• 13F History

SVB WEALTH LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$5.35B
Signature - Title
Alisha Gettys - Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by SVB WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SVB WEALTH LLC reported 749 stock holdings with total value $5.35B as of Q4 2024. Top holdings included APP, AAPL, MSFT, IWY, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 749 $5.35B +$5.24B $0 +$5.24B APP, AAPL, MSFT, IWY, AVGO 13F-HR 2/5/2025, 12:09 PM
Q3 2024 19 $118M $0 -$3.99B -$3.99B IWY, AGG, IWX, IEFA, IWS 13F-HR 10/18/2024, 11:45 AM
Q2 2024 746 $4.04B +$129M -$677M -$548M APP, AAPL, MSFT, IVV, AVGO 13F-HR 8/6/2024, 10:35 AM
Q1 2024 855 $4.49B +$455M -$482M -$27M APP, AAPL, MSFT, IVV, AMZN 13F-HR 5/15/2024, 04:34 PM
Q4 2023 876 $4.11B +$385M -$1.26B -$873M APP, AAPL, MSFT, IVV, SPY 13F-HR 1/30/2024, 02:00 PM
Q3 2023 863 $4.55B +$58.9M -$965M -$906M AAPL, APP, SHV, IVV, MSFT 13F-HR 10/23/2023, 02:25 PM
Q2 2023 927 $5.53B +$41.2M -$2.14B -$2.1B AAPL, APP, IVV, SHV, IWF 13F-HR 7/24/2023, 02:31 PM
Q1 2023 1,006 $7.16B +$384M -$912M -$528M AAPL, SHV, IVV, JPST, ICSH 13F-HR 5/12/2023, 05:23 PM
Q4 2022 1,040 $7.39B +$449M -$261M +$189M JPST, ICSH, SHV, IVV, ITOT 13F-HR 2/10/2023, 11:22 AM
Q3 2022 959 $6.84B +$1.11B -$319M +$789M JPST, ICSH, AAPL, IVV, ITOT 13F-HR 11/9/2022, 02:59 PM
Q2 2022 736 $6.47B +$516M -$407M +$109M SGOV, JPST, ICSH, ITOT, AAPL 13F-HR 8/15/2022, 06:25 PM
Q1 2022 766 $7.4B +$1.92B -$200M +$1.72B IVV, ITOT, AAPL, IWF, JPST 13F-HR 5/13/2022, 04:29 PM
Q4 2021 779 $6.07B +$202M -$1.5B -$1.29B ITOT, IWF, IVV, AAPL, MSFT 13F-HR 2/15/2022, 09:33 AM
Q3 2021 995 $7.78B +$246M -$312M -$66.2M SGOV, ITOT, IWF, JPST, ICSH 13F-HR 11/9/2021, 08:52 AM
Q2 2021 984 $7.88B +$536M -$250M +$287M SGOV, ITOT, IWF, ICSH, JPST 13F-HR 8/13/2021, 10:47 AM
Q1 2021 911 $7.14B +$559M -$458M +$101M SGOV, IWF, ITOT, ICSH, JPST 13F-HR 5/11/2021, 03:21 PM
Q4 2020 834 $6.72B +$398M -$170M +$229M SGOV, IWF, ITOT, AAPL, IVV 13F-HR 2/10/2021, 11:32 AM
Q3 2020 697 $5.94B +$582M -$106M +$476M SGOV, IWF, ITOT, AAPL, IVV 13F-HR 11/10/2020, 11:00 AM
Q2 2020 627 $5.37B +$2.08B -$1.4B +$675M SGOV, IWF, ITOT, IVV, SPY 13F-HR 8/5/2020, 12:57 PM
Q1 2020 578 $4.12B +$155M -$455M -$300M BIL, ITOT, IWD, SPY, AAPL 13F-HR 5/11/2020, 12:32 PM
Q4 2019 653 $5.49B +$261M -$129M +$132M BIL, ITOT, IWD, IVV, SPY 13F-HR 2/13/2020, 12:58 PM
Q3 2019 508 $5.02B +$2.18B -$147M +$2.03B BIL, ITOT, IWD, IVV, SPY 13F-HR 11/1/2019, 12:26 PM
Q2 2019 519 $2.98B +$539M -$150M +$389M AAPL, MSFT, BRKA, JPM, IVV 13F-HR 7/10/2019, 10:06 AM
Q1 2019 395 $2.53B +$173M -$236M -$62.4M AAPL, MSFT, BRKA, JPM, AMZN 13F-HR 5/14/2019, 12:45 PM
Q4 2018 376 $2.12B +$139M -$138M +$460K AAPL, MSFT, BRKA, JPM, GLNG 13F-HR 2/14/2019, 01:54 PM
Q3 2018 416 $2.64B +$115M -$76M +$39.2M AAPL, MSFT, JPM, GLNG, AMZN 13F-HR 11/13/2018, 08:38 AM
Q2 2018 441 $2.61B +$185M -$225M -$40.3M AAPL, MSFT, GLNG, JPM, AMZN 13F-HR 8/14/2018, 10:02 AM
Q1 2018 452 $2.61B +$143M -$98.4M +$44.9M AAPL, MSFT, JPM, HD, BRKA 13F-HR 5/11/2018, 04:08 PM
Q4 2017 476 $2.66B +$65.1M -$118M -$52.5M AAPL, MSFT, JPM, HD, V 13F-HR 2/13/2018, 08:52 AM
Q3 2017 464 $2.6B +$104M -$101M +$3.04M AAPL, MSFT, JPM, HD, MRK 13F-HR 11/13/2017, 08:31 AM
Q2 2017 471 $2.54B +$109M -$118M -$8.57M AAPL, MSFT, JPM, GEXXXX, HD 13F-HR 8/4/2017, 04:52 PM
Q1 2017 486 $2.51B +$99.6M -$118M -$18.2M AAPL, MSFT, JPM, GEXXXX, MRK 13F-HR 5/11/2017, 10:25 AM
Q4 2016 490 $2.42B +$115M -$193M -$77.9M AAPL, JPM, GEXXXX, MSFT, XOM 13F-HR 2/15/2017, 07:38 AM
Q3 2016 517 $2.46B +$91.8M -$128M -$36.3M AAPL, MSFT, GEXXXX, JPM, MRK Restatement 11/15/2016, 09:37 AM
Q2 2016 506 $2.45B +$122M -$145M -$23.1M AAPL, GEXXXX, MSFT, JPM, XOM 13F-HR 8/1/2016, 09:47 AM
Q1 2016 513 $2.46B +$142M -$148M -$6.48M AAPL, GEXXXX, MSFT, JPM, XOM 13F-HR 5/13/2016, 09:55 AM
Q4 2015 533 $2.53B +$101M -$257M -$156M AAPL, GEXXXX, JPM, MSFT, HD 13F-HR 2/12/2016, 02:50 PM
Q3 2015 545 $2.56B +$196M -$278M -$81.9M AAPL, GEXXXX, JPM, MSFT, SBUX 13F-HR 11/12/2015, 12:02 PM
Q2 2015 560 $3.02B +$160M -$136M +$23.8M AAPL, GEXXXX, JPM, MSFT, UTX 13F-HR 8/13/2015, 11:30 AM
Q1 2015 553 $3.1B +$184M -$156M +$28.2M AAPL, GEXXXX, JPM, UTX, XOM 13F-HR 5/12/2015, 01:35 PM
Q4 2014 542 $3.09B AAPL, GEXXXX, JPM, MSFT, XOM 13F-HR 2/10/2015, 09:42 AM