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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.5B AUM 1,500 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 74 Added 262 Reduced 31 Exited
Page 17 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HII HUNTINGTON INGALLS INDUSTRIES Industrials 793.0 $301K 0.02% -220.0 -21.7% $379.42 -15.4%
322 NRG NRG ENERGY INC Utilities 2,030.0 $297K 0.02% -26.0 -1.3% $146.09 -3.9%
323 TMUS T-MOBILE US INC COM Communication Services 1,379.0 $290K 0.02% -36.0 -2.5% $210.06 -9.0%
324 IRM IRON MTN INC DEL COM Real Estate 2,822.0 $288K 0.02% +37.0 +1.3% $102.14 +25.7%
325 HYG ISHARES TR IBOXX HI YD ETF 3,570.0 $284K 0.02% -491.0 -12.1% $79.57 +0.8%
326 HPQ HP INC COM Technology 14,624.0 $281K 0.02% +2K +11.9% $19.21 +27.2%
327 WBD WARNER BROS DISCOVERY INC COM Communication Services 10,202.0 $280K 0.02% NEW $27.46 -1.6%
328 F FORD MTR CO DEL COM Consumer Cyclical 24,276.0 $280K 0.02% +731.0 +3.1% $11.54 +32.8%
329 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 3,075.0 $278K 0.02% -56.0 -1.8% $90.42 -5.4%
330 Fidelity MSCI Health Care Inde 3,934.0 $277K 0.02% $70.37
331 BSV Vanguard Short-Term Bond Index 3,486.0 $273K 0.02% -836.0 -19.3% $78.41 -0.5%
332 VONG Vanguard Russell 1000 Growth E 2,483.0 $272K 0.02% $109.69 +17.9%
333 J P MORGAN EXCHANGE ETF ULTRA 5,371.0 $272K 0.02% -7K -54.9% $50.61
334 GD GENERAL DYNAMICS CORP Industrials 787.0 $270K 0.02% -34.0 -4.1% $342.84 +0.5%
335 ROST ROSS STORES INC Consumer Cyclical 1,245.0 $270K 0.02% $216.67 +8.3%
336 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,166.0 $269K 0.02% +56.0 +5.0% $230.89 -3.4%
337 FNCL Fidelity MSCI Financials Index 3,762.0 $264K 0.02% $70.20 +5.4%
338 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,179.0 $262K 0.02% -34K -80.6% $32.01 +0.9%
339 CHRW CH ROBINSON WORLDWIDE INC COM Industrials 1,568.0 $260K 0.02% NEW $166.03 +7.2%
340 FIDU Fidelity MSCI Industrials Inde 2,962.0 $256K 0.02% $86.52 +9.5%
Page 17 of 20  ·  383 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 33.4%
Financial Services 14.6%
Healthcare 9.8%
Communication Services 9.4%
Consumer Cyclical 9.4%
Industrials 7.4%
Consumer Defensive 5.9%
Energy 4.8%
Utilities 3.1%
Real Estate 1.1%