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
$40B
$1.29 Million 0.07% of portfolio
26,224
Q2 2025 New
$0
$1.23 Million 0.07% of portfolio
4,380
Q2 2025 New
$208B
$1.35 Million 0.07% of portfolio
10,903
Q2 2025 New
$36.3B
$1.22 Million 0.07% of portfolio
19,444
Q2 2025 Reduced 23.06%
$113B
$1.37 Million 0.07% of portfolio
1,871
Q2 2025 Reduced 48.75%
$277B
$1.33 Million 0.07% of portfolio
3,420
Q2 2025 New
$335B
$1.36 Million 0.07% of portfolio
5,284
Q2 2025 New
$91.5B
$1.36 Million 0.07% of portfolio
4,416
Q2 2025 New
$20.4B
$1.32 Million 0.07% of portfolio
3,254
Q2 2025 New
$190B
$1.38 Million 0.07% of portfolio
16,206
Q2 2025 New
$114B
$1.11 Million 0.06% of portfolio
7,432
Q2 2025 Reduced 16.5%
$20.4B
$1.1 Million 0.06% of portfolio
20,222
Q2 2025 Added 17.62%
$40.6B
$1.17 Million 0.06% of portfolio
7,434
Q2 2025 Reduced 39.27%
$13.6B
$1.1 Million 0.06% of portfolio
6,059
Q2 2025 New
$112B
$1.09 Million 0.06% of portfolio
3,751
Q2 2025 Reduced 48.18%
$190B
$1.16 Million 0.06% of portfolio
7,276
Q2 2025 New
$106B
$1.05 Million 0.06% of portfolio
11,471
Q2 2025 New
$7.46B
$1.05 Million 0.06% of portfolio
14,042
Q2 2025 New
$66.9B
$1.18 Million 0.06% of portfolio
11,206
Q2 2025 Reduced 13.76%
$128B
$1.02 Million 0.06% of portfolio
2,197
Q2 2025 New
$91.2B
$1.06 Million 0.06% of portfolio
6,363
Q2 2025 Reduced 36.2%
$0
$1.06 Million 0.06% of portfolio
5,390
Q2 2025 New
$0
$998,000 0.05% of portfolio
7,493
Q2 2025 New
$0
$861,000 0.05% of portfolio
20,375
Q2 2025 Added 0.05%
$37.1B
$877,000 0.05% of portfolio
15,231
Q2 2025 New
$0
$848,000 0.05% of portfolio
1,280
Q2 2025 Reduced 21.76%
$30.4B
$843,000 0.05% of portfolio
8,222
Q2 2025 Reduced 16.78%
$64.2B
$847,000 0.05% of portfolio
8,398
Q2 2025 New
$89.6B
$852,000 0.05% of portfolio
3,858
Q2 2025 Reduced 42.36%
$0
$971,000 0.05% of portfolio
2,216
Q2 2025 New
$0
$863,000 0.05% of portfolio
3,971
Q2 2025 Reduced 7.46%
$2.49B
$985,000 0.05% of portfolio
19,149
Q2 2025 Reduced 54.84%
$39.4B
$895,000 0.05% of portfolio
1,632
Q2 2025 New
$49.3B
$983,000 0.05% of portfolio
5,641
Q2 2025 New
$0
$928,000 0.05% of portfolio
10,195
Q2 2025 New
$17.9B
$964,000 0.05% of portfolio
13,987
Q2 2025 Added 895.52%
$0
$858,000 0.05% of portfolio
15,944
Q2 2025 Reduced 50.65%
$14.7B
$780,000 0.04% of portfolio
13,482
Q2 2025 Reduced 8.86%
$0
$753,000 0.04% of portfolio
6,487
Q2 2025 New
$5.66B
$652,000 0.04% of portfolio
12,000
Q2 2025 Reduced 39.83%
$58.2B
$714,000 0.04% of portfolio
16,629
Q2 2025 Reduced 8.98%
$12.3B
$807,000 0.04% of portfolio
10,842
Q2 2025 Reduced 37.1%
$79.3B
$743,000 0.04% of portfolio
2,759
Q2 2025 New
$11.7B
$684,000 0.04% of portfolio
2,296
Q2 2025 Reduced 5.55%
$0
$658,000 0.04% of portfolio
14,271
Q2 2025 New
$1.53T
$746,000 0.04% of portfolio
3,296
Q2 2025 New
$0
$704,000 0.04% of portfolio
14,236
Q2 2025 Added 357.75%
$184B
$661,000 0.04% of portfolio
7,091
Q2 2025 Reduced 68.76%
$117B
$824,000 0.04% of portfolio
2,555
Q2 2025 Reduced 28.61%

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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