Silicon Valley Capital Partners
Silicon Valley Capital Partners is an SEC-registered investment adviser based in San Jose, California, founded in July 2003. The firm employs between 7 and 8 professionals and manages over 1,000 discretionary accounts. Serving individuals (including high-net-worth clients), trusts, corporations, and some charitable organizations, SVCP provides tailored investment management, financial planning, retirement, estate planning, and risk management services. Their approach features integrated team-based advice and proprietary risk management tools, and they utilize Fidelity Investments as custodian for client assets.
Investment Strategy
Silicon Valley Capital Partners operates with a 360-degree, lifestyle-integrated investment approach. Rather than using standardized categories, they customize portfolios based on each client’s unique needs and life circumstances. Their discretionary management leverages macroeconomic research and diversified asset allocation across equities and fixed income, complemented by proprietary risk modeling and momentum indicators. The team integrates financial planning and portfolio management, ensuring close communication and responsiveness to client goals and market risks. SVCP adopts a risk-managed philosophy: 'Losing Less Equals Making More,' and emphasizes education, transparency, and fiduciary responsibility. They do not charge performance-based fees, and client portfolio restrictions can be accommodated.
Top Holdings
Equity Positions (301)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 14.11% | $135.2M | 218,873 | $357.61 | $617.85 | +$12.0M |
Q QQQ | INVESCO QQQ TRUST SERIES I | 7.61% | $73.0M | 132,271 | $323.47 | $551.64 | +$9.5M |
V VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 6.87% | $65.8M | 99,210 | $443.82 | $663.28 | +$10.1M |
N NVDA | NVIDIA CORPORATION COM | 5.05% | $48.4M | 306,516 | $42.80 | $157.99 | +$13.5M |
M MSFT | MICROSOFT CORP COM | 5.04% | $48.3M | 97,080 | $283.09 | $497.41 | +$9.0M |