SVB Wealth LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), SVB Wealth LLC reported 384 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 5.4%) and iShares Core MSCI Eafe ETF (IEFA, 3.3%). Compared with Q1 2026, it opened 18 new positions, sold out of 18, added to 74 and reduced 275. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +8%) and the biggest sale Amazon.com (AMZN, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001626116
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001626116-26-000003 ↗ filed Jul 17, 2026
Holdings Value
Holdings 384 stocks · $1.6B
| AAPL Apple Inc. | 5.70% | 312,512 | $90.4M | Reduce -9.9% |
| IWY iShares Russell Top 200 Grow | 5.39% | 294,116 | $85.5M | Add +8.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.26% | 535,683 | $51.7M | Add +5.4% |
| MSFT Microsoft Corp. | 3.17% | 134,978 | $50.3M | Reduce -9.8% |
| IWX iShares Russell Top 200 Valu | 3.17% | 477,994 | $50.3M | Add +3.9% |
| NVDA Nvidia Corp. | 2.91% | 230,866 | $46.2M | Reduce -6.9% |
| IWS iShares Russell Mid-Cap Valu | 2.87% | 276,422 | $45.5M | Add +5.8% |
| AVGO Broadcom Inc. | 2.62% | 109,821 | $41.5M | Reduce -21.2% |
| IVV iShares Core S&P 500 ETF | 2.27% | 48,109 | $36.0M | Reduce -11.6% |
| GOOGL Alphabet Inc. Class A | 2.18% | 96,957 | $34.6M | Reduce -10.0% |
| AMZN Amazon.com Inc. | 2.12% | 141,397 | $33.7M | Reduce -33.1% |
| AGG iShares Core U.S. Aggregate | 2.02% | 323,014 | $32.0M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.71% | 82,982 | $27.2M | Reduce -12.3% |
| VCRB Vanguard Core Bond ETF | 1.63% | 333,949 | $25.8M | Add +3.3% |
| IWP iShares Russell Mid-Cap Grow | 1.56% | 169,224 | $24.8M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 32,525 | $24.3M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 1.53% | 68,650 | $24.3M | Reduce -15.4% |
| IEMG iShares Core MSCI Emerging | 1.26% | 240,834 | $20.0M | Add +6.3% |
| VOO Vanguard S&P 500 ETF | 1.23% | 28,344 | $19.5M | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 1.06% | 29,720 | $16.7M | Reduce -3.4% |
| V Visa Inc. Class A | 1.04% | 48,196 | $16.5M | Reduce -7.5% |
| VTWO Vanguard Russell 2000 ETF | 1.01% | 132,310 | $16.1M | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.96% | 129,432 | $15.2M | Reduce -16.8% |
| ACWI iShares MSCI Acwi ETF | 0.92% | 92,915 | $14.6M | Add +5624.9% |
| ABBV Abbvie Inc. | 0.88% | 55,432 | $13.9M | Reduce -4.9% |
| DFIS Dimensional International SM | 0.85% | 383,364 | $13.4M | Add +6.0% |
| AMAT Applied Materials Inc. | 0.76% | 16,760 | $12.1M | Reduce -29.8% |
| LLY Eli Lilly & Co. | 0.75% | 9,903 | $11.9M | Reduce -8.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 31,387 | $11.6M | Reduce -0.8% |
| ETN Eaton Corp. PLC | 0.71% | 26,315 | $11.2M | Reduce -3.1% |
| HD Home Depot Inc. | 0.69% | 31,207 | $11.0M | Reduce -11.9% |
| GVI iShares Intermediate Governm | 0.68% | 102,040 | $10.8M | Add +43.3% |
| XOM Exxon Mobil Corp. | 0.68% | 78,767 | $10.8M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 20,700 | $10.4M | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.65% | 47,183 | $10.4M | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.65% | 23,695 | $10.3M | Reduce -20.4% |
| TSLA Tesla Inc. | 0.64% | 24,246 | $10.2M | Reduce -7.5% |
| ADI Analog Devices Inc. | 0.58% | 23,055 | $9.2M | Reduce -8.0% |
| UNP Union Pacific Corp. | 0.55% | 32,067 | $8.7M | Reduce -5.0% |
| COST Costco Wholesale Corp. | 0.52% | 8,736 | $8.2M | Reduce -2.0% |
| CVX Chevron Corp. | 0.51% | 49,079 | $8.1M | Add +1.4% |
| NFLX Netflix Inc. | 0.50% | 111,394 | $8.0M | Reduce -4.1% |
| WMT Walmart Inc. | 0.50% | 70,012 | $7.9M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.50% | 53,875 | $7.9M | Reduce -4.4% |
| KMI Kinder Morgan Inc. | 0.47% | 235,012 | $7.5M | Add +5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 26,454 | $7.4M | Reduce -5.6% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 49,797 | $7.4M | Reduce -3.0% |
| MUB iShares National Muni Bond E | 0.44% | 65,327 | $7.0M | Reduce -2.5% |
| ORCL Oracle Corp. | 0.44% | 47,901 | $7.0M | Reduce -7.5% |
| JNJ Johnson & Johnson | 0.44% | 27,472 | $7.0M | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.44% | 66,877 | $6.9M | Reduce -0.8% |
| MU Micron Technology Inc. | 0.43% | 5,842 | $6.7M | Add +83.7% |
| SCHF Schwab Intl Equity ETF | 0.40% | 230,737 | $6.4M | Reduce -11.3% |
| IQLT iShares MSCI International Q | 0.39% | 124,256 | $6.2M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.38% | 44,735 | $6.1M | Reduce -2.4% |
| NEE Nextera Energy Inc. | 0.38% | 68,971 | $6.1M | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.37% | 72,592 | $5.9M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.36% | 19,252 | $5.8M | Reduce -24.7% |
| MRK Merck & Co. Inc. | 0.36% | 44,766 | $5.8M | Reduce -6.2% |
| VLUE iShares MSCI USA Value Facto | 0.36% | 28,370 | $5.7M | Reduce -7.0% |
| MO Altria Group Inc. | 0.35% | 77,348 | $5.6M | Reduce -6.6% |
| SGOV iShares 0-3 Month Treasury B | 0.35% | 54,640 | $5.5M | Add +3.8% |
| RF Regions Financial Corp. | 0.34% | 180,325 | $5.4M | Add +3.7% |
| DUK Duke Energy Corp. | 0.34% | 42,831 | $5.4M | Reduce -6.5% |
| ISRG Intuitive Surgical Inc. | 0.32% | 12,929 | $5.1M | Reduce -5.8% |
| BKNG Booking Holdings Inc. | 0.31% | 27,386 | $4.9M | Reduce -7.6% |
| AMCR Amcor PLC | 0.30% | 111,552 | $4.8M | Add +89.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.30% | 57,388 | $4.7M | Reduce -4.9% |
| AMD Advanced Micro Devices | 0.30% | 8,073 | $4.7M | Reduce -2.8% |
| LHX L3HARRIS Technologies Inc. | 0.29% | 15,869 | $4.6M | Reduce -17.3% |
| GS Goldman Sachs Group Inc. | 0.29% | 4,526 | $4.6M | Reduce -1.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 40,142 | $4.6M | Reduce -16.5% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 76,331 | $4.6M | Add +0.4% |
| COP Conocophillips | 0.28% | 42,441 | $4.4M | Add +8.3% |
| APH Amphenol Corp. Class A | 0.28% | 24,949 | $4.4M | Reduce -12.1% |
| IWF iShares Russell 1000 Growth | 0.27% | 34,040 | $4.2M | Reduce -30.4% |
| KHC The Kraft Heinz Co. | 0.26% | 176,505 | $4.2M | Reduce -9.5% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 56,824 | $4.0M | Reduce -16.2% |
| ABT Abbott Laboratories | 0.25% | 44,462 | $4.0M | Reduce -14.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.25% | 51,946 | $4.0M | Reduce -1.7% |
| EVRG Evergy Inc. | 0.24% | 44,939 | $3.9M | Reduce -13.2% |
| ITW Illinois Tool Works | 0.24% | 14,045 | $3.8M | Add +690.8% |
| FE Firstenergy Corp. | 0.23% | 77,720 | $3.7M | Reduce -10.1% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 31,345 | $3.7M | Reduce -1.8% |
| VLO Valero Energy Corp. | 0.23% | 13,958 | $3.6M | Reduce -10.3% |
| BEN Franklin Templeton Inc. | 0.23% | 107,987 | $3.6M | Reduce -14.9% |
| SNA Snap-on Inc. | 0.23% | 8,897 | $3.6M | Reduce -4.8% |
| IDXX Idexx Laboratories Inc. | 0.22% | 6,764 | $3.6M | Reduce -7.8% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 14,939 | $3.5M | Reduce -0.3% |
| GILD Gilead Sciences Inc. | 0.22% | 27,562 | $3.5M | Add +0.8% |
| WM Waste Management Inc. | 0.22% | 15,504 | $3.5M | Reduce -15.2% |
| PANW Palo Alto Networks Inc. | 0.22% | 10,020 | $3.4M | Add +0.5% |
| ALL Allstate Corp. | 0.21% | 14,332 | $3.4M | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 57,918 | $3.3M | Reduce -2.8% |
| ETR Entergy Corp. | 0.21% | 28,617 | $3.3M | Reduce -3.4% |
| EEM iShares MSCI Emerging Market | 0.20% | 47,425 | $3.2M | Reduce -4.1% |
| UAL United Airlines Holdings Inc. | 0.20% | 23,829 | $3.2M | Reduce -13.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 4,376 | $3.2M | Reduce -42.9% |
| GLD SPDR Gold Shares | 0.20% | 8,715 | $3.2M | Reduce -4.6% |
| ICE Intercontinental Exchange Inc. | 0.20% | 25,772 | $3.2M | Reduce -11.2% |
Portfolio Sells Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Reduce -33.1% | 2.12% | −0.77 |
| MSFT Microsoft Corp. | Reduce -9.8% | 3.17% | −0.48 |
| TJX TJX Companies Inc. | Reduce -58.2% | 0.20% | −0.32 |
| NFLX Netflix Inc. | Reduce -4.1% | 0.50% | −0.23 |
| AVGO Broadcom Inc. | Reduce -21.2% | 2.62% | −0.23 |
| HON Honeywell International Inc. | Reduce -4.9% | 0.16% | −0.20 |
| MCD McDonald's Corp. | Reduce -40.7% | 0.14% | −0.15 |
| LHX L3HARRIS Technologies Inc. | Reduce -17.3% | 0.29% | −0.15 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -12.3% | 1.71% | −0.12 |
| ACN Accenture PLC Class A | Reduce -5.2% | 0.16% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -0.6% | 2.02% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 1.06% | −0.10 |
| ICE Intercontinental Exchange Inc. | Reduce -11.2% | 0.20% | −0.10 |
| WMT Walmart Inc. | Reduce -4.3% | 0.50% | −0.10 |
| AAPL Apple Inc. | Reduce -9.9% | 5.70% | −0.10 |
| ABT Abbott Laboratories | Reduce -14.5% | 0.25% | −0.10 |
| CSGP Costar Group Inc. | Reduce -6.1% | 0.16% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -5.8% | 0.32% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -42.9% | 0.20% | −0.09 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.38% | −0.09 |
| COIN Coinbase Global Inc. Class A | Reduce -25.3% | 0.12% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.8% | 0.23% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -30.4% | 0.27% | −0.08 |
| HD Home Depot Inc. | Reduce -11.9% | 0.69% | −0.07 |
| MCK McKesson Corp. | Reduce -66.7% | 0.03% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -71.5% | 0.04% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -11.6% | 2.27% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.52% | −0.07 |
| KR Kroger Co. | Reduce -6.7% | 0.14% | −0.06 |
| CDNS Cadence Design SYS Inc. | Reduce -84.3% | 0.02% | −0.06 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -55.7% | 0.06% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -41.8% | 0.06% | −0.06 |
| ORCL Oracle Corp. | Reduce -7.5% | 0.44% | −0.06 |
| WM Waste Management Inc. | Reduce -15.2% | 0.22% | −0.06 |
| GLD SPDR Gold Shares | Reduce -4.6% | 0.20% | −0.06 |
| BR Broadridge Financial Solutio | Reduce -7.5% | 0.16% | −0.06 |
| FE Firstenergy Corp. | Reduce -10.1% | 0.23% | −0.06 |
| MDT Medtronic PLC | Reduce -17.7% | 0.14% | −0.06 |
| DUK Duke Energy Corp. | Reduce -6.5% | 0.34% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -24.7% | 0.36% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -2.8% | 0.38% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -60.5% | 0.04% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -7.8% | 0.22% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -28.6% | 0.16% | −0.04 |
| VRSK Verisk Analytics Inc. | Reduce -13.1% | 0.16% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -4.4% | 0.50% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -10.3% | 0.17% | −0.04 |
| EVRG Evergy Inc. | Reduce -13.2% | 0.24% | −0.03 |
| PFE Pfizer Inc. | Reduce -0.4% | 0.14% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| IWY iShares Russell Top 200 Grow | Add +8.0% | 5.39% | +0.92 |
| ACWI iShares MSCI Acwi ETF | Add +5624.9% | 0.92% | +0.90 |
| IWX iShares Russell Top 200 Valu | Add +3.9% | 3.17% | +0.36 |
| IWS iShares Russell Mid-Cap Valu | Add +5.8% | 2.87% | +0.36 |
| MU Micron Technology Inc. | Add +83.7% | 0.43% | +0.35 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.4% | 3.26% | +0.23 |
| IEMG iShares Core MSCI Emerging | Add +6.3% | 1.26% | +0.22 |
| ITW Illinois Tool Works | Add +690.8% | 0.24% | +0.21 |
| GVI iShares Intermediate Governm | Add +43.3% | 0.68% | +0.18 |
| AMCR Amcor PLC | Add +89.0% | 0.30% | +0.15 |
| KEY Keycorp | New | 0.14% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +0.5% | 0.22% | +0.11 |
| VYM Vanguard High DVD Yield ETF | New | 0.07% | +0.07 |
| SWK Stanley Black & Decker Inc. | New | 0.06% | +0.06 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| RF Regions Financial Corp. | Add +3.7% | 0.34% | +0.04 |
| DFIS Dimensional International SM | Add +6.0% | 0.85% | +0.04 |
| QCOM Qualcomm Inc. | Add +5.9% | 0.10% | +0.03 |
| BX Blackstone Inc. | Add +53.2% | 0.08% | +0.03 |
| HALO Halozyme Therapeutics Inc. | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +2.0% | 0.19% | +0.02 |
| GEHC GE Healthcare Technology | Add +79.6% | 0.07% | +0.02 |
| NLY Annaly Capital Management Inc. | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| WDC Western Digital Corp. | Add +6.2% | 0.03% | +0.02 |
| NTAP Netapp Inc. | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.29% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.02% | +0.02 |
| TECH Bio-Techne Corp. | New | 0.02% | +0.02 |
| TDTT NT Iboxx 3Y Dur Tips ETF | New | 0.02% | +0.02 |
| HPE Hewlett Packard Enterprise | New | 0.01% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +4.3% | 0.13% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.6% | 0.04% | +0.01 |
| XLI SS Industrial Select Sector | New | 0.01% | +0.01 |
| MPWR Monolithic Power Systems Inc. | New | 0.01% | +0.01 |
| DGRO iShares Core Dividend Growth | New | 0.01% | +0.01 |
| NXPI NXP Semiconductors NV | Add +2.6% | 0.04% | +0.01 |
| UPS United Parcel Service Class B | Add +9.7% | 0.07% | +0.01 |
| CEG Constellation Energy | Add +35.3% | 0.06% | +0.01 |
| IQV Iqvia Holdings Inc. | Add +7.4% | 0.05% | +0.01 |
| CSX CSX Corp. | Add +0.2% | 0.07% | +0.01 |
| VTRS Viatris Inc. | Add +31.1% | 0.02% | +0.01 |
| DVY iShares Select Dividend ETF | Add +6.8% | 0.11% | +0.01 |
| COUR Coursera Inc. | Add +66.7% | 0.01% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.0% | 0.04% | +0.00 |
| MMM 3M Co. | Add +1.3% | 0.06% | +0.00 |
| PWR Quanta Services Inc. | Add +1.2% | 0.02% | +0.00 |
| UNM Unum Group | Add +0.1% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 384 | $1.6B | AAPL, IWY, IEFA, MSFT, IWX |
| Q1 2026 | 383 | $1.5B | AAPL, IWY, MSFT, IEFA, AMZN |
| Q4 2025 | 394 | $1.7B | AAPL, IWY, MSFT, AVGO, AMZN |
| Q3 2025 | 405 | $1.9B | AAPL, MSFT, IWY, AVGO, AMZN |
| Q2 2025 | 420 | $1.9B | AAPL, MSFT, IWY, AVGO, AGG |
| Q1 2025 | 1,514 | $2.4B | APP, AAPL, AMZN, AVGO, IEFA |
| Q4 2024 | 758 | $5.4B | APP, AAPL, MSFT, IWY, AVGO |
| Q3 2024 | 19 | $117.5M | IWY, AGG, IWX, IEFA, IWS |
| Q2 2024 | 755 | $4.0B | APP, AAPL, MSFT, IVV, AVGO |
| Q1 2024 | 867 | $4.5B | APP, AAPL, MSFT, IVV, AMZN |