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
$26.1B
$2.18 Million 0.12% of portfolio
19,181
Q2 2025 New
$0
$2.19 Million 0.12% of portfolio
43,140
Q2 2025 Reduced 44.46%
$9.04B
$2.01 Million 0.11% of portfolio
190,904
Q2 2025 Added 139.42%
$12.3B
$1.97 Million 0.11% of portfolio
6,775
Q2 2025 Reduced 44.88%
$37.2B
$2.07 Million 0.11% of portfolio
17,511
Q2 2025 Reduced 45.12%
$0
$2.02 Million 0.11% of portfolio
27,416
Q2 2025 New
$52.2B
$2.08 Million 0.11% of portfolio
61,503
Q2 2025 New
$25.2B
$1.95 Million 0.11% of portfolio
3,808
Q2 2025 New
$85.4B
$2.02 Million 0.11% of portfolio
22,140
Q2 2025 Reduced 38.26%
$160B
$2.05 Million 0.11% of portfolio
9,247
Q2 2025 New
$0
$1.88 Million 0.1% of portfolio
6,585
Q2 2025 New
$70.1B
$1.78 Million 0.1% of portfolio
19,596
Q2 2025 New
$0
$1.86 Million 0.1% of portfolio
16,817
Q2 2025 New
$248B
$1.91 Million 0.1% of portfolio
5,981
Q2 2025 Reduced 50.03%
$23.4B
$1.93 Million 0.1% of portfolio
3,255
Q2 2025 New
$91.8B
$1.64 Million 0.09% of portfolio
4,969
Q2 2025 New
$16.6B
$1.6 Million 0.09% of portfolio
23,772
Q2 2025 Reduced 40.66%
$0
$1.66 Million 0.09% of portfolio
41,012
Q2 2025 Added 24.53%
$42.1B
$1.67 Million 0.09% of portfolio
5,362
Q2 2025 Added 19.1%
$0
$1.58 Million 0.09% of portfolio
59,689
Q2 2025 New
$0
$1.58 Million 0.09% of portfolio
63,817
Q2 2025 Reduced 54.5%
$0
$1.65 Million 0.09% of portfolio
32,667
Q2 2025 Reduced 66.91%
$0
$1.62 Million 0.09% of portfolio
27,425
Q2 2025 New
$6.51B
$1.63 Million 0.09% of portfolio
18,090
Q2 2025 Added 1,094.06%
$145B
$1.58 Million 0.09% of portfolio
5,921
Q2 2025 New
$259B
$1.41 Million 0.08% of portfolio
7,756
Q2 2025 New
$24.3B
$1.47 Million 0.08% of portfolio
15,221
Q2 2025 Added 25.14%
$34.3B
$1.4 Million 0.08% of portfolio
17,613
Q2 2025 New
$6.92B
$1.5 Million 0.08% of portfolio
6,737
Q2 2025 Added 15.84%
$9.47B
$1.41 Million 0.08% of portfolio
19,364
Q2 2025 New
$453B
$1.46 Million 0.08% of portfolio
2
Q2 2025 Reduced 87.5%
$0
$1.55 Million 0.08% of portfolio
25,784
Q2 2025 Reduced 27.74%
$0
$1.48 Million 0.08% of portfolio
33,570
Q2 2025 Reduced 30.81%
$0
$1.55 Million 0.08% of portfolio
64,890
Q2 2025 New
$0
$1.46 Million 0.08% of portfolio
27,951
Q2 2025 Reduced 18.92%
$71.6B
$1.39 Million 0.08% of portfolio
1,745
Q2 2025 Reduced 43.78%
$0
$1.56 Million 0.08% of portfolio
11,518
Q2 2025 Reduced 34.05%
$87.2B
$1.41 Million 0.08% of portfolio
6,610
Q2 2025 Reduced 20.56%
$25.8B
$1.39 Million 0.08% of portfolio
14,521
Q2 2025 Added 10.41%
$263B
$1.44 Million 0.08% of portfolio
10,182
Q2 2025 Reduced 44.35%
$34.1B
$1.38 Million 0.07% of portfolio
16,950
Q2 2025 New
$20.8B
$1.24 Million 0.07% of portfolio
17,900
Q2 2025 New
$96B
$1.36 Million 0.07% of portfolio
19,698
Q2 2025 New
$0
$1.21 Million 0.07% of portfolio
11,171
Q2 2025 Reduced 1.74%
$0
$1.35 Million 0.07% of portfolio
15,120
Q2 2025 New
$13.7B
$1.38 Million 0.07% of portfolio
9,418
Q2 2025 New
$47.8B
$1.37 Million 0.07% of portfolio
8,570
Q2 2025 New
$0
$1.33 Million 0.07% of portfolio
2,341
Q2 2025 Reduced 56.74%
$144B
$1.28 Million 0.07% of portfolio
2,521
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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