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Portfolio (Quarterly) Guide ↗

SVB WEALTH LLC

· CIK 0001626116
13F Portfolio $1.7B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 394 New
Page 9 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 17,403.0 $1.6M 0.09% NEW $91.21 -1.8%
162 ANET Arista Networks Inc Technology 12,097.0 $1.6M 0.09% NEW $131.03 +21.1%
163 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 42,192.0 $1.6M 0.09% NEW $37.00 -12.7%
164 EOG EOG RESOURCES INC Energy 14,741.0 $1.5M 0.09% NEW $105.00 +30.5%
165 AVUV Avantis U.S. Small Cap Value 14,977.0 $1.5M 0.09% NEW $101.98 +18.9%
166 AEP AMERICAN ELEC PWR CO INC COM Utilities 13,188.0 $1.5M 0.09% NEW $115.31 +13.6%
167 Berkshire Hathaway Inc 2.0 $1.5M 0.09% NEW $754800.00
168 BIL SPDR Bloomberg Barclays 1-3 Mo 16,489.0 $1.5M 0.09% NEW $91.38 +0.2%
169 VZ VERIZON COMMUNICATIONS INC Communication Services 36,832.0 $1.5M 0.09% NEW $40.73 +19.0%
170 TEL TE Connectivity PLC Technology 6,482.0 $1.5M 0.09% NEW $227.52 -7.8%
171 C CITIGROUP INC Financial Services 12,611.0 $1.5M 0.09% NEW $116.69 +8.2%
172 MCK MCKESSON CORP Healthcare 1,785.0 $1.5M 0.09% NEW $820.30 -8.1%
173 CRM SALESFORCE INC COM Technology 5,463.0 $1.4M 0.09% NEW $264.90 -32.1%
174 CDW CDW CORP COM USD0.01 Technology 10,462.0 $1.4M 0.08% NEW $136.19 -20.2%
175 XLC COMM SERVICES SELECT SECTOR 12,056.0 $1.4M 0.08% NEW $117.72 -1.9%
176 MDLZ MONDELEZ INTL INC COM NPV Consumer Defensive 26,304.0 $1.4M 0.08% NEW $53.83 +14.0%
177 SDY SPDR S&P Dividend ETF 10,143.0 $1.4M 0.08% NEW $139.16 +8.0%
178 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,061.0 $1.4M 0.08% NEW $453.36 -3.7%
179 AJG ARTHUR J. GALLAGHER & CO. Financial Services 5,284.0 $1.4M 0.08% NEW $258.80 -21.2%
180 QCOM QUALCOMM INC Technology 7,977.0 $1.4M 0.08% NEW $171.06 +45.3%
Page 9 of 20  ·  394 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 36.2%
Financial Services 15.1%
Healthcare 10.5%
Consumer Cyclical 10.0%
Communication Services 9.3%
Industrials 6.8%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 1.9%
Basic Materials 1.0%