Silicon Valley Capital Partners

Registered adviser

CIK

1673633

Location

SAN JOSE, CA

Portfolio Value

Mid $1,234,026,922

Diversification

Diversified

Filing Date

Global Rank

#2,185 / 8,827 ▲ 78

Top Industry

Semiconductors 29.8%

Period ended 4 months ago

Filed Sep 21, 2026 · 47d

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 125114

Roster of Nov 1, 2026

Regulatory AUM

$1,287,983,872

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,287,983,872	Individuals and high net worth (97%)
Mar 2025 to Mar 2026	$1,083,848,650	Individuals and high net worth (95%)
Apr 2024 to Feb 2025	$860,408,704	Individuals and high net worth (97%)
May 2023 to Mar 2024	$634,230,785	Individuals and high net worth (95%)
Apr 2023	$634,230,785	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$845,313,930	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.5% of the book (60%+)

Turnover

Low turnover

20.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.2 quarters (12+), a floor since 63.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 61.1%; sector active share 37.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

456 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.0%

−0.5 pts

Top 5

46.0%

−0.9 pts

Top 10

68.5%

−1.4 pts

HHI

610

Diversified−29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.2%	$569,770,433	77
Technology	31.0%	$383,149,433	86
Communication Services	9.3%	$115,030,158	18
Financial Services	4.4%	$54,285,703	45
Consumer Cyclical	4.2%	$52,407,974	39
Healthcare	1.9%	$23,693,105	42
Industrials	1.4%	$17,773,039	39
Consumer Defensive	1.0%	$11,783,443	14
Utilities	0.2%	$2,576,908	7
Energy	0.2%	$2,259,282	17
Real Estate	0.1%	$1,192,776	59
Basic Materials	0.0%	$104,668	13

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+647,538	743,368	$88,847,343
VUG	VANGUARD GROWTH INDEX FUND	+201,465	241,290	$20,784,720
ANET	Arista Networks, Inc.	+75,121	81,556	$13,854,733
SHY	iShares 1-3 Year Treasury Bond ETF	+64,060	576,059	$47,300,204
AMCR	Amcor plc	+50,510	237,654	$10,302,300
IEI	iShares 3-7 Year Treasury Bond ETF	+41,726	357,310	$41,966,059
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+36,509	45,833	$4,029,179
SCHW	Schwab Charles Corp	+30,981	156,949	$14,481,684
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+25,017	25,677	$12,262,564
BAC	Bank Of America Corp	+23,834	236,127	$13,454,516
SHV	iShares 0-1 Year Treasury Bond ETF	+15,058	143,321	$15,815,472
GEV	GE Vernova Inc.	+10,653	11,057	$12,990,427
INTC	Intel Corp	+10,406	26,172	$3,654,396
META	Meta Platforms, Inc.	+9,114	74,799	$42,133,528
IWF	iShares Russell 1000 Growth ETF	+9,066	12,084	$1,500,470
SNOW	Snowflake Inc.	+8,208	62,087	$15,801,141
MSFT	Microsoft Corp	+8,022	153,778	$57,362,269
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	+7,070	138,245	$19,615,583
AXP	American Express Co	+5,365	41,480	$14,030,610
RTX	RTX Corp	+4,373	8,729	$1,656,153
TRMB	Trimble Inc.	+4,192	8,036	$411,282
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+4,082	4,897	$404,590
SPY	Spdr S&P 500 ETF Trust	+2,805	214,476	$160,164,242
MRVL	Marvell Technology, Inc.	+2,780	35,015	$10,430,618
ARM	Arm Holdings PLC	+2,651	3,730	$1,322,546
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	−91,312	78,024	$7,746,222
APD	Air Products & Chemicals, Inc.	−37,354	45	$13,193
UNH	Unitedhealth Group Inc	−34,245	26	$10,806
AMD	Advanced Micro Devices Inc	−30,537	83,054	$48,246,899
ORCL	Oracle Corp	−17,971	128,179	$18,784,632
SPGP	Victory Portfolios II	−13,658	94,799	$11,592,969
NVDA	Nvidia Corp	−11,030	362,345	$72,501,611
AVGO	Broadcom Inc.	−6,773	104,365	$39,423,878
NFLX	Netflix Inc	−6,203	1,600	$114,240
IVW	iShares S&P 500 Growth ETF	−6,117	265,605	$36,528,655
QBTS	D-Wave Quantum Inc.	−3,484	350	$8,396
QQQ	Invesco Qqq Trust, Series 1	−2,407	127,239	$93,698,799
GBIL	Goldman Sachs ETF Trust	−2,352	4,741	$474,858
AMZN	Amazon Com Inc	−1,651	164,885	$39,298,690
UBER	Uber Technologies, Inc	−1,603	12,155	$877,104
XOM	ExxonMobil Holdings Corp	−1,452	14,539	$1,987,772
DFUS	Dimensional U.S. Equity Market ETF	−1,269	2,153	$176,416
GOOG	Alphabet Inc.	−1,246	8,969	$3,169,016
ONEQ	Fidelity Nasdaq Composite Index ETF	−1,022	110,067	$11,361,115
CRWV	CoreWeave, Inc.	−1,000	40	$3,981
WMT	Walmart Inc.	−987	1,902	$215,420
HD	Home Depot, Inc.	−980	4,766	$1,680,872
PLTR	Palantir Technologies Inc.	−898	5,105	$595,600
BRK-B	Berkshire Hathaway Inc	−854	5,519	$2,761,652
IBM	International Business Machines Corp	−850	6,857	$1,928,256
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TLN	Talen Energy Corp	6,210	$2,386,254
AAOI	Applied Optoelectronics, Inc.	3,000	$444,480
NTSK	Netskope Inc	30,040	$328,637
BRUN	Boost Run Inc.	2,870	$111,384
XE	X-Energy, Inc.	5,629	$103,348
SPCX	Space Exploration Technologies Corp	365	$62,363
MCK	Mckesson Corp	62	$46,847
CBRS	Cerebras Systems Inc.	200	$44,200
VST	Vistra Corp.	243	$38,547
BN	BROOKFIELD Corp	763	$32,496
FNV	FRANCO NEVADA Corp	149	$31,057
TTWO	Take Two Interactive Software Inc	102	$25,497
CNC	Centene Corp	390	$25,034
AON	Aon plc	67	$22,223
CME	Cme Group Inc.	97	$21,420
HSY	Hershey Co	116	$20,352
HONA	Honeywell Aerospace Inc.	87	$19,233
SLV	iShares Silver Trust	348	$18,607
TMO	Thermo Fisher Scientific Inc.	36	$18,048
CONL	GraniteShares 2x Long COIN Daily ETF	2,233	$9,534
NOK	Nokia Corp	683	$9,070
DVN	Devon Energy Corp	182	$7,520
ASX	ASE Technology Holding Co., Ltd.	113	$5,098
AMKR	Amkor Technology, Inc.	59	$5,087
RVLV	Revolve Group, Inc.	198	$4,532
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	1,153	$450,142
TER	Teradyne, Inc	500	$148,230
CRDO	Credo Technology Group Holding Ltd	800	$75,096
SPOT	Spotify Technology S.A.	150	$72,736
VRT	Vertiv Holdings Co	200	$50,116
ITA	iShares U.S. Aerospace & Defense ETF	200	$43,750
TQQQ	ProShares UltraPro QQQ	1,017	$42,388
P	Everpure, Inc.	612	$36,132
WULF	Terawulf Inc.	2,000	$28,860
TOST	Toast, Inc.	1,000	$26,510
CSL	Carlisle Companies Inc	77	$25,688
MNDY	monday.com Ltd.	352	$24,326
OKTA	Okta, Inc.	160	$12,593
BIDU	Baidu, Inc.	100	$11,142
LAC	Lithium Americas Corp.	2,695	$10,645
COKE	Coca-Cola Consolidated, Inc.	54	$10,353
NVO	Novo Nordisk A S	276	$10,143
PODD	Insulet Corp	44	$9,232
DOW	Dow Inc.	150	$6,247
—		67	$3,532
T	At&T Inc.	118	$3,420
RSPH	Victory Portfolios II	102	$3,079
TTE	TotalEnergies SE	30	$2,729
CRNC	Cerence Inc.	401	$2,530
O	Realty Income Corp	34	$2,080
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

456 tracked positions · $1,234,026,922 total · filing declares 457 positions · $1,234,225,138 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 456 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	214,476	+2,805	$160,164,242	+16.3%	26+	before history	12.98%
QQQ	Invesco Qqq Trust, Series 1	Reduced	127,239	-2,407	$93,698,799	+25.2%	26+	before history	7.59%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	743,368	+647,538	$88,847,343	+32.9%	26+	before history	7.20%
NVDA	Nvidia Corp Technology	Reduced	362,345	-11,030	$72,501,611	+11.3%	26+	before history	5.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	187,377	-76	$66,962,918	+24.2%	26+	before history	5.43%
AAPL	Apple Inc. Technology	Added	205,559	+1,544	$59,480,552	+14.9%	26+	before history	4.82%
MSFT	Microsoft Corp Technology	Added	153,778	+8,022	$57,362,269	+6.3%	24	$353.81	4.65%
AMD	Advanced Micro Devices Inc Technology	Reduced	83,054	-30,537	$48,246,899	+108.8%	26+	before history	3.91%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	576,059	+64,060	$47,300,204	+11.9%	5	unpriced	3.83%
META	Meta Platforms, Inc. Communication Services	Added	74,799	+9,114	$42,133,528	+12.1%	26+	before history	3.41%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	357,310	+41,726	$41,966,059	+12.1%	5	unpriced	3.40%
AVGO	Broadcom Inc. Technology	Reduced	104,365	-6,773	$39,423,878	+14.6%	15	unpriced	3.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	164,885	-1,651	$39,298,690	+13.3%	26+	before history	3.18%
IVW	iShares S&P 500 Growth ETF	Reduced	265,605	-6,117	$36,528,655	+18.9%	26+	before history	2.96%
VUG	VANGUARD GROWTH INDEX FUND	Added	241,290	+201,465	$20,784,720	+19.5%	26+	before history	1.68%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Added	138,245	+7,070	$19,615,583	+19.5%	26+	before history	1.59%
ORCL	Oracle Corp Technology	Reduced	128,179	-17,971	$18,784,632	−12.6%	20	$164.80	1.52%
LLY	ELI LILLY & Co Healthcare	Added	13,489	+480	$16,179,112	+35.2%	14	$821.34	1.31%
SHV	iShares 0-1 Year Treasury Bond ETF	Added	143,321	+15,058	$15,815,472	+11.7%	5	unpriced	1.28%
SNOW	Snowflake Inc. Technology	Added	62,087	+8,208	$15,801,141	+94.5%	3	$185.89	1.28%
SCHW	Schwab Charles Corp Financial Services	Added	156,949	+30,981	$14,481,684	+22.3%	4	$96.71	1.17%
AXP	American Express Co Financial Services	Added	41,480	+5,365	$14,030,610	+28.4%	16	$200.87	1.14%
ANET	Arista Networks, Inc. Technology	Added	81,556	+75,121	$13,854,733	+1653.6%	10	$152.02	1.12%
BAC	Bank Of America Corp Financial Services	Added	236,127	+23,834	$13,454,516	+30.0%	23	$37.36	1.09%
GEV	GE Vernova Inc. Industrials	Added	11,057	+10,653	$12,990,427	+3583.6%	7	$1,007.28	1.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	25,677	+25,017	$12,262,564	+5397.7%	15	$401.34	0.99%
SPGP	Victory Portfolios II	Reduced	94,799	-13,658	$11,592,969	−0.7%	22	$85.54	0.94%
COST	Costco Wholesale Corp Consumer Defensive	Added	12,196	+224	$11,408,992	−4.4%	26+	before history	0.92%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	110,067	-1,022	$11,361,115	+20.4%	26+	before history	0.92%
MRVL	Marvell Technology, Inc. Technology	Added	35,015	+2,780	$10,430,618	+226.7%	10	$80.35	0.85%
AMCR	Amcor plc Consumer Cyclical	Added	237,654	+50,510	$10,302,300	+38.5%	2	unpriced	0.83%
MU	Micron Technology Inc Technology	Added	7,387	+809	$8,526,740	+283.7%	24	$209.13	0.69%
NOW	ServiceNow, Inc. Technology	Reduced	78,024	-91,312	$7,746,222	−56.2%	17	unpriced	0.63%
USB	US Bancorp De Financial Services	Added	74,902	+2,012	$4,524,080	+19.3%	15	$41.93	0.37%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	45,833	+36,509	$4,029,179	+17.6%	24	unpriced	0.33%
INTC	Intel Corp Technology	Added	26,172	+10,406	$3,654,396	+425.2%	15	$58.34	0.30%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	8,971	-263	$3,567,587	−16.2%	7	$493.95	0.29%
GOOG	Alphabet Inc. Communication Services	Reduced	8,969	-1,246	$3,169,016	+8.1%	26+	before history	0.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,519	-854	$2,761,652	−9.6%	26+	before history	0.22%
		Reduced	29,386	-164	$2,692,933	−0.6%	5	$91.58	0.22%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Added	15,567	+68	$2,544,426	+13.3%	22	unpriced	0.21%
JNJ	Johnson & Johnson Healthcare	Added	9,678	+19	$2,457,921	+4.1%	24	$158.02	0.20%
TLN	Talen Energy Corp Utilities	NEW	6,210	NEW	$2,386,254	NEW	1	$366.67	0.19%
SPHQ	Invesco S&P 500 Quality ETF	Added	26,254	+2,051	$2,365,485	+30.0%	15	unpriced	0.19%
XOM	ExxonMobil Holdings Corp Energy	Reduced	14,539	-1,452	$1,987,772	−26.7%	16	$108.90	0.16%
IBM	International Business Machines Corp Technology	Reduced	6,857	-850	$1,928,256	+3.2%	7	$263.08	0.16%
RBLX	Roblox Corp Communication Services	Held	31,155	0	$1,694,208	−3.9%	9	$49.85	0.14%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,766	-980	$1,680,872	−11.1%	26+	before history	0.14%
RTX	RTX Corp Industrials	Added	8,729	+4,373	$1,656,153	+97.1%	22	$154.61	0.13%
IWF	iShares Russell 1000 Growth ETF	Added	12,084	+9,066	$1,500,470	+16.6%	24	unpriced	0.12%

Showing the top 50 of 456 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.