SVB Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), SVB Wealth LLC reported 394 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 4.9%) and Microsoft (MSFT, 4.4%). Compared with Q3 2025, it opened 13 new positions, sold out of 25, added to 86 and reduced 280. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +12%) and the biggest sale Broadcom (AVGO, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001626116
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001626116-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 394 stocks · $1.7B
| AAPL Apple Inc. | 6.07% | 378,890 | $103.0M | Reduce -18.0% |
| IWY iShares Russell Top 200 Grow | 4.94% | 302,455 | $83.8M | Reduce -6.1% |
| MSFT Microsoft Corp. | 4.40% | 154,159 | $74.6M | Reduce -10.1% |
| AVGO Broadcom Inc. | 3.57% | 174,967 | $60.6M | Reduce -31.5% |
| AMZN Amazon.com Inc. | 2.83% | 207,684 | $47.9M | Reduce -16.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.82% | 533,965 | $47.8M | Add +12.3% |
| IWX iShares Russell Top 200 Valu | 2.75% | 508,406 | $46.7M | Reduce -6.8% |
| NVDA Nvidia Corp. | 2.73% | 248,106 | $46.3M | Add +6.4% |
| AGG iShares Core U.S. Aggregate | 2.18% | 370,967 | $37.1M | Reduce -18.5% |
| IWS iShares Russell Mid-Cap Valu | 2.18% | 262,626 | $37.0M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 2.12% | 114,791 | $35.9M | Reduce -15.7% |
| IVV iShares Core S&P 500 ETF | 2.04% | 50,452 | $34.6M | Add +14.0% |
| JPM JPMorgan Chase & Co. | 1.91% | 100,410 | $32.4M | Reduce -6.5% |
| IWP iShares Russell Mid-Cap Grow | 1.50% | 185,968 | $25.5M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 1.47% | 79,305 | $24.9M | Reduce -26.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 35,942 | $24.5M | Reduce -14.3% |
| VCRB Vanguard Core Bond ETF | 1.26% | 275,274 | $21.4M | Add +33.5% |
| META Meta Platforms Inc. Class A | 1.25% | 32,189 | $21.2M | Reduce -0.7% |
| V Visa Inc. Class A | 1.13% | 54,502 | $19.1M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 1.12% | 30,372 | $19.0M | Reduce -8.5% |
| IEMG iShares Core MSCI Emerging | 0.98% | 247,743 | $16.7M | Reduce -16.9% |
| HD Home Depot Inc. | 0.93% | 45,859 | $15.8M | Reduce -5.4% |
| ABBV Abbvie Inc. | 0.93% | 68,663 | $15.7M | Reduce -26.8% |
| VTWO Vanguard Russell 2000 ETF | 0.89% | 151,788 | $15.1M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.78% | 171,098 | $13.2M | Reduce -14.9% |
| DFIS Dimensional International SM | 0.67% | 347,306 | $11.4M | Add +62.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 22,728 | $11.4M | Reduce -15.3% |
| ORCL Oracle Corp. | 0.66% | 57,721 | $11.3M | Add +5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 37,250 | $11.0M | Reduce -10.2% |
| NFLX Netflix Inc. | 0.65% | 117,427 | $11.0M | Add +14.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 31,999 | $10.7M | Add +0.5% |
| TSLA Tesla Inc. | 0.63% | 23,811 | $10.7M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.63% | 88,208 | $10.6M | Reduce -10.3% |
| COST Costco Wholesale Corp. | 0.62% | 12,257 | $10.6M | Reduce -7.5% |
| IWF iShares Russell 1000 Growth | 0.62% | 22,324 | $10.6M | Reduce -35.9% |
| LLY Eli Lilly & Co. | 0.60% | 9,530 | $10.2M | Add +20.4% |
| WMT Walmart Inc. | 0.58% | 88,147 | $9.8M | Reduce -17.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 62,377 | $9.6M | Reduce -11.6% |
| ETN Eaton Corp. PLC | 0.55% | 29,243 | $9.3M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 46,205 | $9.2M | Reduce -19.5% |
| UNP Union Pacific Corp. | 0.52% | 38,280 | $8.9M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.51% | 60,424 | $8.7M | Reduce -21.1% |
| MUB iShares National Muni Bond E | 0.49% | 77,521 | $8.3M | Add +1.8% |
| CVX Chevron Corp. | 0.46% | 51,291 | $7.8M | Reduce -11.0% |
| GVI iShares Intermediate Governm | 0.46% | 72,509 | $7.8M | Add +11.0% |
| ABT Abbott Laboratories | 0.46% | 61,881 | $7.8M | Reduce -24.6% |
| ACN Accenture PLC Class A | 0.45% | 28,755 | $7.7M | Reduce -25.6% |
| ISRG Intuitive Surgical Inc. | 0.45% | 13,387 | $7.6M | Reduce -6.8% |
| ADI Analog Devices Inc. | 0.44% | 27,712 | $7.5M | Reduce -2.3% |
| LHX L3HARRIS Technologies Inc. | 0.44% | 25,368 | $7.4M | Reduce -17.6% |
| PEP Pepsico Inc. | 0.44% | 51,691 | $7.4M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.42% | 12,444 | $7.1M | No change |
| IWM iShares Russell 2000 ETF | 0.41% | 27,914 | $6.9M | Reduce -24.4% |
| SCHF Schwab Intl Equity ETF | 0.40% | 283,866 | $6.8M | Add +0.4% |
| IQLT iShares MSCI International Q | 0.39% | 146,152 | $6.6M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.39% | 82,456 | $6.6M | Reduce -8.8% |
| EFA iShares MSCI Eafe ETF | 0.38% | 67,983 | $6.5M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 54,305 | $6.5M | Reduce -6.2% |
| JNJ Johnson & Johnson | 0.36% | 29,554 | $6.1M | Reduce -3.0% |
| BR Broadridge Financial Solutio | 0.36% | 27,330 | $6.1M | Reduce -14.2% |
| ELV Elevance Health Inc. | 0.35% | 16,700 | $5.9M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 0.34% | 35,888 | $5.8M | Reduce -10.5% |
| AMAT Applied Materials Inc. | 0.34% | 22,422 | $5.8M | Reduce -7.5% |
| HON Honeywell International Inc. | 0.33% | 28,816 | $5.6M | Reduce -10.2% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 54,577 | $5.5M | Reduce -26.9% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 30,062 | $5.3M | Add +9.1% |
| MRK Merck & Co. Inc. | 0.31% | 50,478 | $5.3M | Reduce -20.0% |
| BKNG Booking Holdings Inc. | 0.31% | 984 | $5.3M | Add +23.1% |
| KMI Kinder Morgan Inc. | 0.31% | 191,237 | $5.3M | Reduce -8.7% |
| MCD McDonald's Corp. | 0.30% | 16,926 | $5.2M | Reduce -25.8% |
| KO The Coca-Cola Co. | 0.30% | 72,578 | $5.1M | Add +3.8% |
| GS Goldman Sachs Group Inc. | 0.30% | 5,744 | $5.0M | Reduce -4.8% |
| WM Waste Management Inc. | 0.28% | 21,898 | $4.8M | Reduce -18.3% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 31,762 | $4.7M | Reduce -38.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 60,521 | $4.7M | Reduce -4.7% |
| LRCX Lam Research Corp. | 0.27% | 27,011 | $4.6M | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.26% | 13,572 | $4.5M | Reduce -8.9% |
| CSGP Costar Group Inc. | 0.26% | 66,410 | $4.5M | Add +98.3% |
| MRSH Marsh & McLennan Cos | 0.26% | 23,796 | $4.4M | Reduce -14.2% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 70,211 | $4.4M | Reduce -1.9% |
| RF Regions Financial Corp. | 0.26% | 161,131 | $4.4M | Add +8.7% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 78,636 | $4.2M | Reduce -0.8% |
| IDXX Idexx Laboratories Inc. | 0.25% | 6,246 | $4.2M | Add +43.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 6,587 | $4.0M | Reduce -8.5% |
| MDT Medtronic PLC | 0.24% | 41,964 | $4.0M | Reduce -10.4% |
| BLK BlackRock Inc. | 0.23% | 3,698 | $4.0M | Reduce -9.9% |
| VLUE iShares MSCI USA Value Facto | 0.23% | 28,906 | $4.0M | Reduce -26.8% |
| AMCR Amcor PLC | 0.23% | 468,199 | $3.9M | Add +28.7% |
| MO Altria Group Inc. | 0.23% | 66,352 | $3.8M | Add +31.0% |
| DHR Danaher Corp. | 0.22% | 16,592 | $3.8M | Reduce -25.3% |
| ETR Entergy Corp. | 0.22% | 41,059 | $3.8M | Reduce -8.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.22% | 37,000 | $3.8M | Add +77.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.22% | 56,019 | $3.8M | Reduce -12.8% |
| GILD Gilead Sciences Inc. | 0.22% | 29,779 | $3.7M | Reduce -19.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.21% | 12,682 | $3.5M | Reduce -24.8% |
| GLD SPDR Gold Shares | 0.21% | 8,815 | $3.5M | Reduce -35.9% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 15,798 | $3.5M | Reduce -11.7% |
| COP Conocophillips | 0.20% | 36,087 | $3.4M | Add +13.1% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 61,995 | $3.3M | Reduce -13.2% |
| IWB iShares Russell 1000 ETF | 0.19% | 8,840 | $3.3M | Add +5.9% |
Portfolio Sells Q3 2025 → Q4 2025
| AVGO Broadcom Inc. | Reduce -31.5% | 3.57% | −0.97 |
| MSFT Microsoft Corp. | Reduce -10.1% | 4.40% | −0.38 |
| AGG iShares Core U.S. Aggregate | Reduce -18.5% | 2.18% | −0.27 |
| AAPL Apple Inc. | Reduce -18.0% | 6.07% | −0.26 |
| IWF iShares Russell 1000 Growth | Reduce -35.9% | 0.62% | −0.25 |
| ABBV Abbvie Inc. | Reduce -26.8% | 0.93% | −0.24 |
| ABT Abbott Laboratories | Reduce -24.6% | 0.46% | −0.13 |
| ITOT iShares Core S&P Total U.S. | Reduce -38.7% | 0.28% | −0.13 |
| HD Home Depot Inc. | Reduce -5.4% | 0.93% | −0.13 |
| AJG Arthur J Gallagher & Co. | Reduce -57.3% | 0.08% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.51% | −0.12 |
| XLK SS Technology Select Sector | Reduce -51.5% | 0.14% | −0.12 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.11 |
| NI Nisource Inc. | Reduce -65.8% | 0.06% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -16.0% | 2.83% | −0.10 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -24.8% | 0.21% | −0.09 |
| SGOV iShares 0-3 Month Treasury B | Reduce -26.9% | 0.32% | −0.08 |
| IEMG iShares Core MSCI Emerging | Reduce -16.9% | 0.98% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -24.4% | 0.41% | −0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -58.7% | 0.08% | −0.07 |
| MCHP Microchip Technology Inc. | Reduce -38.0% | 0.14% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -28.0% | 0.17% | −0.07 |
| VLO Valero Energy Corp. | Reduce -29.6% | 0.19% | −0.07 |
| MCD McDonald's Corp. | Reduce -25.8% | 0.30% | −0.07 |
| TEL Te Connectivity PLC | Reduce -50.4% | 0.09% | −0.07 |
| LHX L3HARRIS Technologies Inc. | Reduce -17.6% | 0.44% | −0.07 |
| ICSH iShares Ultra Short Duration | Reduce -64.9% | 0.04% | −0.07 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -52.9% | 0.10% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.06 |
| AES AES Corp. | Reduce -63.7% | 0.05% | −0.06 |
| RTX RTX Corp. | Reduce -40.8% | 0.15% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -19.5% | 0.54% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.3% | 1.45% | −0.06 |
| ACN Accenture PLC Class A | Reduce -25.6% | 0.45% | −0.06 |
| HSIC Henry Schein Inc. | Reduce -85.0% | 0.01% | −0.06 |
| GLD SPDR Gold Shares | Reduce -35.9% | 0.21% | −0.06 |
| NTES Netease Inc.-ADR | Reduce -25.4% | 0.16% | −0.06 |
| SBUX Starbucks Corp. | Reduce -42.1% | 0.10% | −0.06 |
| DGX Quest Diagnostics Inc. | Reduce -23.4% | 0.18% | −0.05 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.3% | 0.67% | −0.05 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.05 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -51.1% | 0.05% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -1.6% | 0.55% | −0.05 |
| NKE Nike Inc. Class B | Reduce -53.2% | 0.04% | −0.05 |
| BR Broadridge Financial Solutio | Reduce -14.2% | 0.36% | −0.05 |
| AEE Ameren Corporation | Reduce -79.1% | 0.01% | −0.05 |
| XLF SS Financial Select Sector | Reduce -72.6% | 0.02% | −0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| IEFA iShares Core MSCI Eafe ETF | Add +12.3% | 2.82% | +0.58 |
| IVV iShares Core S&P 500 ETF | Add +14.0% | 2.04% | +0.44 |
| VCRB Vanguard Core Bond ETF | Add +33.5% | 1.26% | +0.39 |
| NVDA Nvidia Corp. | Add +6.4% | 2.73% | +0.39 |
| DFIS Dimensional International SM | Add +62.2% | 0.67% | +0.31 |
| LLY Eli Lilly & Co. | Add +20.4% | 0.60% | +0.28 |
| BEN Franklin Templeton Inc. | New | 0.15% | +0.15 |
| APH Amphenol Corp. Class A | Add +148.2% | 0.18% | +0.12 |
| VTWO Vanguard Russell 2000 ETF | Add +3.0% | 0.89% | +0.12 |
| CSGP Costar Group Inc. | Add +98.3% | 0.26% | +0.11 |
| TROW T Rowe Price Group Inc. | Add +77.5% | 0.22% | +0.11 |
| EMN Eastman Chemical Co. | Add +108.6% | 0.19% | +0.11 |
| PLD Prologis Inc. | Add +124.5% | 0.17% | +0.11 |
| COIN Coinbase Global Inc. Class A | Add +311.7% | 0.15% | +0.10 |
| IDXX Idexx Laboratories Inc. | Add +43.8% | 0.25% | +0.10 |
| EXC Exelon Corp. | Add +220.6% | 0.13% | +0.09 |
| GVI iShares Intermediate Governm | Add +11.0% | 0.46% | +0.08 |
| BKNG Booking Holdings Inc. | Add +23.1% | 0.31% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 0.63% | +0.07 |
| AMCR Amcor PLC | Add +28.7% | 0.23% | +0.07 |
| VRSK Verisk Analytics Inc. | Add +77.5% | 0.16% | +0.07 |
| EVRG Evergy Inc. | Add +85.3% | 0.13% | +0.06 |
| AEP American Electric Power | Add +196.6% | 0.09% | +0.06 |
| DVY iShares Select Dividend ETF | Add +148.9% | 0.10% | +0.06 |
| UHS Universal Health Services-B | Add +48.1% | 0.13% | +0.06 |
| MUB iShares National Muni Bond E | Add +1.8% | 0.49% | +0.05 |
| CNC Centene Corp. | Add +58.3% | 0.10% | +0.05 |
| KO The Coca-Cola Co. | Add +3.8% | 0.30% | +0.05 |
| UAL United Airlines Holdings Inc. | Add +19.0% | 0.14% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +0.4% | 0.40% | +0.05 |
| RF Regions Financial Corp. | Add +8.7% | 0.26% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +96.9% | 0.09% | +0.05 |
| AKRE Akre Focus ETF | New | 0.05% | +0.05 |
| MO Altria Group Inc. | Add +31.0% | 0.23% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +9.1% | 0.32% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +0.0% | 0.38% | +0.04 |
| LDOS Leidos Holdings Inc. | Add +23.5% | 0.18% | +0.04 |
| UNP Union Pacific Corp. | Add +0.7% | 0.52% | +0.04 |
| COP Conocophillips | Add +13.1% | 0.20% | +0.04 |
| XPH SS SPDR S&P Pharma ETF | Add +4.2% | 0.14% | +0.04 |
| CME Cme Group Inc. | Add +15.5% | 0.16% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +5.9% | 0.19% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +116.9% | 0.06% | +0.03 |
| ZTS Zoetis Inc. | Add +23.6% | 0.19% | +0.03 |
| UNM Unum Group | New | 0.02% | +0.02 |
| SNA Snap-on Inc. | Add +5.2% | 0.17% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +6.9% | 0.14% | +0.02 |
| AVUV Avantis US Small Cap Value | Add +12.4% | 0.09% | +0.02 |
| FDX FedEx Corp. | New | 0.02% | +0.02 |
| ALL Allstate Corp. | Add +4.1% | 0.17% | +0.02 |
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 |