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
$73.2B
$3.62 Million 0.2% of portfolio
23,221
Q2 2025 Reduced 25.59%
$126B
$3.77 Million 0.2% of portfolio
12,226
Q2 2025 Reduced 61.49%
$89.4B
$3.72 Million 0.2% of portfolio
27,658
Q2 2025 Reduced 8.96%
$209B
$3.6 Million 0.2% of portfolio
124,518
Q2 2025 Reduced 14.38%
$0
$3.43 Million 0.19% of portfolio
33,741
Q2 2025 New
$0
$3.57 Million 0.19% of portfolio
19,574
Q2 2025 New
$84.2B
$3.42 Million 0.19% of portfolio
50,756
Q2 2025 New
$0
$3.46 Million 0.19% of portfolio
25,764
Q2 2025 New
$308B
$3.5 Million 0.19% of portfolio
25,693
Q2 2025 Reduced 31.13%
$0
$3.44 Million 0.19% of portfolio
65,766
Q2 2025 Reduced 23.31%
$66.3B
$3.44 Million 0.19% of portfolio
4,562
Q2 2025 New
$94.3B
$3.37 Million 0.18% of portfolio
28,542
Q2 2025 Added 3.07%
$100B
$3.34 Million 0.18% of portfolio
7,507
Q2 2025 Reduced 29.42%
$17.2B
$3.33 Million 0.18% of portfolio
82,573
Q2 2025 Added 9.94%
$233B
$3.37 Million 0.18% of portfolio
23,093
Q2 2025 Reduced 38.38%
$25.6B
$3.41 Million 0.18% of portfolio
144,776
Q2 2025 Added 8.62%
$73.2B
$3.22 Million 0.17% of portfolio
26,962
Q2 2025 Reduced 32.42%
$100B
$3.07 Million 0.17% of portfolio
66,361
Q2 2025 New
$101B
$3.14 Million 0.17% of portfolio
34,319
Q2 2025 New
$407B
$3.13 Million 0.17% of portfolio
66,196
Q2 2025 Reduced 35.39%
$166B
$3.2 Million 0.17% of portfolio
8,278
Q2 2025 Reduced 31.18%
$0
$3.02 Million 0.16% of portfolio
59,466
Q2 2025 Reduced 27.92%
$0
$2.96 Million 0.16% of portfolio
12,509
Q2 2025 New
$120B
$3.03 Million 0.16% of portfolio
51,689
Q2 2025 Added 2.06%
$0
$2.87 Million 0.16% of portfolio
8,457
Q2 2025 New
$36.4B
$2.85 Million 0.15% of portfolio
35,469
Q2 2025 Reduced 5.66%
$0
$2.69 Million 0.15% of portfolio
67,149
Q2 2025 Reduced 51.74%
$55B
$2.74 Million 0.15% of portfolio
13,591
Q2 2025 Reduced 5.0%
$174B
$2.72 Million 0.15% of portfolio
29,837
Q2 2025 New
$73.9B
$2.78 Million 0.15% of portfolio
11,279
Q2 2025 New
$126B
$2.71 Million 0.15% of portfolio
30,206
Q2 2025 Reduced 17.4%
$22.3B
$2.83 Million 0.15% of portfolio
15,831
Q2 2025 Reduced 38.41%
$193B
$2.57 Million 0.14% of portfolio
6,343
Q2 2025 New
$57B
$2.67 Million 0.14% of portfolio
13,062
Q2 2025 New
$0
$2.55 Million 0.14% of portfolio
83,072
Q2 2025 New
$53.9B
$2.32 Million 0.13% of portfolio
4,333
Q2 2025 Added 5.14%
$21.5B
$2.42 Million 0.13% of portfolio
56,494
Q2 2025 Reduced 7.59%
$154B
$2.39 Million 0.13% of portfolio
8,577
Q2 2025 Reduced 42.58%
$188B
$2.48 Million 0.13% of portfolio
3,143
Q2 2025 New
$95.8B
$2.31 Million 0.13% of portfolio
8,387
Q2 2025 Reduced 10.2%
$17.3B
$2.4 Million 0.13% of portfolio
7,709
Q2 2025 New
$256B
$2.44 Million 0.13% of portfolio
8,965
Q2 2025 Reduced 47.49%
$186B
$2.39 Million 0.13% of portfolio
55,328
Q2 2025 Reduced 33.63%
$16.6B
$2.46 Million 0.13% of portfolio
38,202
Q2 2025 New
$12.9B
$2.4 Million 0.13% of portfolio
260,913
Q2 2025 Added 64.17%
$54.9B
$2.14 Million 0.12% of portfolio
4,009
Q2 2025 Reduced 35.9%
$0
$2.2 Million 0.12% of portfolio
23,988
Q2 2025 Reduced 51.95%
$24.7B
$2.18 Million 0.12% of portfolio
13,848
Q2 2025 New
$97.5B
$2.3 Million 0.12% of portfolio
32,316
Q2 2025 New

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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