SVB Wealth LLC
SVB Wealth LLC is an SEC-registered investment adviser headquartered in Boston, Massachusetts. Founded in 2014 (originally as Boston Private Wealth LLC), it became SVB Wealth LLC in 2022 following acquisition and integration with Silicon Valley Bank and, later, First Citizens Bank & Trust Company. As of 2024, SVB Wealth serves high-net-worth individuals and families, entrepreneurs, and select institutions by providing tailored wealth management, investment consulting, financial planning, and retirement plan advisory services. The firm employs approximately 77 financial advisors as part of a broader team, leveraging deep experience in private banking and advisory services, and is a wholly owned subsidiary of First Citizens Bancshares, Inc.
Investment Strategy
SVB Wealth LLC provides clients with comprehensive and customized investment management services, beginning with an assessment of personal investment objectives. Their investment philosophy emphasizes tailored portfolio construction using a wide range of assets including equities, fixed income, mutual funds, ETFs, private funds, derivatives, and separately managed accounts. Investment offerings are customized to client needs and risk profiles, with access to private funds limited to qualifying clients. The firm leverages specialist teams, manager selection, and strategic financial planning to maintain diversified, risk-aware portfolios for high-net-worth and institutional clients.
Top Holdings
Equity Positions (419)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.46% | $101.8M | 496,291 | $250.16 | $205.17 | -$62.8M |
M MSFT | MICROSOFT CORP | 4.90% | $91.5M | 183,865 | $497.41 | $497.41 | +$91.5M |
I IWY | iShares Russell Top 200 Growth | 4.26% | $79.5M | 322,606 | $246.51 | $246.51 | +$79.5M |
A AVGO | BROADCOM INC COM | 4.00% | $74.6M | 270,510 | $231.84 | $275.65 | +$14.3M |
A AGG | ISHARES TRUST CORE US AGGBD ET | 3.28% | $61.2M | 616,915 | $99.20 | $99.20 | +$61.2M |