SVB WEALTH LLC - Portfolio Stock Holdings
SVB WEALTH LLC disclosed 383 stock positions in a recent SEC 13F filing. $1,350,656,170 of stock holdings were filed, with the largest holdings including AAPL, IWY, and MSFT. This filing represented positions held on March 31, 2026, and was filed on April 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:
March 31, 2026No. of Stocks:
383Est. Stock Holding Value:
$1,350,656,170Top Stock Holdings By Sector
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Portfolio Stock Holdings - SVB WEALTH LLC
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