DOSSIER · 13F-HR · Q2 2025

Silicon Valley Community Foundation

$1.8B in tracked AUM across 5 positions as of Q2 2025.

SV
CIK 0001598350 · last filed Jun 30, 2025
Total AUM
$1.8B
as of Q2 2025
Holdings
5
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Portfolio Overview

The Silicon Valley Community Foundation’s 13F filing for the period ending June 30, 2025, reveals a highly concentrated portfolio with a total market value of approximately $1.77 billion. The portfolio expanded by 4.9% during the quarter, up from $1.69 billion at the end of Q1 2025. Despite managing a substantial asset base, the foundation maintains an exceptionally streamlined structure consisting of only five holdings. This indicates a preference for simplicity and liqu...

Key Holdings

The composition of the portfolio is defined by a massive weighting in the SPDR S&P 500 ETF Trust (SPY), which accounts for $1.72 billion or 97.02% of the total assets. This holding serves as the portfolio's core engine, providing exposure to the broad U.S. equity market. The foundation reduced its position in SPY by 7.9% during the quarter, selling approximately $29.53 million worth of shares.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2025. Methodology

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$1.8B 4.9%
5 positionsLocked
2025Q1Mar 31
$1.7B 14.1%
1 positionsLocked
2024Q4Dec 31
$2.0B 17.2%
4 positionsLocked
2024Q3Sep 30
$2.4B 6.5%
20 positionsLocked
2024Q2Jun 30
$2.2B 18.4%
20 positionsLocked
2024Q1Mar 31
$2.7B 182.2%
20 positionsLocked
2023Q4Dec 31
$967M 17.3%
19 positionsLocked
2023Q3Sep 30
$824M 0.9%
18 positionsLocked
2023Q2Jun 30
$832M 19.8%
18 positionsLocked
2023Q1Mar 31
$694M 33.4%
18 positionsLocked
2022Q4Dec 31
$520M 35.5%
19 positionsLocked
2022Q3Sep 30
$807M 38.8%
22 positionsLocked
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