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
$0
$8.56 Million 0.46% of portfolio
39,660
Q2 2025 New
$167B
$8.28 Million 0.45% of portfolio
15,234
Q2 2025 Reduced 16.16%
$76.5B
$8.12 Million 0.44% of portfolio
20,865
Q2 2025 Reduced 20.15%
$568B
$7.85 Million 0.43% of portfolio
13,974
Q2 2025 Reduced 23.75%
$0
$7.7 Million 0.42% of portfolio
57,051
Q2 2025 New
$129B
$7.32 Million 0.4% of portfolio
30,763
Q2 2025 Reduced 30.2%
$0
$7.04 Million 0.38% of portfolio
78,742
Q2 2025 New
$142B
$7.07 Million 0.38% of portfolio
101,911
Q2 2025 Reduced 46.58%
$60.6B
$6.97 Million 0.38% of portfolio
237,109
Q2 2025 Reduced 4.4%
$102B
$6.85 Million 0.37% of portfolio
31,345
Q2 2025 New
$0
$6.75 Million 0.37% of portfolio
305,559
Q2 2025 New
$231B
$6.65 Million 0.36% of portfolio
22,771
Q2 2025 New
$205B
$6.66 Million 0.36% of portfolio
50,461
Q2 2025 New
$92.9B
$6.11 Million 0.33% of portfolio
26,681
Q2 2025 Reduced 8.39%
$0
$5.76 Million 0.31% of portfolio
53,964
Q2 2025 New
$696B
$5.53 Million 0.3% of portfolio
7,098
Q2 2025 New
$0
$5.42 Million 0.29% of portfolio
181,778
Q2 2025 Reduced 25.35%
$254B
$5.43 Million 0.29% of portfolio
7,670
Q2 2025 Reduced 42.44%
$0
$5.43 Million 0.29% of portfolio
47,935
Q2 2025 Reduced 31.71%
$65.2B
$5.17 Million 0.28% of portfolio
18,338
Q2 2025 Reduced 43.06%
$92.6B
$5.15 Million 0.28% of portfolio
16,459
Q2 2025 Reduced 3.48%
$48.6B
$5 Million 0.27% of portfolio
69,753
Q2 2025 New
$0
$5.03 Million 0.27% of portfolio
9,127
Q2 2025 Reduced 55.22%
$463B
$5.07 Million 0.27% of portfolio
33,224
Q2 2025 New
$298B
$4.84 Million 0.26% of portfolio
68,442
Q2 2025 New
$150B
$4.73 Million 0.26% of portfolio
23,920
Q2 2025 New
$123B
$4.74 Million 0.26% of portfolio
54,411
Q2 2025 Reduced 29.49%
$148B
$4.79 Million 0.26% of portfolio
12,095
Q2 2025 New
$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%
$35.9B
$4.5 Million 0.24% of portfolio
63,885
Q2 2025 New
$0
$4.35 Million 0.24% of portfolio
71,413
Q2 2025 New
$213B
$4.36 Million 0.24% of portfolio
55,086
Q2 2025 Reduced 40.24%
$222B
$4.43 Million 0.24% of portfolio
766
Q2 2025 Added 2.82%
$17.9B
$4.37 Million 0.24% of portfolio
52,520
Q2 2025 Reduced 31.9%
$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
$110B
$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
$139B
$4.07 Million 0.22% of portfolio
168,082
Q2 2025 New
$138B
$4.12 Million 0.22% of portfolio
22,511
Q2 2025 Reduced 26.21%
$58.6B
$4.1 Million 0.22% of portfolio
30,520
Q2 2025 Reduced 25.62%
$0
$4.14 Million 0.22% of portfolio
85,798
Q2 2025 New
$142B
$3.91 Million 0.21% of portfolio
35,296
Q2 2025 New
$0
$3.94 Million 0.21% of portfolio
63,587
Q2 2025 New
$30.8B
$3.87 Million 0.21% of portfolio
22,343
Q2 2025 Reduced 28.69%
$63.7B
$3.94 Million 0.21% of portfolio
12,303
Q2 2025 New
$15.6B
$3.8 Million 0.21% of portfolio
27,749
Q2 2025 Reduced 28.88%
$10.1B
$3.6 Million 0.2% of portfolio
13,169
Q2 2025 Reduced 40.18%

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