Svb Wealth LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 1,637Value: $1.1BLatest: 2025Q1

SVB WEALTH LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1637 holdings worth $1.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NVMI",
  "OTLY",
  "OI",
  "NFBK",
  "MRUS",
  "AKRO",
  "AXSM",
  "INDI",
  "ASND",
  "ALAB",
  "NCNO",
  "PINS",
  "SE",
  "FIBK",
  "SPSC",
  "ALKS",
  "TREX",
  "JOBY",
  "ARES",
  "FSV",
  "GFL.TO",
  "STVN",
  "APPF",
  "ARQT",
  "RVMD",
  "GTES",
  "AX",
  "INVA",
  "AZEK",
  "ESGR",
  "FLEX",
  "MC",
  "MXCT",
  "FN",
  "GRAB",
  "MTCH",
  "NVR",
  "RNG",
  "ARGX",
  "PCOR",
  "GLOB",
  "LTH",
  "IOSP",
  "MQ",
  "CDRE",
  "STEP",
  "ASB",
  "RXO",
  "TRU",
  "JAZZ",
  "NOVT",
  "ACAD",
  "AIR",
  "DJP",
  "QRVO",
  "KTOS",
  "INFA",
  "PLMR",
  "NEO",
  "GDX",
  "POOL",
  "KAI",
  "CCCS",
  "CIB",
  "MGEE",
  "NTR",
  "SNDR",
  "TROW",
  "AGI.TO",
  "PBR-A",
  "XP",
  "ALHC",
  "AES",
  "ACHC",
  "GLBE",
  "AR",
  null,
  "NBR",
  "ARW",
  "MOS",
  "AFG",
  "MCHI",
  "EBR",
  "AAL",
  "AMED",
  "AQN",
  "BROS",
  "ENTG",
  "QTWO",
  "FROG",
  "AKAM",
  "LOAR",
  "RBC",
  "EXAS",
  null,
  "LYFT",
  "MSGS",
  "BEPC",
  "PCG",
  "AWR",
  "AVAV",
  null,
  "SABR",
  "RF",
  "FTI",
  "RBA.TO",
  "ALSN",
  "QSR",
  "SMCI",
  "AMR",
  "SOBO.TO",
  "BCE",
  "ARI",
  "ONON",
  "ATR",
  null,
  "ATKR",
  "NPO",
  "NSIT",
  "FWONK",
  "KRG",
  "JXN",
  "STR",
  "LBRT",
  "MHO",
  "NXRT",
  null,
  "PRDO",
  "SVC",
  null,
  "MPLX",
  "ACN",
  "LEVI",
  "ZS",
  "ARCB",
  "ITT",
  "KBR",
  "PBH",
  "KBH",
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "PPBI",
  "MBC",
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "MATX",
  "TGTX",
  "JEF",
  "MRC",
  "APLS",
  "NGVT",
  "MTSI",
  "JLL",
  "ATI",
  "KTB",
  "VONG",
  null,
  "ALL",
  "ARWR",
  "ASGN",
  "GOOGL",
  "BOOT",
  null,
  "AVT",
  "PTCT",
  "PRCT",
  "MAGN",
  "AIN",
  null,
  "PRKS",
  "NHI",
  "ALNY",
  null,
  "PRAA",
  "ATGE",
  "ASO",
  "VDE",
  "ASIX",
  "PEB",
  null,
  "VYX",
  "RIG",
  null,
  "VTS",
  "AXP",
  "JFR",
  "JQC",
  "UNIT",
  null,
  null,
  "VC",
  "AEG",
  "ANIP",
  "ALGM",
  "ABG",
  "FOLD",
  "AU",
  "ADMA",
  "AAT",
  "APOG",
  "AKR",
  "AXL",
  null,
  "ARBK",
  "AFRM",
  "AMG",
  "APG",
  "APAM",
  "AIG",
  "AMBC",
  "AMWD",
  "ACA",
  "MT",
  "ARRY",
  "BATRK",
  "BBDO",
  "BSAC",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "ATHM",
  "BRFS",
  "EVH",
  "GOLF",
  "BLK",
  "ESAB",
  "ASX",
  "E",
  "ENR",
  "ADX",
  "AYI",
  "ATUS",
  null,
  "AROC",
  "AM",
  null,
  "BUD",
  "AMSC",
  "AVGO",
  "APP",
  null,
  "ANDE",
  "CLS",
  "AIT",
  "ABR",
  "CP.TO",
  null,
  "ACLS",
  "AUB",
  "ARCC",
  null,
  "DNA",
  "THRM",
  "GDS",
  "HRI",
  "SAN",
  "BGS",
  "HGV",
  "BIDU",
  "WRB",
  "BOH",
  "GME",
  null,
  "ITGR",
  null,
  "HTZ",
  "HRB",
  "ICFI",
  "HHH",
  "IAC",
  "SBS",
  "KAR",
  null,
  "LCII",
  "CCI",
  "COF",
  null,
  "LGND",
  "LE",
  "JOYY",
  null,
  "LMND",
  "LPL",
  null,
  "KRP",
  null,
  "LINE",
  "NMRK",
  "NGVC",
  "MGPI",
  "DUK",
  "COOP",
  "MNSO",
  "NVEE",
  "NOAH",
  "NVX",
  "OMCL",
  "D",
  "NAVI",
  "DEA",
  "PFSI",
  "MYRG",
  "NTCT",
  "PRM",
  "NNDM",
  "NNI",
  "EDIT",
  "LASR",
  "NLOP",
  null,
  "M",
  "ROKU",
  "PFS",
  "PRIM",
  "RXST",
  "REZI",
  "PUK",
  "ERJ",
  "RKT",
  "EHC",
  "RLJ",
  "RDFN",
  "RXRX",
  "PINC",
  null,
  "SBH",
  null,
  "QS",
  "QNST",
  "RGCO",
  "SAND",
  "PUBM",
  "SAFT",
  "PRVA",
  "FSLY",
  "WTRG",
  "EQH",
  "FUN",
  "SMPL",
  "SONO",
  "SHLS",
  "EQNR",
  "SFBS",
  "TIMB",
  "EOG",
  "QFIN",
  "TTGT",
  "STRA",
  "UE",
  "AMBA",
  "EXPE",
  null,
  null,
  null,
  "U",
  "LIVN",
  "STNE",
  "NE",
  "SN",
  "OSW",
  "PNR",
  "LOGI",
  null,
  "DAC",
  "NVCR",
  "USAC",
  "FFIN",
  "BATRA",
  null,
  "SDRL.OL",
  "GFS",
  "FERG",
  "ADNT",
  "AGRO",
  "SBSI",
  "RCKT",
  null,
  "FCX",
  "ATEN",
  "ADPT",
  "AROW",
  "ALGT",
  null,
  "BGC",
  "BCYC",
  "IBKR",
  "HIX",
  "RMR",
  null,
  "SPNS",
  null,
  "GPCR",
  "TVTX",
  "KIO",
  "ADEA",
  "MNMD",
  "SMMT",
  "REPL",
  "PHAT",
  "SNDX",
  "TALO",
  null,
  "LEGN",
  "PRTA",
  "TSLX",
  "SITC",
  "SAGE",
  "ASTL",
  "ALEX",
  "IRDM",
  "API",
  "AGL",
  "ALX",
  "BIRD",
  "ASPI",
  "ARDT",
  "HLT",
  "AMSF",
  "ARKO",
  "AMBP",
  "AMPL",
  "ATRA",
  "ARIS",
  "AZUL",
  "BITB",
  "BIOA",
  "BKV",
  "HPQ",
  "EBR-B",
  "CAMP",
  "IBN",
  "CAPL",
  "AZN",
  null,
  "DKL",
  "DRVN",
  "FIVE",
  "FBIN",
  "EVGO",
  null,
  "SNN",
  "GBCI",
  "ARTNA",
  "GLPI",
  "XPRO",
  "GNW",
  "FFWM",
  "GNT",
  "SCCO",
  "SRRK",
  "GEO",
  "IPGP",
  "FIP",
  "FRO",
  "FUBO",
  "ISRG",
  "GIII",
  "GLP",
  "GH",
  "HBCP",
  "ACI",
  null,
  "ABUS",
  "EMXC",
  "CMBT",
  "AMAT",
  null,
  "IIPR",
  "RIVN",
  "BCSF",
  "BKNG",
  null,
  "NBIX",
  "IGT",
  "ISPO",
  "ICE",
  "JBI",
  "META",
  "MBUU",
  null,
  "LQDT",
  "LDI",
  "MYGN",
  null,
  "MEOH",
  "LUNR",
  null,
  "NAUT",
  "HEFA",
  "NPFD",
  "NAT",
  "PARR",
  "PAYO",
  "PAYS",
  "PGRE",
  "OUST",
  "MD",
  null,
  "PAGS",
  null,
  null,
  null,
  null,
  "PRA",
  null,
  "RFL",
  "PLYA",
  "METCB",
  "PRPH",
  null,
  "RNXT",
  "RDW",
  "SB",
  "ROOT",
  "STNG",
  null,
  "RRR",
  "RLX",
  "BSRR",
  "SAH",
  null,
  null,
  null,
  "SEDG",
  null,
  null,
  "SSYS",
  "TK",
  "TNK",
  "SUZ",
  "ODP",
  "SR",
  "SARO",
  "TLS",
  "UGP",
  "TDW",
  "SGRY",
  "UHT",
  "STKL",
  "UWMC",
  "UHAL",
  "STEM",
  null,
  "WBTN",
  "WHWK",
  null,
  "IQV",
  "IONQ",
  "MEGI",
  null,
  null,
  "KNSL",
  "KMI",
  "IQ",
  "LBTYK",
  "LIN",
  null,
  "PAXS",
  null,
  "NTGR",
  null,
  "ASTI",
  "EVLVW",
  "ENSG",
  "MLAB",
  "MPC",
  null,
  "PWR",
  null,
  "METC",
  null,
  null,
  "DRS",
  "SRL",
  "MA",
  "RAMP",
  "EXEL",
  "PODD",
  "UI",
  "TXG",
  "MDT",
  "AHCO",
  "ALE",
  "ABCB",
  "AMN",
  "APA",
  "AMKR",
  "BMI",
  "MAA",
  "MFG",
  "DX",
  "DUOL",
  "DXC",
  "DBX",
  "DOCS",
  "ENPH",
  "ELF",
  "EQIX",
  "ERIE",
  "EQT",
  "EPR",
  "EXC",
  "ETSY",
  "EVER",
  "EVR",
  "EVRG",
  "EXPO",
  "FCNCA",
  null,
  "FIS",
  "FLS",
  "FYBR",
  "FTV",
  "GTLB",
  "HLX",
  "GMS",
  "HQY",
  "GLNG",
  "GXO",
  "GWRE",
  "IDYA",
  "ICUI",
  "NI",
  "INCY",
  "HES",
  "IMAX",
  "NVS",
  "NU",
  "IBRX",
  null,
  "OMF",
  "ORLY",
  "ICLR",
  "ADM",
  "ZIM",
  "ZTO",
  "SMR",
  "ALK",
  "AER",
  "BX",
  "AMP",
  "ANSS",
  "ANET",
  "KKR",
  "ORCL",
  null,
  "DASH",
  "VGIT",
  null,
  "VHT",
  "AMH",
  "IRT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "PHI",
  null,
  "PYPL",
  "IRM",
  "VGSH",
  "BSM",
  "IEMG",
  "GBDC",
  null,
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "OGN",
  "GEHC",
  "PLTR",
  null,
  "MRK",
  "VZ",
  "KB",
  "PSTG",
  "KEYS",
  "MAN",
  "LPLA",
  "MDB",
  "MPW",
  "KIND",
  "NMR",
  "JPC",
  "AMGN",
  "KVUE",
  "PARA",
  null,
  "DGX",
  "REGN",
  "IOT",
  "RELY",
  null,
  null,
  "TFSL",
  "TMDX",
  "IEFA",
  "SPGI",
  null,
  "SOC",
  null,
  null,
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  "SPLG",
  null,
  null,
  null,
  "SSNC",
  "STGW",
  null,
  "SMFG",
  "TEL",
  "VIV",
  "TKO",
  "TGT",
  "TFPM.TO",
  "TFC",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UTHR",
  "UNM",
  "LEGH",
  "AA",
  "ADUS",
  "AAP",
  "PNFP",
  "MET",
  "ALG",
  "PTGX",
  "SM",
  "AGYS",
  "DTM",
  "ICHR",
  "NATL",
  null,
  "EYE",
  "WMS",
  "USNA",
  "RNA",
  "AGNC",
  "ASH",
  "SDGR",
  "UCTT",
  "ARLO",
  "RCL",
  "FCFS",
  "PCTY",
  "OEC",
  "TWI",
  "AVXL",
  "MCW",
  "MGNI",
  "SNV",
  "AKYA",
  "ASTS",
  "SITE",
  "MRNA",
  "VRTS",
  "MNST",
  "EWBC",
  "AMPH",
  "EBC",
  "AVO",
  "PCT",
  "BANR",
  "EVI",
  "BMRC",
  "PPC",
  "PUMP",
  "LOVE",
  "KE",
  "PHIN",
  "SAFE",
  "NTLA",
  "ALC",
  "EPC",
  "AEIS",
  "PAG",
  null,
  "AB",
  "SEM",
  null,
  "STAG",
  null,
  null,
  "PGNY",
  "AS",
  "BTG",
  null,
  "BCH",
  "AWI",
  null,
  "ACHR",
  "CHT",
  null,
  "HR",
  "SBAC",
  null,
  "OFG",
  "TFIN",
  null,
  "QURE",
  "PACS",
  null,
  null,
  null,
  "PMT",
  "VCIT",
  "COGT",
  null,
  null,
  "TOWN",
  "EXP",
  "PLOW",
  "AEO",
  "DYN",
  "ARDX",
  "EME",
  "APLE",
  "RNST",
  "RLGT",
  "TTE",
  "AHH",
  "TRGP",
  "AGO",
  "SXC",
  "TENB",
  "THR",
  null,
  null,
  "SPNT",
  "ACMR",
  "NXT",
  "NTNX",
  "LGIH",
  "ULTA",
  "XLB",
  "PTON",
  "GSHD",
  "DFH",
  "PATH",
  "GOGO",
  "TH",
  "PRG",
  null,
  "SNY",
  "GL",
  "WOOF",
  null,
  "LRN",
  "GSK",
  "GPN",
  "GFI",
  null,
  null,
  "PR",
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "GO",
  "VTR",
  null,
  null,
  "GRWG",
  "DD",
  "VRTX",
  null,
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "GDYN",
  "LOPE",
  "VRT",
  "VNET",
  "HASI",
  "MEDP",
  "SAIA",
  "RRC",
  "QLYS",
  "PRGO",
  "RYAN",
  "ST",
  "MKSI",
  "LNW",
  "RH",
  "PRI",
  "LITE",
  "PSN",
  "PEN",
  "PBF",
  "TCBI",
  "ATO",
  "SYNA",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "AMCR",
  "SHC",
  "SFM",
  "AEE",
  "GM",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  "AVY",
  "ALB",
  "SNX",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "ALLE",
  "AVB",
  "SDY",
  "EPAM",
  "TAP",
  "VVV",
  "WEC",
  "EQR",
  "DEO",
  "WM",
  "FOX",
  "FTNT",
  "WCN",
  "IR",
  "WEX",
  "AIZ",
  "NCLH",
  "OPCH",
  "FOUR",
  "ROIV",
  null,
  "MSD",
  null,
  "CXM",
  null,
  "CAH",
  "AEP",
  "BKR",
  "CMPS",
  "CSAN",
  "ELP",
  "CURB",
  null,
  null,
  "ENIC",
  "ERII",
  "ESNT",
  "CUBI",
  "NVST",
  "ENVA",
  "EHAB",
  "ACT",
  "GSM",
  null,
  "FRBA",
  "ES",
  "FLNG",
  "FDP",
  "GCI",
  "CMRE",
  "FOXF",
  "EB",
  "FCBC",
  "EXTR",
  "GPRK",
  null,
  "ASR",
  null,
  "HOPE",
  "HTHT",
  "HFWA",
  "INGN",
  "IIIN",
  "IDCC",
  null,
  "IBP",
  null,
  "JAMF",
  "INVH",
  null,
  "IRWD",
  "NSP",
  "INSW",
  "KOP",
  "KT",
  "DNUT",
  "KNTK",
  null,
  "IDXX",
  "PJT",
  "BIPC",
  "IEX",
  "RACE",
  "DHI",
  "AMZN",
  "NIO",
  "CHY",
  null,
  "NWS",
  "HCA",
  "PFG",
  "PLUG",
  "IVZ",
  "OVV",
  "SBRA",
  "ACIW",
  "ESGD",
  "COLD",
  "LI",
  "AMC",
  "ABM",
  null,
  "AL",
  "KD",
  "REXR",
  "TPL",
  "ARMK",
  null,
  "AMTM",
  "UCB",
  "FAF",
  "DOX",
  "ELS",
  null,
  "NWSA",
  "HDB",
  "TME",
  "NTES",
  "OGS",
  "ABEV",
  "TDC",
  "TPH",
  null,
  "DKNG",
  "ACM",
  "UPWK",
  null,
  null,
  "VGT",
  null,
  "VLO",
  "VFH",
  null,
  "VALE",
  "VAL",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  "VCEL",
  "VSAT",
  "VLTO",
  "VERX",
  "VRNT",
  "VRRM",
  "VRSN",
  "VSTS",
  "DSP",
  "VCTR",
  "VTRS",
  "V",
  "VMEO",
  "VKTX",
  "VIR",
  "VPG",
  "VIPS",
  "VST",
  "VITL",
  "COCO",
  "HCC",
  "WD",
  "WFRD",
  "WSBF",
  "W",
  "WDI",
  "WCC",
  "WEN",
  "WELL",
  "WIT",
  "WTFC",
  "WTW",
  "WT",
  "WIX",
  null,
  "KLG",
  "WPP",
  "WPC",
  "WH",
  "XPEL",
  "XPEV",
  "XRX",
  "XEL",
  "WK",
  "WDAY",
  null,
  "ZG",
  "YUMC",
  "Z",
  "XYL",
  "FHB",
  "ZIMV",
  "GTM",
  "ENS",
  "SOLV",
  "ADC",
  null,
  "LNT",
  "ESTC",
  "ESI",
  "EXPI",
  "EVTC",
  "ELAN",
  "AVNS",
  "ADT",
  "OSUR",
  "GRMN",
  "PTC",
  "NXST",
  "KIDS",
  "FNF",
  "GNK",
  "G",
  "FR",
  "FOXA",
  "MTB",
  "SITM",
  "NABL",
  "JHG",
  "FINV",
  "AEM",
  "KGS",
  "VERA",
  "ET",
  "SOFI",
  "BIIB",
  "CHKP",
  "BHVN",
  "JHX",
  "IHG",
  "ALRM",
  "JD",
  "JNPR",
  "KRC",
  "MSCI",
  "DEI",
  "KVYO",
  "KIM",
  "VAC",
  null,
  null,
  "JCI",
  "NXPI",
  "HST",
  "MOH",
  "MFC",
  "KDP",
  "NUS",
  "NOV",
  "NWN",
  "ESLT",
  "ICL",
  "EMBC",
  "MNDY",
  "CVI",
  "TFII",
  "USPH",
  "TTD",
  "SXT",
  "UFPI",
  "TTMI",
  "SBSW",
  "SKM",
  "SPXC",
  "PPL",
  "TRP",
  "PFGC",
  "TDOC",
  "TGNA",
  "OTIS",
  "ONL",
  "SLG",
  "SW",
  "RARE",
  "PLNT",
  "SFL",
  "TWST",
  "TCOM",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "STN",
  "RPRX",
  null,
  null,
  "SIG",
  "RUN",
  "S",
  "RDDT",
  "DIA",
  null,
  "TS",
  "SEE",
  "SPOT",
  null,
  "HCI",
  null,
  "FTDR",
  null,
  "JBGS",
  "IXUS",
  "LYB",
  "HALO",
  "GEV",
  "CHWY",
  "ZWS",
  "KRO",
  "MELI",
  "OLED",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "MTH",
  null,
  "NVT",
  "SPYV",
  "PCVX",
  "EXR",
  null,
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  "SYF",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "MSGE",
  null,
  null,
  "STE",
  "MKTX",
  "AUR",
  "ASTE",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "CAR",
  "AVTR",
  "AXTA",
  "AVA",
  "AVDX",
  "AZZ",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BKU",
  "BANC",
  "OZK",
  "BBVA",
  "TBBK",
  "BBD",
  "BNS",
  "BHC",
  "BBWI",
  "BANF",
  "BMO",
  "BCS",
  "BHB",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BHLB",
  "BHE",
  "BEAM",
  "BDC",
  "BSY",
  "BRBR",
  null,
  "BHP",
  "BKH",
  "BB",
  "BTBT",
  "BJRI",
  "BJ",
  "BNTX",
  "BIO",
  "BILL",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  null,
  null,
  null,
  "BOKF",
  "BXMT",
  "BPMC",
  "BCC",
  "BE",
  "BA",
  "BAH",
  "BLMN",
  "OWL",
  "BHF",
  "BFH",
  "BWA",
  "BORR.OL",
  "BBIO",
  "BOX",
  "VTOL",
  "BRT",
  "BBUC",
  "BMBL",
  "BRX",
  "BLDR",
  "BNL",
  "BR",
  "BG",
  "CHRW",
  "CABO",
  "BUR",
  "CABA",
  "CADE",
  "BWXT",
  "AI",
  "CALX",
  "CZR",
  "CRC",
  "CCJ",
  "CFFN",
  "CG",
  "CARS",
  "CPRI",
  "CARR",
  "CBOE",
  "CBRE",
  "CDW",
  "CPRX",
  "LEU",
  "CVE",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CHX",
  "CHE",
  "GTLS",
  "LNG",
  "CHTR",
  "CB",
  "CNK",
  "CSCO",
  "CIVI",
  "CCO",
  "NET",
  "CLVT",
  "CLPR",
  "CMTG",
  "YOU",
  "CWEN",
  "CLSK",
  "CWEN-A",
  "CLFD",
  "CNX",
  "CME",
  null,
  "CCEP",
  "CNO",
  "CCOI",
  "COHR",
  null,
  "COIN",
  "CNS",
  "COLL",
  "CMCSA",
  "COP",
  "CMP",
  "CON",
  "CFLT",
  "CNXC",
  "ROAD",
  "STZ",
  "CEG",
  "CSTM",
  "CDP",
  "CXW",
  "CRBG",
  "CRSR",
  "COUR",
  "COST",
  "CTVA",
  "CSGP",
  "CNM",
  "CCRD",
  "CPNG",
  "CRGY",
  "CRNX",
  "CRDO",
  "CBRL",
  "BAP",
  "CRH",
  "CRSP",
  "CRWD",
  "CVLG",
  "CWK",
  "CYBR",
  "DDOG",
  "DQ",
  "DVA",
  "CYTK",
  "DELL",
  "DAY",
  "DHT",
  "DHIL",
  "DNLI",
  "DB",
  "DVN",
  "FANG",
  "XRAY",
  null,
  null,
  "DOLE",
  "DLB",
  "DCOM",
  "DOCN",
  "DNOW",
  "DFIN",
  "DPZ",
  "DV",
  "RSP",
  "J",
  "ADI",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "NEE",
  "QQQ",
  "MDY",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "AWK",
  "ITRN",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 1,637
Total Value: 1099762450
Accession Number: 0001626116-25-000003
Form Type: 13F-HR
CIK: svb-wealth
Manager Name: Svb-Wealth

Data Enrichment

88% identified

1,444 identified193 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,637 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 76

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AppLovin Corp

APP|03831W108

Shares:3.5M

Value:$927.9M

% of Portfolio:84.4% ($927.9M/$1.1B)

46434V860

Shares:98.7K

Value:$5.0M

% of Portfolio:0.5% ($5.0M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.1B)

Datadog, Inc.

DDOG|23804L103

Shares:47.1K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.1B)

78464A508

SPYV|78464A508

Shares:85.8K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.1B)

Airbnb, Inc.

ABNB|009066101

Shares:35.3K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.1B)

46434V878

Shares:82.5K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.1B)

10x Genomics, Inc.

TXG|88025U109

Shares:429.1K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:7.8K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.1B)

46434V407

Shares:80.8K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

46641Q654

Shares:66.8K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.0K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.1B)

78468R663

Shares:30.3K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$1.1B)

QUINSTREET, INC

QNST|74874Q100

Shares:154.0K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.1B)

Mastercard Inc

MA|57636Q104

Shares:4.7K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.1B)

78464A763

SDY|78464A763

Shares:17.5K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.1B)

46436E718

Shares:21.3K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.1B)

Salesforce, Inc.

CRM|79466L302

Shares:8.0K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.1B)

46641Q761

Shares:35.7K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.1B)

RxSight, Inc.

RXST|78349D107

Shares:76.8K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AppLovin Corp(APPcusip03831W108)	3.5M	QoQ -36.36% (-2.0M) YoY -39.12% (-2.3M)	All Managers (Combined)	$927.9M	84.4% ($927.9M/$1.1B)	QoQ -47.92% (-$854.0M) YoY +133.01% (-$529.7M)
(cusip46434V860)✕	98.7K	QoQ +18214.47% (+98.2K) YoY +18214.47% (+98.2K)	All Managers (Combined)	$5.0M	0.5% ($5.0M/$1.1B)	QoQ +18283.65% (+$5.0M) YoY +18203.58% (+$5.0M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ 0.00% (+0) YoY -50.00% (-6)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.1B)	QoQ +17.25% (+$705.1K) YoY -37.07% (-$2.8M)
Datadog, Inc.(DDOGcusip23804L103)	47.1K	QoQ -5.11% (-2.5K) YoY +62.11% (+18.0K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.1B)	QoQ -34.12% (-$2.4M) YoY +30.12% (+$1.1M)
(SPYVcusip78464A508)	85.8K	QoQ -25.75% (-29.8K) YoY -83.95% (-448.7K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.1B)	QoQ -25.86% (-$1.5M) YoY -83.64% (-$22.4M)
Airbnb, Inc.(ABNBcusip009066101)	35.3K	QoQ -3.88% (-1.4K) YoY -4.95% (-1.8K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.1B)	QoQ -12.62% (-$608.5K) YoY -31.16% (-$1.9M)
(cusip46434V878)✕	82.5K	QoQ -6.13% (-5.4K) YoY +1728.88% (+78.0K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.1B)	QoQ -5.63% (-$249.6K) YoY +1733.95% (+$4.0M)
10x Genomics, Inc.(TXGcusip88025U109)	429.1K	QoQ -17.88% (-93.5K) YoY -70.21% (-1.0M)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.1B)	QoQ -50.08% (-$3.8M) YoY -93.07% (-$50.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	7.8K	QoQ +9.86% (+702) YoY +19.24% (+1.3K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.1B)	QoQ +0.77% (+$28.2K) YoY +25.94% (+$755.3K)
(cusip46434V407)✕	80.8K	QoQ -1.21% (-997) YoY -1.21% (-997)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ -1.42% (-$49.8K) YoY -1.28% (-$44.8K)
(cusip46641Q654)✕	66.8K	QoQ -7.76% (-5.6K) YoY -35.97% (-37.6K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ -7.50% (-$275.7K) YoY -35.84% (-$1.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.0K	QoQ -7.17% (-464) YoY -46.96% (-5.3K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.1B)	QoQ +9.06% (-$266.0K) YoY -32.82% (-$1.6M)
(cusip78468R663)✕	30.3K	QoQ +40.73% (+8.8K) YoY +3585.05% (+29.5K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$1.1B)	QoQ +41.20% (+$811.8K) YoY +3582.28% (+$2.7M)
QUINSTREET, INC(QNSTcusip74874Q100)	154.0K	QoQ +1.29% (-2.0K) YoY -43.75% (-119.9K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.1B)	QoQ -21.66% (-$760.2K) YoY -43.18% (-$2.1M)
Mastercard Inc(MAcusip57636Q104)	4.7K	QoQ 0.00% (+0) YoY -36.16% (-2.7K)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.1B)	QoQ +4.09% (+$102.0K) YoY -27.34% (-$976.6K)
(SDYcusip78464A763)	17.5K	QoQ -0.87% (-154) YoY +29006.66% (+17.4K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.1B)	QoQ +1.81% (-$42.2K) YoY +29992.91% (+$2.4M)
(cusip46436E718)✕	21.3K	QoQ -6.89% (-1.6K) YoY -16.70% (-4.3K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.1B)	QoQ -6.56% (-$151.0K) YoY -16.73% (-$432.0K)
Salesforce, Inc.(CRMcusip79466L302)	8.0K	QoQ -5.95% (-505) YoY -34.56% (-4.2K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.1B)	QoQ -24.50% (-$695.2K) YoY -41.69% (-$1.5M)
(cusip46641Q761)✕	35.7K	QoQ -28.71% (-14.4K) YoY +7365.06% (+35.2K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.1B)	QoQ -29.71% (-$851.9K) YoY +7873.23% (+$2.0M)
RxSight, Inc.(RXSTcusip78349D107)	76.8K	QoQ 0.00% (-0) YoY NEW(+76.8K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.1B)	QoQ -26.55% (-$701.3K) YoY NEW(+$1.9M)