SVB WEALTH LLC

Q4 2025 13F Holdings Report, Options Holdings

Signature - Title
Bill Scoggins - Mg. Dir Wealth Operations
Location
Boston, MA
Options holdings as of
31 Dec 2025
Notional value
$0
Number of holdings
0
Filing time
04 Feb 2026, 09:04:27 UTC
Description
All US holdings of this investor are reported in this report.
Previous filing
Q3 2025 - 06 Nov 2025
Stock holdings
Showing options holdings, see here for stock holdings

SVB WEALTH LLC didn't report any options holdings as of Q4 2025. Check stock holdings.

Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Bill Scoggins Mg. Dir Wealth Operations Oakton, Virginia 04 Feb 2026

Other Included Managers (9):

Num Name Location File Number
1 Aperio Group, LLC Sausalito, CA
3 Boston Partners Boston, MA
4 Bramshill Investments, LLC Naples, FL
7 GW&K Investment Management, LLC Boston, MA
8 LYRICAL ASSET MANAGEMENT LP New York, NY
9 PARAMETRIC PORTFOLIO ASSOCIATES
11 PINNACLE ASSOCIATES LTD New York, NY
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Stamford, CT
14 SpiderRock Advisors, LLC Wilimington, DE