SVB Wealth LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), SVB Wealth LLC reported 383 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 4.5%) and Microsoft (MSFT, 3.7%). Compared with Q4 2025, it opened 18 new positions, sold out of 29, added to 79 and reduced 277. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +17%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001626116
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001626116-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 383 stocks · $1.5B
| AAPL Apple Inc. | 5.80% | 346,827 | $88.0M | Reduce -8.5% |
| IWY iShares Russell Top 200 Grow | 4.47% | 272,431 | $67.8M | Reduce -9.9% |
| MSFT Microsoft Corp. | 3.65% | 149,691 | $55.4M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.03% | 508,385 | $46.0M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 2.90% | 211,219 | $44.0M | Add +1.7% |
| NVDA Nvidia Corp. | 2.85% | 248,008 | $43.3M | Reduce -0.0% |
| AVGO Broadcom Inc. | 2.84% | 139,375 | $43.1M | Reduce -20.3% |
| IWX iShares Russell Top 200 Valu | 2.81% | 459,948 | $42.6M | Reduce -9.5% |
| IWS iShares Russell Mid-Cap Valu | 2.51% | 261,202 | $38.1M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 2.34% | 54,435 | $35.6M | Add +7.9% |
| AGG iShares Core U.S. Aggregate | 2.12% | 324,807 | $32.2M | Reduce -12.4% |
| GOOGL Alphabet Inc. Class A | 2.04% | 107,695 | $31.0M | Reduce -6.2% |
| JPM JPMorgan Chase & Co. | 1.83% | 94,611 | $27.8M | Reduce -5.8% |
| VCRB Vanguard Core Bond ETF | 1.65% | 323,211 | $25.0M | Add +17.4% |
| GOOG Alphabet Inc. Class C | 1.53% | 81,141 | $23.3M | Add +2.3% |
| IWP iShares Russell Mid-Cap Grow | 1.50% | 177,337 | $22.7M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 33,330 | $21.7M | Reduce -7.3% |
| VOO Vanguard S&P 500 ETF | 1.19% | 30,338 | $18.1M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.16% | 30,777 | $17.6M | Reduce -4.4% |
| IEMG iShares Core MSCI Emerging | 1.04% | 226,485 | $15.8M | Reduce -8.6% |
| V Visa Inc. Class A | 1.04% | 52,089 | $15.7M | Reduce -4.4% |
| VTWO Vanguard Russell 2000 ETF | 0.97% | 146,804 | $14.7M | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.88% | 78,407 | $13.3M | Reduce -11.1% |
| ABBV Abbvie Inc. | 0.84% | 58,289 | $12.7M | Reduce -15.1% |
| DFIS Dimensional International SM | 0.80% | 361,836 | $12.2M | Add +4.2% |
| CSCO Cisco Systems Inc. | 0.80% | 155,625 | $12.1M | Reduce -9.0% |
| HD Home Depot Inc. | 0.77% | 35,412 | $11.6M | Reduce -22.8% |
| NFLX Netflix Inc. | 0.74% | 116,128 | $11.2M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 31,642 | $10.2M | Reduce -1.1% |
| CVX Chevron Corp. | 0.66% | 48,376 | $10.0M | Reduce -5.7% |
| LLY Eli Lilly & Co. | 0.65% | 10,775 | $9.9M | Add +13.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 20,678 | $9.9M | Reduce -9.0% |
| TSLA Tesla Inc. | 0.64% | 26,202 | $9.7M | Add +10.0% |
| ETN Eaton Corp. PLC | 0.64% | 27,166 | $9.7M | Reduce -7.1% |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 47,736 | $9.2M | Add +3.3% |
| WMT Walmart Inc. | 0.60% | 73,131 | $9.1M | Reduce -17.0% |
| COST Costco Wholesale Corp. | 0.58% | 8,911 | $8.9M | Reduce -27.3% |
| UNP Union Pacific Corp. | 0.54% | 33,750 | $8.2M | Reduce -11.8% |
| AMAT Applied Materials Inc. | 0.54% | 23,873 | $8.2M | Add +6.5% |
| PG The Procter & Gamble Co. | 0.54% | 56,372 | $8.1M | Reduce -6.7% |
| ADI Analog Devices Inc. | 0.53% | 25,063 | $8.0M | Reduce -9.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 49,220 | $7.9M | Reduce -21.1% |
| ORCL Oracle Corp. | 0.50% | 51,803 | $7.6M | Reduce -10.3% |
| GVI iShares Intermediate Governm | 0.50% | 71,227 | $7.6M | Reduce -1.8% |
| KMI Kinder Morgan Inc. | 0.49% | 222,544 | $7.5M | Add +16.4% |
| PEP Pepsico Inc. | 0.47% | 45,847 | $7.1M | Reduce -11.3% |
| MUB iShares National Muni Bond E | 0.47% | 66,978 | $7.1M | Reduce -13.6% |
| JNJ Johnson & Johnson | 0.46% | 28,629 | $7.0M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 28,018 | $6.8M | Reduce -24.8% |
| LHX L3HARRIS Technologies Inc. | 0.44% | 19,182 | $6.6M | Reduce -24.4% |
| NEE Nextera Energy Inc. | 0.43% | 70,980 | $6.6M | Reduce -13.9% |
| EFA iShares MSCI Eafe ETF | 0.43% | 67,426 | $6.5M | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 0.42% | 260,067 | $6.4M | Reduce -8.4% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 51,316 | $6.4M | Reduce -5.5% |
| LRCX Lam Research Corp. | 0.42% | 29,754 | $6.4M | Add +10.2% |
| IWM iShares Russell 2000 ETF | 0.42% | 25,557 | $6.3M | Reduce -8.4% |
| ISRG Intuitive Surgical Inc. | 0.42% | 13,718 | $6.3M | Add +2.5% |
| DUK Duke Energy Corp. | 0.40% | 45,796 | $6.0M | Add +73.9% |
| IQLT iShares MSCI International Q | 0.39% | 127,186 | $5.9M | Reduce -13.0% |
| MRK Merck & Co. Inc. | 0.38% | 47,708 | $5.7M | Reduce -5.5% |
| KO The Coca-Cola Co. | 0.38% | 75,201 | $5.7M | Add +3.6% |
| HON Honeywell International Inc. | 0.37% | 24,529 | $5.5M | Reduce -14.9% |
| MO Altria Group Inc. | 0.36% | 82,842 | $5.5M | Add +24.9% |
| ABT Abbott Laboratories | 0.35% | 51,977 | $5.3M | Reduce -16.0% |
| SGOV iShares 0-3 Month Treasury B | 0.35% | 52,659 | $5.3M | Reduce -3.5% |
| IWF iShares Russell 1000 Growth | 0.34% | 12,224 | $5.2M | Reduce -45.2% |
| COP Conocophillips | 0.34% | 39,176 | $5.2M | Add +8.6% |
| BKNG Booking Holdings Inc. | 0.33% | 1,185 | $5.0M | Add +20.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.31% | 60,367 | $4.7M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 31,923 | $4.7M | Add +6.2% |
| ICE Intercontinental Exchange Inc. | 0.30% | 29,005 | $4.6M | Reduce -19.2% |
| RF Regions Financial Corp. | 0.30% | 173,913 | $4.5M | Add +7.9% |
| MCD McDonald's Corp. | 0.29% | 14,238 | $4.4M | Reduce -15.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 7,665 | $4.4M | Add +16.4% |
| KHC The Kraft Heinz Co. | 0.29% | 195,077 | $4.4M | Add +1076.7% |
| FE Firstenergy Corp. | 0.29% | 86,490 | $4.4M | New |
| VEA Vanguard Ftse Developed ETF | 0.29% | 67,774 | $4.3M | Reduce -3.5% |
| VLUE iShares MSCI USA Value Facto | 0.29% | 30,523 | $4.3M | Add +5.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 48,074 | $4.3M | Add +29.9% |
| EVRG Evergy Inc. | 0.28% | 51,775 | $4.2M | Add +69.4% |
| WM Waste Management Inc. | 0.28% | 18,291 | $4.2M | Reduce -16.5% |
| ACN Accenture PLC Class A | 0.27% | 20,852 | $4.1M | Reduce -27.5% |
| IDXX Idexx Laboratories Inc. | 0.27% | 7,335 | $4.1M | Add +17.4% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 76,019 | $4.1M | Reduce -3.3% |
| GLD SPDR Gold Shares | 0.26% | 9,135 | $3.9M | Add +3.6% |
| GS Goldman Sachs Group Inc. | 0.26% | 4,588 | $3.9M | Reduce -20.1% |
| CSGP Costar Group Inc. | 0.26% | 96,060 | $3.9M | Add +44.6% |
| VLO Valero Energy Corp. | 0.25% | 15,552 | $3.8M | Reduce -21.9% |
| GILD Gilead Sciences Inc. | 0.25% | 27,346 | $3.8M | Reduce -8.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.24% | 52,839 | $3.6M | Reduce -5.7% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 59,578 | $3.6M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 0.24% | 28,387 | $3.6M | Add +24.9% |
| SNA Snap-on Inc. | 0.22% | 9,344 | $3.4M | Add +12.7% |
| BR Broadridge Financial Solutio | 0.22% | 20,647 | $3.4M | Reduce -24.4% |
| MA Mastercard Inc. Class A | 0.22% | 6,691 | $3.3M | Reduce -46.2% |
| ETR Entergy Corp. | 0.22% | 29,636 | $3.3M | Reduce -27.8% |
| PLD Prologis Inc. | 0.22% | 25,150 | $3.3M | Add +14.3% |
| LDOS Leidos Holdings Inc. | 0.22% | 21,309 | $3.3M | Add +22.5% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 14,984 | $3.2M | Reduce -5.2% |
| BLK BlackRock Inc. | 0.21% | 3,341 | $3.2M | Reduce -9.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -2.9% | 3.65% | −0.75 |
| AVGO Broadcom Inc. | Reduce -20.3% | 2.84% | −0.73 |
| IWY iShares Russell Top 200 Grow | Reduce -9.9% | 4.47% | −0.47 |
| IWF iShares Russell 1000 Growth | Reduce -45.2% | 0.34% | −0.28 |
| AAPL Apple Inc. | Reduce -8.5% | 5.80% | −0.27 |
| IBM Intl Business Machines Corp. | Reduce -24.8% | 0.45% | −0.20 |
| ITOT iShares Core S&P Total U.S. | Reduce -74.7% | 0.08% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -46.2% | 0.22% | −0.20 |
| ACN Accenture PLC Class A | Reduce -27.5% | 0.27% | −0.18 |
| ELV Elevance Health Inc. | Reduce -46.5% | 0.17% | −0.17 |
| HD Home Depot Inc. | Reduce -22.8% | 0.77% | −0.16 |
| ORCL Oracle Corp. | Reduce -10.3% | 0.50% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -51.1% | 0.12% | −0.15 |
| BR Broadridge Financial Solutio | Reduce -24.4% | 0.22% | −0.14 |
| EMN Eastman Chemical Co. | Reduce -79.5% | 0.05% | −0.14 |
| ABT Abbott Laboratories | Reduce -16.0% | 0.35% | −0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -64.5% | 0.07% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -4.4% | 1.16% | −0.09 |
| ABBV Abbvie Inc. | Reduce -15.1% | 0.84% | −0.09 |
| V Visa Inc. Class A | Reduce -4.4% | 1.04% | −0.09 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -46.6% | 0.12% | −0.09 |
| ARES Ares Management Corp. Class A | Reduce -55.5% | 0.04% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -6.2% | 2.04% | −0.08 |
| AMCR Amcor PLC | Reduce -37.0% | 0.15% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -80.6% | 0.02% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -5.8% | 1.83% | −0.07 |
| ADBE Adobe Inc. | Reduce -35.6% | 0.06% | −0.06 |
| INTU Intuit Inc. | Reduce -50.0% | 0.04% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -12.4% | 2.12% | −0.06 |
| DHR Danaher Corp. | Reduce -19.4% | 0.17% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -64.3% | 0.04% | −0.06 |
| ADP Automatic Data Processing | Reduce -19.1% | 0.13% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -22.8% | 0.21% | −0.05 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.05 |
| A Agilent Technologies Inc. | Reduce -46.9% | 0.05% | −0.05 |
| AEP American Electric Power | Reduce -62.7% | 0.04% | −0.05 |
| TJX TJX Companies Inc. | Reduce -21.1% | 0.52% | −0.05 |
| MDT Medtronic PLC | Reduce -20.2% | 0.19% | −0.05 |
| AMGN Amgen Inc. | Reduce -40.4% | 0.12% | −0.05 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -19.2% | 0.30% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -20.1% | 0.26% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -27.3% | 0.58% | −0.04 |
| TLH iShares 10-20 Year Treasury | Reduce -61.8% | 0.03% | −0.04 |
| CDW CDW Corp. | Reduce -42.4% | 0.05% | −0.04 |
| NTES Netease Inc.-ADR | Reduce -12.5% | 0.13% | −0.03 |
| DFUV Dimensional US Marketwide Va | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -20.3% | 0.05% | −0.03 |
| AKRE Akre Focus ETF | Reduce -63.8% | 0.01% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -51.3% | 0.01% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VCRB Vanguard Core Bond ETF | Add +17.4% | 1.65% | +0.38 |
| IVV iShares Core S&P 500 ETF | Add +7.9% | 2.34% | +0.30 |
| FE Firstenergy Corp. | New | 0.29% | +0.29 |
| KHC The Kraft Heinz Co. | Add +1076.7% | 0.29% | +0.27 |
| DUK Duke Energy Corp. | Add +73.9% | 0.40% | +0.21 |
| AMAT Applied Materials Inc. | Add +6.5% | 0.54% | +0.20 |
| KMI Kinder Morgan Inc. | Add +16.4% | 0.49% | +0.18 |
| EVRG Evergy Inc. | Add +69.4% | 0.28% | +0.15 |
| LRCX Lam Research Corp. | Add +10.2% | 0.42% | +0.15 |
| COP Conocophillips | Add +8.6% | 0.34% | +0.14 |
| MO Altria Group Inc. | Add +24.9% | 0.36% | +0.13 |
| DFIS Dimensional International SM | Add +4.2% | 0.80% | +0.13 |
| CAG Conagra Brands Inc. | New | 0.11% | +0.11 |
| APP AppLovin Corp. Class A | Add +775.8% | 0.11% | +0.09 |
| KO The Coca-Cola Co. | Add +3.6% | 0.38% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.7% | 2.90% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 1.53% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +3.3% | 0.60% | +0.06 |
| TROW T Rowe Price Group Inc. | Add +29.9% | 0.29% | +0.06 |
| APH Amphenol Corp. Class A | Add +24.9% | 0.24% | +0.06 |
| SNA Snap-on Inc. | Add +12.7% | 0.22% | +0.06 |
| PLD Prologis Inc. | Add +14.3% | 0.22% | +0.05 |
| GLD SPDR Gold Shares | Add +3.6% | 0.26% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.4% | 0.29% | +0.05 |
| VLUE iShares MSCI USA Value Facto | Add +5.6% | 0.29% | +0.05 |
| EXC Exelon Corp. | Add +11.1% | 0.18% | +0.05 |
| LYB Lyondellbasell Indu Class A | Add +55.9% | 0.08% | +0.05 |
| BEN Franklin Templeton Inc. | Add +20.6% | 0.20% | +0.05 |
| LLY Eli Lilly & Co. | Add +13.1% | 0.65% | +0.05 |
| COIN Coinbase Global Inc. Class A | Add +53.0% | 0.20% | +0.05 |
| CME Cme Group Inc. | Add +7.5% | 0.20% | +0.05 |
| RF Regions Financial Corp. | Add +7.9% | 0.30% | +0.04 |
| T AT&T Inc. | Add +2.5% | 0.17% | +0.04 |
| VRSK Verisk Analytics Inc. | Add +28.9% | 0.20% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.03% | +0.03 |
| LDOS Leidos Holdings Inc. | Add +22.5% | 0.22% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +121.5% | 0.06% | +0.03 |
| RSG Republic Services Inc. | Add +3.9% | 0.18% | +0.03 |
| ALL Allstate Corp. | Add +5.2% | 0.20% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +6.7% | 0.12% | +0.03 |
| GLDM SPDR Gold Minishares Trust | New | 0.02% | +0.02 |
| IEF iShares 7-10 Year Treasury B | New | 0.02% | +0.02 |
| OKE Oneok Inc. | Add +10.0% | 0.07% | +0.02 |
| IDXX Idexx Laboratories Inc. | Add +17.4% | 0.27% | +0.02 |
| UAL United Airlines Holdings Inc. | Add +25.4% | 0.17% | +0.02 |
| DOW Dow Inc. | Add +0.1% | 0.04% | +0.02 |
| UPS United Parcel Service Class B | Add +34.2% | 0.06% | +0.02 |
| XPH SS SPDR S&P Pharma ETF | Add +5.1% | 0.16% | +0.02 |
| WBD Warner Bros Discovery Inc. | New | 0.02% | +0.02 |
| CNC Centene Corp. | Add +32.5% | 0.12% | +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 |