SVB WEALTH LLC
SEC Form 13F institutional filer · CIK 0001626116
13F-HR · 270 reported holdings · 2026-03-31
Reported long-US-equity value
$1.37B
Top-10 concentration
50.3%
SVB WEALTH LLC — $1.37B AUM allocation strategy
SVB WEALTH LLC files SEC Form 13F and reports $1.37B of long US equity value across 270 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.7%, followed by Communication Services 5.3% and Consumer Discretionary 4.0%.
The top 10 holdings account for 50% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SVB WEALTH LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.37B
total across 270 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KHC +178K sh · +$3.99M+$KMI +31.3K sh · +$2.2M+$CSGP +29.6K sh · −$590K
Biggest trims (shares)
−$AMCR −409K sh · −$1.56M−$IVV −126K sh · −$10.2M−$IWM −104K sh · −$28.4M
Exited to nil (held last quarter, gone now)
$HOOD ($848K last qtr)$XLY ($753K last qtr)$TECH ($394K last qtr)$XLF ($341K last qtr)$CBRE ($272K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.4%—
- Semiconductors6.3%—
- Interactive Media & Services5.3%—
- Systems Software4.0%—
- Broadline Retail3.2%—
- Diversified Banks2.0%—
- Transaction & Payment Processing Services1.2%—
- Integrated Oil & Gas1.0%—
- Other holdings70.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 347K | $88M | -32.1K | 6.4% |
| $MSFT | Microsoft Corporation | 150K | $55.4M | -4.47K | 4.0% |
| $AMZN | Amazon.com Inc | 211K | $44M | +3.54K | 3.2% |
| $NVDA | NVIDIA Corporation | 248K | $43.3M | -98 | 3.2% |
| $AVGO | Broadcom Inc | 139K | $43.1M | -35.6K | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 108K | $31M | -7.1K | 2.3% |
| $JPM | JP Morgan Chase & Co | 94.6K | $27.8M | -5.8K | 2.0% |
| $GOOGL | Alphabet Inc | 81.1K | $23.3M | +1.84K | 1.7% |
…and 262 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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