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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$102 Million 5.52% of portfolio
496,291
Q2 2025 Reduced 33.03%
$3.95T
$91.5 Million 4.96% of portfolio
183,865
Q2 2025 New
$2.26T
$56.5 Million 3.06% of portfolio
257,341
Q2 2025 Reduced 24.28%
$456B
$38.2 Million 2.07% of portfolio
241,794
Q2 2025 Reduced 37.71%
$859B
$34.1 Million 1.85% of portfolio
117,632
Q2 2025 Reduced 34.85%
$1.21T
$26.5 Million 1.44% of portfolio
150,546
Q2 2025 Reduced 31.93%
$1.78T
$24.3 Million 1.32% of portfolio
32,961
Q2 2025 Reduced 38.42%
$551B
$21 Million 1.14% of portfolio
59,157
Q2 2025 Reduced 28.98%
$1.24T
$20.2 Million 1.09% of portfolio
113,739
Q2 2025 Reduced 29.46%
$351B
$19 Million 1.03% of portfolio
102,349
Q2 2025 Reduced 52.55%
$405B
$18.7 Million 1.01% of portfolio
50,916
Q2 2025 New
$439B
$15.4 Million 0.84% of portfolio
15,603
Q2 2025 Reduced 20.33%
$293B
$14.8 Million 0.8% of portfolio
213,788
Q2 2025 Reduced 35.44%
$210B
$14.4 Million 0.78% of portfolio
48,768
Q2 2025 New
$545B
$14.2 Million 0.77% of portfolio
10,633
Q2 2025 Reduced 26.72%
$621B
$13.4 Million 0.73% of portfolio
27,563
Q2 2025 Reduced 38.12%
$368B
$12.7 Million 0.69% of portfolio
79,871
Q2 2025 New
$229B
$12.2 Million 0.66% of portfolio
89,456
Q2 2025 Reduced 60.29%
$442B
$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
$302B
$8.89 Million 0.48% of portfolio
62,066
Q2 2025 New
$1.08T
$8.92 Million 0.48% of portfolio
28,088
Q2 2025 Reduced 52.51%
$548B
$7.85 Million 0.43% of portfolio
13,974
Q2 2025 Reduced 23.75%
$222B
$6.65 Million 0.36% of portfolio
22,771
Q2 2025 New
$202B
$6.66 Million 0.36% of portfolio
50,461
Q2 2025 New
$608B
$5.53 Million 0.3% of portfolio
7,098
Q2 2025 New
$245B
$5.53 Million 0.3% of portfolio
17,725
Q2 2025 Reduced 21.2%
$254B
$5.43 Million 0.29% of portfolio
7,670
Q2 2025 Reduced 42.44%
$452B
$5.07 Million 0.27% of portfolio
33,224
Q2 2025 New
$306B
$4.84 Million 0.26% of portfolio
68,442
Q2 2025 New
$203B
$4.36 Million 0.24% of portfolio
55,086
Q2 2025 Reduced 40.24%
$217B
$4.43 Million 0.24% of portfolio
766
Q2 2025 Added 2.82%
$203B
$3.6 Million 0.2% of portfolio
124,518
Q2 2025 Reduced 14.38%
$367B
$3.5 Million 0.19% of portfolio
25,693
Q2 2025 Reduced 31.13%
$229B
$3.37 Million 0.18% of portfolio
23,093
Q2 2025 Reduced 38.38%
$381B
$3.13 Million 0.17% of portfolio
66,196
Q2 2025 Reduced 35.39%
$201B
$2.48 Million 0.13% of portfolio
3,143
Q2 2025 New
$232B
$2.44 Million 0.13% of portfolio
8,965
Q2 2025 Reduced 47.49%
$227B
$1.91 Million 0.1% of portfolio
5,981
Q2 2025 Reduced 50.03%
$261B
$1.41 Million 0.08% of portfolio
7,756
Q2 2025 New
$423B
$1.46 Million 0.08% of portfolio
2
Q2 2025 Reduced 87.5%
$282B
$1.44 Million 0.08% of portfolio
10,182
Q2 2025 Reduced 44.35%
$207B
$1.35 Million 0.07% of portfolio
10,903
Q2 2025 New
$218B
$1.33 Million 0.07% of portfolio
3,420
Q2 2025 New
$306B
$1.36 Million 0.07% of portfolio
5,284
Q2 2025 New
$302B
$1.05 Million 0.06% of portfolio
13,124
Q2 2025 New
$1.27T
$746,000 0.04% of portfolio
3,296
Q2 2025 New
$250B
$690,000 0.04% of portfolio
4,902
Q2 2025 New
$257B
$559,000 0.03% of portfolio
4,625
Q2 2025 Reduced 37.65%

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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