Institutional Fund
Svb Wealth LLC
Boston, MACIK 16261165 filings on record
Portfolio Value
$1.52B
Q1 2026
Holdings
383
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-10.5%
from $1.70B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.8%
- Ishares Tr4.5%
- Microsoft Corp3.7%
- Ishares Tr3.0%
- Amazon Com Inc2.9%
- Nvidia Corporation2.8%
- Other77.3%
Portfolio Holdings
383 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 346.8K | $88.02M | 5.8% | −32.1K | Reduced |
| 2 | Ishares Tr | 272.4K | $67.79M | 4.5% | −30.0K | Reduced |
| 3 | Microsoft Corp | 149.7K | $55.41M | 3.7% | −4.5K | Reduced |
| 4 | Ishares Tr | 508.4K | $46.02M | 3.0% | −25.6K | Reduced |
| 5 | Amazon Com Inc | 211.2K | $43.99M | 2.9% | +3.5K | Added |
| 6 | Nvidia Corporation | 248.0K | $43.25M | 2.8% | −98 | Reduced |
| 7 | Broadcom Inc | 139.4K | $43.14M | 2.8% | −35.6K | Reduced |
| 8 | Ishares Tr | 459.9K | $42.62M | 2.8% | −48.5K | Reduced |
| 9 | Ishares Tr | 261.2K | $38.07M | 2.5% | −1.4K | Reduced |
| 10 | Ishares Tr | 54.4K | $35.56M | 2.3% | +4.0K | Added |
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