SVB WEALTH LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,586,344
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 384 | 1,586,344 | 13F-HR | SVB WEALTH LLC |
| Q1 2026 | 4/17/2026 | 383 | 1,518,028 | 13F-HR | SVB WEALTH LLC |
| Q4 2025 | 2/4/2026 | 394 | 1,696,116 | 13F-HR | SVB WEALTH LLC |
| Q3 2025 | 11/6/2025 | 405 | 1,858,250 | 13F-HR | SVB WEALTH LLC |
| Q2 2025 | 8/14/2025 | 420 | 1,866,468 | 13F-HR | SVB WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 950 K | 59.9% | 0 | 6.381 K | -6.381 K |
| ETFs | 636.4 K | 40.1% | 74.71 K | 0 | 74.71 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
1,586,344
Holdings
384
QoQ value change ($000)
68,316
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.