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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 3 of 20  ·  384 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORP NEW COM Energy 49,079.0 $8.1M 0.51% +703.0 +1.4% $165.76 +20.8%
42 NETFLIX INC 111,394.0 $8.0M 0.50% -5K -4.1% $71.40
43 WMT WALMART INC COM Consumer Defensive 70,012.0 $7.9M 0.50% -3K -4.3% $113.26 -7.9%
44 PG PROCTER AND GAMBLE CO COM Consumer Defensive 53,875.0 $7.9M 0.50% -2K -4.4% $146.64 -1.1%
45 KINDER MORGAN INC COM USD0.01 235,012.0 $7.5M 0.47% +12K +5.6% $31.97
46 IBM INTERNATIONAL BUS MACH CORP CO Technology 26,454.0 $7.4M 0.47% -2K -5.6% $281.20 -18.3%
47 IJR ISHARES CORE S&P SMALL-CAP E 49,797.0 $7.4M 0.47% -2K -3.0% $148.31 -1.0%
48 MUB ISHARES NATIONAL MUNI BOND ETF 65,327.0 $7.0M 0.44% -2K -2.5% $107.62 -2.0%
49 ORACLE CORP 47,901.0 $7.0M 0.44% -4K -7.5% $146.55
50 JNJ JOHNSON &JOHNSON COM USD1.00 Healthcare 27,472.0 $7.0M 0.44% -1K -4.0% $253.97 +6.3%
51 EFA ISHARES MSCI EAFE ETF 66,877.0 $6.9M 0.44% -549.0 -0.8% $103.88 +4.2%
52 MU MICRON TECHNOLOGY INC Technology 5,842.0 $6.7M 0.42% +3K +83.7% $1154.41 -18.7%
53 SCHF SCHWAB INTERNATIONAL EQUITY ET 230,737.0 $6.4M 0.40% -29K -11.3% $27.70 +2.7%
54 ISHARES TR MSCI INTL QUALTY 124,256.0 $6.2M 0.39% -3K -2.3% $49.55
55 PEP PEPSICO INC Consumer Defensive 44,735.0 $6.1M 0.38% -1K -2.4% $135.40 +5.0%
56 NEXTERA ENERGY INC COM USD0.01 68,971.0 $6.1M 0.38% -2K -2.8% $87.77
57 KO COCA-COLA CO Consumer Defensive 72,592.0 $5.9M 0.37% -3K -3.5% $81.27 +10.8%
58 IWM ISHARES RUSSELL 2000 ETF 19,252.0 $5.8M 0.36% -6K -24.7% $300.45 -0.5%
59 MERCK &CO. INC COM 44,766.0 $5.8M 0.36% -3K -6.2% $128.50
60 ISHARES TR MSCI USA VALUE 28,370.0 $5.7M 0.36% -2K -7.0% $199.81
Page 3 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%