Silicon Valley Capital Partners

Q1 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
3/31/2026
Date filed
5/19/2026
Form type
13F-HR
Num holdings
454
Total value ($000)
$1,020,553
Net value change ($000)
-78,456 (-7.1%)
New positions
199
Sold out positions
10
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHW 11,829 131433.3%
AVGO 9,032 35.6%
UNH 8,610 1298.6%
SNOW 7,907 3610.5%
AMCR 7,439 NEW
ORCL 4,983 30.2%
APD 1,153 11.9%
NOW 988 5.9%
GOOGL 622 26.9%
EWY 492 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRM -21,090 -94.2%
MSFT -10,770 -16.6%
SPY -9,787 -6.6%
USB -9,721 -71.9%
XOM -8,398 -75.6%
LLY -7,070 -37.1%
AMZN -6,545 -15.9%
HD -6,403 -77.2%
BAC -5,554 -34.9%
QQQ -5,395 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type