SVB WEALTH LLC Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$1.9T
Holdings
405
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (405 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 461,841 | $117.6B | 6.33% | |
| 2 | MSFTMICROSOFT CORP | 171,477 | $88.8B | 4.78% | |
| 3 | IWYiShares Russell Top 200 Growth | 321,996 | $88.1B | 4.74% | |
| 4 | AVGOBROADCOM INC COM | 255,505 | $84.3B | 4.54% | |
| 5 | AMZNAMAZON.COM INC | 247,246 | $54.3B | 2.92% | |
| 6 | IWXiShares Russell Top 200 Value | 545,667 | $48.0B | 2.58% | |
| 7 | AGGISHARES TRUST CORE US AGGBD ET | 455,385 | $45.7B | 2.46% | |
| 8 | NVDANvidia Corporation Com | 233,144 | $43.5B | 2.34% | |
| 9 | AQLTISHARES TRUST CORE MSCI EAFE E | 475,483 | $41.5B | 2.23% | |
| 10 | IWSISHARES RUSSELL MID-CAP VALUE | 290,834 | $40.6B | 2.19% | |
| 11 | —JPMORGAN CHASE & CO | 107,425 | $33.9B | 1.82% | |
| 12 | —ALPHABET INC CAP STK CL A | 136,204 | $33.1B | 1.78% | |
| 13 | IVVISHARES CORE S&P 500 ETF | 44,257 | $29.6B | 1.59% | |
| 14 | SPYSPDR S&P500 ETF TRUST TRUST UN | 41,956 | $27.9B | 1.50% | |
| 15 | IWPISHARES TR RUS MD CP GR ETF | 190,430 | $27.1B | 1.46% | |
| 16 | —ALPHABET INC CAP STK CL C | 108,273 | $26.4B | 1.42% | |
| 17 | METAMETA PLATFORMS INC CLASS A COM | 32,400 | $23.8B | 1.28% | |
| 18 | ABBVABBVIE INC COM USD0.01 | 93,857 | $21.7B | 1.17% | |
| 19 | VOOVANGUARD INDEX FUNDS S&P 500 E | 33,191 | $20.3B | 1.09% | |
| 20 | IEMGISHARES INC CORE MSCI EMERGING | 298,193 | $19.7B | 1.06% | |
| 21 | HDHOME DEPOT INC | 48,467 | $19.6B | 1.06% | |
| 22 | VVISA INC | 56,546 | $19.3B | 1.04% | |
| 23 | IWFISHARES TR RUS 1000 GRW ETF | 34,813 | $16.3B | 0.88% | |
| 24 | VCRBVanguard Core Bond ETF | 206,151 | $16.2B | 0.87% | |
| 25 | ORCLORACLE CORP | 54,825 | $15.4B | 0.83% | |
| 26 | VTWGVANGUARD RUSSELL 2000 ETF IV | 147,326 | $14.4B | 0.78% | |
| 27 | —CISCO SYSTEMS INC | 201,008 | $13.8B | 0.74% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC COM USD | 26,826 | $13.5B | 0.73% | |
| 29 | NFLXNETFLIX INC | 10,260 | $12.3B | 0.66% | |
| 30 | COSTCOSTCO WHOLESALE CORP COM USD0 | 13,257 | $12.3B | 0.66% | |
| 31 | PGPROCTER AND GAMBLE CO COM | 76,608 | $11.8B | 0.63% | |
| 32 | IBMINTERNATIONAL BUS MACH CORP CO | 41,478 | $11.7B | 0.63% | |
| 33 | —ISHARES TR MSCI USA QLT FCT | 57,397 | $11.2B | 0.60% | |
| 34 | ETNEATON CORPORATION PLC | 29,725 | $11.1B | 0.60% | |
| 35 | XOMEXXON MOBIL CORP | 98,327 | $11.1B | 0.60% | |
| 36 | WMTWALMART INC COM | 106,774 | $11.0B | 0.59% | |
| 37 | ABTABBOTT LABORATORIES | 82,085 | $11.0B | 0.59% | |
| 38 | TSLATESLA INC COM | 24,072 | $10.7B | 0.58% | |
| 39 | VTIVANGUARD INDEX FDS VANGUARD TO | 31,849 | $10.5B | 0.56% | |
| 40 | TJXTJX COMPANIES INC | 70,578 | $10.2B | 0.55% | |
| 41 | ACNACCENTURE PLC | 38,655 | $9.5B | 0.51% | |
| 42 | LHXL3HARRIS TECHNOLOGIES INC COM | 30,775 | $9.4B | 0.51% | |
| 43 | UNPUNION PAC CORP COM | 38,021 | $9.0B | 0.48% | |
| 44 | CVXCHEVRON CORP NEW COM | 57,629 | $8.9B | 0.48% | |
| 45 | IWMISHARES RUSSELL 2000 ETF | 36,918 | $8.9B | 0.48% | |
| 46 | MUBISHARES NATIONAL MUNI BOND ETF | 76,172 | $8.1B | 0.44% | |
| 47 | BRBROADRIDGE FINANCIAL SOLUTION | 31,845 | $7.6B | 0.41% | |
| 48 | ITOTiShares Core S&P Total U.S. St | 51,849 | $7.6B | 0.41% | |
| 49 | SGOVISHARES TR 0-3 MNTH TREASRY | 74,625 | $7.5B | 0.40% | |
| 50 | PEPPEPSICO INC | 53,319 | $7.5B | 0.40% | |
| 51 | MAMASTERCARD INCORPORATED CL A | 12,444 | $7.1B | 0.38% | |
| 52 | GVIISHARES TR INTRM GOV CR ETF | 65,328 | $7.0B | 0.38% | |
| 53 | ADIANALOG DEVICES INC COM USD0.16 | 28,351 | $7.0B | 0.37% | |
| 54 | MCDMCDONALD S CORP | 22,796 | $6.9B | 0.37% | |
| 55 | IJRISHARES CORE S&P SMALL-CAP E | 57,911 | $6.9B | 0.37% | |
| 56 | NEENEXTERA ENERGY INC COM USD0.01 | 90,380 | $6.8B | 0.37% | |
| 57 | —Dimensional International Smal | 214,072 | $6.8B | 0.36% | |
| 58 | —INTERCONTINENTAL EXCHANGE INC | 40,113 | $6.8B | 0.36% | |
| 59 | HONHONEYWELL INTERNATIONAL INC | 32,074 | $6.8B | 0.36% | |
| 60 | AQLTISHARES TR MSCI INTL QUALTY | 151,002 | $6.7B | 0.36% | |
| 61 | SCHFSCHWAB INTERNATIONAL EQUITY ET | 282,753 | $6.6B | 0.35% | |
| 62 | ISRGINTUITIVE SURGICAL INC | 14,372 | $6.4B | 0.35% | |
| 63 | EFAISHARES MSCI EAFE ETF | 67,967 | $6.3B | 0.34% | |
| 64 | LLYELI LILLY AND CO | 7,918 | $6.0B | 0.33% | |
| 65 | KMIKINDER MORGAN INC COM USD0.01 | 209,355 | $5.9B | 0.32% | |
| 66 | —WASTE MANAGEMENT INC | 26,789 | $5.9B | 0.32% | |
| 67 | JNJJOHNSON &JOHNSON COM USD1.00 | 30,463 | $5.6B | 0.30% | |
| 68 | MRSHMARSH &MCLENNAN COMPANIES INC | 27,737 | $5.6B | 0.30% | |
| 69 | RCLROYAL CARIBBEAN GROUP COM USD0 | 16,863 | $5.5B | 0.29% | |
| 70 | ELVELEVANCE HEALTH INC COM | 16,749 | $5.4B | 0.29% | |
| 71 | MRKMERCK &CO. INC COM | 63,109 | $5.3B | 0.29% | |
| 72 | UNHUNITEDHEALTH GROUP INC | 14,899 | $5.1B | 0.28% | |
| 73 | PLTRPalantir Technologies Inc | 27,563 | $5.0B | 0.27% | |
| 74 | AMATAPPLIED MATERIALS INC COM USD0 | 24,248 | $5.0B | 0.27% | |
| 75 | —ISHARES TR MSCI USA VALUE | 39,505 | $4.9B | 0.27% | |
| 76 | GLDSPDR GOLD TR GOLD SHS | 13,753 | $4.9B | 0.26% | |
| 77 | SCZiShares MSCI EAFE Small-Cap ET | 63,478 | $4.9B | 0.26% | |
| 78 | VLOVALERO ENERGY CORP COM | 28,287 | $4.8B | 0.26% | |
| 79 | GSGOLDMAN SACHS GROUP INC COM US | 6,033 | $4.8B | 0.26% | |
| 80 | XLFISELECT SECTOR SPDR TRUST TECHN | 17,031 | $4.8B | 0.26% | |
| 81 | BLKBlackRock Inc | 4,103 | $4.8B | 0.26% | |
| 82 | KOCOCA-COLA CO | 69,956 | $4.6B | 0.25% | |
| 83 | APDAIR PRODUCTS AND CHEMICALS INC | 16,470 | $4.5B | 0.24% | |
| 84 | MDTMEDTRONIC PLC | 46,816 | $4.5B | 0.24% | |
| 85 | DHRDANAHER CORPORATION COM | 22,216 | $4.4B | 0.24% | |
| 86 | QQQINVESCO QQQ TR UNIT SER 1 | 7,198 | $4.3B | 0.23% | |
| 87 | DGXQUEST DIAGNOSTICS INC COM USD0 | 22,648 | $4.3B | 0.23% | |
| 88 | BKNGBOOKING HOLDINGS INC COM | 799 | $4.3B | 0.23% | |
| 89 | VWOVANGUARD INTL EQUITY INDEX FDS | 79,311 | $4.3B | 0.23% | |
| 90 | VEAVANGUARD FTSE Developed Market | 71,609 | $4.3B | 0.23% | |
| 91 | KRKROGER CO COM USD1.00 | 62,180 | $4.2B | 0.23% | |
| 92 | ACWXISHARES TR MSCI ACWI EX US | 64,205 | $4.2B | 0.22% | |
| 93 | —Entergy Corp | 44,650 | $4.2B | 0.22% | |
| 94 | GILDGILEAD SCIENCES INC COM USD0.0 | 37,085 | $4.1B | 0.22% | |
| 95 | SYKSTRYKER CORPORATION COM | 11,047 | $4.1B | 0.22% | |
| 96 | —NETEASE INC ADS EACH REPR 25 C | 26,714 | $4.1B | 0.22% | |
| 97 | MCHPMICROCHIP TECHNOLOGY INC. COM | 62,138 | $4.0B | 0.21% | |
| 98 | RFREGIONS FINANCIAL CORP NEW COM | 148,227 | $3.9B | 0.21% | |
| 99 | VIGVANGUARD SPECIALIZED FUNDS DIV | 17,899 | $3.9B | 0.21% | |
| 100 | RTXRtx Corporation Com | 23,063 | $3.9B | 0.21% |
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