SVB WEALTH LLC - Portfolio Stock Holdings
SVB WEALTH LLC disclosed 367 stock positions in a recent SEC 13F filing. $1,425,270,516 of stock holdings were filed, with the largest holdings including AAPL, IWY, and IEFA. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $3,095,230,922 and has 73 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
367Est. Stock Holding Value:
$1,425,270,516Top Stock Holdings By Sector
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Portfolio Stock Holdings - SVB WEALTH LLC
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% of Portfolio
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