SEC Form 13F

SVB WEALTH LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$1,586,343,806
Positions384

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$90,428,661312,512
iShares Russell Top 200 GrowthIWYETF$85,475,938294,116
ISHARES TRUST CORE MSCI EAFE EIEFAETF$51,736,219535,683
MICROSOFT CORPMSFTCOM$50,349,560134,978
iShares Russell Top 200 ValueIWXETF$50,265,883477,994
Nvidia Corporation ComNVDACOM$46,193,869230,866
ISHARES RUSSELL MID-CAP VALUEIWSETF$45,499,083276,422
BROADCOM INC COMAVGOCOM$41,484,722109,821
ISHARES CORE S&P 500 ETFIVVETF$36,028,09748,109
ALPHABET INC CAP STK CL AGOOGLCOM$34,649,45796,957

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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