Silicon Valley Capital Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Silicon Valley Capital Partners reported 264 stock positions worth $1.1 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.3%) and Vanguard Info Tech ETF (VGT, 6.5%). Compared with Q3 2025, it opened 22 new positions, sold out of 38, added to 114 and reduced 46. The biggest buy was Nvidia (NVDA, shares +17%) and the biggest sale Alphabet Class A (GOOGL, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001398344-26-003141 ↗ filed Feb 13, 2026
Holdings Value
Holdings 264 stocks · $1.1B
| SPY SS SPDR S&P 500 ETF Trust-US | 13.42% | 216,220 | $147.4M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 7.30% | 130,592 | $80.2M | Reduce -0.8% |
| VGT Vanguard Info Tech ETF | 6.48% | 94,410 | $71.2M | Reduce -2.2% |
| NVDA Nvidia Corp. | 6.01% | 354,193 | $66.1M | Add +17.5% |
| MSFT Microsoft Corp. | 5.89% | 133,833 | $64.7M | Add +21.6% |
| AAPL Apple Inc. | 5.16% | 208,414 | $56.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 4.98% | 174,716 | $54.7M | Reduce -36.7% |
| SHY iShares 1-3 Year Treasury Bo | 4.01% | 532,285 | $44.1M | Add +4.9% |
| AMZN Amazon.com Inc. | 3.75% | 178,619 | $41.2M | Add +11.2% |
| META Meta Platforms Inc. Class A | 3.74% | 62,342 | $41.2M | Add +30.4% |
| IEI iShares 3-7 Year Treasury Bo | 3.56% | 327,652 | $39.1M | Add +4.7% |
| IVW iShares S&P 500 Growth ETF | 3.07% | 273,529 | $33.7M | Reduce -0.4% |
| AVGO Broadcom Inc. | 2.31% | 73,292 | $25.4M | Add +3.2% |
| AMD Advanced Micro Devices | 2.11% | 108,302 | $23.2M | Add +5.4% |
| CRM Salesforce Inc. | 2.04% | 84,483 | $22.4M | Add +6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.76% | 39,540 | $19.3M | Add +2.0% |
| LLY Eli Lilly & Co. | 1.73% | 17,712 | $19.0M | Reduce -9.7% |
| GSLC Goldman Activebeta US LC ETF | 1.63% | 135,408 | $17.9M | Reduce -0.3% |
| NOW ServiceNow Inc. | 1.52% | 109,117 | $16.7M | Add +5.7% |
| ORCL Oracle Corp. | 1.50% | 84,742 | $16.5M | Add +8.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.45% | 289,138 | $15.9M | Add +0.2% |
| COST Costco Wholesale Corp. | 1.43% | 18,271 | $15.8M | Add +6.6% |
| SHV iShares 0-1 Year Treasury Bo | 1.32% | 131,982 | $14.5M | Add +3.9% |
| AXP American Express Co. | 1.28% | 37,950 | $14.0M | Reduce -2.8% |
| USB US Bancorp | 1.23% | 253,214 | $13.5M | Add +2.2% |
| SPGP Invesco S&P 500 Garp ETF | 1.22% | 118,131 | $13.5M | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 1.01% | 92,331 | $11.1M | Reduce -0.5% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.93% | 111,267 | $10.2M | Reduce -2.7% |
| APD Air Products & Chemicals Inc. | 0.88% | 39,312 | $9.7M | Add +10.4% |
| HD Home Depot Inc. | 0.75% | 24,101 | $8.3M | Add +2.5% |
| ISRG Intuitive Surgical Inc. | 0.42% | 8,145 | $4.6M | Add +15.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.35% | 9,314 | $3.8M | Reduce -0.4% |
| RBLX Roblox Corp. Class A | 0.33% | 44,667 | $3.6M | No change |
| JPM JPMorgan Chase & Co. | 0.32% | 10,887 | $3.5M | Add +13.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 6,716 | $3.4M | Reduce -11.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 30,861 | $2.8M | Reduce -2.6% |
| MRVL Marvell Technology Inc. | 0.25% | 32,212 | $2.7M | Add +3.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.23% | 17,775 | $2.5M | Reduce -11.0% |
| GOOG Alphabet Inc. Class C | 0.21% | 7,356 | $2.3M | Reduce -40.3% |
| JNJ Johnson & Johnson | 0.18% | 9,699 | $2.0M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.18% | 26,046 | $2.0M | Add +21.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 6,239 | $1.8M | Reduce -0.5% |
| MU Micron Technology Inc. | 0.16% | 6,138 | $1.8M | Add +20.7% |
| INTU Intuit Inc. | 0.16% | 2,623 | $1.7M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.13% | 3,016 | $1.4M | Reduce -0.5% |
| V Visa Inc. Class A | 0.12% | 3,764 | $1.3M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,871 | $1.3M | Add +0.3% |
| CVX Chevron Corp. | 0.11% | 8,101 | $1.2M | Add +12.9% |
| UBER Uber Technologies Inc. | 0.10% | 13,726 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.09% | 1,719 | $982K | Add +0.1% |
| ANET Arista Networks Inc. | 0.09% | 7,400 | $970K | Add +15.6% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,532 | $961K | Reduce -7.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,098 | $942K | Add +94.0% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 4,742 | $843K | Reduce -17.4% |
| RTX RTX Corp. | 0.07% | 4,175 | $766K | Add +0.0% |
| LMT Lockheed Martin Corp. | 0.07% | 1,533 | $741K | Reduce -0.7% |
| GBIL Goldman Sachs Access Treasur | 0.07% | 7,308 | $730K | Add +32.4% |
| EQIX Equinix Inc. | 0.07% | 950 | $728K | Reduce -0.7% |
| NFLX Netflix Inc. | 0.06% | 7,520 | $705K | Add +11.9% |
| UNH Unitedhealth Group Inc. | 0.06% | 2,009 | $663K | Reduce -44.0% |
| INTC Intel Corp. | 0.06% | 17,744 | $655K | Add +92.0% |
| HOOD Robinhood Markets Inc. Class A | 0.06% | 5,500 | $622K | Add +120.0% |
| TSLA Tesla Inc. | 0.05% | 1,313 | $591K | Add +24.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 8,500 | $581K | No change |
| SBUX Starbucks Corp. | 0.05% | 6,515 | $549K | Reduce -19.7% |
| BSX Boston Scientific Corp. | 0.05% | 5,599 | $534K | Reduce -1.4% |
| ADBE Adobe Inc. | 0.05% | 1,468 | $514K | Reduce -1.1% |
| ADSK Autodesk Inc. | 0.05% | 1,686 | $499K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 19,883 | $482K | Add +1.4% |
| PANW Palo Alto Networks Inc. | 0.04% | 2,448 | $451K | Add +25.7% |
| IYW iShares Ustechnology ETF | 0.04% | 2,206 | $441K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.04% | 481 | $423K | Add +167.2% |
| CSCO Cisco Systems Inc. | 0.04% | 5,184 | $399K | Add +0.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.03% | 814 | $362K | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 694 | $325K | Add +40.5% |
| STT State Street Corp. | 0.03% | 2,451 | $316K | Add +0.7% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 6,106 | $303K | Add +32.6% |
| TRMB Trimble Inc. | 0.03% | 3,844 | $301K | No change |
| BA The Boeing Co. | 0.02% | 1,178 | $256K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,414 | $253K | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.02% | 667 | $249K | Add +0.3% |
| CARR Carrier Global Corp. | 0.02% | 4,545 | $240K | No change |
| DINT Davis Select International | 0.02% | 8,412 | $240K | Add +1.7% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,554 | $220K | Add +0.9% |
| SNOW Snowflake Inc. | 0.02% | 1,000 | $219K | New |
| WMT Walmart Inc. | 0.02% | 1,891 | $211K | Reduce -6.6% |
| MDY State Street SPDR S&P Midcap | 0.02% | 336 | $203K | Add +0.3% |
| OTIS Otis Worldwide Corp. | 0.02% | 2,272 | $198K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 747 | $193K | Add +0.7% |
| GLD SPDR Gold Shares | 0.02% | 482 | $191K | Reduce -5.9% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,316 | $189K | Add +0.6% |
| PFE Pfizer Inc. | 0.02% | 7,362 | $183K | Reduce -19.1% |
| ADI Analog Devices Inc. | 0.02% | 645 | $175K | Add +123.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 1,304 | $172K | Add +0.6% |
| SOXX iShares Semiconductor ETF | 0.02% | 551 | $166K | Add +0.2% |
| BE Bloom Energy Corp. Class A | 0.01% | 1,900 | $165K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 1,941 | $163K | Add +1.6% |
| AMGN Amgen Inc. | 0.01% | 484 | $158K | Add +0.8% |
| WFC Wells Fargo & Co. | 0.01% | 1,680 | $157K | Add +43.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.01% | 1,955 | $149K | Add +11.7% |
Lines left out (1) · $2 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MDT Medtronic PLC | 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 Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Reduce -36.7% | 4.98% | −1.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 13.42% | −0.33 |
| VGT Vanguard Info Tech ETF | Reduce -2.2% | 6.48% | −0.32 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 7.30% | −0.16 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -8.1% | 1.22% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -40.3% | 0.21% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 3.07% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -44.0% | 0.06% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.2% | 0.31% | −0.05 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.3% | 1.63% | −0.04 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -2.7% | 0.93% | −0.04 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -11.0% | 0.23% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.4% | 0.08% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.6% | 0.26% | −0.02 |
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -19.7% | 0.05% | −0.01 |
| XYZ Block Inc. | Reduce -57.1% | 0.01% | −0.01 |
| MNDY Monday.com Ltd. | Reduce -58.0% | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -7.8% | 0.09% | −0.01 |
| BX Blackstone Inc. | Reduce -40.9% | 0.01% | −0.01 |
| V Visa Inc. Class A | Reduce -3.9% | 0.12% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -19.1% | 0.02% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.4% | 0.35% | −0.01 |
| IJAN Innovator International Deve | Sold out | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.00 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.00 |
| EQIX Equinix Inc. | Reduce -0.7% | 0.07% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -28.9% | 0.01% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.13% | −0.00 |
| BMI Badger Meter Inc. | Sold out | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -35.5% | 0.01% | −0.00 |
| BIDD iShares International Divide | Sold out | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -1.4% | 0.05% | −0.00 |
| NJAN Innovator Growth 100 Power B | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.05% | −0.00 |
| KJAN Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -80.0% | 0.00% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -63.2% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -12.5% | 0.01% | −0.00 |
| CWST Casella Waste Systems Inc. Class A | Reduce -52.5% | 0.00% | −0.00 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Sold out | 0.00% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.00 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.00 |
| EJAN Innovator Emerging Markets P | Sold out | 0.00% | −0.00 |
| EMBD Global X Emerging Markets BD | Sold out | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.00 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Add +17.5% | 6.01% | +0.71 |
| AMD Advanced Micro Devices | Add +5.4% | 2.11% | +0.54 |
| MSFT Microsoft Corp. | Add +21.6% | 5.89% | +0.52 |
| META Meta Platforms Inc. Class A | Add +30.4% | 3.74% | +0.43 |
| AMZN Amazon.com Inc. | Add +11.2% | 3.75% | +0.43 |
| CRM Salesforce Inc. | Add +6.3% | 2.04% | +0.26 |
| AAPL Apple Inc. | Add +0.0% | 5.16% | +0.15 |
| ISRG Intuitive Surgical Inc. | Add +15.1% | 0.42% | +0.12 |
| USB US Bancorp | Add +2.2% | 1.23% | +0.10 |
| AVGO Broadcom Inc. | Add +3.2% | 2.31% | +0.10 |
| MU Micron Technology Inc. | Add +20.7% | 0.16% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +94.0% | 0.09% | +0.04 |
| BAC Bank of America Corp. | Add +0.2% | 1.45% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +4.9% | 4.01% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +13.7% | 0.32% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +4.7% | 3.56% | +0.03 |
| INTC Intel Corp. | Add +92.0% | 0.06% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +21.7% | 0.18% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +167.2% | 0.04% | +0.02 |
| HOOD Robinhood Markets Inc. Class A | Add +120.0% | 0.06% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| BE Bloom Energy Corp. Class A | New | 0.01% | +0.01 |
| GBIL Goldman Sachs Access Treasur | Add +32.4% | 0.07% | +0.01 |
| JNJ Johnson & Johnson | Add +0.1% | 0.18% | +0.01 |
| SNDK Sandisk Corp. | New | 0.01% | +0.01 |
| RDDT Reddit Inc. Class A | New | 0.01% | +0.01 |
| CRDO Credo Technology Group Holdi | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +24.8% | 0.05% | +0.01 |
| ADI Analog Devices Inc. | Add +123.2% | 0.02% | +0.01 |
| GEV GE Vernova Inc. | Add +277.8% | 0.01% | +0.01 |
| SPOT Spotify Technology SA | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +12.9% | 0.11% | +0.01 |
| CRWV Coreweave Inc. Class A | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +40.5% | 0.03% | +0.01 |
| SMA Smartstop Self Storage REIT | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +43.1% | 0.01% | +0.01 |
| OKLO Oklo Inc. | Add +0.0% | 0.00% | +0.00 |
| ALAB Astera Labs Inc. | New | 0.00% | +0.00 |
| ETHA iShares Ethereum Trust ETF | Add +573.1% | 0.00% | +0.00 |
| RTX RTX Corp. | Add +0.0% | 0.07% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +25.7% | 0.04% | +0.00 |
| TOST Toast Inc. Class A | New | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.04% | +0.00 |
| VRT Vertiv Holdings Co. Class A | New | 0.00% | +0.00 |
| STT State Street Corp. | Add +0.7% | 0.03% | +0.00 |
| WULF Terawulf Inc. | New | 0.00% | +0.00 |
| NBIS Nebius Group NV | New | 0.00% | +0.00 |
| BAM Brookfield Asset Mgmt-A | New | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +3.3% | 0.25% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.0% | 1.76% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | Sold out | 0 | $18before exit |
| MDT Medtronic PLC | SHS | Reduce -100.0% | 0 | $2 |
| LAC Lithium Americas Corp. | COM SHS | Sold out | 0 | $2before exit |
| RR Richtech Robotics Inc. Class B | CL B | 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 |