Silicon Valley Capital Partners
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 11, 2025), Silicon Valley Capital Partners reported 302 stock positions worth $958.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.6%) and Vanguard Info Tech ETF (VGT, 6.9%). Compared with Q1 2025, it opened 84 new positions, sold out of 29, added to 84 and reduced 67. The biggest buy was a new position in iShares 1-3 Year Treasury Bo (SHY) 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
- $958.4M (Q2 2025)
- SEC Filing
- 0001398344-25-018043 ↗ filed Sep 11, 2025
Holdings Value
Holdings 302 stocks · $958.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.11% | 218,873 | $135.2M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 7.61% | 132,271 | $73.0M | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 6.87% | 99,210 | $65.8M | Reduce -3.2% |
| NVDA Nvidia Corp. | 5.05% | 306,516 | $48.4M | Reduce -3.7% |
| MSFT Microsoft Corp. | 5.04% | 97,080 | $48.3M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 5.03% | 273,797 | $48.3M | Reduce -0.8% |
| AAPL Apple Inc. | 4.66% | 217,727 | $44.7M | Reduce -1.5% |
| SHY iShares 1-3 Year Treasury Bo | 3.98% | 459,795 | $38.1M | New |
| AMZN Amazon.com Inc. | 3.83% | 167,148 | $36.7M | Add +1.4% |
| IEI iShares 3-7 Year Treasury Bo | 3.56% | 286,330 | $34.1M | New |
| IVW iShares S&P 500 Growth ETF | 3.16% | 274,726 | $30.2M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 2.97% | 38,552 | $28.5M | Add +5.4% |
| AVGO Broadcom Inc. | 2.20% | 76,572 | $21.1M | Reduce -6.1% |
| AMD Advanced Micro Devices | 1.90% | 128,496 | $18.2M | Reduce -3.0% |
| SPGP Invesco S&P 500 Garp ETF | 1.82% | 162,395 | $17.5M | Reduce -15.5% |
| COST Costco Wholesale Corp. | 1.82% | 17,631 | $17.5M | Reduce -1.1% |
| CRM Salesforce Inc. | 1.79% | 63,040 | $17.2M | Add +117.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.79% | 39,039 | $17.1M | Reduce -2.7% |
| GSLC Goldman Activebeta US LC ETF | 1.71% | 134,791 | $16.4M | Reduce -0.8% |
| ORCL Oracle Corp. | 1.69% | 74,129 | $16.2M | Add +7.1% |
| LLY Eli Lilly & Co. | 1.47% | 18,121 | $14.1M | Add +12.3% |
| AXP American Express Co. | 1.44% | 43,217 | $13.8M | Reduce -3.1% |
| NOW ServiceNow Inc. | 1.43% | 13,296 | $13.7M | Reduce -7.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.34% | 271,512 | $12.8M | Reduce -0.7% |
| SHV iShares 0-1 Year Treasury Bo | 1.32% | 114,889 | $12.7M | New |
| USB US Bancorp | 1.30% | 274,849 | $12.4M | Add +0.6% |
| HD Home Depot Inc. | 1.25% | 32,708 | $12.0M | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 1.18% | 40,085 | $11.3M | Add +6.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 1.00% | 119,782 | $9.6M | Reduce -4.0% |
| XOM Exxon Mobil Corp. | 0.94% | 83,642 | $9.0M | Add +6.2% |
| RBLX Roblox Corp. Class A | 0.49% | 44,667 | $4.7M | Reduce -13.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 8,359 | $4.1M | Reduce -24.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.39% | 40,886 | $3.8M | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.36% | 9,356 | $3.4M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.32% | 10,597 | $3.1M | Reduce -10.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.29% | 21,193 | $2.8M | Reduce -17.9% |
| MRVL Marvell Technology Inc. | 0.25% | 31,168 | $2.4M | Reduce -7.2% |
| GOOG Alphabet Inc. Class C | 0.21% | 11,617 | $2.1M | Reduce -0.8% |
| INTU Intuit Inc. | 0.21% | 2,615 | $2.1M | Add +0.1% |
| JNJ Johnson & Johnson | 0.17% | 10,478 | $1.6M | Reduce -1.8% |
| UBER Uber Technologies Inc. | 0.17% | 16,999 | $1.6M | Add +2.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.16% | 21,292 | $1.5M | Reduce -3.1% |
| V Visa Inc. Class A | 0.14% | 3,902 | $1.4M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.13% | 3,029 | $1.3M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.13% | 2,260 | $1.3M | Add +3.3% |
| UNH Unitedhealth Group Inc. | 0.13% | 4,043 | $1.3M | Add +14.8% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,859 | $1.2M | Add +0.3% |
| CVX Chevron Corp. | 0.12% | 7,729 | $1.1M | Add +11.8% |
| MA Mastercard Inc. Class A | 0.10% | 1,698 | $954K | Add +0.1% |
| SBUX Starbucks Corp. | 0.10% | 10,250 | $939K | Reduce -74.4% |
| NFLX Netflix Inc. | 0.09% | 663 | $888K | No change |
| ANET Arista Networks Inc. | 0.08% | 7,680 | $786K | No change |
| EQIX Equinix Inc. | 0.08% | 972 | $773K | Add +0.5% |
| OXY Occidental Petroleum Corp. | 0.08% | 18,348 | $771K | Add +0.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.08% | 8,500 | $721K | No change |
| MU Micron Technology Inc. | 0.07% | 5,583 | $688K | Add +56.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 2,971 | $673K | Add +102.7% |
| RTX RTX Corp. | 0.06% | 4,161 | $608K | Add +1.3% |
| BSX Boston Scientific Corp. | 0.06% | 5,599 | $601K | No change |
| GBIL Goldman Sachs Access Treasur | 0.06% | 5,795 | $580K | New |
| ADBE Adobe Inc. | 0.06% | 1,492 | $577K | Reduce -53.9% |
| ADSK Autodesk Inc. | 0.05% | 1,686 | $522K | Reduce -29.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.05% | 19,402 | $471K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.05% | 18,660 | $470K | New |
| TSLA Tesla Inc. | 0.05% | 1,365 | $434K | Reduce -18.8% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 6,606 | $404K | No change |
| PANW Palo Alto Networks Inc. | 0.04% | 1,948 | $399K | Reduce -7.6% |
| IYW iShares Ustechnology ETF | 0.04% | 2,205 | $382K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.04% | 5,006 | $347K | Reduce -8.0% |
| ISRG Intuitive Surgical Inc. | 0.04% | 627 | $341K | Reduce -96.5% |
| CARR Carrier Global Corp. | 0.03% | 4,545 | $333K | No change |
| PFE Pfizer Inc. | 0.03% | 13,598 | $330K | Reduce -7.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.03% | 812 | $322K | Add +0.1% |
| TRMB Trimble Inc. | 0.03% | 3,844 | $292K | Reduce -5.0% |
| BA The Boeing Co. | 0.03% | 1,378 | $289K | Add +40.9% |
| MNDY Monday.com Ltd. | 0.03% | 837 | $263K | Reduce -50.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 494 | $251K | Reduce -37.6% |
| AMT American Tower Corp. | 0.02% | 1,047 | $231K | Add +0.9% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,398 | $228K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.02% | 664 | $225K | Add +0.3% |
| OTIS Otis Worldwide Corp. | 0.02% | 2,272 | $225K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,595 | $217K | Add +1579.0% |
| DINT Davis Select International | 0.02% | 8,275 | $214K | No change |
| INTC Intel Corp. | 0.02% | 9,244 | $207K | Reduce -10.6% |
| WMT Walmart Inc. | 0.02% | 2,079 | $203K | Add +4.0% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,540 | $198K | Reduce -4.3% |
| XYZ Block Inc. | 0.02% | 2,802 | $190K | No change |
| MDY State Street SPDR S&P Midcap | 0.02% | 334 | $189K | Add +0.3% |
| HOOD Robinhood Markets Inc. Class A | 0.02% | 2,000 | $187K | Add +33.3% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,376 | $183K | Add +6.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 740 | $175K | Add +0.4% |
| QCOM Qualcomm Inc. | 0.02% | 1,042 | $166K | Add +105.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 1,750 | $164K | No change |
| IJH iShares Core S&P Midcap ETF | 0.02% | 2,635 | $163K | Reduce -41.2% |
| OBDC Blue Owl Capital Corp. | 0.02% | 10,629 | $152K | Add +2.8% |
| GS Goldman Sachs Group Inc. | 0.02% | 214 | $152K | Reduce -41.0% |
| BX Blackstone Inc. | 0.02% | 1,002 | $150K | Reduce -2.4% |
| AMGN Amgen Inc. | 0.01% | 476 | $133K | Reduce -14.5% |
| SOXX iShares Semiconductor ETF | 0.01% | 549 | $131K | Reduce -0.9% |
| FLEX Flex Ltd. | 0.01% | 2,216 | $111K | No change |
Lines left out (1) · $17 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | 0 | $17 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $958.4M.
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 14.11% | −1.99 |
| AAPL Apple Inc. | Reduce -1.5% | 4.66% | −1.63 |
| ISRG Intuitive Surgical Inc. | Reduce -96.5% | 0.04% | −1.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 7.61% | −0.68 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -15.5% | 1.82% | −0.66 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 5.03% | −0.53 |
| SBUX Starbucks Corp. | Reduce -74.4% | 0.10% | −0.41 |
| VGT Vanguard Info Tech ETF | Reduce -3.2% | 6.87% | −0.41 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 1.82% | −0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -24.9% | 0.42% | −0.34 |
| HD Home Depot Inc. | Reduce -0.3% | 1.25% | −0.28 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.8% | 1.71% | −0.23 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 3.16% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.7% | 1.79% | −0.16 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -17.9% | 0.29% | −0.14 |
| BAC Bank of America Corp. | Reduce -0.7% | 1.34% | −0.13 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -4.0% | 1.00% | −0.11 |
| AXP American Express Co. | Reduce -3.1% | 1.44% | −0.11 |
| ADBE Adobe Inc. | Reduce -53.9% | 0.06% | −0.10 |
| MSFT Microsoft Corp. | Reduce -6.4% | 5.04% | −0.10 |
| NOW ServiceNow Inc. | Reduce -7.7% | 1.43% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.17% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 0.32% | −0.05 |
| TGT Target Corp. | Reduce -88.0% | 0.00% | −0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -3.1% | 0.16% | −0.03 |
| ADSK Autodesk Inc. | Reduce -29.4% | 0.05% | −0.03 |
| MNDY Monday.com Ltd. | Reduce -50.0% | 0.03% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.21% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.7% | 0.36% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -7.2% | 0.25% | −0.02 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.02 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.02 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -41.2% | 0.02% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -56.2% | 0.01% | −0.01 |
| MS Morgan Stanley | Reduce -93.3% | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -7.8% | 0.03% | −0.01 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.01 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.01 |
| TSLA Tesla Inc. | Reduce -18.8% | 0.05% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -37.6% | 0.03% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -41.0% | 0.02% | −0.01 |
| RDDT Reddit Inc. Class A | Reduce -67.0% | 0.01% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -74.8% | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -10.6% | 0.02% | −0.01 |
| AMGN Amgen Inc. | Reduce -14.5% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -62.0% | 0.00% | −0.01 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.01 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -8.0% | 0.04% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SHY iShares 1-3 Year Treasury Bo | New | 3.98% | +3.98 |
| IEI iShares 3-7 Year Treasury Bo | New | 3.56% | +3.56 |
| SHV iShares 0-1 Year Treasury Bo | New | 1.32% | +1.32 |
| CRM Salesforce Inc. | Add +117.6% | 1.79% | +0.77 |
| ORCL Oracle Corp. | Add +7.1% | 1.69% | +0.42 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.39% | +0.39 |
| META Meta Platforms Inc. Class A | Add +5.4% | 2.97% | +0.21 |
| GBIL Goldman Sachs Access Treasur | New | 0.06% | +0.06 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +102.7% | 0.07% | +0.04 |
| MU Micron Technology Inc. | Add +56.1% | 0.07% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +1579.0% | 0.02% | +0.02 |
| HOOD Robinhood Markets Inc. Class A | Add +33.3% | 0.02% | +0.01 |
| INTU Intuit Inc. | Add +0.1% | 0.21% | +0.01 |
| BA The Boeing Co. | Add +40.9% | 0.03% | +0.01 |
| UBER Uber Technologies Inc. | Add +2.5% | 0.17% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.01% | +0.01 |
| QCOM Qualcomm Inc. | Add +105.1% | 0.02% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +174.1% | 0.01% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.00% | +0.00 |
| JPST JPMorgan Ultra-Short Income | New | 0.00% | +0.00 |
| IEF iShares 7-10 Year Treasury B | New | 0.00% | +0.00 |
| SPG Simon Property Group Inc. | New | 0.00% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +133.0% | 0.01% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +118.8% | 0.01% | +0.00 |
| AI C3.AI Inc. Class A | New | 0.00% | +0.00 |
| XLB SS Materials Select Sector | New | 0.00% | +0.00 |
| DVY iShares Select Dividend ETF | Add +231.8% | 0.00% | +0.00 |
| MUB iShares National Muni Bond E | New | 0.00% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +97.4% | 0.01% | +0.00 |
| JMBS Janus Henderson Mortg Backed | New | 0.00% | +0.00 |
| OSCR Oscar Health Inc. Class A | New | 0.00% | +0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.00% | +0.00 |
| DTD Wisdomtree US Total Dividend | New | 0.00% | +0.00 |
| PSI Invesco Semiconductors ETF | New | 0.00% | +0.00 |
| MO Altria Group Inc. | New | 0.00% | +0.00 |
| VDC Vanguard Consumer Staple ETF | New | 0.00% | +0.00 |
| IMCV iShares Morningstar Mid-Cap | New | 0.00% | +0.00 |
| XLRE SS Real Estate Select Sector | New | 0.00% | +0.00 |
| BIP Brookfield Infrastructure Pa | New | 0.00% | +0.00 |
| PSR Invesco Active US Real Estat | New | 0.00% | +0.00 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.00% | +0.00 |
| PULS Pgim Ultra Short Bond ETF | New | 0.00% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | New | 0.00% | +0.00 |
| BBLU Ea Bridgeway Blue Chip ETF | New | 0.00% | +0.00 |
| EPD Enterprise Products Partners | New | 0.00% | +0.00 |
| FVD First Trust Value Line DVD | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | New | 0 | $17 |
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 |