SVB WEALTH LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
383
Total value ($000)
$1,518,028
Net value change ($000)
-178,088 (-10.5%)
New positions
20
Sold out positions
31
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/4/2026 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)
FE 4,382 NEW
KHC 3,985 991.3%
VCRB 3,568 16.6%
DUK 2,911 94.3%
XOM 2,688 25.3%
AMAT 2,397 41.6%
AMCR 2,346 NEW
KMI 2,205 41.9%
CVX 2,192 28.0%
EVRG 2,025 91.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -19,143 -25.7%
AVGO -17,418 -28.8%
IWY -15,970 -19.1%
AAPL -14,984 -14.5%
IWF -5,354 -50.7%
GOOGL -4,961 -13.8%
AGG -4,808 -13.0%
JPM -4,523 -14.0%
IBM -4,243 -38.5%
HD -4,133 -26.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type