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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 2 of 20  ·  384 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VISA INC 48,196.0 $16.5M 1.04% -4K -7.5% $343.09
22 VANGUARD RUSSELL 2000 ETF IV 132,310.0 $16.1M 1.01% -14K -9.9% $121.42
23 CISCO SYSTEMS INC 129,432.0 $15.2M 0.96% -26K -16.8% $117.46
24 ACWI ISHARES MSCI ACWI ETF 92,915.0 $14.6M 0.92% +91K +5624.9% $156.97 +2.4%
25 ABBVIE INC COM USD0.01 55,432.0 $13.9M 0.88% -3K -4.9% $251.64
26 Dimensional International Smal 383,364.0 $13.4M 0.85% +22K +6.0% $35.03
27 AMAT APPLIED MATERIALS INC COM USD0 Technology 16,760.0 $12.1M 0.76% -7K -29.8% $722.98 -31.9%
28 LLY ELI LILLY AND CO Healthcare 9,903.0 $11.9M 0.75% -872.0 -8.1% $1199.50 +4.6%
29 VTI VANGUARD INDEX FDS VANGUARD TO 31,387.0 $11.6M 0.73% -255.0 -0.8% $370.04 +2.2%
30 EATON CORPORATION PLC 26,315.0 $11.2M 0.71% -851.0 -3.1% $426.11
31 HD HOME DEPOT INC Consumer Cyclical 31,207.0 $11.0M 0.69% -4K -11.9% $352.68 -4.8%
32 GVI ISHARES TR INTRM GOV CR ETF 102,040.0 $10.8M 0.68% +31K +43.3% $106.09 -0.8%
33 EXXON MOBIL CORP 78,767.0 $10.8M 0.68% $136.72
34 BERKSHIRE HATHAWAY INC COM USD 20,700.0 $10.4M 0.65% $500.39
35 ISHARES TR MSCI USA QLT FCT 47,183.0 $10.4M 0.65% -553.0 -1.2% $219.43
36 LRCX Lam Research Corp Technology 23,695.0 $10.3M 0.65% -6K -20.4% $433.33 -27.5%
37 TESLA INC COM 24,246.0 $10.2M 0.64% -2K -7.5% $420.60
38 ADI ANALOG DEVICES INC COM USD0.16 Technology 23,055.0 $9.2M 0.58% -2K -8.0% $397.18 -6.1%
39 UNP UNION PAC CORP COM Industrials 32,067.0 $8.7M 0.55% -2K -5.0% $272.00 +13.3%
40 COSTCO WHOLESALE CORP COM USD0 8,736.0 $8.2M 0.52% -175.0 -2.0% $935.48
Page 2 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%