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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 12 of 20  ·  384 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AGILENT TECHNOLOGIES INC COM U 5,692.0 $756K 0.05% -554.0 -8.9% $132.84
222 JOHNSON CONTROLS INTERNATIONAL 5,147.0 $752K 0.05% -66.0 -1.3% $146.10
223 BBY BEST BUY CO INC COM USD0.10 Consumer Cyclical 9,776.0 $742K 0.05% -126.0 -1.3% $75.88 +16.0%
224 LOW LOWES COMPANIES INC COM USD0.5 Consumer Cyclical 3,328.0 $734K 0.05% -251.0 -7.0% $220.52 -2.1%
225 SCHD Schwab US Dividend Equity ETF 22,531.0 $714K 0.04% -775.0 -3.3% $31.71 +10.9%
226 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 1,233.0 $711K 0.04% -151.0 -10.9% $576.87 -8.0%
227 ACUITY INC 1,878.0 $707K 0.04% -400.0 -17.6% $376.66
228 LINDE PLC COM 1,358.0 $705K 0.04% +23.0 +1.7% $519.22
229 Sandisk Corp 310.0 $705K 0.04% NEW $2273.73
230 O REALTY INCOME CORP COM Real Estate 11,273.0 $698K 0.04% $61.96 +1.7%
231 MONSTER BEVERAGE CORP NEW COM 7,221.0 $694K 0.04% -664.0 -8.4% $96.12
232 ADOBE SYSTEMS INCORPORATED COM 3,361.0 $689K 0.04% -680.0 -16.8% $205.01
233 PNC PNC FINANCIAL SERVICES GROUP C Financial Services 2,797.0 $689K 0.04% $246.22 -1.3%
234 SCHG SCHWAB US LARGE CAP GROWTH ETF 20,318.0 $688K 0.04% $33.84 +4.2%
235 NISOURCE INC 00500 14,452.0 $687K 0.04% -1K -8.6% $47.55
236 WFC WELLS FARGO CO NEW COM Financial Services 8,309.0 $687K 0.04% -449.0 -5.1% $82.64 +2.2%
237 ASML HOLDING NV EUR0.09 NY REG 344.0 $684K 0.04% +12.0 +3.6% $1989.44
238 SALESFORCE INC COM 4,295.0 $673K 0.04% -60.0 -1.4% $156.66
239 CAPITAL ONE FINANCIAL CORP COM 3,347.0 $672K 0.04% -506.0 -13.1% $200.64
240 GLW CORNING INC Technology 2,624.0 $670K 0.04% -52.0 -1.9% $255.43 -43.0%
Page 12 of 20  ·  384 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%