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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.41 Million 0.19% of portfolio
61,651
Q3 2025 Reduced 6.26%
$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%
$413B
$3.34 Million 0.18% of portfolio
64,680
Q3 2025 Reduced 2.29%
$99.5B
$3.22 Million 0.18% of portfolio
71,399
Q3 2025 Added 7.59%
$0
$3.26 Million 0.18% of portfolio
17,899
Q3 2025 Reduced 8.56%
$0
$3.04 Million 0.17% of portfolio
17,196
Q3 2025 Reduced 32.66%
$15.6B
$3.1 Million 0.17% of portfolio
22,648
Q3 2025 Reduced 18.38%
$0
$3.05 Million 0.17% of portfolio
8,344
Q3 2025 Reduced 1.34%
$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%
$222B
$3.05 Million 0.17% of portfolio
6,296
Q3 2025 Reduced 0.74%
$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%
$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%
$9.51B
$2.95 Million 0.16% of portfolio
10,635
Q3 2025 Reduced 19.24%
$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%
$0
$2.8 Million 0.15% of portfolio
25,326
Q3 2025 Added 50.6%
$97.3B
$2.8 Million 0.15% of portfolio
33,060
Q3 2025 Reduced 3.67%
$57.4B
$2.78 Million 0.15% of portfolio
4,345
Q3 2025 Added 0.28%
$120B
$2.64 Million 0.15% of portfolio
83,971
Q3 2025 Reduced 12.17%
$0
$2.69 Million 0.15% of portfolio
50,376
Q3 2025 Reduced 41.29%
$151B
$2.46 Million 0.14% of portfolio
6,962
Q3 2025 Reduced 15.9%
$0
$2.55 Million 0.14% of portfolio
10,019
Q3 2025 Reduced 19.91%
$66.3B
$2.61 Million 0.14% of portfolio
11,358
Q3 2025 Added 0.7%
$89.3B
$2.42 Million 0.13% of portfolio
22,193
Q3 2025 Added 0.24%
$167B
$2.42 Million 0.13% of portfolio
25,349
Q3 2025 Reduced 15.04%
$183B
$2.4 Million 0.13% of portfolio
8,493
Q3 2025 Reduced 0.98%
$76.2B
$2.39 Million 0.13% of portfolio
38,316
Q3 2025 Reduced 24.51%
$61.4B
$2.35 Million 0.13% of portfolio
11,521
Q3 2025 Reduced 11.8%
$64.7B
$2.39 Million 0.13% of portfolio
21,276
Q3 2025 Reduced 21.09%
$100B
$2.26 Million 0.12% of portfolio
8,346
Q3 2025 Reduced 0.49%
$0
$2.16 Million 0.12% of portfolio
22,377
Q3 2025 New
$172B
$2.1 Million 0.12% of portfolio
47,738
Q3 2025 Reduced 13.72%
$0
$2.25 Million 0.12% of portfolio
15,752
Q3 2025 Reduced 38.86%
$19.6B
$2.17 Million 0.12% of portfolio
13,649
Q3 2025 Reduced 13.78%
$23B
$2.14 Million 0.12% of portfolio
20,845
Q3 2025 Added 36.95%
$22.8B
$2.01 Million 0.11% of portfolio
19,166
Q3 2025 Reduced 0.08%
$0
$2 Million 0.11% of portfolio
41,689
Q3 2025 Added 1.65%
$140B
$1.92 Million 0.11% of portfolio
7,624
Q3 2025 Reduced 17.55%
$0
$2.05 Million 0.11% of portfolio
64,944
Q3 2025 Reduced 21.82%
$0
$1.99 Million 0.11% of portfolio
39,195
Q3 2025 Reduced 34.09%
$9.23B
$2.02 Million 0.11% of portfolio
153,310
Q3 2025 Reduced 19.69%
$47B
$1.96 Million 0.11% of portfolio
3,998
Q3 2025 Reduced 0.27%

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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