Silicon Valley Capital Partners — 13F Holdings & Portfolio
CIK 1673633 · latest 13F-HR filed 2026-05-19
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.02B
Long-equity book
Holdings
454
Distinct positions
Period
2026-03-31
Filed 2026-05-19
Q/Q Activity
+199 / −10 / ↑88 / ↓117
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB CHARLES CORP COM$11.8M +127952.8%
- BROADCOM INC COM$9.0M +35.6%
- UNITEDHEALTH GROUP INC COM$8.6M +1298.6%
- SNOWFLAKE INC COM SHS$7.9M +3604.4%
- ORACLE CORP COM$5.0M +30.2%
Top Trims
- SALESFORCE INC COM-$21.1M -94.2%
- MICROSOFT CORP COM-$10.8M -16.6%
- STATE STREET SPDR S&P 500 ETF-$9.8M -6.6%
- US BANCORP COM NEW-$9.7M -71.9%
- EXXON MOBIL CORP COM-$8.4M -75.6%
New Positions
- AMCOR PLC COM NEW$7.4M
- ISHARES MSCI SOUTH KOREA ETF$492.0K
- EDWARDS LIFESCIENCES CORP COM$316.4K
- VANGUARD TOTAL STOCK MARKET ETF$294.8K
- ARM HOLDINGS PLC SPONSORED ADS$163.2K
Exited Positions
- BLUE OWL CAPITAL CORPORATION COM$139.6K
- REDDIT INC CL A$114.9K
- TEXAS PACIFIC LAND CORPORATION COM$52.9K
- STATE STREET SPDR S&P INSURANCE ETF$37.0K
- CASELLA WASTE SYS INC CL A$18.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $137.7M | 13.49% | 211,671 | SH |
| 2 | INVESCO QQQ TRUST SERIES I | QQQ | 46090E103 | $74.8M | 7.33% | 129,646 | SH |
| 3 | VANGUARD INFORMATION TECHNOLOGY ETF | VGT | 92204A702 | $66.9M | 6.55% | 95,830 | SH |
| 4 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $65.1M | 6.38% | 373,375 | SH |
| 5 | MICROSOFT CORP COM | MSFT | 594918104 | $54.0M | 5.29% | 145,756 | SH |
| 6 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $53.9M | 5.28% | 187,453 | SH |
| 7 | APPLE INC COM | AAPL | 037833100 | $51.8M | 5.07% | 204,015 | SH |
| 8 | ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | 464287457 | $42.3M | 4.14% | 511,999 | SH |
| 9 | META PLATFORMS INC CL A | META | 30303M102 | $37.6M | 3.68% | 65,685 | SH |
| 10 | ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | 464288661 | $37.4M | 3.67% | 315,584 | SH |
| 11 | AMAZON COM INC COM | AMZN | 023135106 | $34.7M | 3.40% | 166,536 | SH |
| 12 | BROADCOM INC COM | AVGO | 11135F101 | $34.4M | 3.37% | 111,138 | SH |
| 13 | ISHARES S&P 500 GROWTH ETF | IVW | 464287309 | $30.7M | 3.01% | 271,722 | SH |
| 14 | ADVANCED MICRO DEVICES INC COM | AMD | 007903107 | $23.1M | 2.26% | 113,591 | SH |
| 15 | ORACLE CORP COM | ORCL | 68389X105 | $21.5M | 2.11% | 146,150 | SH |
| 16 | SERVICENOW INC COM | NOW | 81762P102 | $17.7M | 1.73% | 169,336 | SH |
| 17 | VANGUARD GROWTH ETF | VUG | 922908736 | $17.4M | 1.70% | 39,825 | SH |
| 18 | TR ACTIVEBETA US LARGE CAP EQUITY ETF | GSLC | 381430503 | $16.4M | 1.61% | 131,175 | SH |
| 19 | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | SHV | 464288679 | $14.2M | 1.39% | 128,263 | SH |
| 20 | ELI LILLY & CO COM | LLY | 532457108 | $12.0M | 1.17% | 13,009 | SH |
| 21 | COSTCO WHOLESALE CORPORATION COM | COST | 22160K105 | $11.9M | 1.17% | 11,972 | SH |
| 22 | SCHWAB CHARLES CORP COM | SCHW | 808513105 | $11.8M | 1.16% | 125,968 | SH |
| 23 | INVESCO S&P 500 GARP ETF | SPGP | 46137V431 | $11.7M | 1.14% | 108,457 | SH |
| 24 | AMERICAN EXPRESS CO COM | AXP | 025816109 | $10.9M | 1.07% | 36,115 | SH |
| 25 | AIR PRODUCTS AND CHEMICALS INC COM | APD | 009158106 | $10.9M | 1.06% | 37,399 | SH |
| 26 | BANK OF AMER CORP COM | BAC | 060505104 | $10.3M | 1.01% | 212,293 | SH |
| 27 | FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | 315912808 | $9.4M | 0.92% | 111,089 | SH |
| 28 | UNITEDHEALTH GROUP INC COM | UNH | 91324P102 | $9.3M | 0.91% | 34,271 | SH |
| 29 | SNOWFLAKE INC COM SHS | SNOW | 833445109 | $8.1M | 0.80% | 53,879 | SH |
| 30 | AMCOR PLC COM NEW | AMCR | G0250X149 | $7.4M | 0.73% | 187,144 | SH |
| 31 | INTUITIVE SURGICAL INC COM NEW | ISRG | 46120E602 | $4.3M | 0.42% | 9,234 | SH |
| 32 | US BANCORP COM NEW | USB | 902973304 | $3.8M | 0.37% | 72,890 | SH |
| 33 | VANGUARD MEGA CAP GROWTH ETF | MGK | 921910816 | $3.4M | 0.34% | 9,324 | SH |
| 34 | MARVELL TECHNOLOGY INC COM | MRVL | 573874104 | $3.2M | 0.31% | 32,235 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $3.1M | 0.30% | 6,373 | SH |
| 36 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $2.9M | 0.29% | 10,215 | SH |
| 37 | EXXON MOBIL CORP COM | XOM | 30231G102 | $2.7M | 0.27% | 15,991 | SH |
| 38 | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | 78468R663 | $2.7M | 0.27% | 29,550 | SH |
| 39 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $2.4M | 0.23% | 9,659 | SH |
| 40 | VANGUARD MEGA CAP VALUE ETF | MGV | 921910840 | $2.2M | 0.22% | 15,499 | SH |
| 41 | MICRON TECHNOLOGY INC COM | MU | 595112103 | $2.2M | 0.22% | 6,578 | SH |
| 42 | HOME DEPOT INC COM | HD | 437076102 | $1.9M | 0.19% | 5,746 | SH |
| 43 | INTERNATIONAL BUSINESS MACHS COM | IBM | 459200101 | $1.9M | 0.18% | 7,707 | SH |
| 44 | INVESCO S&P 500 QUALITY ETF | SPHQ | 46137V241 | $1.8M | 0.18% | 24,203 | SH |
| 45 | ROBLOX CORP CL A | RBLX | 771049103 | $1.8M | 0.17% | 31,155 | SH |
| 46 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $1.3M | 0.13% | 4,528 | SH |
| 47 | SALESFORCE INC COM | CRM | 79466L302 | $1.3M | 0.13% | 6,913 | SH |
| 48 | ISHARES RUSSELL 1000 GROWTH ETF | IWF | 464287614 | $1.3M | 0.13% | 3,018 | SH |
| 49 | VISA INC COM CL A | V | 92826C839 | $1.3M | 0.12% | 4,166 | SH |
| 50 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $1.2M | 0.12% | 1,804 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-19 | $1.02B | 454 | 0001398344-26-009415 |
| 2025-12-31 | 2026-02-13 | $1.10B | 265 | 0001398344-26-003141 |
| 2025-09-30 | 2025-11-17 | $1.06B | 283 | 0001398344-25-021002 |