SVB WEALTH LLC
CIK 1626116 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- APP38.13%
- AAPL6.76%
- AMZN2.66%
- AVGO2.48%
- IEFA2.29%
- ABBV1.86%
- JPM1.82%
- SPY1.81%
- NVDA1.73%
- GOOGL1.41%
Share classes counted separately60.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- APPWeight increased · +4.84 pp33.29% → 38.13%Shares -2.00M (-36.36%)
- AMZNWeight increased · +1.22 pp1.44% → 2.66%Shares -12.27K (-3.48%)
- IEFAWeight increased · +1.17 pp1.12% → 2.29%Shares -114.50K (-13.44%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | APPAPPLOVIN CORP-CLASS A View history and evidence | $927.90M | 38.13% | 3.50M shares | 33.29% → 38.13%+4.84 pp -2.00M (-36.36%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $164.62M | 6.76% | 741.11K shares | 7.51% → 6.76%-0.75 pp -863.76K (-53.82%) | Reduced | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $64.66M | 2.66% | 339.87K shares | 1.44% → 2.66%+1.22 pp -12.27K (-3.48%) | Reduced | ↗▾ |
| 04 | AVGOBROADCOM INC View history and evidence | $60.24M | 2.48% | 359.79K shares | 1.89% → 2.48%+0.59 pp -75.68K (-17.38%) | Reduced | ↗▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFETF View history and evidence | $55.76M | 2.29% | 737.14K shares | 1.12% → 2.29%+1.17 pp -114.50K (-13.44%) | Reduced | ↗▾ |
| 06 | ABBVABBVIE INC View history and evidence | $45.19M | 1.86% | 215.68K shares | 0.86% → 1.86%+1.00 pp -41.85K (-16.25%) | Reduced | ↗▾ |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $44.29M | 1.82% | 180.56K shares | 0.98% → 1.82%+0.84 pp -37.20K (-17.08%) | Reduced | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $44.07M | 1.81% | 78.79K shares | 0.92% → 1.81%+0.89 pp -4.93K (-5.89%) | Reduced | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $42.07M | 1.73% | 388.17K shares | 0.91% → 1.73%+0.82 pp +23.63K (+6.48%) | Added | ↗▾ |
| 10 | GOOGLALPHABET INC-CL A View history and evidence | $34.20M | 1.41% | 221.16K shares | 0.91% → 1.41%+0.50 pp -34.73K (-13.57%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 401
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Non-derivative | -331,078 | -$139.55M | SEC filing ↗ | SEC filing ↗ |
| IWY ISHARES RUSSELL TOP 200 GROW | Non-derivative | -459,585 | -$108.13M | SEC filing ↗ | SEC filing ↗ |
| AGG ISHARES CORE U.S. AGGREGATE | Non-derivative | -1,020,473 | -$98.88M | SEC filing ↗ | SEC filing ↗ |
3 / 401 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1626116 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2433544289
}Research all 1,518 reported holdings.
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