Svb Wealth LLC

Svb Wealth LLC reported 1,570 holdings worth US$1.59B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

Svb Wealth LLC reported 1,570 holdings worth US$1.59B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 17, 2026 (Form 13F).

Holdings
1,570
Value as reported
US$1.59B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc313KUS$90.4M5.7%
Alphabet Inc (google) Class C165KUS$58.9M3.7%
Microsoft Corp.135KUS$50.3M3.2%
Nvidia Corporation231KUS$46.2M2.9%
Broadcom Inc.110KUS$41.5M2.6%
Amazon.com, Inc.141KUS$33.7M2.1%
Jp Morgan Chase & Co.82,982US$27.2M1.7%
Meta Platforms, Inc.29,720US$16.7M1.1%
Visa Inc.48,196US$16.5M1.0%
Cisco Systems, Inc.129KUS$15.2M0.96%
Abbvie Inc.55,432US$13.9M0.88%
Applied Materials, Inc.16,760US$12.1M0.76%
Eli Lilly And Company9,903US$11.9M0.75%
Berkshire Hathaway Inc.23,693US$11.9M0.75%
Home Depot, Inc. (the)31,207US$11M0.69%
Exxon Mobil Corporation78,767US$10.8M0.68%
Lam Research Corporation23,695US$10.3M0.65%
Tesla, Inc.24,246US$10.2M0.64%
Analog Devices, Inc.23,055US$9.16M0.58%
Union Pacific Corporation32,067US$8.72M0.55%
Costco Wholesale Corporation8,736US$8.17M0.52%
Chevron Corporation49,079US$8.14M0.51%
Netflix, Inc.111KUS$7.95M0.50%
Walmart Inc.70,012US$7.93M0.50%
Procter & Gamble Company (the)53,875US$7.9M0.50%
Kinder Morgan, Inc.235KUS$7.51M0.47%
International Business Machines Corporation26,454US$7.44M0.47%
Oracle Corporation47,901US$7.02M0.44%
Johnson & Johnson27,472US$6.98M0.44%
Micron Technology, Inc.5,842US$6.74M0.43%
Pepsico, Inc.44,735US$6.06M0.38%
Nextera Energy, Inc.68,971US$6.05M0.38%
Coca-cola Company (the)72,592US$5.9M0.37%
Merck & Company, Inc.44,766US$5.75M0.36%
Altria Group, Inc.77,348US$5.57M0.35%
Regions Financial Corporation180KUS$5.45M0.34%
Duke Energy Corporation (holding Company)42,831US$5.42M0.34%
Intuitive Surgical, Inc.12,929US$5.14M0.32%
Booking Holdings Inc. Common Stock27,386US$4.88M0.31%
Advanced Micro Devices Inc8,073US$4.69M0.30%
L3harris Technologies, Inc.15,869US$4.61M0.29%
Goldman Sachs Group, Inc. (the)4,526US$4.58M0.29%
T. Rowe Price Group, Inc.40,142US$4.56M0.29%
Conocophillips42,441US$4.41M0.28%
Amphenol Corporation24,949US$4.4M0.28%
The Kraft Heinz Company177KUS$4.17M0.26%
Abbott Laboratories44,462US$4.03M0.25%
Evergy, Inc.44,939US$3.88M0.24%
Illinois Tool Works Inc.14,045US$3.8M0.24%
Firstenergy Corp.77,720US$3.69M0.23%
Palantir Technologies Inc.31,345US$3.66M0.23%
Valero Energy Corporation13,958US$3.64M0.23%
Franklin Resources, Inc.108KUS$3.59M0.23%
Snap-on Incorporated8,897US$3.58M0.23%
Idexx Laboratories, Inc.6,764US$3.56M0.22%
Gilead Sciences, Inc.27,562US$3.48M0.22%
Waste Management, Inc.15,504US$3.46M0.22%
Palo Alto Networks, Inc.10,020US$3.42M0.22%
Allstate Corporation (the)14,332US$3.41M0.21%
Bristol-myers Squibb Company57,918US$3.34M0.21%
Entergy Corporation28,617US$3.29M0.21%
United Airlines Holdings, Inc.23,829US$3.24M0.20%
Intercontinental Exchange Inc.25,772US$3.17M0.20%
Prologis, Inc.23,399US$3.17M0.20%
Tjx Companies, Inc. (the)20,582US$3.12M0.20%
Blackrock, Inc.3,217US$3.09M0.19%
Mastercard Incorporated6,016US$3.09M0.19%
Bank Of America Corporation52,717US$3M0.19%
Intel Corporation21,466US$3M0.19%
Elevance Health, Inc.7,438US$2.88M0.18%
United Rentals, Inc.2,473US$2.8M0.18%
Marsh16,469US$2.74M0.17%
Republic Services, Inc.12,589US$2.68M0.17%
Caterpillar, Inc.2,514US$2.68M0.17%
Unitedhealth Group Incorporated6,424US$2.67M0.17%
Exelon Corporation56,853US$2.65M0.17%
Broadridge Financial Solutions, Inc.19,103US$2.62M0.16%
Centene Corporation39,907US$2.56M0.16%
Costar Group, Inc.90,226US$2.56M0.16%
Quest Diagnostics Incorporated11,830US$2.51M0.16%
Verisk Analytics, Inc.13,900US$2.5M0.16%
Air Products And Chemicals, Inc.8,479US$2.49M0.16%
Cme Group Inc.10,933US$2.41M0.15%
Leidos Holdings, Inc.23,332US$2.4M0.15%
Rtx Corporation12,411US$2.35M0.15%
Mcdonald's Corporation8,444US$2.28M0.14%
Pfizer, Inc.93,921US$2.26M0.14%
Danaher Corporation11,752US$2.24M0.14%
Kroger Company (the)39,985US$2.22M0.14%
At&t Inc.106KUS$2.19M0.14%
Keycorp93,814US$2.16M0.14%
Automatic Data Processing, Inc.9,606US$2.15M0.14%
Stryker Corporation6,805US$2.14M0.14%
The Bank Of New York Mellon Corporation14,016US$2.03M0.13%
Zoetis Inc.27,385US$1.97M0.12%
Universal Health Services, Inc.13,061US$1.94M0.12%
Microchip Technology Incorporated21,044US$1.92M0.12%
Coinbase Global, Inc.13,103US$1.92M0.12%
Ameriprise Financial, Inc.3,887US$1.78M0.11%
Verizon Communications Inc.41,541US$1.76M0.11%

Every holding of Svb Wealth LLC

Source

View original at SEC

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