Notify me when SVB WEALTH LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 394 | $1,696,115,671 | +$71,571,731 | -$252,984,273 | -$181,412,542 | AAPL, IWY, MSFT, AVGO, AMZN | 13F-HR | 04 Feb 2026, 09:04 |
| Q3 2025 | 405 | $1,858,250,361 | +$41,420,708 | -$187,838,692 | -$146,417,984 | AAPL, MSFT, IWY, AVGO, AMZN | 13F-HR | 06 Nov 2025, 09:56 |
| Q2 2025 | 420 | $1,866,467,749 | +$842,454,964 | -$1,540,378,818 | -$697,923,854 | AAPL, MSFT, IWY, AVGO, AGG | 13F-HR | 13 Aug 2025, 18:56 |
| Q1 2025 | 1,516 | $2,433,544,145 | +$76,269,004 | -$2,564,762,600 | -$2,488,493,596 | APP, AAPL, AMZN, AVGO, IEFA | 13F-HR | 14 May 2025, 16:15 |
| Q4 2024 | 749 | $5,352,192,191 | +$5,236,459,221 | $0 | +$5,236,459,221 | APP, AAPL, MSFT, IWY, AVGO | 13F-HR | 05 Feb 2025, 12:09 |
| Q3 2024 | 19 | $117,526,133 | $0 | -$3,993,745,505 | -$3,993,745,505 | IWY, AGG, IWX, IEFA, IWS | 13F-HR | 18 Oct 2024, 11:45 |
| Q2 2024 | 746 | $4,040,240,878 | +$128,501,459 | -$676,945,746 | -$548,444,287 | APP, AAPL, MSFT, IVV, AVGO | 13F-HR | 06 Aug 2024, 10:35 |
| Q1 2024 | 856 | $4,485,423,914 | +$454,584,141 | -$481,746,059 | -$27,161,918 | APP, AAPL, MSFT, IVV, AMZN | 13F-HR | 15 May 2024, 16:34 |
| Q4 2023 | 878 | $4,110,518,455 | +$385,443,091 | -$1,258,026,489 | -$872,583,398 | APP, AAPL, MSFT, IVV, SPY | 13F-HR | 30 Jan 2024, 14:00 |
| Q3 2023 | 863 | $4,553,315,367 | +$58,903,641 | -$1,022,513,142 | -$963,609,501 | AAPL, APP, SHV, IVV, MSFT | 13F-HR | 23 Oct 2023, 14:25 |
| Q2 2023 | 927 | $5,533,217,640 | +$41,171,381 | -$2,210,733,678 | -$2,169,562,297 | AAPL, APP, IVV, SHV, IWF | 13F-HR | 24 Jul 2023, 14:31 |
| Q1 2023 | 1,006 | $7,155,058,063 | +$383,922,885 | -$1,005,508,388 | -$621,585,503 | AAPL, SHV, IVV, JPST, ICSH | 13F-HR | 12 May 2023, 17:23 |
| Q4 2022 | 1,044 | $7,403,228,664 | +$450,091,088 | -$306,043,881 | +$144,047,207 | JPST, ICSH, SHV, IVV, ITOT | 13F-HR | 10 Feb 2023, 12:22 |
| Q3 2022 | 1,005 | $6,847,909,000 | +$1,111,862,259 | -$402,463,830 | +$709,398,429 | JPST, ICSH, AAPL, IVV, ITOT | 13F-HR | 09 Nov 2022, 15:59 |
| Q2 2022 | 770 | $6,495,311,000 | +$529,361,281 | -$444,439,065 | +$84,922,216 | SGOV, JPST, ICSH, ITOT, AAPL | 13F-HR | 15 Aug 2022, 18:25 |
| Q1 2022 | 821 | $7,444,117,000 | +$1,940,522,225 | -$242,984,916 | +$1,697,537,309 | IVV, ITOT, AAPL, IWF, JPST | 13F-HR | 13 May 2022, 16:29 |
| Q4 2021 | 813 | $6,097,703,000 | +$205,482,354 | -$2,506,843,675 | -$2,301,361,321 | ITOT, IWF, IVV, AAPL, MSFT | 13F-HR | 15 Feb 2022, 10:33 |
| Q3 2021 | 1,009 | $7,783,562,000 | +$247,082,424 | -$317,557,337 | -$70,474,913 | SGOV, ITOT, IWF, JPST, ICSH | 13F-HR | 09 Nov 2021, 08:52 |
| Q2 2021 | 1,000 | $7,886,982,000 | +$541,377,756 | -$249,893,819 | +$291,483,937 | SGOV, ITOT, IWF, ICSH, JPST | 13F-HR | 13 Aug 2021, 10:47 |
| Q1 2021 | 940 | $7,175,643,000 | +$579,362,634 | -$459,054,287 | +$120,308,347 | SGOV, IWF, ITOT, ICSH, JPST | 13F-HR | 11 May 2021, 15:21 |
| Q4 2020 | 876 | $6,811,570,000 | +$405,770,733 | -$194,083,473 | +$211,687,260 | SGOV, IWF, ITOT, AAPL, IVV | 13F-HR | 10 Feb 2021, 12:32 |
| Q3 2020 | 793 | $6,062,607,000 | +$607,032,135 | -$114,247,578 | +$492,784,557 | SGOV, IWF, ITOT, AAPL, IVV | 13F-HR | 10 Nov 2020, 12:00 |
| Q2 2020 | 639 | $5,380,685,000 | +$2,088,008,782 | -$1,464,304,838 | +$623,703,944 | SGOV, IWF, ITOT, IVV, SPY | 13F-HR | 05 Aug 2020, 12:57 |
| Q1 2020 | 588 | $4,119,204,000 | +$158,163,122 | -$532,470,942 | -$374,307,820 | BIL, ITOT, IWD, SPY, AAPL | 13F-HR | 11 May 2020, 12:32 |
| Q4 2019 | 656 | $5,493,463,000 | +$261,334,674 | -$149,180,046 | +$112,154,628 | BIL, ITOT, IWD, IVV, SPY | 13F-HR | 13 Feb 2020, 13:58 |
| Q3 2019 | 509 | $5,023,722,000 | +$2,180,771,718 | -$165,946,597 | +$2,014,825,121 | BIL, ITOT, IWD, IVV, SPY | 13F-HR | 01 Nov 2019, 12:26 |
| Q2 2019 | 519 | $2,977,306,000 | +$539,450,766 | -$183,324,128 | +$356,126,638 | AAPL, MSFT, BRKA, JPM, IVV | 13F-HR | 10 Jul 2019, 10:06 |
| Q1 2019 | 396 | $2,531,661,000 | +$173,180,830 | -$258,842,099 | -$85,661,269 | AAPL, MSFT, BRKA, JPM, AMZN | 13F-HR | 14 May 2019, 12:45 |
| Q4 2018 | 429 | $2,343,893,000 | +$141,619,562 | -$225,394,217 | -$83,774,655 | AAPL, MSFT, BRKA, JPM, GLNG | 13F-HR | 14 Feb 2019, 14:54 |
| Q3 2018 | 471 | $2,827,370,000 | +$131,316,804 | -$103,028,881 | +$28,287,923 | AAPL, MSFT, JPM, GLNG, AMZN | 13F-HR | 13 Nov 2018, 09:38 |
| Q2 2018 | 445 | $2,607,784,000 | +$185,123,081 | -$243,364,275 | -$58,241,194 | AAPL, MSFT, GLNG, JPM, AMZN | 13F-HR | 14 Aug 2018, 10:02 |
| Q1 2018 | 454 | $2,607,048,000 | +$143,334,664 | -$142,047,212 | +$1,287,452 | AAPL, MSFT, JPM, HD, BRKA | 13F-HR | 11 May 2018, 16:08 |
| Q4 2017 | 477 | $2,658,117,000 | +$65,108,419 | -$152,422,214 | -$87,313,795 | AAPL, MSFT, JPM, HD, V | 13F-HR | 13 Feb 2018, 09:52 |
| Q3 2017 | 465 | $2,600,280,000 | +$103,651,657 | -$131,989,827 | -$28,338,170 | AAPL, MSFT, JPM, HD, MRK | 13F-HR | 13 Nov 2017, 09:31 |
| Q2 2017 | 474 | $2,541,462,000 | +$109,423,495 | -$135,781,742 | -$26,358,247 | AAPL, MSFT, JPM, GE, HD | 13F-HR | 04 Aug 2017, 16:52 |
| Q1 2017 | 488 | $2,510,468,000 | +$99,564,546 | -$134,243,925 | -$34,679,379 | AAPL, MSFT, JPM, GE, MRK | 13F-HR | 11 May 2017, 10:25 |
| Q4 2016 | 490 | $2,416,882,000 | +$115,232,146 | -$217,169,722 | -$101,937,576 | AAPL, JPM, GE, MSFT, XOM | 13F-HR | 15 Feb 2017, 08:38 |
| Q3 2016 | 517 | $2,458,925,000 | +$91,845,254 | -$152,584,022 | -$60,738,768 | AAPL, MSFT, GE, JPM, MRK | Restatement | 15 Nov 2016, 10:37 |
| Q2 2016 | 506 | $2,450,696,000 | +$122,199,598 | -$164,173,966 | -$41,974,368 | AAPL, GE, MSFT, JPM, XOM | 13F-HR | 01 Aug 2016, 09:47 |
| Q1 2016 | 516 | $2,456,117,000 | +$141,784,290 | -$226,652,832 | -$84,868,542 | AAPL, GE, MSFT, JPM, XOM | 13F-HR | 13 May 2016, 09:55 |
| Q4 2015 | 534 | $2,533,997,000 | +$101,403,400 | -$277,462,528 | -$176,059,128 | AAPL, GE, JPM, MSFT, HD | 13F-HR | 12 Feb 2016, 15:50 |
| Q3 2015 | 542 | $2,570,952,000 | +$191,461,279 | -$374,389,023 | -$182,927,744 | AAPL, GE, JPM, MSFT, SBUX | 13F-HR | 12 Nov 2015, 13:02 |
| Q2 2015 | 550 | $3,002,062,000 | +$143,827,718 | -$189,568,980 | -$45,741,262 | AAPL, GE, JPM, MSFT, UTX | 13F-HR | 13 Aug 2015, 11:30 |
| Q1 2015 | 553 | $3,092,919,000 | +$181,560,214 | -$196,836,263 | -$15,276,049 | AAPL, GE, JPM, UTX, XOM | 13F-HR | 12 May 2015, 13:35 |
| Q4 2014 | 538 | $3,087,862,000 | $0 | $0 | $0 | AAPL, GE, JPM, MSFT, XOM | 13F-HR | 10 Feb 2015, 10:42 |