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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.6B AUM 1,570 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 68 Added 254 Reduced 19 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC COM USD Technology 10,020.0 $3.4M 0.21% +51.0 +0.5% $341.02 +3.0%
22 BAC BANK AMERICA CORP COM Financial Services 52,717.0 $3.0M 0.19% +1K +2.0% $56.98 +9.0%
23 CME GROUP INC COM 10,933.0 $2.4M 0.15% +565.0 +5.5% $220.83
24 LEIDOS HOLDINGS INC 23,332.0 $2.4M 0.15% +2K +9.5% $102.97
25 AT&T INC COM USD1 106,037.0 $2.2M 0.14% +20K +22.6% $20.70
26 AVUV Avantis U.S. Small Cap Value 16,658.0 $2.1M 0.13% +681.0 +4.3% $124.76 +1.5%
27 ZOETIS INC 27,385.0 $2.0M 0.12% +3K +14.3% $71.86
28 UHS UNIVERSAL HLTH SVCS CLASS B Healthcare 13,061.0 $1.9M 0.12% +1K +10.4% $148.69 +20.1%
29 DVY ISHARES SELECT DIVIDEND ETF 11,614.0 $1.8M 0.11% +742.0 +6.8% $156.30 +5.5%
30 VERIZON COMMUNICATIONS INC 41,541.0 $1.8M 0.11% +7K +18.8% $42.34
31 CAG CONAGRA BRANDS INC Consumer Defensive 122,462.0 $1.6M 0.10% +15K +14.4% $13.46 +23.4%
32 QCOM QUALCOMM INC Technology 8,175.0 $1.5M 0.10% +455.0 +5.9% $184.80 -14.8%
33 BLACKSTONE INC 10,706.0 $1.3M 0.08% +4K +53.2% $117.67
34 VANGUARD INFORMATION TECH E 10,240.0 $1.2M 0.08% +9K +700.0% $119.52
35 PFF ISHARES TR PFD AND INCM SEC 38,886.0 $1.2M 0.07% +3K +9.3% $30.49 -0.3%
36 KLAC KLA CORP COM NEW Technology 3,812.0 $1.2M 0.07% +3K +890.1% $301.72 -40.6%
37 UPS UNITED PARCEL SERVICE INC CL B Industrials 10,104.0 $1.1M 0.07% +896.0 +9.7% $107.50 -4.7%
38 OKE ONEOK INC COM USD0.01 Energy 12,295.0 $1.1M 0.07% +885.0 +7.8% $86.94 +7.5%
39 GE HEALTHCARE TECHNOLOGIES INC 16,119.0 $1.0M 0.07% +7K +79.6% $64.01
40 CONSTELLATION ENERGY CORP COM 3,797.0 $943K 0.06% +990.0 +35.3% $248.38
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.7%
Consumer Cyclical 12.0%
Industrials 10.3%
Healthcare 10.1%
Consumer Defensive 8.5%
Financial Services 6.5%
Energy 2.6%
Basic Materials 1.2%
Utilities 1.2%
Communication Services 0.4%