StockDriftsStockDriftsTop 50 Svb Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.7% | 312.5K | $90.4M | -9.89%(-34.31K) | $232.13(+31.56%) | 2026-06-30 | |
| IWY | iShares Russell Top 200 Growth | 5.39% | 294.1K | $85.5M | +7.96%(+21.68K) | $217.49(+34.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.17% | 135.0K | $50.3M | -9.83%(-14.71K) | $53.32(+811.63%) | 2026-06-30 | |
| IWX | iShares Russell Top 200 Value | 3.17% | 478.0K | $50.3M | +3.92%(+18.05K) | $78.20(+44.14%) | 2026-06-30 | |
| IWS | ISHARES RUSSELL MID-CAP VALUE | 2.87% | 276.4K | $45.5M | +5.83%(+15.22K) | $129.45(+33.22%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.27% | 48.1K | $36.0M | -11.62%(-6.33K) | $598.45(+30.16%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.12% | 141.4K | $33.7M | -33.06%(-69.82K) | $80.27(+227.08%) | 2026-06-30 | |
| AGG | ISHARES TRUST CORE US AGGBD ET | 2.02% | 323.0K | $32.0M | -0.55%(-1.79K) | $98.77(-1.38%) | 2026-06-30 | |
| VCRB | Vanguard Core Bond ETF | 1.63% | 333.9K | $25.8M | +3.32%(+10.74K) | $75.77(+0.35%) | 2026-06-30 | |
| IWP | ISHARES TR RUS MD CP GR ETF | 1.56% | 169.2K | $24.8M | -4.57%(-8.11K) | $120.05(+23.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.38% | +111.58% | +16.82% | +117.61% |
| Top 20 Holdings Unweighted | +18.19% | +65.10% | +10.82% | +67.18% |
Svb Wealth LLC reports $1.59B in US-listed equity holdings across 384 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.7%), IWY (5.4%) and MSFT (3.2%). The top 20 holdings account for 37.54% of reported assets. Its disclosed equity book has returned +111.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Svb Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1626116). View Svb Wealth LLC’s 13F filings on SEC