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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.5B AUM 1,500 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 74 Added 262 Reduced 31 Exited
Page 12 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DAL DELTA AIR LINES INC Industrials 11,017.0 $732K 0.05% -6K -36.4% $66.48 +24.5%
222 BND VANGUARD BD INDEX FDS TOTAL BN 9,934.0 $732K 0.05% -2K -19.4% $73.64 -0.5%
223 CDW CDW CORP COM USD0.01 Technology 6,030.0 $730K 0.05% -4K -42.4% $121.02 -5.5%
224 TYL TYLER TECHNOLOGIES INC Technology 2,118.0 $725K 0.05% -337.0 -13.7% $342.33 -12.2%
225 IAU iShares Gold Trust Financial Services 8,152.0 $719K 0.05% $88.16 -5.2%
226 SCHD Schwab US Dividend Equity ETF 23,306.0 $715K 0.05% -13K -36.6% $30.68 +6.4%
227 A AGILENT TECHNOLOGIES INC COM U Healthcare 6,246.0 $712K 0.05% -6K -46.9% $113.98 +0.9%
228 COF CAPITAL ONE FINANCIAL CORP COM Financial Services 3,853.0 $703K 0.05% -575.0 -13.0% $182.42 +3.9%
229 WFC WELLS FARGO CO NEW COM Financial Services 8,758.0 $697K 0.05% -2K -14.9% $79.61 -4.8%
230 O REALTY INCOME CORP COM Real Estate 11,306.0 $692K 0.05% +383.0 +3.5% $61.18 +2.5%
231 TSM TAIWAN SEMICONDUCTOR MANUFACTU Technology 2,044.0 $691K 0.05% -26.0 -1.3% $337.96 +24.3%
232 IQVIA HLDGS INC COM 4,049.0 $690K 0.04% -1K -20.4% $170.52
233 EA ELECTRONIC ARTS INC Communication Services 3,351.0 $683K 0.04% -2K -34.2% $203.84 -1.3%
234 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 5,213.0 $683K 0.04% -184.0 -3.4% $130.94 +5.1%
235 REET ISHARES TRUST GLOBAL REIT ETF 27,093.0 $681K 0.04% -11K -28.9% $25.15 +9.9%
236 DOW DOW INC COM Basic Materials 16,207.0 $675K 0.04% $41.65 -16.6%
237 EBAY EBAY INC. COM Consumer Cyclical 7,328.0 $667K 0.04% -355.0 -4.6% $91.02 +24.9%
238 CMI CUMMINS INC Industrials 1,235.0 $665K 0.04% -7.0 -0.6% $538.29 +23.8%
239 LIN LINDE PLC COM Basic Materials 1,335.0 $662K 0.04% -663.0 -33.2% $495.66 +3.3%
240 MS MORGAN STANLEY COM USD0.01 Financial Services 3,987.0 $656K 0.04% -271.0 -6.4% $164.58 +21.6%
Page 12 of 20  ·  383 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 14.6%
Healthcare 9.8%
Communication Services 9.4%
Consumer Cyclical 9.4%
Industrials 7.4%
Consumer Defensive 5.9%
Energy 4.8%
Utilities 3.1%
Real Estate 1.1%