Svb Wealth LLC Portfolio Holdings

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025

Svb Wealth LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.85 Billion distributed in 1684 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102M, Microsoft Corp with a value of $91.5M, Ishares Tr Russell 200 Growth with a value of $79.5M, Broadcom Inc. with a value of $74.6M, and Ishares Core U.S. Aggregate Bo with a value of $61.2M.

Examining the 13F form we can see an decrease of $562M in the current position value, from $2.41B to 1.85B.

Svb Wealth LLC is based out at Boston, MA

Below you can find more details about Svb Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.85 Billion
ETFs: $659 Million
Technology: $429 Million
Financial Services: $151 Million
Consumer Cyclical: $129 Million
Healthcare: $128 Million
Communication Services: $102 Million
Industrials: $85.3 Million
Consumer Defensive: $68.9 Million
Other: $93.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$102 Million 5.52% of portfolio
496,291
Q2 2025 Reduced 33.03%
$3.84T
$91.5 Million 4.96% of portfolio
183,865
Q2 2025 New
$0
$79.5 Million 4.31% of portfolio
322,606
Q2 2025 New
$147B
$74.6 Million 4.04% of portfolio
270,510
Q2 2025 Reduced 24.82%
$0
$61.2 Million 3.32% of portfolio
616,915
Q2 2025 New
$2.36T
$56.5 Million 3.06% of portfolio
257,341
Q2 2025 Reduced 24.28%
$0
$44.8 Million 2.43% of portfolio
532,559
Q2 2025 New
$0
$42.1 Million 2.28% of portfolio
504,233
Q2 2025 Reduced 31.6%
$443B
$38.2 Million 2.07% of portfolio
241,794
Q2 2025 Reduced 37.71%
$0
$36.8 Million 2.0% of portfolio
278,757
Q2 2025 New
$906B
$34.1 Million 1.85% of portfolio
117,632
Q2 2025 Reduced 34.85%
$0
$32.1 Million 1.74% of portfolio
51,953
Q2 2025 Reduced 34.06%
$0
$31.2 Million 1.69% of portfolio
50,232
Q2 2025 New
$1.5T
$26.5 Million 1.44% of portfolio
150,546
Q2 2025 Reduced 31.93%
$0
$24.9 Million 1.35% of portfolio
179,397
Q2 2025 New
$1.75T
$24.3 Million 1.32% of portfolio
32,961
Q2 2025 Reduced 38.42%
$0
$20.6 Million 1.12% of portfolio
36,247
Q2 2025 New
$1.53T
$20.2 Million 1.09% of portfolio
113,739
Q2 2025 Reduced 29.46%
$385B
$19 Million 1.03% of portfolio
102,349
Q2 2025 Reduced 52.55%
$433B
$18.7 Million 1.01% of portfolio
50,916
Q2 2025 New
$0
$17.8 Million 0.96% of portfolio
41,877
Q2 2025 New
$0
$17.6 Million 0.95% of portfolio
327,570
Q2 2025 Reduced 15.83%
$425B
$15.4 Million 0.84% of portfolio
15,603
Q2 2025 Reduced 20.33%
$275B
$14.8 Million 0.8% of portfolio
213,788
Q2 2025 Reduced 35.44%
$230B
$14.4 Million 0.78% of portfolio
48,768
Q2 2025 New
$535B
$14.2 Million 0.77% of portfolio
10,633
Q2 2025 Reduced 26.72%
$644B
$13.4 Million 0.73% of portfolio
27,563
Q2 2025 Reduced 38.12%
$0
$13.5 Million 0.73% of portfolio
73,952
Q2 2025 Reduced 26.07%
$0
$13.1 Million 0.71% of portfolio
150,468
Q2 2025 Reduced 14.19%
$815B
$13.1 Million 0.71% of portfolio
59,969
Q2 2025 Reduced 36.6%
$0
$13.2 Million 0.71% of portfolio
126,098
Q2 2025 New
$372B
$12.7 Million 0.69% of portfolio
79,871
Q2 2025 New
$230B
$12.2 Million 0.66% of portfolio
89,456
Q2 2025 Reduced 60.29%
$150B
$11.9 Million 0.65% of portfolio
39,839
Q2 2025 Reduced 37.67%
$468B
$11.7 Million 0.63% of portfolio
108,634
Q2 2025 Reduced 33.39%
$281B
$11.4 Million 0.62% of portfolio
116,794
Q2 2025 New
$150B
$11.1 Million 0.6% of portfolio
31,220
Q2 2025 Reduced 26.93%
$0
$10 Million 0.54% of portfolio
32,941
Q2 2025 New
$133B
$9.43 Million 0.51% of portfolio
40,996
Q2 2025 New
$53.9B
$9.15 Million 0.5% of portfolio
36,497
Q2 2025 New
$164B
$8.87 Million 0.48% of portfolio
71,806
Q2 2025 New
$308B
$8.89 Million 0.48% of portfolio
62,066
Q2 2025 New
$0
$8.81 Million 0.48% of portfolio
203,938
Q2 2025 Reduced 10.49%
$38.6B
$8.84 Million 0.48% of portfolio
36,360
Q2 2025 Reduced 33.12%
$1.29T
$8.92 Million 0.48% of portfolio
28,088
Q2 2025 Reduced 52.51%
$0
$8.71 Million 0.47% of portfolio
86,484
Q2 2025 Reduced 51.7%
$96.2B
$8.62 Million 0.47% of portfolio
47,003
Q2 2025 Reduced 30.88%
$0
$8.56 Million 0.46% of portfolio
78,310
Q2 2025 New
$142B
$8.45 Million 0.46% of portfolio
36,277
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,684
  • Current Value $1.85 Billion
  • Prior Value $2.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 204 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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