SVB Wealth LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), SVB Wealth LLC reported 758 stock positions worth $5.4 billion. Its top holding was AppLovin Class A (APP) at 33.3% of the portfolio, followed by Apple (AAPL, 7.5%) and Microsoft (MSFT, 2.6%). Compared with Q3 2024, it opened 739 new positions and added to 19. The biggest buy was a new position in AppLovin Class A (APP).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001626116
Portfolio Value
$5.4B (Q4 2024)
SEC Filing
0001626116-25-000001 ↗ filed Feb 5, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.5B Q1 2024 Q2 2024: $4.0B Q2 2024 Q3 2024: $117.5M Q3 2024 Q4 2024: $5.4B $5.4B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $1.9B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 758 stocks · $5.4B
APP AppLovin Corp. Class A 33.29% 5,502,645 $1.8B New
AAPL Apple Inc. 7.51% 1,604,869 $401.9M Add +54880.1%
MSFT Microsoft Corp. 2.61% 331,078 $139.5M New
IWY iShares Russell Top 200 Grow 2.02% 459,585 $108.1M Add +243.1%
AVGO Broadcom Inc. 1.89% 435,478 $101.0M New
AGG iShares Core U.S. Aggregate 1.85% 1,020,473 $98.9M Add +398.9%
IVV iShares Core S&P 500 ETF 1.54% 139,846 $82.3M Add +18926.7%
AMZN Amazon.com Inc. 1.44% 352,133 $77.3M New
IEFA iShares Core MSCI Eafe ETF 1.12% 851,638 $59.9M Add +346.9%
IWX iShares Russell Top 200 Valu 1.06% 717,934 $56.7M Add +202.0%
JPM JPMorgan Chase & Co. 0.98% 217,752 $52.2M New
SPY SS SPDR S&P 500 ETF Trust-US 0.92% 83,723 $49.1M New
NVDA Nvidia Corp. 0.91% 364,542 $49.0M New
GOOGL Alphabet Inc. Class A 0.91% 255,890 $48.4M New
ABBV Abbvie Inc. 0.85% 257,532 $45.8M New
IWS iShares Russell Mid-Cap Valu 0.72% 298,260 $38.6M Add +391.2%
GOOG Alphabet Inc. Class C 0.70% 196,676 $37.5M New
HD Home Depot Inc. 0.68% 92,940 $36.2M New
VOO Vanguard S&P 500 ETF 0.64% 63,585 $34.3M New
META Meta Platforms Inc. Class A 0.60% 54,415 $31.9M New
ABT Abbott Laboratories 0.58% 272,413 $30.8M New
V Visa Inc. Class A 0.54% 91,048 $28.8M New
IWF iShares Russell 1000 Growth 0.54% 71,385 $28.7M New
PG The Procter & Gamble Co. 0.52% 166,641 $27.9M New
ACN Accenture PLC Class A 0.52% 78,545 $27.6M New
BX Blackstone Inc. 0.48% 148,351 $25.6M Add +4449.3%
IWP iShares Russell Mid-Cap Grow 0.47% 197,924 $25.1M Add +514.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.47% 113,887 $25.0M New
COST Costco Wholesale Corp. 0.46% 26,970 $24.7M New
CSCO Cisco Systems Inc. 0.45% 407,902 $24.1M New
TSLA Tesla Inc. 0.45% 59,118 $23.9M New
QUAL iShares MSCI USA Quality Fac 0.41% 122,801 $21.9M Add +5426.6%
IEMG iShares Core MSCI Emerging 0.40% 408,509 $21.3M Add +312.5%
PFF iShares Preferred & Income S 0.37% 636,280 $20.0M New
BRK.B Berkshire Hathaway Inc. Class B 0.37% 44,127 $20.0M New
WMT Walmart Inc. 0.37% 220,832 $20.0M New
NEE Nextera Energy Inc. 0.37% 278,293 $20.0M New
SGOV iShares 0-3 Month Treasury B 0.37% 195,165 $19.6M New
UNP Union Pacific Corp. 0.36% 84,540 $19.3M New
MUB iShares National Muni Bond E 0.35% 177,094 $18.9M Add +339.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.35% 359,300 $18.6M New
ORCL Oracle Corp. 0.34% 109,861 $18.3M New
IJR iShares Core S&P Small-Cap E 0.33% 154,586 $17.8M New
BR Broadridge Financial Solutio 0.33% 77,377 $17.5M New
CVX Chevron Corp. 0.32% 117,716 $17.1M New
MRSH Marsh & McLennan Cos 0.31% 78,679 $16.7M New
HON Honeywell International Inc. 0.31% 73,880 $16.7M New
XOM Exxon Mobil Corp. 0.31% 155,052 $16.7M New
ETN Eaton Corp. PLC 0.31% 49,638 $16.5M New
IWM iShares Russell 2000 ETF 0.30% 73,301 $16.2M New
IWN iShares Russell 2000 Value E 0.29% 93,315 $15.3M New
LHX L3HARRIS Technologies Inc. 0.28% 72,492 $15.2M New
ICE Intercontinental Exchange Inc. 0.28% 101,838 $15.2M New
BRK.A Berkshire Hathaway Inc. Class A 0.28% 22 $15.0M New
GVI iShares Intermediate Governm 0.27% 139,076 $14.5M New
NFLX Netflix Inc. 0.27% 16,164 $14.4M New
PEP Pepsico Inc. 0.27% 94,526 $14.4M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.27% 118,384 $14.3M New
PFE Pfizer Inc. 0.26% 522,919 $13.9M New
VIG Vanguard Dividend Apprec ETF 0.26% 70,644 $13.8M New
IJH iShares Core S&P Midcap ETF 0.25% 218,336 $13.6M New
VTI VG Morningstar TS MKT ETF-US 0.24% 45,012 $13.0M New
ADP Automatic Data Processing 0.24% 44,057 $12.9M New
ISRG Intuitive Surgical Inc. 0.24% 24,363 $12.7M New
VTWO Vanguard Russell 2000 ETF 0.24% 142,279 $12.7M Add +296.9%
LLY Eli Lilly & Co. 0.23% 15,914 $12.3M New
MCD McDonald's Corp. 0.23% 42,270 $12.3M New
APD Air Products & Chemicals Inc. 0.23% 42,164 $12.2M New
UNH Unitedhealth Group Inc. 0.22% 23,752 $12.0M New
ADI Analog Devices Inc. 0.22% 54,498 $11.6M New
SYK Stryker Corp. 0.21% 31,442 $11.3M New
DHR Danaher Corp. 0.21% 48,801 $11.2M New
SNOW Snowflake Inc. 0.21% 72,110 $11.1M New
ELV Elevance Health Inc. 0.21% 30,114 $11.1M New
BLK BlackRock Inc. 0.20% 10,680 $10.9M New
PRI Primerica Inc. 0.20% 39,433 $10.7M New
EFA iShares MSCI Eafe ETF 0.20% 141,344 $10.7M New
MRK Merck & Co. Inc. 0.20% 107,136 $10.7M New
JNJ Johnson & Johnson 0.19% 71,949 $10.4M New
DGX Quest Diagnostics Inc. 0.19% 68,575 $10.3M New
GS Goldman Sachs Group Inc. 0.19% 18,009 $10.3M New
IQLT iShares MSCI International Q 0.19% 275,497 $10.2M New
ITOT iShares Core S&P Total U.S. 0.19% 78,372 $10.1M New
MDT Medtronic PLC 0.18% 123,183 $9.8M New
VLUE iShares MSCI USA Value Facto 0.18% 92,836 $9.8M New
KR Kroger Co. 0.18% 159,774 $9.8M New
ZTS Zoetis Inc. 0.18% 57,752 $9.4M New
MDLZ Mondelez International Inc. Class A 0.18% 157,442 $9.4M New
MAS Masco Corp. 0.17% 126,678 $9.2M New
ARES Ares Management Corp. Class A 0.17% 51,423 $9.1M New
ETR Entergy Corp. 0.17% 119,523 $9.1M New
QQQ Invesco QQQ Trust Series 1 0.16% 16,989 $8.7M New
VWO Vanguard Ftse Emerging Marke 0.16% 197,057 $8.7M New
TLH iShares 10-20 Year Treasury 0.16% 83,981 $8.4M Add +664.3%
MA Mastercard Inc. Class A 0.15% 15,416 $8.1M New
ADBE Adobe Inc. 0.15% 18,064 $8.0M New
EOG EOG Resources Inc. 0.15% 63,931 $7.8M New
INTU Intuit Inc. 0.14% 12,164 $7.6M New
A Agilent Technologies Inc. 0.14% 55,886 $7.5M New
PGR Progressive Corp. 0.14% 31,323 $7.5M New

Show all 758 holdings

Portfolio Sells Q3 2024 → Q4 2024
None this quarter.

Portfolio Buys Q3 2024 → Q4 2024
APP AppLovin Corp. Class A New 33.29% +33.29
AAPL Apple Inc. Add +54880.1% 7.51% +6.93
MSFT Microsoft Corp. New 2.61% +2.61
AVGO Broadcom Inc. New 1.89% +1.89
AMZN Amazon.com Inc. New 1.44% +1.44
IVV iShares Core S&P 500 ETF Add +18926.7% 1.54% +1.18
JPM JPMorgan Chase & Co. New 0.98% +0.98
SPY SS SPDR S&P 500 ETF Trust-US New 0.92% +0.92
NVDA Nvidia Corp. New 0.91% +0.91
GOOGL Alphabet Inc. Class A New 0.91% +0.91
ABBV Abbvie Inc. New 0.85% +0.85
GOOG Alphabet Inc. Class C New 0.70% +0.70
HD Home Depot Inc. New 0.68% +0.68
VOO Vanguard S&P 500 ETF New 0.64% +0.64
META Meta Platforms Inc. Class A New 0.60% +0.60
ABT Abbott Laboratories New 0.58% +0.58
V Visa Inc. Class A New 0.54% +0.54
IWF iShares Russell 1000 Growth New 0.54% +0.54
PG The Procter & Gamble Co. New 0.52% +0.52
ACN Accenture PLC Class A New 0.52% +0.52
IBM Intl Business Machines Corp. New 0.47% +0.47
COST Costco Wholesale Corp. New 0.46% +0.46
CSCO Cisco Systems Inc. New 0.45% +0.45
TSLA Tesla Inc. New 0.45% +0.45
PFF iShares Preferred & Income S New 0.37% +0.37
BRK.B Berkshire Hathaway Inc. Class B New 0.37% +0.37
NEE Nextera Energy Inc. New 0.37% +0.37
WMT Walmart Inc. New 0.37% +0.37
SGOV iShares 0-3 Month Treasury B New 0.37% +0.37
UNP Union Pacific Corp. New 0.36% +0.36
IGSB iShares 1-5Y Inv Grade Corp. New 0.35% +0.35
ORCL Oracle Corp. New 0.34% +0.34
IJR iShares Core S&P Small-Cap E New 0.33% +0.33
BR Broadridge Financial Solutio New 0.33% +0.33
CVX Chevron Corp. New 0.32% +0.32
MRSH Marsh & McLennan Cos New 0.31% +0.31
HON Honeywell International Inc. New 0.31% +0.31
XOM Exxon Mobil Corp. New 0.31% +0.31
ETN Eaton Corp. PLC New 0.31% +0.31
IWM iShares Russell 2000 ETF New 0.30% +0.30
IWN iShares Russell 2000 Value E New 0.29% +0.29
LHX L3HARRIS Technologies Inc. New 0.28% +0.28
ICE Intercontinental Exchange Inc. New 0.28% +0.28
BRK.A Berkshire Hathaway Inc. Class A New 0.28% +0.28
GVI iShares Intermediate Governm New 0.27% +0.27
NFLX Netflix Inc. New 0.27% +0.27
PEP Pepsico Inc. New 0.27% +0.27
TJX TJX Companies Inc. New 0.27% +0.27
PFE Pfizer Inc. New 0.26% +0.26
VIG Vanguard Dividend Apprec ETF New 0.26% +0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 384$1.6BAAPL, IWY, IEFA, MSFT, IWX
Q1 2026 383$1.5BAAPL, IWY, MSFT, IEFA, AMZN
Q4 2025 394$1.7BAAPL, IWY, MSFT, AVGO, AMZN
Q3 2025 405$1.9BAAPL, MSFT, IWY, AVGO, AMZN
Q2 2025 420$1.9BAAPL, MSFT, IWY, AVGO, AGG
Q1 2025 1,514$2.4BAPP, AAPL, AMZN, AVGO, IEFA
Q4 2024 758$5.4BAPP, AAPL, MSFT, IWY, AVGO
Q3 2024 19$117.5MIWY, AGG, IWX, IEFA, IWS
Q2 2024 755$4.0BAPP, AAPL, MSFT, IVV, AVGO
Q1 2024 867$4.5BAPP, AAPL, MSFT, IVV, AMZN