13F Insight
DOSSIER · 13F-HR · Q1 2026

SVB WEALTH LLC

$1.5B in tracked AUM across 1,499 positions as of Q1 2026.

SW
CIK 0001626116 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
1,499
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SVB WEALTH LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$88M347K5.8%02
IWY
iShares Russell Top 200 Growth
$68M272K4.5%03
MSFT
MICROSOFT CORP
$55M150K3.7%04
IEFA
ISHARES TRUST CORE MSCI EAFE E
$46M508K3.0%05
AMZN
AMAZON.COM INC
$44M211K2.9%06
NVDA
Nvidia Corporation Com
$43M248K2.8%07
AVGO
BROADCOM INC COM
$43M139K2.8%08
IWX
iShares Russell Top 200 Value
$43M460K2.8%09
IWS
ISHARES RUSSELL MID-CAP VALUE
$38M261K2.5%10
IVV
ISHARES CORE S&P 500 ETF
$36M54K2.3%

Filing history

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 positionsLocked2023Q2Jun 30
$5.5B▼ 22.7%
1,986 positionsLocked
Showing 12 of 43