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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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