Svb Wealth LLC
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2021 measured against SPY adj-close benchmark.
Why follow Svb Wealth LLC right now?
SVB Wealth LLC reported $1.5B in AUM across 382 positions as of Q1 2026. The portfolio's largest disclosed holding is Apple at 5.8%, followed by iShares Russell Top 200 Growth (4.5%) and Microsoft (3.7%). ETF exposure is notable throughout the top ten, with IEFA, IWY, IWX, IWS, and IVV collectively accounting for roughly 15% of reported weight, indicating broad index-level diversification alongside individual equity names.
Among the largest quarterly additions, Kraft Heinz increased 1,077% and AppLovin 776% from prior-period share counts, with Bank of America and Vanguard Information Technology ETF also rising materially.
Reported quarterly returns have trailed SPY by 9.9 to 14.0 percentage points across the four most recent periods. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Svb Wealth LLC
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:32 UTC.