Silicon Valley Capital Partners
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Silicon Valley Capital Partners reported 279 stock positions worth $1.1 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.5%) and Vanguard Info Tech ETF (VGT, 6.8%). Compared with Q2 2025, it opened 53 new positions, sold out of 76, added to 82 and reduced 71. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Amazon.com (AMZN, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001398344-25-021002 ↗ filed Nov 17, 2025
Holdings Value
Holdings 279 stocks · $1.1B
| SPY SS SPDR S&P 500 ETF Trust-US | 13.74% | 218,767 | $145.7M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 7.46% | 131,679 | $79.1M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 6.80% | 96,553 | $72.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 6.33% | 275,947 | $67.1M | Add +0.8% |
| MSFT Microsoft Corp. | 5.37% | 110,012 | $57.0M | Add +13.3% |
| NVDA Nvidia Corp. | 5.30% | 301,515 | $56.3M | Reduce -1.6% |
| AAPL Apple Inc. | 5.00% | 208,337 | $53.0M | Reduce -4.3% |
| SHY iShares 1-3 Year Treasury Bo | 3.97% | 507,541 | $42.1M | Add +10.4% |
| IEI iShares 3-7 Year Treasury Bo | 3.53% | 313,006 | $37.4M | Add +9.3% |
| AMZN Amazon.com Inc. | 3.33% | 160,587 | $35.3M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 3.31% | 47,828 | $35.1M | Add +24.1% |
| IVW iShares S&P 500 Growth ETF | 3.13% | 274,693 | $33.2M | Reduce -0.0% |
| AVGO Broadcom Inc. | 2.21% | 71,012 | $23.4M | Reduce -7.3% |
| ORCL Oracle Corp. | 2.07% | 78,151 | $22.0M | Add +5.4% |
| NOW ServiceNow Inc. | 1.79% | 20,654 | $19.0M | Add +55.3% |
| CRM Salesforce Inc. | 1.78% | 79,466 | $18.8M | Add +26.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.75% | 38,770 | $18.6M | Reduce -0.7% |
| GSLC Goldman Activebeta US LC ETF | 1.67% | 135,842 | $17.7M | Add +0.8% |
| AMD Advanced Micro Devices | 1.57% | 102,752 | $16.6M | Reduce -20.0% |
| COST Costco Wholesale Corp. | 1.50% | 17,141 | $15.9M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 1.41% | 19,620 | $15.0M | Add +8.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.40% | 288,687 | $14.9M | Add +6.3% |
| SPGP Invesco S&P 500 Garp ETF | 1.38% | 128,471 | $14.6M | Reduce -20.9% |
| SHV iShares 0-1 Year Treasury Bo | 1.32% | 127,061 | $14.0M | Add +10.6% |
| AXP American Express Co. | 1.22% | 39,042 | $13.0M | Reduce -9.7% |
| USB US Bancorp | 1.13% | 247,765 | $12.0M | Reduce -9.8% |
| XOM Exxon Mobil Corp. | 0.99% | 92,809 | $10.5M | Add +11.0% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.96% | 114,395 | $10.2M | Reduce -4.5% |
| APD Air Products & Chemicals Inc. | 0.92% | 35,593 | $9.7M | Reduce -11.2% |
| HD Home Depot Inc. | 0.90% | 23,522 | $9.5M | Reduce -28.1% |
| RBLX Roblox Corp. Class A | 0.58% | 44,667 | $6.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 7,563 | $3.8M | Reduce -9.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.35% | 9,355 | $3.8M | Reduce -0.0% |
| ISRG Intuitive Surgical Inc. | 0.30% | 7,077 | $3.2M | Add +1028.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 9,578 | $3.0M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 0.28% | 12,323 | $3.0M | Add +6.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 31,688 | $2.9M | Reduce -22.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.26% | 19,981 | $2.8M | Reduce -5.7% |
| MRVL Marvell Technology Inc. | 0.25% | 31,191 | $2.6M | Add +0.1% |
| JNJ Johnson & Johnson | 0.17% | 9,694 | $1.8M | Reduce -7.5% |
| INTU Intuit Inc. | 0.17% | 2,619 | $1.8M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 6,268 | $1.8M | Add +4954.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.15% | 21,395 | $1.6M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.13% | 3,032 | $1.4M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.13% | 13,726 | $1.3M | Reduce -19.3% |
| V Visa Inc. Class A | 0.13% | 3,917 | $1.3M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,865 | $1.2M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.12% | 3,591 | $1.2M | Reduce -11.2% |
| CVX Chevron Corp. | 0.11% | 7,176 | $1.1M | Reduce -7.2% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 5,742 | $1.0M | Add +260.0% |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,661 | $1.0M | Reduce -26.5% |
| MA Mastercard Inc. Class A | 0.09% | 1,717 | $977K | Add +1.1% |
| ANET Arista Networks Inc. | 0.09% | 6,400 | $933K | Reduce -16.7% |
| MU Micron Technology Inc. | 0.08% | 5,086 | $851K | Reduce -8.9% |
| NFLX Netflix Inc. | 0.08% | 672 | $806K | Add +1.4% |
| LMT Lockheed Martin Corp. | 0.07% | 1,544 | $771K | Add +559.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 8,500 | $763K | No change |
| EQIX Equinix Inc. | 0.07% | 957 | $750K | Reduce -1.5% |
| RTX RTX Corp. | 0.07% | 4,174 | $698K | Add +0.3% |
| SBUX Starbucks Corp. | 0.06% | 8,113 | $686K | Reduce -20.9% |
| BSX Boston Scientific Corp. | 0.05% | 5,676 | $554K | Add +1.4% |
| GBIL Goldman Sachs Access Treasur | 0.05% | 5,518 | $553K | Reduce -4.8% |
| ADSK Autodesk Inc. | 0.05% | 1,686 | $536K | No change |
| ADBE Adobe Inc. | 0.05% | 1,484 | $524K | Reduce -0.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 19,607 | $476K | Add +1.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.04% | 18,857 | $475K | Add +1.1% |
| TSLA Tesla Inc. | 0.04% | 1,052 | $468K | Reduce -22.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,597 | $446K | Reduce -46.3% |
| IYW iShares Ustechnology ETF | 0.04% | 2,205 | $432K | No change |
| PANW Palo Alto Networks Inc. | 0.04% | 1,948 | $397K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 2,500 | $358K | Add +25.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.03% | 813 | $354K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.03% | 5,154 | $353K | Add +3.0% |
| TRMB Trimble Inc. | 0.03% | 3,844 | $314K | No change |
| INTC Intel Corp. | 0.03% | 9,244 | $310K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 4,606 | $299K | Reduce -30.3% |
| STT State Street Corp. | 0.03% | 2,433 | $282K | New |
| CARR Carrier Global Corp. | 0.03% | 4,545 | $271K | No change |
| BA The Boeing Co. | 0.02% | 1,178 | $254K | Reduce -14.5% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,407 | $247K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.02% | 665 | $243K | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 494 | $242K | No change |
| PFE Pfizer Inc. | 0.02% | 9,101 | $232K | Reduce -33.1% |
| DINT Davis Select International | 0.02% | 8,275 | $232K | No change |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,540 | $213K | No change |
| WMT Walmart Inc. | 0.02% | 2,025 | $209K | Reduce -2.6% |
| OTIS Otis Worldwide Corp. | 0.02% | 2,272 | $208K | No change |
| XYZ Block Inc. | 0.02% | 2,802 | $203K | No change |
| MDY State Street SPDR S&P Midcap | 0.02% | 335 | $200K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 742 | $189K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,308 | $184K | Reduce -4.9% |
| GLD SPDR Gold Shares | 0.02% | 512 | $182K | Add +86.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 1,750 | $175K | No change |
| PJAN Innovator U.S. Equity Power | 0.02% | 3,810 | $174K | New |
| BX Blackstone Inc. | 0.02% | 997 | $170K | Reduce -0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 1,296 | $168K | New |
| MNDY Monday.com Ltd. | 0.02% | 837 | $162K | No change |
| VCIT Vanguard Int-Term Corporate | 0.02% | 1,911 | $161K | New |
| SOXX iShares Semiconductor ETF | 0.01% | 550 | $149K | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.01% | 180 | $143K | Reduce -15.9% |
Lines left out (3) · $52 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| OKLO Oklo Inc. | COM CL A | 0 | $32 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | 0 | $18 |
| LAC Lithium Americas Corp. | COM SHS | 0 | $2 |
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: $1.1B.
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -3.9% | 3.33% | −0.50 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -20.9% | 1.38% | −0.45 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 13.74% | −0.37 |
| HD Home Depot Inc. | Reduce -28.1% | 0.90% | −0.35 |
| AMD Advanced Micro Devices | Reduce -20.0% | 1.57% | −0.33 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 1.50% | −0.32 |
| APD Air Products & Chemicals Inc. | Reduce -11.2% | 0.92% | −0.26 |
| AXP American Express Co. | Reduce -9.7% | 1.22% | −0.22 |
| USB US Bancorp | Reduce -9.8% | 1.13% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 7.46% | −0.16 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -22.5% | 0.27% | −0.12 |
| OXY Occidental Petroleum Corp. | Reduce -86.7% | 0.01% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -2.7% | 6.80% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.5% | 0.36% | −0.07 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -4.5% | 0.96% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -19.3% | 0.13% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -26.5% | 0.10% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -9.6% | 0.28% | −0.04 |
| SBUX Starbucks Corp. | Reduce -20.9% | 0.06% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 1.75% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -5.7% | 0.26% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.0% | 3.13% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -46.3% | 0.04% | −0.03 |
| AMT American Tower Corp. | Reduce -95.8% | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -11.2% | 0.12% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -30.3% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -33.1% | 0.02% | −0.01 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.05% | −0.01 |
| CVX Chevron Corp. | Reduce -7.2% | 0.11% | −0.01 |
| EQIX Equinix Inc. | Reduce -1.5% | 0.07% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -50.8% | 0.01% | −0.01 |
| GBIL Goldman Sachs Access Treasur | Reduce -4.8% | 0.05% | −0.01 |
| NKE Nike Inc. Class B | Reduce -97.4% | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -35.6% | 0.01% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -83.4% | 0.00% | −0.01 |
| PM Philip Morris International | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -14.5% | 0.02% | −0.01 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -63.5% | 0.00% | −0.01 |
| PODD Insulet Corp. | Reduce -75.6% | 0.00% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.00 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -48.7% | 0.00% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -56.6% | 0.00% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Reduce -80.2% | 0.00% | −0.00 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.00 |
| DVY iShares Select Dividend ETF | Reduce -69.9% | 0.00% | −0.00 |
| AI C3.AI Inc. Class A | Sold out | 0.00% | −0.00 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.0% | 0.35% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.8% | 6.33% | +1.29 |
| ORCL Oracle Corp. | Add +5.4% | 2.07% | +0.38 |
| NOW ServiceNow Inc. | Add +55.3% | 1.79% | +0.37 |
| META Meta Platforms Inc. Class A | Add +24.1% | 3.31% | +0.34 |
| MSFT Microsoft Corp. | Add +13.3% | 5.37% | +0.34 |
| ISRG Intuitive Surgical Inc. | Add +1028.7% | 0.30% | +0.26 |
| IBM Intl Business Machines Corp. | Add +4954.8% | 0.17% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +260.0% | 0.10% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +6.1% | 0.28% | +0.07 |
| BAC Bank of America Corp. | Add +6.3% | 1.40% | +0.06 |
| LMT Lockheed Martin Corp. | Add +559.8% | 0.07% | +0.06 |
| XOM Exxon Mobil Corp. | Add +11.0% | 0.99% | +0.05 |
| STT State Street Corp. | New | 0.03% | +0.03 |
| PJAN Innovator U.S. Equity Power | New | 0.02% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | New | 0.02% | +0.02 |
| HOOD Robinhood Markets Inc. Class A | Add +25.0% | 0.03% | +0.01 |
| GLD SPDR Gold Shares | Add +86.2% | 0.02% | +0.01 |
| QBTS D-Wave Quantum Inc. | New | 0.01% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.01% | +0.01 |
| IJAN Innovator International Deve | New | 0.01% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.00% | +0.00 |
| ILCV iShares Morningstar Value Et | New | 0.00% | +0.00 |
| HIMS Hims & Hers Health Inc. | New | 0.00% | +0.00 |
| NJAN Innovator Growth 100 Power B | New | 0.00% | +0.00 |
| BTC Grayscale Bitcoin Mini ETF | Add +215.3% | 0.00% | +0.00 |
| TPL Texas Pacific Land Corp. | New | 0.00% | +0.00 |
| CAT Caterpillar Inc. | Add +27.3% | 0.01% | +0.00 |
| KJAN Innovator U.S. Small Cap Pow | New | 0.00% | +0.00 |
| RTX RTX Corp. | Add +0.3% | 0.07% | +0.00 |
| FIG Figma Inc. Class A | New | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | Add +160.5% | 0.00% | +0.00 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.00% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +17400.0% | 0.00% | +0.00 |
| TT Trane Technologies PLC | New | 0.00% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.00% | +0.00 |
| EJAN Innovator Emerging Markets P | New | 0.00% | +0.00 |
| IGV iShares Expanded Tech-Softwa | New | 0.00% | +0.00 |
| PHYS Sprott Physical Gold Trust | New | 0.00% | +0.00 |
| EMBD Global X Emerging Markets BD | New | 0.00% | +0.00 |
| XLV SS Health Care Select Sector | New | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| MS Morgan Stanley | Add +101.5% | 0.00% | +0.00 |
| SOFI Sofi Technologies Inc. | New | 0.00% | +0.00 |
| ETHA iShares Ethereum Trust ETF | New | 0.00% | +0.00 |
| FDN First Trust DJ Internet Ind | New | 0.00% | +0.00 |
| SHEL Shell PLC-ADR | New | 0.00% | +0.00 |
| TEM Tempus AI Inc. Class A | New | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | New | 0.00% | +0.00 |
| TEL Te Connectivity PLC | Add +0.4% | 0.01% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| OKLO Oklo Inc. | COM CL A | New | 0 | $32 |
| LAC Lithium Americas Corp. | COM SHS | New | 0 | $2 |
| RR Richtech Robotics Inc. Class B | CL B | New | 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 |