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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79.5 Million 4.31% of portfolio
322,606
Q2 2025 New
$0
$61.2 Million 3.32% of portfolio
616,915
Q2 2025 New
$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%
$0
$36.8 Million 2.0% of portfolio
278,757
Q2 2025 New
$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
$0
$24.9 Million 1.35% of portfolio
179,397
Q2 2025 New
$0
$20.6 Million 1.12% of portfolio
36,247
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%
$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%
$0
$13.2 Million 0.71% of portfolio
126,098
Q2 2025 New
$0
$10 Million 0.54% of portfolio
32,941
Q2 2025 New
$0
$8.81 Million 0.48% of portfolio
203,938
Q2 2025 Reduced 10.49%
$0
$8.56 Million 0.46% of portfolio
78,310
Q2 2025 New
$0
$8.56 Million 0.46% of portfolio
39,660
Q2 2025 New
$0
$7.7 Million 0.42% of portfolio
57,051
Q2 2025 New
$0
$7.04 Million 0.38% of portfolio
78,742
Q2 2025 New
$0
$6.75 Million 0.37% of portfolio
305,559
Q2 2025 New
$0
$5.76 Million 0.31% of portfolio
53,964
Q2 2025 New
$0
$5.42 Million 0.29% of portfolio
181,778
Q2 2025 Reduced 25.35%
$0
$5.43 Million 0.29% of portfolio
47,935
Q2 2025 Reduced 31.71%
$0
$5.03 Million 0.27% of portfolio
9,127
Q2 2025 Reduced 55.22%
$0
$4.64 Million 0.25% of portfolio
63,899
Q2 2025 New
$0
$4.65 Million 0.25% of portfolio
18,378
Q2 2025 Reduced 28.49%
$0
$4.35 Million 0.24% of portfolio
71,413
Q2 2025 New
$0
$4.29 Million 0.23% of portfolio
86,743
Q2 2025 New
$0
$4.23 Million 0.23% of portfolio
74,157
Q2 2025 New
$106B
$4.16 Million 0.23% of portfolio
13,648
Q2 2025 Reduced 46.16%
$0
$4.03 Million 0.22% of portfolio
25,535
Q2 2025 New
$0
$4.14 Million 0.22% of portfolio
85,798
Q2 2025 New
$0
$3.94 Million 0.21% of portfolio
63,587
Q2 2025 New
$0
$3.43 Million 0.19% of portfolio
33,741
Q2 2025 New
$0
$3.57 Million 0.19% of portfolio
19,574
Q2 2025 New
$0
$3.46 Million 0.19% of portfolio
25,764
Q2 2025 New
$0
$3.44 Million 0.19% of portfolio
65,766
Q2 2025 Reduced 23.31%
$0
$3.02 Million 0.16% of portfolio
59,466
Q2 2025 Reduced 27.92%
$0
$2.96 Million 0.16% of portfolio
12,509
Q2 2025 New
$0
$2.87 Million 0.16% of portfolio
8,457
Q2 2025 New
$0
$2.69 Million 0.15% of portfolio
67,149
Q2 2025 Reduced 51.74%
$0
$2.55 Million 0.14% of portfolio
83,072
Q2 2025 New
$0
$2.2 Million 0.12% of portfolio
23,988
Q2 2025 Reduced 51.95%
$0
$2.19 Million 0.12% of portfolio
43,140
Q2 2025 Reduced 44.46%
$0
$2.02 Million 0.11% of portfolio
27,416
Q2 2025 New
$0
$1.88 Million 0.1% of portfolio
6,585
Q2 2025 New
$0
$1.86 Million 0.1% of portfolio
16,817
Q2 2025 New
$0
$1.66 Million 0.09% of portfolio
41,012
Q2 2025 Added 24.53%

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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email