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Portfolio (Quarterly) Guide ↗

Silicon Valley Capital Partners

· CIK 0001673633
13F Portfolio $1.0B AUM 454 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New 97 Added 48 Reduced 10 Exited
Page 5 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTI VANGUARD TOTAL STOCK MARKET ETF 919.0 $295K 0.03% NEW $320.78 +15.1%
82 LRCX LAM RESEARCH CORP COM NEW Technology 1,294.0 $276K 0.03% +1K +426.0% $213.65 +49.3%
83 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,050.0 $266K 0.03% -3K -40.6% $52.76 +10.2%
84 CARR CARRIER GLOBAL CORPORATION COM Industrials 4,545.0 $256K 0.03% $56.31 +14.6%
85 TRMB TRIMBLE INC COM Technology 3,844.0 $251K 0.03% $65.23 -15.9%
86 CVX CHEVRON CORPORATION COM Energy 1,196.0 $247K 0.02% -7K -85.2% $206.82 -11.8%
87 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 3,422.0 $243K 0.02% $70.91 +15.3%
88 IWB ISHARES RUSSELL 1000 ETF 669.0 $239K 0.02% $356.52 +14.8%
89 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,106.0 $235K 0.02% $38.42 +10.5%
90 ADBE ADOBE INC COM Technology 953.0 $232K 0.02% -515.0 -35.1% $243.08 -2.0%
91 DINT DAVIS SELECT INTERNATIONAL ETF 8,412.0 $226K 0.02% $26.91 +9.4%
92 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 660.0 $223K 0.02% -2K -78.7% $338.05 +25.0%
93 AMAT APPLIED MATLS INC COM Technology 649.0 $222K 0.02% +506.0 +353.9% $341.71 +31.2%
94 GLD SPDR GOLD SHARES Financial Services 512.0 $220K 0.02% +30.0 +6.2% $430.29 -5.1%
95 ACWI ISHARES MSCI ACWI ETF 1,554.0 $215K 0.02% $138.33 +14.0%
96 ADI ANALOG DEVICES INC COM Technology 672.0 $214K 0.02% +27.0 +4.2% $318.10 +31.1%
97 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1,424.0 $211K 0.02% +108.0 +8.2% $148.11 +6.9%
98 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 337.0 $208K 0.02% $616.49 +10.1%
99 PFE PFIZER INC COM Healthcare 7,397.0 $208K 0.02% $28.08 -6.7%
100 VB VANGUARD SMALL-CAP ETF 750.0 $196K 0.02% $261.96 +11.7%
Page 5 of 23  ·  454 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 39.6%
Financial Services 34.3%
Communication Services 12.8%
Consumer Cyclical 5.1%
Healthcare 3.9%
Consumer Defensive 1.7%
Basic Materials 1.5%
Industrials 0.5%
Energy 0.4%
Real Estate 0.2%