SVB WEALTH LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
384
Total value ($000)
$1,586,344
Net value change ($000)
+68,316 (4.5%)
New positions
20
Sold out positions
19
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWY 17,684 26.1%
ACWI 14,360 6382.2%
IWX 7,643 17.9%
IWS 7,431 19.5%
IEFA 5,712 12.4%
MU 5,670 527.9%
IEMG 4,154 26.3%
AMAT 3,958 48.5%
LRCX 3,911 61.5%
GOOGL 3,680 11.9%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -10,291 -23.4%
HON -5,544 -100.0%
MSFT -5,061 -9.1%
TJX -4,742 -60.3%
NFLX -3,212 -28.8%
XOM -2,534 -19.0%
MCD -2,142 -48.4%
LHX -2,009 -30.3%
NTES -1,953 -100.0%
CVX -1,874 -18.7%
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.
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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