SVB WEALTH LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
359
Total value ($000)
$1,453,285
Net value change ($000)
-133,059 (-8.4%)
New positions
14
Sold out positions
39
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 11,408 22.7%
XOM 11,189 NEW
AAPL 7,509 8.3%
NVDA 3,762 8.1%
META 3,640 21.7%
MU 2,213 32.8%
AMD 2,017 43.0%
INTC 1,513 50.5%
OKE 1,415 NEW
PLTR 1,375 37.6%
Top Reduces (Value $000, Stocks/ETFs)
IWY -10,781 -12.6%
XOM -10,769 -100.0%
AVGO -7,942 -19.1%
IWS -5,512 -12.1%
LRCX -4,703 -45.8%
AGG -4,338 -13.6%
IWP -4,295 -17.3%
VCRB -4,020 -15.6%
BRK-B -3,974 -38.4%
VTWO -3,899 -24.3%
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