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 | $1.86B | +$41.4M | -$188M | -$146M | AAPL, MSFT, IWY, AVGO, AMZN | 13F-HR | 06 Nov 2025, 09:56 |
| Q2 2025 | 420 | $1.87B | +$842M | -$1.54B | -$698M | AAPL, MSFT, IWY, AVGO, AGG | 13F-HR | 13 Aug 2025, 18:56 |
| Q1 2025 | 1,516 | $2.43B | +$76.3M | -$2.56B | -$2.49B | APP, AAPL, AMZN, AVGO, IEFA | 13F-HR | 14 May 2025, 16:15 |
| Q4 2024 | 749 | $5.35B | +$5.24B | $0 | +$5.24B | APP, AAPL, MSFT, IWY, AVGO | 13F-HR | 05 Feb 2025, 12:09 |
| Q3 2024 | 19 | $118M | $0 | -$3.99B | -$3.99B | IWY, AGG, IWX, IEFA, IWS | 13F-HR | 18 Oct 2024, 11:45 |
| Q2 2024 | 746 | $4.04B | +$129M | -$677M | -$548M | APP, AAPL, MSFT, IVV, AVGO | 13F-HR | 06 Aug 2024, 10:35 |
| Q1 2024 | 855 | $4.49B | +$455M | -$482M | -$27M | APP, AAPL, MSFT, IVV, AMZN | 13F-HR | 15 May 2024, 16:34 |
| Q4 2023 | 876 | $4.11B | +$385M | -$1.26B | -$873M | APP, AAPL, MSFT, IVV, SPY | 13F-HR | 30 Jan 2024, 14:00 |
| Q3 2023 | 863 | $4.55B | +$58.9M | -$965M | -$906M | AAPL, APP, SHV, IVV, MSFT | 13F-HR | 23 Oct 2023, 14:25 |
| Q2 2023 | 927 | $5.53B | +$41.2M | -$2.14B | -$2.1B | AAPL, APP, IVV, SHV, IWF | 13F-HR | 24 Jul 2023, 14:31 |
| Q1 2023 | 1,006 | $7.16B | +$384M | -$912M | -$528M | AAPL, SHV, IVV, JPST, ICSH | 13F-HR | 12 May 2023, 17:23 |
| Q4 2022 | 1,040 | $7.39B | +$449M | -$261M | +$189M | JPST, ICSH, SHV, IVV, ITOT | 13F-HR | 10 Feb 2023, 11:22 |
| Q3 2022 | 959 | $6.84B | +$1.11B | -$319M | +$789M | JPST, ICSH, AAPL, IVV, ITOT | 13F-HR | 09 Nov 2022, 14:59 |
| Q2 2022 | 736 | $6.47B | +$516M | -$407M | +$109M | SGOV, JPST, ICSH, ITOT, AAPL | 13F-HR | 15 Aug 2022, 18:25 |
| Q1 2022 | 766 | $7.4B | +$1.92B | -$200M | +$1.72B | IVV, ITOT, AAPL, IWF, JPST | 13F-HR | 13 May 2022, 16:29 |
| Q4 2021 | 779 | $6.07B | +$202M | -$1.5B | -$1.29B | ITOT, IWF, IVV, AAPL, MSFT | 13F-HR | 15 Feb 2022, 09:33 |
| Q3 2021 | 995 | $7.78B | +$246M | -$312M | -$66.2M | SGOV, ITOT, IWF, JPST, ICSH | 13F-HR | 09 Nov 2021, 08:52 |
| Q2 2021 | 984 | $7.88B | +$536M | -$250M | +$287M | SGOV, ITOT, IWF, ICSH, JPST | 13F-HR | 13 Aug 2021, 10:47 |
| Q1 2021 | 911 | $7.14B | +$559M | -$458M | +$101M | SGOV, IWF, ITOT, ICSH, JPST | 13F-HR | 11 May 2021, 15:21 |
| Q4 2020 | 834 | $6.72B | +$398M | -$170M | +$229M | SGOV, IWF, ITOT, AAPL, IVV | 13F-HR | 10 Feb 2021, 11:32 |
| Q3 2020 | 697 | $5.94B | +$582M | -$106M | +$476M | SGOV, IWF, ITOT, AAPL, IVV | 13F-HR | 10 Nov 2020, 11:00 |
| Q2 2020 | 627 | $5.37B | +$2.08B | -$1.4B | +$675M | SGOV, IWF, ITOT, IVV, SPY | 13F-HR | 05 Aug 2020, 12:57 |
| Q1 2020 | 578 | $4.12B | +$155M | -$455M | -$300M | BIL, ITOT, IWD, SPY, AAPL | 13F-HR | 11 May 2020, 12:32 |
| Q4 2019 | 653 | $5.49B | +$261M | -$129M | +$132M | BIL, ITOT, IWD, IVV, SPY | 13F-HR | 13 Feb 2020, 12:58 |
| Q3 2019 | 508 | $5.02B | +$2.18B | -$147M | +$2.03B | BIL, ITOT, IWD, IVV, SPY | 13F-HR | 01 Nov 2019, 12:26 |
| Q2 2019 | 519 | $2.98B | +$539M | -$150M | +$389M | AAPL, MSFT, BRKA, JPM, IVV | 13F-HR | 10 Jul 2019, 10:06 |
| Q1 2019 | 395 | $2.53B | +$173M | -$236M | -$62.4M | AAPL, MSFT, BRKA, JPM, AMZN | 13F-HR | 14 May 2019, 12:45 |
| Q4 2018 | 376 | $2.12B | +$139M | -$138M | +$460K | AAPL, MSFT, BRKA, JPM, GLNG | 13F-HR | 14 Feb 2019, 13:54 |
| Q3 2018 | 416 | $2.64B | +$115M | -$76M | +$39.2M | AAPL, MSFT, JPM, GLNG, AMZN | 13F-HR | 13 Nov 2018, 08:38 |
| Q2 2018 | 441 | $2.61B | +$185M | -$225M | -$40.3M | AAPL, MSFT, GLNG, JPM, AMZN | 13F-HR | 14 Aug 2018, 10:02 |
| Q1 2018 | 452 | $2.61B | +$143M | -$98.4M | +$44.9M | AAPL, MSFT, JPM, HD, BRKA | 13F-HR | 11 May 2018, 16:08 |
| Q4 2017 | 476 | $2.66B | +$65.1M | -$118M | -$52.5M | AAPL, MSFT, JPM, HD, V | 13F-HR | 13 Feb 2018, 08:52 |
| Q3 2017 | 464 | $2.6B | +$104M | -$101M | +$3.04M | AAPL, MSFT, JPM, HD, MRK | 13F-HR | 13 Nov 2017, 08:31 |
| Q2 2017 | 471 | $2.54B | +$109M | -$118M | -$8.57M | AAPL, MSFT, JPM, GEXXXX, HD | 13F-HR | 04 Aug 2017, 16:52 |
| Q1 2017 | 486 | $2.51B | +$99.6M | -$118M | -$18.2M | AAPL, MSFT, JPM, GEXXXX, MRK | 13F-HR | 11 May 2017, 10:25 |
| Q4 2016 | 490 | $2.42B | +$115M | -$193M | -$77.9M | AAPL, JPM, GEXXXX, MSFT, XOM | 13F-HR | 15 Feb 2017, 07:38 |
| Q3 2016 | 517 | $2.46B | +$91.8M | -$128M | -$36.3M | AAPL, MSFT, GEXXXX, JPM, MRK | Restatement | 15 Nov 2016, 09:37 |
| Q2 2016 | 506 | $2.45B | +$122M | -$145M | -$23.1M | AAPL, GEXXXX, MSFT, JPM, XOM | 13F-HR | 01 Aug 2016, 09:47 |
| Q1 2016 | 513 | $2.46B | +$142M | -$148M | -$6.48M | AAPL, GEXXXX, MSFT, JPM, XOM | 13F-HR | 13 May 2016, 09:55 |
| Q4 2015 | 533 | $2.53B | +$101M | -$257M | -$156M | AAPL, GEXXXX, JPM, MSFT, HD | 13F-HR | 12 Feb 2016, 14:50 |
| Q3 2015 | 545 | $2.56B | +$196M | -$278M | -$81.9M | AAPL, GEXXXX, JPM, MSFT, SBUX | 13F-HR | 12 Nov 2015, 12:02 |
| Q2 2015 | 560 | $3.02B | +$160M | -$136M | +$23.8M | AAPL, GEXXXX, JPM, MSFT, UTX | 13F-HR | 13 Aug 2015, 11:30 |
| Q1 2015 | 553 | $3.1B | +$184M | -$156M | +$28.2M | AAPL, GEXXXX, JPM, UTX, XOM | 13F-HR | 12 May 2015, 13:35 |
| Q4 2014 | 542 | $3.09B | AAPL, GEXXXX, JPM, MSFT, XOM | 13F-HR | 10 Feb 2015, 09:42 |