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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 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS VANGUARD TO 31,387.0 $11.6M 0.73% -255.0 -0.8% $370.04 +1.7%
22 EATON CORPORATION PLC 26,315.0 $11.2M 0.71% -851.0 -3.1% $426.11
23 HD HOME DEPOT INC Consumer Cyclical 31,207.0 $11.0M 0.69% -4K -11.9% $352.68 -3.9%
24 ISHARES TR MSCI USA QLT FCT 47,183.0 $10.4M 0.65% -553.0 -1.2% $219.43
25 LRCX Lam Research Corp Technology 23,695.0 $10.3M 0.65% -6K -20.4% $433.33 -30.7%
26 TESLA INC COM 24,246.0 $10.2M 0.64% -2K -7.5% $420.60
27 ADI ANALOG DEVICES INC COM USD0.16 Technology 23,055.0 $9.2M 0.58% -2K -8.0% $397.18 -7.4%
28 UNP UNION PAC CORP COM Industrials 32,067.0 $8.7M 0.55% -2K -5.0% $272.00 +13.6%
29 COSTCO WHOLESALE CORP COM USD0 8,736.0 $8.2M 0.52% -175.0 -2.0% $935.48
30 NETFLIX INC 111,394.0 $8.0M 0.50% -5K -4.1% $71.40
31 WMT WALMART INC COM Consumer Defensive 70,012.0 $7.9M 0.50% -3K -4.3% $113.26 -7.1%
32 PG PROCTER AND GAMBLE CO COM Consumer Defensive 53,875.0 $7.9M 0.50% -2K -4.4% $146.64 -0.2%
33 IBM INTERNATIONAL BUS MACH CORP CO Technology 26,454.0 $7.4M 0.47% -2K -5.6% $281.20 -17.9%
34 IJR ISHARES CORE S&P SMALL-CAP E 49,797.0 $7.4M 0.47% -2K -3.0% $148.31 -0.8%
35 MUB ISHARES NATIONAL MUNI BOND ETF 65,327.0 $7.0M 0.44% -2K -2.5% $107.62 -2.0%
36 ORACLE CORP 47,901.0 $7.0M 0.44% -4K -7.5% $146.55
37 JNJ JOHNSON &JOHNSON COM USD1.00 Healthcare 27,472.0 $7.0M 0.44% -1K -4.0% $253.97 +7.0%
38 EFA ISHARES MSCI EAFE ETF 66,877.0 $6.9M 0.44% -549.0 -0.8% $103.88 +3.8%
39 SCHF SCHWAB INTERNATIONAL EQUITY ET 230,737.0 $6.4M 0.40% -29K -11.3% $27.70 +1.9%
40 ISHARES TR MSCI INTL QUALTY 124,256.0 $6.2M 0.39% -3K -2.3% $49.55
Page 2 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%