Svb Wealth
Svb Wealth reported 384 stocks worth $1.6B in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are AAPL (5.7%), IWY (5.4%) and IEFA (3.3%). Compared with Q1 2026, the fund added to IWY, IEFA and IWX, trimmed AAPL, MSFT and NVDA and sold out of NTES, SWKS and NOC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $90.4M | 5.7% | 313K | −34K (−10%) | 8 of 8 | |
| 2 |  IWY Ishares TR | $85.5M | 5.4% | 294K | +22K (+8%) | 7 of 8 | |
| 3 |  IEFA Ishares TR | $51.7M | 3.3% | 536K | +27K (+5%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $50.3M | 3.2% | 135K | −15K (−10%) | 6 of 8 | |
| 5 |  IWX Ishares TR | $50.3M | 3.2% | 478K | +18K (+4%) | 7 of 8 | |
| 6 |  NVDA Nvidia Corporation | $46.2M | 2.9% | 231K | −17K (−7%) | 7 of 8 | |
| 7 |  IWS Ishares TR | $45.5M | 2.9% | 276K | +15K (+6%) | 7 of 8 | |
| 8 |  AVGO Broadcom Inc | $41.5M | 2.6% | 110K | −30K (−21%) | 7 of 8 | |
| 9 |  IVV Ishares TR | $36M | 2.3% | 48K | −6,326 (−12%) | 7 of 8 | |
| 10 |  GOOGL Alphabet Inc | $34.6M | 2.2% | 97K | −11K (−10%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $5.5M | 25K |
 NTES Netease Inc | $2M | 17K |
 SWKS Skyworks Solutions Inc | $387K | 7,232 |
 NOC Northrop Grumman Corp | $375K | 551 |
 DSI Ishares TR | $369K | 3,048 |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Svb Wealth 13F FAQ
What does Svb Wealth own?
Svb Wealth reported 384 stocks worth $1.6B in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are AAPL (5.7%), IWY (5.4%) and IEFA (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Svb Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 75 added to, 264 trimmed and 19 sold out. It sold all of NTES, SWKS and NOC.
When will Svb Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Svb Wealth's portfolio worth?
The Q2 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.