Svb Wealth LLC Portfolio Holdings

Svb Wealth LLC

  • $1.82 Billion
  • Q3 2025

Svb Wealth LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 1510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Microsoft Corp with a value of $88.8M, Ishares Tr Russell 200 Growth with a value of $88.1M, Broadcom Inc. with a value of $84.3M, and Amazon Com Inc with a value of $54.3M.

Examining the 13F form we can see an decrease of $27M in the current position value, from $1.85B to 1.82B.

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 $1.82 Billion
ETFs: $627 Million
Technology: $451 Million
Financial Services: $142 Million
Consumer Cyclical: $129 Million
Healthcare: $124 Million
Communication Services: $110 Million
Industrials: $82.8 Million
Consumer Defensive: $62.6 Million
Other: $89.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$84.3 Million 4.64% of portfolio
255,505
Q3 2025 Reduced 5.55%
$49.1B
$12.3 Million 0.68% of portfolio
10,260
Q3 2025 Reduced 3.51%
$140B
$11.1 Million 0.61% of portfolio
29,725
Q3 2025 Reduced 4.79%
$170B
$10.2 Million 0.56% of portfolio
70,578
Q3 2025 Reduced 1.71%
$55.4B
$9.4 Million 0.52% of portfolio
30,775
Q3 2025 Reduced 15.68%
$152B
$9.53 Million 0.52% of portfolio
38,655
Q3 2025 Reduced 2.97%
$136B
$8.99 Million 0.49% of portfolio
38,021
Q3 2025 Reduced 7.26%
$34.9B
$7.58 Million 0.42% of portfolio
31,845
Q3 2025 Reduced 12.42%
$168B
$6.82 Million 0.38% of portfolio
90,380
Q3 2025 Reduced 11.31%
$118B
$6.97 Million 0.38% of portfolio
28,351
Q3 2025 Reduced 7.84%
$84.9B
$6.76 Million 0.37% of portfolio
40,113
Q3 2025 Reduced 14.66%
$132B
$6.75 Million 0.37% of portfolio
32,074
Q3 2025 Reduced 11.59%
$193B
$6.43 Million 0.35% of portfolio
14,372
Q3 2025 Reduced 5.66%
$85.9B
$5.92 Million 0.33% of portfolio
26,789
Q3 2025 Added 0.4%
$61.6B
$5.93 Million 0.33% of portfolio
209,355
Q3 2025 Reduced 11.71%
$89.7B
$5.59 Million 0.31% of portfolio
27,737
Q3 2025 Reduced 11.51%
$78.2B
$5.41 Million 0.3% of portfolio
16,749
Q3 2025 Reduced 19.73%
$197B
$4.96 Million 0.27% of portfolio
24,248
Q3 2025 Added 7.72%
$70.1B
$4.82 Million 0.26% of portfolio
28,287
Q3 2025 Reduced 7.32%
$57.5B
$4.49 Million 0.25% of portfolio
16,470
Q3 2025 Reduced 10.19%
$128B
$4.46 Million 0.25% of portfolio
46,816
Q3 2025 Reduced 13.96%
$160B
$4.4 Million 0.24% of portfolio
22,216
Q3 2025 Reduced 7.12%
$191B
$4.31 Million 0.24% of portfolio
799
Q3 2025 Added 4.31%
$156B
$4.12 Million 0.23% of portfolio
37,085
Q3 2025 Added 5.07%
$19.3B
$4.16 Million 0.23% of portfolio
44,650
Q3 2025 Reduced 14.98%
$47.8B
$4.19 Million 0.23% of portfolio
62,180
Q3 2025 Reduced 10.86%
$29.5B
$3.99 Million 0.22% of portfolio
62,138
Q3 2025 Reduced 2.73%
$136B
$4.08 Million 0.22% of portfolio
11,047
Q3 2025 Reduced 8.66%
$92B
$4.06 Million 0.22% of portfolio
26,714
Q3 2025 Reduced 3.41%
$54.4B
$3.83 Million 0.21% of portfolio
12,379
Q3 2025 Added 0.62%
$23.3B
$3.91 Million 0.21% of portfolio
148,227
Q3 2025 Added 2.38%
$141B
$3.65 Million 0.2% of portfolio
143,238
Q3 2025 Reduced 14.78%
$104B
$3.72 Million 0.2% of portfolio
12,678
Q3 2025 Added 3.7%
$96.4B
$3.4 Million 0.19% of portfolio
27,483
Q3 2025 Reduced 3.71%
$104B
$3.35 Million 0.18% of portfolio
50,663
Q3 2025 Reduced 1.98%
$99.5B
$3.22 Million 0.18% of portfolio
71,399
Q3 2025 Added 7.59%
$15.6B
$3.1 Million 0.17% of portfolio
22,648
Q3 2025 Reduced 18.38%
$113B
$3.02 Million 0.17% of portfolio
31,897
Q3 2025 Added 5.6%
$55.6B
$3.09 Million 0.17% of portfolio
21,118
Q3 2025 Reduced 9.06%
$111B
$2.9 Million 0.16% of portfolio
7,415
Q3 2025 Reduced 1.23%
$24.4B
$2.88 Million 0.16% of portfolio
18,010
Q3 2025 Reduced 19.39%
$27.7B
$2.83 Million 0.16% of portfolio
33,487
Q3 2025 Reduced 5.59%
$181B
$2.97 Million 0.16% of portfolio
105,226
Q3 2025 Reduced 15.49%
$57.9B
$2.9 Million 0.16% of portfolio
13,512
Q3 2025 Reduced 0.58%
$17.4B
$2.83 Million 0.16% of portfolio
65,419
Q3 2025 Reduced 20.77%
$12.6B
$2.98 Million 0.16% of portfolio
363,878
Q3 2025 Added 39.46%
$17.5B
$2.73 Million 0.15% of portfolio
7,887
Q3 2025 Added 2.31%
$26.1B
$2.66 Million 0.15% of portfolio
14,083
Q3 2025 Added 1.7%
$55.9B
$2.7 Million 0.15% of portfolio
2,831
Q3 2025 Reduced 37.94%

Summary

  • Portfolio
  • No. of Stocks 1,510
  • Current Value $1.82 Billion
  • Prior Value $1.85 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 295 stocks
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