Long-term investor

Svb Wealth LLC @svbwealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001626116).

Record

  • Tracked since 2025-09-30 (357 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.3% · 1 year n/a · all +3.1%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.7% · long · since 2025-09-30
  • 464289438 · 5.4% · long · since 2025-09-30
  • 46432F842 · 3.3% · long · since 2025-09-30
  • MSFT · 3.2% · long · since 2025-09-30
  • 464289420 · 3.2% · long · since 2025-09-30
  • NVDA · 2.9% · long · since 2025-09-30
  • 464287473 · 2.9% · long · since 2025-09-30
  • AVGO · 2.6% · long · since 2025-09-30
  • 464287200 · 2.3% · long · since 2025-09-30
  • 02079K305 · 2.2% · long · since 2025-09-30
  • AMZN · 2.1% · long · since 2025-09-30
  • 464287226 · 2.0% · long · since 2025-09-30

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