Silicon Valley Capital Partners
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 19, 2026), Silicon Valley Capital Partners reported 453 stock positions worth $1.0 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.3%) and Vanguard Info Tech ETF (VGT, 6.6%). Compared with Q4 2025, it opened 198 new positions, sold out of 10, added to 121 and reduced 50. The biggest buy was Schwab (charles) (SCHW, shares +135349%) and the biggest sale Salesforce (CRM, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001673633
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0001398344-26-009415 ↗ filed May 19, 2026
Holdings Value
Holdings 453 stocks · $1.0B
| SPY SS SPDR S&P 500 ETF Trust-US | 13.49% | 211,671 | $137.7M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 7.33% | 129,646 | $74.8M | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 6.55% | 95,830 | $66.9M | Add +1.5% |
| NVDA Nvidia Corp. | 6.38% | 373,375 | $65.1M | Add +5.4% |
| MSFT Microsoft Corp. | 5.29% | 145,756 | $54.0M | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 5.28% | 187,453 | $53.9M | Add +7.3% |
| AAPL Apple Inc. | 5.07% | 204,015 | $51.8M | Reduce -2.1% |
| SHY iShares 1-3 Year Treasury Bo | 4.14% | 511,999 | $42.3M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 3.68% | 65,685 | $37.6M | Add +5.4% |
| IEI iShares 3-7 Year Treasury Bo | 3.67% | 315,584 | $37.4M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 3.40% | 166,536 | $34.7M | Reduce -6.8% |
| AVGO Broadcom Inc. | 3.37% | 111,138 | $34.4M | Add +51.6% |
| IVW iShares S&P 500 Growth ETF | 3.01% | 271,722 | $30.7M | Reduce -0.7% |
| AMD Advanced Micro Devices | 2.26% | 113,591 | $23.1M | Add +4.9% |
| ORCL Oracle Corp. | 2.11% | 146,150 | $21.5M | Add +72.5% |
| NOW ServiceNow Inc. | 1.73% | 169,336 | $17.7M | Add +55.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.70% | 39,825 | $17.4M | Add +0.7% |
| GSLC Goldman Activebeta US LC ETF | 1.61% | 131,175 | $16.4M | Reduce -3.1% |
| SHV iShares 0-1 Year Treasury Bo | 1.39% | 128,263 | $14.2M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 1.17% | 13,009 | $12.0M | Reduce -26.6% |
| COST Costco Wholesale Corp. | 1.17% | 11,972 | $11.9M | Reduce -34.5% |
| SCHW Schwab (charles) Corp. | 1.16% | 125,968 | $11.8M | Add +135349.5% |
| SPGP Invesco S&P 500 Garp ETF | 1.14% | 108,457 | $11.7M | Reduce -8.2% |
| AXP American Express Co. | 1.07% | 36,115 | $10.9M | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 1.06% | 37,399 | $10.9M | Reduce -4.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 212,293 | $10.3M | Reduce -26.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.92% | 111,089 | $9.4M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.91% | 34,271 | $9.3M | Add +1605.9% |
| SNOW Snowflake Inc. | 0.80% | 53,879 | $8.1M | Add +5287.9% |
| AMCR Amcor PLC | 0.73% | 187,144 | $7.4M | New |
| ISRG Intuitive Surgical Inc. | 0.42% | 9,234 | $4.3M | Add +13.4% |
| USB US Bancorp | 0.37% | 72,890 | $3.8M | Reduce -71.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.34% | 9,324 | $3.4M | Add +0.1% |
| MRVL Marvell Technology Inc. | 0.31% | 32,235 | $3.2M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 6,373 | $3.1M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 0.29% | 10,215 | $2.9M | Add +38.9% |
| XOM Exxon Mobil Corp. | 0.27% | 15,991 | $2.7M | Reduce -82.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 29,550 | $2.7M | Reduce -4.3% |
| JNJ Johnson & Johnson | 0.23% | 9,659 | $2.4M | Reduce -0.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.22% | 15,499 | $2.2M | Reduce -12.8% |
| MU Micron Technology Inc. | 0.22% | 6,578 | $2.2M | Add +7.2% |
| HD Home Depot Inc. | 0.19% | 5,746 | $1.9M | Reduce -76.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 7,707 | $1.9M | Add +23.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.18% | 24,203 | $1.8M | Reduce -7.1% |
| RBLX Roblox Corp. Class A | 0.17% | 31,155 | $1.8M | Reduce -30.3% |
| JPM JPMorgan Chase & Co. | 0.13% | 4,528 | $1.3M | Reduce -58.4% |
| CRM Salesforce Inc. | 0.13% | 6,913 | $1.3M | Reduce -91.8% |
| IWF iShares Russell 1000 Growth | 0.13% | 3,018 | $1.3M | Add +0.1% |
| V Visa Inc. Class A | 0.12% | 4,166 | $1.3M | Add +10.7% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,804 | $1.2M | Reduce -3.6% |
| INTU Intuit Inc. | 0.11% | 2,629 | $1.1M | Add +0.2% |
| UBER Uber Technologies Inc. | 0.10% | 13,758 | $990K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,613 | $964K | Add +5.3% |
| EQIX Equinix Inc. | 0.09% | 956 | $937K | Add +0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 6,003 | $878K | Add +26.6% |
| MA Mastercard Inc. Class A | 0.09% | 1,739 | $869K | Add +1.2% |
| RTX RTX Corp. | 0.08% | 4,356 | $840K | Add +4.3% |
| LMT Lockheed Martin Corp. | 0.08% | 1,336 | $807K | Reduce -12.8% |
| ANET Arista Networks Inc. | 0.08% | 6,435 | $790K | Reduce -13.0% |
| NFLX Netflix Inc. | 0.07% | 7,803 | $750K | Add +3.8% |
| GBIL Goldman Sachs Access Treasur | 0.07% | 7,093 | $711K | Reduce -2.9% |
| INTC Intel Corp. | 0.07% | 15,766 | $696K | Reduce -11.2% |
| TSLA Tesla Inc. | 0.06% | 1,612 | $599K | Add +22.8% |
| EWY iShares MSCI South Korea ETF | 0.05% | 4,000 | $492K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.05% | 20,018 | $485K | Add +0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,153 | $450K | Add +66.1% |
| SBUX Starbucks Corp. | 0.04% | 4,673 | $419K | Reduce -28.3% |
| PANW Palo Alto Networks Inc. | 0.04% | 2,566 | $411K | Add +4.8% |
| ADSK Autodesk Inc. | 0.04% | 1,686 | $404K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 2,207 | $400K | Add +0.1% |
| HOOD Robinhood Markets Inc. Class A | 0.04% | 5,500 | $381K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 4,909 | $381K | Reduce -5.3% |
| CAT Caterpillar Inc. | 0.04% | 509 | $361K | Add +165.1% |
| WMT Walmart Inc. | 0.04% | 2,889 | $359K | Add +52.8% |
| BSX Boston Scientific Corp. | 0.03% | 5,625 | $353K | Add +0.5% |
| GEV GE Vernova Inc. | 0.03% | 404 | $353K | Add +98.0% |
| BA The Boeing Co. | 0.03% | 1,678 | $334K | Add +42.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.03% | 815 | $332K | Add +0.1% |
| EW Edwards Lifesciences Corp. | 0.03% | 3,952 | $316K | New |
| STT State Street Corp. | 0.03% | 2,467 | $312K | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 919 | $295K | New |
| LRCX Lam Research Corp. | 0.03% | 1,294 | $276K | Add +426.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.03% | 5,050 | $266K | Reduce -40.6% |
| CARR Carrier Global Corp. | 0.03% | 4,545 | $256K | No change |
| TRMB Trimble Inc. | 0.02% | 3,844 | $251K | No change |
| CVX Chevron Corp. | 0.02% | 1,196 | $247K | Reduce -85.2% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,422 | $243K | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.02% | 669 | $239K | Add +0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 6,106 | $235K | No change |
| ADBE Adobe Inc. | 0.02% | 953 | $232K | Reduce -35.1% |
| DINT Davis Select International | 0.02% | 8,412 | $226K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 660 | $223K | Reduce -78.7% |
| AMAT Applied Materials Inc. | 0.02% | 649 | $222K | Add +353.9% |
| GLD SPDR Gold Shares | 0.02% | 512 | $220K | Add +6.2% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,554 | $215K | No change |
| ADI Analog Devices Inc. | 0.02% | 672 | $214K | Add +4.2% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,424 | $211K | Add +8.2% |
| MDY State Street SPDR S&P Midcap | 0.02% | 337 | $208K | Add +0.3% |
| PFE Pfizer Inc. | 0.02% | 7,397 | $208K | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 750 | $196K | Add +0.4% |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| STE Steris PLC | SHS USD | 0 | $1 |
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: $1.0B.
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Reduce -91.8% | 0.13% | −1.91 |
| USB US Bancorp | Reduce -71.2% | 0.37% | −0.86 |
| XOM Exxon Mobil Corp. | Reduce -82.7% | 0.27% | −0.75 |
| HD Home Depot Inc. | Reduce -76.2% | 0.19% | −0.57 |
| LLY Eli Lilly & Co. | Reduce -26.6% | 1.17% | −0.56 |
| BAC Bank of America Corp. | Reduce -26.6% | 1.01% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -6.8% | 3.40% | −0.35 |
| COST Costco Wholesale Corp. | Reduce -34.5% | 1.17% | −0.26 |
| AXP American Express Co. | Reduce -4.8% | 1.07% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -58.4% | 0.13% | −0.19 |
| RBLX Roblox Corp. Class A | Reduce -30.3% | 0.17% | −0.16 |
| CVX Chevron Corp. | Reduce -85.2% | 0.02% | −0.09 |
| AAPL Apple Inc. | Reduce -2.1% | 5.07% | −0.08 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -8.2% | 1.14% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -78.7% | 0.02% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.7% | 3.01% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -93.8% | 0.00% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -40.6% | 0.03% | −0.03 |
| ADBE Adobe Inc. | Reduce -35.1% | 0.02% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -3.1% | 1.61% | −0.02 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.01 |
| ANET Arista Networks Inc. | Reduce -13.0% | 0.08% | −0.01 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.01 |
| SNDK Sandisk Corp. | Reduce -96.6% | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -28.3% | 0.04% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -12.8% | 0.22% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.1% | 0.30% | −0.01 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -25.1% | 0.01% | −0.00 |
| KIE SS SPDR S&P Insurance ETF | Sold out | 0.00% | −0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -8.4% | 0.01% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -53.4% | 0.00% | −0.00 |
| CSL Carlisle Cos Inc. | Reduce -60.3% | 0.00% | −0.00 |
| SLGN Silgan Holdings Inc. | Reduce -48.0% | 0.00% | −0.00 |
| COKE Coca-Cola Consolidated Inc. | Reduce -73.8% | 0.00% | −0.00 |
| BE Bloom Energy Corp. Class A | Reduce -47.4% | 0.01% | −0.00 |
| CWST Casella Waste Systems Inc. Class A | Sold out | 0.00% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.6% | 0.12% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -52.5% | 0.01% | −0.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.2% | 0.92% | −0.00 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.00 |
| CEG Constellation Energy | Sold out | 0.00% | −0.00 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.00 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.00 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.00 |
| TGT Target Corp. | Reduce -21.5% | 0.00% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.01% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -7.1% | 0.18% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -5.3% | 0.04% | +0.00 |
| GBIL Goldman Sachs Access Treasur | Reduce -2.9% | 0.07% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHW Schwab (charles) Corp. | Add +135349.5% | 1.16% | +1.16 |
| AVGO Broadcom Inc. | Add +51.6% | 3.37% | +1.06 |
| UNH Unitedhealth Group Inc. | Add +1605.9% | 0.91% | +0.85 |
| SNOW Snowflake Inc. | Add +5287.9% | 0.80% | +0.78 |
| AMCR Amcor PLC | New | 0.73% | +0.73 |
| ORCL Oracle Corp. | Add +72.5% | 2.11% | +0.60 |
| NVDA Nvidia Corp. | Add +5.4% | 6.38% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +7.3% | 5.28% | +0.31 |
| NOW ServiceNow Inc. | Add +55.2% | 1.73% | +0.21 |
| AMD Advanced Micro Devices | Add +4.9% | 2.26% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +38.9% | 0.29% | +0.08 |
| VGT Vanguard Info Tech ETF | Add +1.5% | 6.55% | +0.08 |
| MRVL Marvell Technology Inc. | Add +0.1% | 0.31% | +0.06 |
| MU Micron Technology Inc. | Add +7.2% | 0.22% | +0.06 |
| EWY iShares MSCI South Korea ETF | New | 0.05% | +0.05 |
| EW Edwards Lifesciences Corp. | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.03% | +0.03 |
| EQIX Equinix Inc. | Add +0.6% | 0.09% | +0.03 |
| CAT Caterpillar Inc. | Add +165.1% | 0.04% | +0.03 |
| LRCX Lam Research Corp. | Add +426.0% | 0.03% | +0.02 |
| GEV GE Vernova Inc. | Add +98.0% | 0.03% | +0.02 |
| AMAT Applied Materials Inc. | Add +353.9% | 0.02% | +0.02 |
| ARM Arm Holdings PLC-ADR | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +52.8% | 0.04% | +0.02 |
| IBM Intl Business Machines Corp. | Add +23.5% | 0.18% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +66.1% | 0.04% | +0.01 |
| GE General Electric | New | 0.01% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +4.3% | 0.08% | +0.01 |
| NBIS Nebius Group NV | Add +400.0% | 0.01% | +0.01 |
| BA The Boeing Co. | Add +42.4% | 0.03% | +0.01 |
| NFLX Netflix Inc. | Add +3.8% | 0.07% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +26.6% | 0.09% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 0.09% | +0.01 |
| ALAB Astera Labs Inc. | Add +233.3% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | Add +4.2% | 0.02% | +0.01 |
| TSLA Tesla Inc. | Add +22.8% | 0.06% | +0.01 |
| NEE Nextera Energy Inc. | Add +9780.0% | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | New | 0.00% | +0.00 |
| OKLO Oklo Inc. | Add +155.8% | 0.01% | +0.00 |
| ITA iShares U.S. Aerospace & Def | New | 0.00% | +0.00 |
| GLD SPDR Gold Shares | Add +6.2% | 0.02% | +0.00 |
| PEP Pepsico Inc. | Add +149.7% | 0.01% | +0.00 |
| MCD McDonald's Corp. | Add +36.8% | 0.01% | +0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +0.7% | 0.05% | +0.00 |
| PFE Pfizer Inc. | Add +0.5% | 0.02% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +8.2% | 0.02% | +0.00 |
| V Visa Inc. Class A | Add +10.7% | 0.12% | +0.00 |
| SOXX iShares Semiconductor ETF | Add +0.2% | 0.02% | +0.00 |
| AMGN Amgen Inc. | Add +0.6% | 0.02% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| STE Steris PLC | SHS USD | New | 0 | $1 |
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 |