SVB WEALTH LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Bill Scoggins - Mg. Dir
Location
Boston, MA
Holdings as of
30 Sep 2025
Value $
$1.86B
Num holdings
405
Filing time
06 Nov 2025, 09:56:47 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 AMZN.
Previous filing
Q2 2025 - 14 Aug 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 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 Oakton, Virginia 06 Nov 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