SVB WEALTH LLC
Top Portfolio Positions
286 positions ·
$965,337,159 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
346,827 | $88,021,223 | 9.12% | |
| MSFT |
Microsoft Corp
Technology
|
149,691 | $55,411,115 | 5.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
211,219 | $43,990,578 | 4.56% | |
| NVDA |
Nvidia Corp
Technology
|
248,008 | $43,252,594 | 4.48% | |
| AVGO |
Broadcom Inc.
Technology
|
139,375 | $43,137,954 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
107,695 | $30,968,771 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
94,611 | $27,830,768 | 2.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
33,330 | $21,675,832 | 2.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
30,777 | $17,608,441 | 1.82% | |
| V |
Visa Inc.
Financial Services
|
52,089 | $15,743,377 | 1.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLUC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-12-31 | $20,960 | 35,526 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,585 | 35,526 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,935 | 35,526 | Shares | Sole | 2022-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||