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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.7B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 394 New
Page 17 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 APP Applovin Corp Technology 480.0 $323K 0.02% NEW $673.82 -23.7%
322 SHEL SHELL PLC SPON ADS EA REP 2 OR Energy 4,397.0 $323K 0.02% NEW $73.48 +15.7%
323 PSX PHILLIPS 66 COM Energy 2,487.0 $321K 0.02% NEW $129.05 +34.7%
324 VBR VANGUARD SMALL CAP VALUE ETF 1,500.0 $318K 0.02% NEW $211.76 +11.1%
325 VEU VANGUARD INTL EQUITY INDEX FDS 4,279.0 $315K 0.02% NEW $73.56 +14.3%
326 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,110.0 $314K 0.02% NEW $283.31 -21.3%
327 NXPI NXP Semiconductors NV Technology 1,435.0 $312K 0.02% NEW $217.07 +53.3%
328 NOC NORTHROP GRUMMAN CORP COM USD1 Industrials 545.0 $311K 0.02% NEW $570.26 -2.4%
329 F FORD MTR CO DEL COM Consumer Cyclical 23,545.0 $309K 0.02% NEW $13.12 +16.8%
330 DELL DELL TECHNOLOGIES INC CL C Technology 2,437.0 $307K 0.02% NEW $125.88 +142.3%
331 FDX FEDEX CORP COM USD0.10 Industrials 1,050.0 $303K 0.02% NEW $288.94 +38.4%
332 VONG Vanguard Russell 1000 Growth E 2,483.0 $302K 0.02% NEW $121.75 +6.2%
333 MSI MOTOROLA SOLUTIONS INC Technology 788.0 $302K 0.02% NEW $383.34 +7.1%
334 HOLOGIC INC 4,032.0 $300K 0.02% NEW $74.49
335 VXF VANGUARD EXTENDED MARKET ETF 1,433.0 $300K 0.02% NEW $209.12 +12.2%
336 CFG CITIZENS FINL GROUP INC COM Financial Services 5,107.0 $298K 0.02% NEW $58.41 +9.0%
337 CPRT COPART INC COM USD0.0001 Industrials 7,544.0 $295K 0.02% NEW $39.15 -15.1%
338 FNCL Fidelity MSCI Financials Index 3,762.0 $292K 0.02% NEW $77.74 -4.8%
339 Fidelity MSCI Health Care Inde 3,931.0 $292K 0.02% NEW $74.28
340 HPQ HP INC COM Technology 13,064.0 $291K 0.02% NEW $22.28 +9.6%
Page 17 of 20  ·  394 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 36.2%
Financial Services 15.1%
Healthcare 10.5%
Consumer Cyclical 10.0%
Communication Services 9.3%
Industrials 6.8%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 1.9%
Basic Materials 1.0%