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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.5B AUM 1,500 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 74 Added 262 Reduced 31 Exited
Page 2 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC Communication Services 116,128.0 $11.2M 0.74% -1K -1.1% $96.15 -8.6%
22 VTI VANGUARD INDEX FDS VANGUARD TO 31,642.0 $10.2M 0.67% -357.0 -1.1% $320.81 +14.9%
23 CVX CHEVRON CORP NEW COM Energy 48,376.0 $10.0M 0.66% -3K -5.7% $206.90 -9.4%
24 BERKSHIRE HATHAWAY INC COM USD 20,678.0 $9.9M 0.65% -2K -9.0% $479.20
25 ETN EATON CORPORATION PLC Industrials 27,166.0 $9.7M 0.64% -2K -7.1% $357.68 +13.9%
26 WMT WALMART INC COM Consumer Defensive 73,131.0 $9.1M 0.60% -15K -17.0% $124.28 -4.6%
27 COST COSTCO WHOLESALE CORP COM USD0 Consumer Defensive 8,911.0 $8.9M 0.58% -3K -27.3% $996.37 +0.4%
28 UNP UNION PAC CORP COM Industrials 33,750.0 $8.2M 0.54% -5K -11.8% $242.62 +11.8%
29 PG PROCTER AND GAMBLE CO COM Consumer Defensive 56,372.0 $8.1M 0.54% -4K -6.7% $144.44 -0.6%
30 ADI ANALOG DEVICES INC COM USD0.16 Technology 25,063.0 $8.0M 0.53% -3K -9.6% $318.14 +30.4%
31 TJX TJX COMPANIES INC Consumer Cyclical 49,220.0 $7.9M 0.52% -13K -21.1% $159.70 -0.9%
32 ORCL ORACLE CORP Technology 51,803.0 $7.6M 0.50% -6K -10.2% $147.11 +30.3%
33 GVI ISHARES TR INTRM GOV CR ETF 71,227.0 $7.6M 0.50% -1K -1.8% $106.68 -0.6%
34 PEP PEPSICO INC Consumer Defensive 45,847.0 $7.1M 0.47% -6K -11.3% $155.29 -5.4%
35 MUB ISHARES NATIONAL MUNI BOND ETF 66,978.0 $7.1M 0.47% -11K -13.6% $106.15 +0.5%
36 JNJ JOHNSON &JOHNSON COM USD1.00 Healthcare 28,629.0 $7.0M 0.46% -925.0 -3.1% $244.44 -5.5%
37 IBM INTERNATIONAL BUS MACH CORP CO Technology 28,018.0 $6.8M 0.45% -9K -24.8% $242.39 +3.0%
38 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 19,182.0 $6.6M 0.44% -6K -24.4% $345.15 -9.6%
39 NEE NEXTERA ENERGY INC COM USD0.01 Utilities 70,980.0 $6.6M 0.43% -11K -13.9% $92.88 -5.2%
40 EFA ISHARES MSCI EAFE ETF 67,426.0 $6.5M 0.43% -557.0 -0.8% $97.13 +8.0%
Page 2 of 14  ·  262 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 33.4%
Financial Services 14.6%
Healthcare 9.8%
Communication Services 9.4%
Consumer Cyclical 9.4%
Industrials 7.4%
Consumer Defensive 5.9%
Energy 4.8%
Utilities 3.1%
Real Estate 1.1%