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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 405 | $1,858,250,361 | +$41,420,696 | -$187,838,697 | -$146,418,001 | AAPL, MSFT, IWY, AVGO, AMZN | 13F-HR | 06 Nov 2025, 09:56 |
| Q2 2025 | 420 | $1,866,467,749 | +$842,454,950 | -$1,540,378,738 | -$697,923,788 | AAPL, MSFT, IWY, AVGO, AGG | 13F-HR | 13 Aug 2025, 18:56 |
| Q1 2025 | 1,516 | $2,433,544,145 | +$76,269,008 | -$2,564,762,582 | -$2,488,493,574 | APP, AAPL, AMZN, AVGO, IEFA | 13F-HR | 14 May 2025, 16:15 |
| Q4 2024 | 749 | $5,352,192,191 | +$5,236,459,235 | $0 | +$5,236,459,235 | APP, AAPL, MSFT, IWY, AVGO | 13F-HR | 05 Feb 2025, 12:09 |
| Q3 2024 | 19 | $117,526,133 | $0 | -$3,993,745,658 | -$3,993,745,658 | IWY, AGG, IWX, IEFA, IWS | 13F-HR | 18 Oct 2024, 11:45 |
| Q2 2024 | 746 | $4,040,240,878 | +$128,501,468 | -$676,784,139 | -$548,282,671 | APP, AAPL, MSFT, IVV, AVGO | 13F-HR | 06 Aug 2024, 10:35 |
| Q1 2024 | 855 | $4,485,262,296 | +$454,584,149 | -$481,542,924 | -$26,958,775 | APP, AAPL, MSFT, IVV, AMZN | 13F-HR | 15 May 2024, 16:34 |
| Q4 2023 | 876 | $4,110,315,559 | +$385,240,151 | -$1,258,026,416 | -$872,786,265 | APP, AAPL, MSFT, IVV, SPY | 13F-HR | 30 Jan 2024, 14:00 |
| Q3 2023 | 863 | $4,553,315,367 | +$58,903,643 | -$964,982,972 | -$906,079,329 | AAPL, APP, SHV, IVV, MSFT | 13F-HR | 23 Oct 2023, 14:25 |
| Q2 2023 | 927 | $5,533,217,640 | +$41,171,376 | -$2,139,412,742 | -$2,098,241,366 | AAPL, APP, IVV, SHV, IWF | 13F-HR | 24 Jul 2023, 14:31 |
| Q1 2023 | 1,006 | $7,155,058,063 | +$383,893,234 | -$911,583,381 | -$527,690,147 | AAPL, SHV, IVV, JPST, ICSH | 13F-HR | 12 May 2023, 17:23 |
| Q4 2022 | 1,040 | $7,388,693,969 | +$449,446,620 | -$260,805,989 | +$188,640,631 | JPST, ICSH, SHV, IVV, ITOT | 13F-HR | 10 Feb 2023, 11:22 |
| Q3 2022 | 959 | $6,837,749,227 | +$1,108,780,078 | -$319,360,522 | +$789,419,556 | JPST, ICSH, AAPL, IVV, ITOT | 13F-HR | 09 Nov 2022, 14:59 |
| Q2 2022 | 736 | $6,472,983,000 | +$515,783,542 | -$406,982,965 | +$108,800,577 | SGOV, JPST, ICSH, ITOT, AAPL | 13F-HR | 15 Aug 2022, 18:25 |
| Q1 2022 | 766 | $7,402,166,214 | +$1,923,988,939 | -$199,566,854 | +$1,724,422,085 | IVV, ITOT, AAPL, IWF, JPST | 13F-HR | 13 May 2022, 16:29 |
| Q4 2021 | 779 | $6,069,796,000 | +$201,861,303 | -$1,496,572,568 | -$1,294,711,265 | ITOT, IWF, IVV, AAPL, MSFT | 13F-HR | 15 Feb 2022, 09:33 |
| Q3 2021 | 995 | $7,781,157,000 | +$246,233,237 | -$312,442,407 | -$66,209,170 | SGOV, ITOT, IWF, JPST, ICSH | 13F-HR | 09 Nov 2021, 08:52 |
| Q2 2021 | 984 | $7,876,572,000 | +$536,260,490 | -$249,684,423 | +$286,576,067 | SGOV, ITOT, IWF, ICSH, JPST | 13F-HR | 13 Aug 2021, 10:47 |
| Q1 2021 | 911 | $7,144,491,000 | +$558,972,910 | -$457,653,464 | +$101,319,446 | SGOV, IWF, ITOT, ICSH, JPST | 13F-HR | 11 May 2021, 15:21 |
| Q4 2020 | 834 | $6,720,487,233 | +$398,096,380 | -$169,532,483 | +$228,563,897 | SGOV, IWF, ITOT, AAPL, IVV | 13F-HR | 10 Feb 2021, 11:32 |
| Q3 2020 | 697 | $5,940,440,005 | +$581,897,427 | -$106,082,518 | +$475,814,909 | SGOV, IWF, ITOT, AAPL, IVV | 13F-HR | 10 Nov 2020, 11:00 |
| Q2 2020 | 627 | $5,368,863,000 | +$2,076,648,691 | -$1,401,352,793 | +$675,295,898 | SGOV, IWF, ITOT, IVV, SPY | 13F-HR | 05 Aug 2020, 12:57 |
| Q1 2020 | 578 | $4,116,065,000 | +$155,024,134 | -$455,006,939 | -$299,982,805 | BIL, ITOT, IWD, SPY, AAPL | 13F-HR | 11 May 2020, 12:32 |
| Q4 2019 | 653 | $5,493,449,013 | +$261,321,676 | -$129,224,020 | +$132,097,656 | BIL, ITOT, IWD, IVV, SPY | 13F-HR | 13 Feb 2020, 12:58 |
| Q3 2019 | 508 | $5,023,713,000 | +$2,180,771,648 | -$147,124,554 | +$2,033,647,094 | BIL, ITOT, IWD, IVV, SPY | 13F-HR | 01 Nov 2019, 12:26 |
| Q2 2019 | 519 | $2,977,306,000 | +$539,450,768 | -$150,012,133 | +$389,438,635 | AAPL, MSFT, BRKA, JPM, IVV | 13F-HR | 10 Jul 2019, 10:06 |
| Q1 2019 | 395 | $2,529,146,000 | +$173,176,491 | -$235,587,186 | -$62,410,695 | AAPL, MSFT, BRKA, JPM, AMZN | 13F-HR | 14 May 2019, 12:45 |
| Q4 2018 | 376 | $2,118,475,000 | +$138,548,338 | -$138,088,776 | +$459,562 | AAPL, MSFT, BRKA, JPM, GLNG | 13F-HR | 14 Feb 2019, 13:54 |
| Q3 2018 | 416 | $2,636,774,000 | +$115,217,337 | -$75,985,708 | +$39,231,629 | AAPL, MSFT, JPM, GLNG, AMZN | 13F-HR | 13 Nov 2018, 08:38 |
| Q2 2018 | 441 | $2,607,491,000 | +$184,999,872 | -$225,346,246 | -$40,346,374 | AAPL, MSFT, GLNG, JPM, AMZN | 13F-HR | 14 Aug 2018, 10:02 |
| Q1 2018 | 452 | $2,606,897,000 | +$143,334,655 | -$98,435,089 | +$44,899,566 | AAPL, MSFT, JPM, HD, BRKA | 13F-HR | 11 May 2018, 16:08 |
| Q4 2017 | 476 | $2,658,115,000 | +$65,108,414 | -$117,588,219 | -$52,479,805 | AAPL, MSFT, JPM, HD, V | 13F-HR | 13 Feb 2018, 08:52 |
| Q3 2017 | 464 | $2,600,279,000 | +$103,650,604 | -$100,614,823 | +$3,035,781 | AAPL, MSFT, JPM, HD, MRK | 13F-HR | 13 Nov 2017, 08:31 |
| Q2 2017 | 471 | $2,541,236,000 | +$109,423,489 | -$117,997,983 | -$8,574,494 | AAPL, MSFT, JPM, GEXXXX, HD | 13F-HR | 04 Aug 2017, 16:52 |
| Q1 2017 | 486 | $2,510,468,000 | +$99,564,565 | -$117,751,934 | -$18,187,369 | AAPL, MSFT, JPM, GEXXXX, MRK | 13F-HR | 11 May 2017, 10:25 |
| Q4 2016 | 490 | $2,416,882,000 | +$115,232,160 | -$193,105,621 | -$77,873,461 | AAPL, JPM, GEXXXX, MSFT, XOM | 13F-HR | 15 Feb 2017, 07:38 |
| Q3 2016 | 517 | $2,458,704,221 | +$91,845,262 | -$128,113,033 | -$36,267,771 | AAPL, MSFT, GEXXXX, JPM, MRK | Restatement | 15 Nov 2016, 09:37 |
| Q2 2016 | 506 | $2,450,619,125 | +$122,247,584 | -$145,320,964 | -$23,073,380 | AAPL, GEXXXX, MSFT, JPM, XOM | 13F-HR | 01 Aug 2016, 09:47 |
| Q1 2016 | 513 | $2,455,930,000 | +$141,737,278 | -$148,213,827 | -$6,476,549 | AAPL, GEXXXX, MSFT, JPM, XOM | 13F-HR | 13 May 2016, 09:55 |
| Q4 2015 | 533 | $2,534,530,000 | +$101,403,405 | -$257,389,149 | -$155,985,744 | AAPL, GEXXXX, JPM, MSFT, HD | 13F-HR | 12 Feb 2016, 14:50 |
| Q3 2015 | 545 | $2,559,965,000 | +$196,312,930 | -$278,194,273 | -$81,881,343 | AAPL, GEXXXX, JPM, MSFT, SBUX | 13F-HR | 12 Nov 2015, 12:02 |
| Q2 2015 | 560 | $3,021,789,000 | +$160,107,713 | -$136,270,671 | +$23,837,042 | AAPL, GEXXXX, JPM, MSFT, UTX | 13F-HR | 13 Aug 2015, 11:30 |
| Q1 2015 | 553 | $3,096,403,000 | +$184,041,211 | -$155,794,758 | +$28,246,453 | AAPL, GEXXXX, JPM, UTX, XOM | 13F-HR | 12 May 2015, 13:35 |
| Q4 2014 | 542 | $3,092,416,000 | $0 | AAPL, GEXXXX, JPM, MSFT, XOM | 13F-HR | 10 Feb 2015, 09:42 |