0.00% | −0.01 |
| AGYS Agilysys Inc. | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -99.6% | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -99.9% | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -27.5% | 0.04% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -99.9% | 0.00% | −0.00 |
| APUE Activepassive US Equity ETF | Sold out | 0.00% | −0.00 |
| HUBG Hub Group Inc. Class A | Sold out | 0.00% | −0.00 |
| SXI Standex International Corp. | Sold out | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -29.0% | 0.01% | −0.00 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.00 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −0.00 |
| AIR Aar Corp. | Sold out | 0.00% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.00 |
| LIN Linde PLC | Sold out | 0.00% | −0.00 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -14.6% | 0.05% | −0.00 |
| P Everpure Inc. Class A | Reduce -31.8% | 0.00% | −0.00 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.00 |
| NPO Enpro Inc. | Sold out | 0.00% | −0.00 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.00 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.00 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.00 |
| SAIA Saia Inc. | Sold out | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -98.0% | 0.00% | −0.00 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +21.3% | 16.10% | +4.15 |
| META Meta Platforms Inc. Class A | Add +73.7% | 2.76% | +1.38 |
| ISRG Intuitive Surgical Inc. | Add +7225.4% | 1.17% | +1.15 |
| ORCL Oracle Corp. | Add +782.0% | 1.27% | +1.13 |
| COST Costco Wholesale Corp. | Add +39.0% | 2.17% | +0.85 |
| NVDA Nvidia Corp. | Add +23.9% | 4.56% | +0.71 |
| LLY Eli Lilly & Co. | Add +33.4% | 1.73% | +0.69 |
| AMZN Amazon.com Inc. | Add +14.3% | 4.15% | +0.62 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 8.29% | +0.62 |
| VGT Vanguard Info Tech ETF | Add +6.0% | 7.28% | +0.57 |
| MSFT Microsoft Corp. | Add +6.9% | 5.13% | +0.57 |
| HD Home Depot Inc. | Add +38.3% | 1.54% | +0.51 |
| NOW ServiceNow Inc. | Add +51.6% | 1.50% | +0.38 |
| APD Air Products & Chemicals Inc. | Add +14.4% | 1.44% | +0.37 |
| USB US Bancorp | Add +25.7% | 1.51% | +0.35 |
| AMD Advanced Micro Devices | Add +21.9% | 1.79% | +0.32 |
| BAC Bank of America Corp. | Add +14.9% | 1.47% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +10.6% | 5.57% | +0.30 |
| AXP American Express Co. | Add +14.2% | 1.55% | +0.25 |
| JNJ Johnson & Johnson | Add +196.9% | 0.23% | +0.17 |
| AVGO Broadcom Inc. | Add +24.9% | 1.80% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +14.0% | 0.37% | +0.10 |
| RTX RTX Corp. | Add +967.0% | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +2.2% | 0.15% | +0.04 |
| CARR Carrier Global Corp. | Add +0.0% | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +194.7% | 0.04% | +0.03 |
| OTIS Otis Worldwide Corp. | Add +0.0% | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.1% | 0.15% | +0.02 |
| INTU Intuit Inc. | Add +0.1% | 0.20% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +129100.0% | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +215.3% | 0.03% | +0.02 |
| OXY Occidental Petroleum Corp. | Add +5.5% | 0.12% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.12% | +0.02 |
| XYZ Block Inc. | Add +2702.0% | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +3.6% | 0.08% | +0.02 |
| WFC Wells Fargo & Co. | Add +130.5% | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.14% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +43.4% | 0.04% | +0.01 |
| MS Morgan Stanley | Add +450.3% | 0.02% | +0.01 |
| IMCB iShares Morningstar Mid-Cap | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +78.4% | 0.02% | +0.01 |
| DIS The Walt Disney Co. | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.14% | +0.01 |
| AMGN Amgen Inc. | Add +0.7% | 0.02% | +0.01 |
| PFE Pfizer Inc. | Add +0.7% | 0.05% | +0.01 |
| ABBV Abbvie Inc. | Add +10.8% | 0.02% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +50.0% | 0.01% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +49.1% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | Add +322.6% | 0.00% | +0.00 |
| OBDC Blue Owl Capital Corp. | Add +2.8% | 0.02% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| PROSHARES ULTRAPRO SHRT R2K | ULTPRO SHT 2017 | 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 |