13F
中
← All fund report cards

SVB WEALTH LLC

13F equity value
$1.5B
Positions
383
Top 10 concentration
33.2%
Quarters / total new picks
31 / 1,028
13F equity value over time
$0M$4B$8B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +4.7% per quarter — versus +2.9% per quarter from simply owning every 13F stock. It beat that baseline in only 51.6% of quarters (excess t = 1.62, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.8%
t-stat
1.62
Quarterly win rate
52%
Annualized excess
+7.8%
$1 → follow vs universe
$3.58 vs $2.10
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320230930: universe 1.47920231231: universe 1.54520240331: universe 1.58020240630: universe 1.72320241231: universe 1.60820250331: universe 1.75320250630: universe 1.80820250930: universe 2.03320251231: universe 2.104 20180331: follow 0.97820180630: follow 0.90820180930: follow 0.93520181231: follow 0.95120190331: follow 0.91420190630: follow 0.96620190930: follow 1.10420191231: follow 0.96520200331: follow 1.14420200630: follow 1.23420200930: follow 1.44120201231: follow 1.54420210331: follow 1.52320210630: follow 1.62620210930: follow 1.62220211231: follow 1.46320220331: follow 1.40220220630: follow 1.40720220930: follow 1.50220221231: follow 1.45020230331: follow 1.55620230630: follow 1.53220230930: follow 1.61620231231: follow 1.80220240331: follow 1.79220240630: follow 2.34620241231: follow 2.32920250331: follow 2.49520250630: follow 2.54520250930: follow 3.37720251231: follow 3.575 0.83 2.35 3.86 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 383 · 2026 Q1

Ticker Value Weight QoQ
AAPL $88M
5.8%
TRIM
IWY $68M
4.5%
TRIM
MSFT $55M
3.6%
TRIM
AMZN $44M
2.9%
HOLD
NVDA $43M
2.9%
HOLD
AVGO $43M
2.8%
TRIM
IWX $43M
2.8%
TRIM
IWS $38M
2.5%
HOLD
IVV $36M
2.3%
ADD
AGG $32M
2.1%
TRIM
GOOGL $31M
2.0%
TRIM
JPM $28M
1.8%
TRIM
VCRB $25M
1.7%
ADD
GOOGL $23M
1.5%
ADD
IWP $23M
1.5%
TRIM
STT $22M
1.4%
TRIM
VOO $18M
1.2%
HOLD
META $18M
1.2%
TRIM
V $16M
1.0%
TRIM
ABBV $13M
0.8%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

CAGFEIEFTPRUDMYUSBWBDWDC

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.