SVB Wealth LLC ETF holdings
Boston, MA
Reported $636.4M in 105 ETFs in its Form 13F for June 30, 2026.
ETF value
$636.4M
ETFs held
105
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
40.1%
of $1.6B
Top 10 of 105 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | $85.5M | 294,116 | +21,685 shares |
| IEFA | iShares Core MSCI EAFE ETF | $51.7M | 535,683 | +27,298 shares |
| IWX | iShares Russell Top 200 Value ETF | $50.3M | 477,994 | +18,046 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $45.5M | 276,422 | +15,220 shares |
| IVV | iShares Core S&P 500 ETF | $36.0M | 48,109 | −6,326 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $32.0M | 323,014 | −1,793 shares |
| VCRB | Vanguard Core Bond ETF | $25.8M | 333,949 | +10,738 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $24.8M | 169,224 | −8,113 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $24.3M | 32,525 | −805 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $20.0M | 240,834 | +14,349 shares |
95 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001626116. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SVB Wealth LLC own?
SVB Wealth LLC reported 105 ETF positions worth $636.4M in its Form 13F for June 30, 2026. The largest was IWY, at $85.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.