Svb Wealth LLC Portfolio Holdings
Svb Wealth LLC
- $1.82 Billion
- Q3 2025
Svb Wealth LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 1510 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Microsoft Corp with a value of $88.8M, Ishares Tr Russell 200 Growth with a value of $88.1M, Broadcom Inc. with a value of $84.3M, and Amazon Com Inc with a value of $54.3M.
Examining the 13F form we can see an decrease of $27M in the current position value, from $1.85B to 1.82B.
Svb Wealth LLC is based out at Boston, MA
Below you can find more details about Svb Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.82 Billion
ETFs: $627 Million
Technology: $451 Million
Financial Services: $142 Million
Consumer Cyclical: $129 Million
Healthcare: $124 Million
Communication Services: $110 Million
Industrials: $82.8 Million
Consumer Defensive: $62.6 Million
Other: $89.1 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,510
- Current Value $1.82 Billion
- Prior Value $1.85 Billion
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 14 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 295 stocks