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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 6 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCD MCDONALD S CORP Consumer Cyclical 8,444.0 $2.3M 0.14% -6K -40.7% $270.33 +0.7%
102 DHR DANAHER CORPORATION COM Healthcare 11,752.0 $2.2M 0.14% -2K -12.1% $190.48 +13.2%
103 KR KROGER CO COM USD1.00 Consumer Defensive 39,985.0 $2.2M 0.14% -3K -6.7% $55.53 +6.0%
104 MEDTRONIC PLC 27,552.0 $2.2M 0.14% -6K -17.7% $78.23
105 ADP AUTOMATIC DATA PROCESSING INC Industrials 9,606.0 $2.2M 0.14% -273.0 -2.8% $223.95 +26.7%
106 SYK STRYKER CORPORATION COM Healthcare 6,805.0 $2.1M 0.14% -568.0 -7.7% $314.85 +4.5%
107 VB VANGUARD SMALL-CAP INDEX FUND 6,874.0 $2.1M 0.13% -1K -16.8% $303.12 -0.1%
108 VSS VANGUARD INTL EQUITY INDEX FDS 13,157.0 $2.0M 0.13% -1K -8.4% $154.30 +3.2%
109 BK BANK OF NEW YORK MELLON CORP C Financial Services 14,016.0 $2.0M 0.13% -3K -17.3% $144.61 -1.9%
110 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 21,044.0 $1.9M 0.12% -7K -24.6% $91.20 -19.2%
111 COINBASE GLOBAL INC COM CL A 13,103.0 $1.9M 0.12% -4K -25.2% $146.19
112 AMERIPRISE FINANCIAL INC COM U 3,887.0 $1.8M 0.11% -43.0 -1.1% $458.78
113 ANET Arista Networks Inc Technology 10,028.0 $1.7M 0.11% -389.0 -3.7% $169.88 +11.2%
114 PRIMERICA INC COM USD0.01 5,889.0 $1.7M 0.11% -618.0 -9.5% $284.20
115 SHV iShares Short Treasury Bond 14,925.0 $1.6M 0.10% -454.0 -3.0% $110.35 -0.0%
116 SELECT SECTOR SPDR TRUST TECHN 8,470.0 $1.6M 0.10% -4K -32.6% $190.52
117 SCHW SCHWAB CHARLES CORP COM Financial Services 16,797.0 $1.5M 0.10% -1K -6.5% $92.27 +23.1%
118 AXP AMERICAN EXPRESS CO COM USD0.2 Financial Services 4,466.0 $1.5M 0.10% -201.0 -4.3% $338.22 +0.8%
119 SPDR S&P Dividend ETF 9,843.0 $1.5M 0.09% -172.0 -1.7% $152.18
120 C CITIGROUP INC Financial Services 10,636.0 $1.5M 0.09% -2K -13.7% $139.96 -5.7%
Page 6 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%