account_balance
Investment manager · 13F filer · SEC CIK 1626116
SVB Wealth LLC
Reported value$1.45Bas of Sep 30, 2026
Positions359 12 new, 37 sold out
Top 10 weight36.0%AAPL alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.7%Trimmed −6%
IWYiShares Russell Top 200 Growth
5.1%Trimmed −14%
MSFTMicrosoft Corp
4.2%Trimmed −11%
NVDANVIDIA Corp
3.4%Trimmed −5%
IEFAiShares Trust Core MSCI EAFE E
3.4%Trimmed −5%
IWXiShares Russell Top 200 Value
3.3%Trimmed −8%
IWSiShares Russell Mid-Cap Value
2.8%Trimmed −10%
IVViShares Core S&P 500 ETF
2.4%Trimmed −7%
AVGOBroadcom Inc.
2.3%Trimmed −13%
AMZNAmazon.com Inc
2.3%Trimmed −5%
GOOGLAlphabet Inc.
2.2%−2%
AGGiShares Trust Core US Aggbd Et
1.9%
AAPLApple Inc.
6.7%Trimmed −6%
IWYiShares Russell Top 200 Growth
5.1%Trimmed −14%
MSFTMicrosoft Corp
4.2%−11%
NVDANVIDIA Corp
3.4%−5%
IEFAiShares Trust Core MSCI EAFE E
3.4%−5%
IWXiShares Russell Top 200 Value
3.3%
IWSiShares Russell Mid-Cap Value
2.8%
IVViShares Core S&P 500 ETF
2.4%
AVGOBroadcom Inc.
2.3%
AMZN2.3%GOOGL2.2%AGG1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.7% Trimmed −6%
IWY iShares Russell Top 200 Growth 5.1% Trimmed −14%
MSFT Microsoft Corp 4.2% Trimmed −11%NVDA NVIDIA Corp 3.4% Trimmed −5%IEFA iShares Trust Core MSCI EAFE E 3.4% Trimmed −5%
IWX iShares Russell Top 200 Value 3.3% Trimmed −8%
IWS iShares Russell Mid-Cap Value 2.8% Trimmed −10%
IVV iShares Core S&P 500 ETF 2.4% Trimmed −7%
AVGO Broadcom Inc. 2.3% Trimmed −13%AMZN Amazon.com Inc 2.3% Trimmed −5%GOOGL Alphabet Inc. 2.2% Trimmed −2%AGG iShares Trust Core US Aggbd Et 1.9% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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