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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 4 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FE FIRSTENERGY CORP Utilities 77,720.0 $3.7M 0.23% -9K -10.1% $47.54 -2.9%
62 Palantir Technologies Inc 31,345.0 $3.7M 0.23% -578.0 -1.8% $116.67
63 VALERO ENERGY CORP COM 13,958.0 $3.6M 0.23% -2K -10.2% $260.45
64 BEN FRANKLIN RES INC Financial Services 107,987.0 $3.6M 0.23% -19K -14.9% $33.27 +3.3%
65 SNA SNAP-ON INC Industrials 8,897.0 $3.6M 0.23% -447.0 -4.8% $402.39 -1.1%
66 IDEXX LABORATORIES INC COM USD 6,764.0 $3.6M 0.22% -571.0 -7.8% $526.44
67 WASTE MANAGEMENT INC 15,504.0 $3.5M 0.22% -3K -15.2% $222.89
68 ALL ALLSTATE CORP COM USD0.01 Financial Services 14,332.0 $3.4M 0.21% -458.0 -3.1% $237.95 +8.9%
69 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 57,918.0 $3.3M 0.21% -2K -2.8% $57.62 +16.4%
70 Entergy Corp 28,617.0 $3.3M 0.21% -1K -3.4% $114.86
71 EEM ISHARES TRUST MSCI EMG MKTS ET 47,425.0 $3.2M 0.20% -2K -4.1% $68.41 -3.7%
72 UAL United Airlines Holdings Inc Industrials 23,829.0 $3.2M 0.20% -4K -13.3% $135.99 -16.2%
73 INVESCO QQQ TR UNIT SER 1 4,376.0 $3.2M 0.20% -3K -42.9% $736.39
74 SPDR GOLD TR GOLD SHS 8,715.0 $3.2M 0.20% -420.0 -4.6% $368.36
75 INTERCONTINENTAL EXCHANGE INC 25,772.0 $3.2M 0.20% -3K -11.2% $123.11
76 PROLOGIS INC. COM 23,399.0 $3.2M 0.20% -2K -7.0% $135.47
77 TJX TJX COMPANIES INC Consumer Cyclical 20,582.0 $3.1M 0.20% -29K -58.2% $151.50 -7.7%
78 BlackRock Inc 3,217.0 $3.1M 0.20% -124.0 -3.7% $961.49
79 MASTERCARD INCORPORATED CL A 6,016.0 $3.1M 0.20% -675.0 -10.1% $513.61
80 INTC INTEL CORP COM USD0.001 Technology 21,466.0 $3.0M 0.19% -2K -10.1% $139.63 -38.4%
Page 4 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%