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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 8 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQUINIX INC 987.0 $1.0M 0.07% -7.0 -0.7% $1042.90
142 SBUX STARBUCKS CORP COM USD0.001 Consumer Cyclical 9,916.0 $1.0M 0.06% -4K -28.9% $102.19 +5.4%
143 ROYAL CARIBBEAN GROUP COM USD0 3,003.0 $954K 0.06% -4K -55.7% $317.54
144 TSM TAIWAN SEMICONDUCTOR MANUFACTU Technology 1,994.0 $952K 0.06% -50.0 -2.5% $477.63 -14.3%
145 JPMorgan U.S. Value Factor ETF 15,915.0 $933K 0.06% -3K -16.7% $58.64
146 TXN TEXAS INSTRUMENTS INC COM USD1 Technology 3,050.0 $909K 0.06% -250.0 -7.6% $298.02 -13.1%
147 FLEXSHARES TRUST MORNINGSTAR G 18,245.0 $899K 0.06% -5K -21.4% $49.28
148 DIS DISNEY WALT CO COM Communication Services 9,312.0 $896K 0.06% -1K -11.0% $96.25 +14.2%
149 LMT LOCKHEED MARTIN CORP COM USD1. Industrials 1,747.0 $890K 0.06% -217.0 -11.1% $509.50 +10.8%
150 COMCAST CORP 36,062.0 $885K 0.06% -26K -41.8% $24.55
151 CMI CUMMINS INC Industrials 1,220.0 $870K 0.06% -15.0 -1.2% $713.29 -19.7%
152 SO SOUTHERN CO Utilities 8,927.0 $854K 0.05% -820.0 -8.4% $95.71 -5.9%
153 Ishares Bitcoin Trust Etf 25,466.0 $848K 0.05% -808.0 -3.1% $33.29
154 IWO iShares Russell 2000 Growth ET 2,071.0 $816K 0.05% -466.0 -18.4% $393.96 -2.6%
155 CDW CORP COM USD0.01 5,788.0 $814K 0.05% -242.0 -4.0% $140.64
156 MDLZ MONDELEZ INTL INC COM NPV Consumer Defensive 13,698.0 $792K 0.05% -2K -12.2% $57.84 +12.8%
157 TE Connectivity PLC 3,912.0 $789K 0.05% -1K -21.7% $201.62
158 MS MORGAN STANLEY COM USD0.01 Financial Services 3,631.0 $759K 0.05% -356.0 -8.9% $209.06 +2.3%
159 AGILENT TECHNOLOGIES INC COM U 5,692.0 $756K 0.05% -554.0 -8.9% $132.84
160 JOHNSON CONTROLS INTERNATIONAL 5,147.0 $752K 0.05% -66.0 -1.3% $146.10
Page 8 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%