Universe · entity
SVB WEALTH LLC
Institutional manager (13F) · CIK 1626116
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $88M | 346,827 |
| 2 | iShares Russell Top 200 Growth | $68M | 272,431 |
| 3 | MICROSOFT CORP | $55M | 149,691 |
| 4 | ISHARES TRUST CORE MSCI EAFE E | $46M | 508,385 |
| 5 | AMAZON.COM INC | $44M | 211,219 |
| 6 | Nvidia Corporation Com | $43M | 248,008 |
| 7 | BROADCOM INC COM | $43M | 139,375 |
| 8 | iShares Russell Top 200 Value | $43M | 459,948 |
| 9 | ISHARES RUSSELL MID-CAP VALUE | $38M | 261,202 |
| 10 | ISHARES CORE S&P 500 ETF | $36M | 54,435 |
| 11 | ISHARES TRUST CORE US AGGBD ET | $32M | 324,807 |
| 12 | ALPHABET INC CAP STK CL A | $31M | 107,695 |
| 13 | JPMORGAN CHASE & CO | $28M | 94,611 |
| 14 | Vanguard Core Bond ETF | $25M | 323,211 |
| 15 | ALPHABET INC CAP STK CL C | $23M | 81,141 |
| 16 | ISHARES TR RUS MD CP GR ETF | $23M | 177,337 |
| 17 | STATE STREET SPDR S&P 500 ETF | $22M | 33,330 |
| 18 | VANGUARD INDEX FUNDS S&P 500 E | $18M | 30,338 |
| 19 | META PLATFORMS INC CLASS A COM | $18M | 30,777 |
| 20 | ISHARES INC CORE MSCI EMERGING | $16M | 226,485 |
| 21 | VISA INC | $16M | 52,089 |
| 22 | VANGUARD RUSSELL 2000 ETF IV | $15M | 146,804 |
| 23 | EXXON MOBIL CORP | $13M | 78,407 |
| 24 | ABBVIE INC COM USD0.01 | $13M | 58,289 |
| 25 | Dimensional International Smal | $12M | 361,836 |
| 26 | CISCO SYSTEMS INC | $12M | 155,625 |
| 27 | HOME DEPOT INC | $12M | 35,412 |
| 28 | NETFLIX INC | $11M | 116,128 |
| 29 | VANGUARD INDEX FDS VANGUARD TO | $10M | 31,642 |
| 30 | CHEVRON CORP NEW COM | $10M | 48,376 |
| 31 | ELI LILLY AND CO | $10M | 10,775 |
| 32 | BERKSHIRE HATHAWAY INC COM USD | $10M | 20,678 |
| 33 | TESLA INC COM | $10M | 26,202 |
| 34 | EATON CORPORATION PLC | $10M | 27,166 |
| 35 | ISHARES TR MSCI USA QLT FCT | $9M | 47,736 |
| 36 | WALMART INC COM | $9M | 73,131 |
| 37 | COSTCO WHOLESALE CORP COM USD0 | $9M | 8,911 |
| 38 | UNION PAC CORP COM | $8M | 33,750 |
| 39 | APPLIED MATERIALS INC COM USD0 | $8M | 23,873 |
| 40 | PROCTER AND GAMBLE CO COM | $8M | 56,372 |
| 41 | ANALOG DEVICES INC COM USD0.16 | $8M | 25,063 |
| 42 | TJX COMPANIES INC | $8M | 49,220 |
| 43 | ORACLE CORP | $8M | 51,803 |
| 44 | ISHARES TR INTRM GOV CR ETF | $8M | 71,227 |
| 45 | KINDER MORGAN INC COM USD0.01 | $7M | 222,544 |
| 46 | PEPSICO INC | $7M | 45,847 |
| 47 | ISHARES NATIONAL MUNI BOND ETF | $7M | 66,978 |
| 48 | JOHNSON &JOHNSON COM USD1.00 | $7M | 28,629 |
| 49 | INTERNATIONAL BUS MACH CORP CO | $7M | 28,018 |
| 50 | L3HARRIS TECHNOLOGIES INC COM | $7M | 19,182 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.