SVB WEALTH LLC - Portfolio overview

SVB WEALTH LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWY - iShares Russell Top 200 Growth, 14.45%
2. MSFT - MICROSOFT CORP, 10.46%
3. IWX - iShares Russell Top 200 Value, 9.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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