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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 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FREEPORT-MCMORAN INC COM USD0. 3,806.0 $239K 0.01% -199.0 -5.0% $62.88
242 HWM HOWMET AEROSPACE INC COM Industrials 867.0 $233K 0.01% -55.0 -6.0% $268.86 +0.4%
243 BSV Vanguard Short-Term Bond Index 2,986.0 $233K 0.01% -500.0 -14.3% $77.91 -0.4%
244 DOMINION ENERGY INC COM 3,405.0 $233K 0.01% -364.0 -9.7% $68.29
245 USB US BANCORP Financial Services 3,753.0 $227K 0.01% -120.0 -3.1% $60.40 +3.7%
246 HEALTHPEAK PROPERTIES INC COM 10,588.0 $227K 0.01% -3K -23.3% $21.40
247 CORTEVA INC COM 2,648.0 $224K 0.01% -168.0 -6.0% $84.69
248 UTILITIES SELECT SECTOR SPDR F 4,820.0 $219K 0.01% -500.0 -9.4% $45.34
249 WEC ENERGY GROUP INC COM 1,829.0 $214K 0.01% -33.0 -1.8% $116.77
250 F FORD MTR CO DEL COM Consumer Cyclical 15,230.0 $212K 0.01% -9K -37.3% $13.90 +1.2%
251 HII HUNTINGTON INGALLS INDUSTRIES Industrials 743.0 $208K 0.01% -50.0 -6.3% $279.89 +4.8%
252 TMUS T-MOBILE US INC COM Communication Services 1,239.0 $208K 0.01% -140.0 -10.2% $167.76 +9.8%
253 MCO MOODYS CORP COM USD0.01 Financial Services 450.0 $204K 0.01% -57.0 -11.2% $453.01 +12.5%
254 BANCO SANTANDER, S.A. SPON ADR 13,831.0 $191K 0.01% -91.0 -0.7% $13.80
Page 13 of 13  ·  254 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%