13F Insight
DOSSIER · 13F-HR · Q2 2026

SVB WEALTH LLC

$1.6B in tracked AUM across 1,570 positions as of Q2 2026.

SW
CIK 0001626116 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
1,570
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SVB WEALTH LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$90M313K5.7%02
IWY
iShares Russell Top 200 Growth
$85M294K5.4%03
IEFA
ISHARES TRUST CORE MSCI EAFE E
$52M536K3.3%04
MSFT
MICROSOFT CORP
$50M135K3.2%05
IWX
iShares Russell Top 200 Value
$50M478K3.2%06
NVDA
Nvidia Corporation Com
$46M231K2.9%07
IWS
ISHARES RUSSELL MID-CAP VALUE
$45M276K2.9%08
AVGO
BROADCOM INC COM
$41M110K2.6%09
IVV
ISHARES CORE S&P 500 ETF
$36M48K2.3%10
GOOGL
ALPHABET INC CAP STK CL A
$35M97K2.2%

Filing history

2026Q2Jun 30
$1.6B▲ 4.5%
1,570 positionsView →2026Q1Mar 31
$1.5B▼ 10.5%
1,499 positionsView →2025Q4Dec 31
$1.7B▼ 8.7%
1,311 positionsView →2025Q3Sep 30
$1.9B▼ 0.4%
1,510 positionsView →2025Q2Jun 30
$1.9B▼ 6.8%
1,684 positionsLocked2025Q1Mar 31
$2.0B▼ 62.6%
2,196 positionsLocked2024Q4Dec 31
$5.4B▲ 4454.0%
1,588 positionsLocked2024Q3Sep 30
$118M▼ 97.1%
34 positionsLocked2024Q2Jun 30
$4.0B▼ 9.9%
1,567 positionsLocked2024Q1Mar 31
$4.5B▲ 9.1%
1,873 positionsLocked2023Q4Dec 31
$4.1B▼ 9.7%
1,890 positionsLocked2023Q3Sep 30
$4.6B▼ 17.7%
1,807 positionsLocked
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