SVB WEALTH LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Bill Scoggins - Mg. Dir Wealth Operations
Location
Boston, MA
Holdings as of
30 Jun 2025
Value $
$1.87B
Num holdings
420
Filing time
13 Aug 2025, 18:56:10 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, IWY, AVGO, and AGG.
Previous filing
Q1 2025 - 14 May 2025
Next filing
Q3 2025 - 06 Nov 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* 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 Fairfax, Virginia 13 Aug 2025

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