Silicon Valley Capital Partners — 13F Holdings

2026 Q1  ·  463 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Silicon Valley Capital Partners maintained a portfolio of 463 distinct positions. The most significant new addition was AMCOR PLC COM NEW, now representing 0.73% of the total fund value. They heavily accumulated shares in SCHWAB CHARLES CORP COM, increasing the position by 135349.5%. The fund also reduced its exposure to SALESFORCE INC COM by 91.8%.
Position History hover any row below to update
Loading…
Silicon Valley Capital Partners San Mateo, CA RIA / Venture-Adjacent Wealth Manager AUM $1,021M
PCA Score Concentration Risk
Risk ENB
Total Positions
463
Quarter
2026 Q1
Top Holding
SPY (13.5%)
Top 10 Concentration
60.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 463

Silicon Valley Capital Partners Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STREET SP...
ETF 13.49% 13.42% #1
Prev: #1
6.5
-4,549 -2.1%
P
S
211,671 $137,658,110
$263.14 +176.2%
$650.34 +11.7%
2016 Q1 13F Filing 2026-03-31 2026-05-19
QQQ
INVESCO QQQ TRU...
ETF 7.33% 7.30% #2
Prev: #2
4.9
-946 -0.7%
P
S
129,646 $74,829,303
$242.43 +186.1%
$577.18 +20.2%
2016 Q2 13F Filing 2026-03-31 2026-05-19
VGT
VANGUARD INFORM...
ETF 6.55% 6.48% #3
Prev: #3
4.1
1,420 1.5%
P
S
95,830 $66,862,711
$47.48 +146.9%
$87.21 +34.4%
2019 Q3 13F Filing 2026-03-31 2026-05-19
NVDA
NVIDIA CORPORAT...
Technology 6.38% 6.01% #4
Prev: #4
5.1
19,182 5.4%
P
S
373,375 $65,116,575 2018 Q2 13F Filing 2026-03-31 2026-05-19
MSFT
MICROSOFT CORP ...
Technology 5.29% 5.89% #5
Prev: #5
4.6
11,923 8.9%
P
S
145,756 $53,954,327 2020 Q3 13F Filing 2026-03-31 2026-05-19
GOOGL
ALPHABET INC CA...
Communication Services 5.28% 4.98% #6 1
Prev: #7
4.1
12,737 7.3%
P
S
187,453 $53,904,099 2016 Q1 13F Filing 2026-03-31 2026-05-19
AAPL
APPLE INC COM
Technology 5.07% 5.16% #7 1
Prev: #6
2.5
-4,399 -2.1%
P
S
204,015 $51,776,975 2016 Q1 13F Filing 2026-03-31 2026-05-19
SHY
ISHARES 1-3 YEA...
ETF 4.14% 4.01% #8
Prev: #8
2.2
-20,286 -3.8%
P
S
511,999 $42,275,789 2020 Q3 13F Filing 2026-03-31 2026-05-19
META
META PLATFORMS ...
Communication Services 3.68% 3.74% #9 1
Prev: #10
3.5
3,343 5.4%
P
S
65,685 $37,580,378 2016 Q1 13F Filing 2026-03-31 2026-05-19
IEI
ISHARES 3-7 YEA...
ETF 3.67% 3.56% #10 1
Prev: #11
2.0
-12,068 -3.7%
P
S
315,584 $37,428,216 2024 Q4 13F Filing 2026-03-31 2026-05-19
AMZN
AMAZON COM INC ...
Consumer Cyclical 3.40% 3.75% #11 2
Prev: #9
1.9
-12,083 -6.8%
P
S
166,536 $34,684,455 2016 Q1 13F Filing 2026-03-31 2026-05-19
AVGO
BROADCOM INC CO...
Technology 3.37% 2.31% #12 1
Prev: #13
4.3
37,846 51.6%
P
S
111,138 $34,398,470 2019 Q1 13F Filing 2026-03-31 2026-05-19
IVW
ISHARES S&P 500...
ETF 3.01% 3.07% #13 1
Prev: #12
1.7
-1,807 -0.7%
P
S
271,722 $30,734,439 2016 Q1 13F Filing 2026-03-31 2026-05-19
AMD
ADVANCED MICRO ...
Technology 2.26% 2.11% #14
Prev: #14
1.4
5,289 4.9%
P
S
113,591 $23,107,747 2018 Q3 13F Filing 2026-03-31 2026-05-19
ORCL
ORACLE CORP COM
Technology 2.11% 1.50% #15 5
Prev: #20
3.8
61,408 72.5%
P
S
146,150 $21,500,095 2021 Q3 13F Filing 2026-03-31 2026-05-19
NOW
SERVICENOW INC ...
Technology 1.73% 1.52% #16 3
Prev: #19
3.7
60,219 55.2%
P
S
169,336 $17,704,107 2022 Q2 13F Filing 2026-03-31 2026-05-19
VUG
VANGUARD GROWTH...
ETF 1.70% 1.76% #17 1
Prev: #16
1.2
285 0.7%
P
S
39,825 $17,394,949 2016 Q1 13F Filing 2026-03-31 2026-05-19
GSLC
TR ACTIVEBETA U...
ETF 1.61% 1.63% #18
Prev: #18
1.1
-4,233 -3.1%
P
S
131,175 $16,413,895 2016 Q3 13F Filing 2026-03-31 2026-05-19
SHV
ISHARES TRUST I...
ETF 1.39% 1.32% #19 4
Prev: #23
1.1
-3,719 -2.8%
P
S
128,263 $14,158,911 2024 Q4 13F Filing 2026-03-31 2026-05-19
LLY
ELI LILLY & CO ...
Healthcare 1.17% 1.73% #20 3
Prev: #17
0.5
-4,703 -26.6%
P
S
13,009 $11,964,966 2023 Q1 13F Filing 2026-03-31 2026-05-19
COST
COSTCO WHOLESAL...
Consumer Defensive 1.17% 1.43% #21 1
Prev: #22
0.5
-6,299 -34.5%
P
S
11,972 $11,929,115 2016 Q3 13F Filing 2026-03-31 2026-05-19
SCHW
SCHWAB CHARLES ...
Financial Services 1.16% 0.00% #22 186
Prev: #208
3.5
125,875 135349.5%
P
S
125,968 $11,838,485 2022 Q4 13F Filing 2026-03-31 2026-05-19
SPGP
INVESCO S&P 500...
ETF 1.14% 1.22% #23 3
Prev: #26
1.0
-9,674 -8.2%
P
S
108,457 $11,672,153 2021 Q1 13F Filing 2026-03-31 2026-05-19
AXP
AMERICAN EXPRES...
Financial Services 1.07% 1.28% #24
Prev: #24
0.9
-1,835 -4.8%
P
S
36,115 $10,924,133 2022 Q3 13F Filing 2026-03-31 2026-05-19
APD
AIR PRODUCTS AN...
Basic Materials 1.06% 0.88% #25 4
Prev: #29
0.9
-1,913 -4.9%
P
S
37,399 $10,864,023 2022 Q4 13F Filing 2026-03-31 2026-05-19
BAC
BANK OF AMER CO...
Financial Services 1.01% 1.45% #26 5
Prev: #21
0.4
-76,845 -26.6%
P
S
212,293 $10,349,299 2020 Q4 13F Filing 2026-03-31 2026-05-19
ONEQ
FIDELITY NASDAQ...
ETF 0.92% 0.93% #27 1
Prev: #28
0.9
-178 -0.2%
P
S
111,089 $9,432,557 2016 Q1 13F Filing 2026-03-31 2026-05-19
UNH
UNITEDHEALTH GR...
Healthcare 0.91% 0.06% #28 32
Prev: #60
3.4
32,262 1605.9%
P
S
34,271 $9,273,285 2022 Q4 13F Filing 2026-03-31 2026-05-19
SNOW
SNOWFLAKE INC C...
Technology 0.80% 0.02% #29 56
Prev: #85
3.3
52,879 5287.9%
P
S
53,879 $8,126,075 2020 Q4 13F Filing 2026-03-31 2026-05-19
N/A
AMCOR PLC COM N...
Unknown 0.73% #30
Prev: #—
3.8
187,144
NEW
187,144 $7,438,970 13F Filing 2026-03-31 2026-05-19
ISRG
INTUITIVE SURGI...
Healthcare 0.42% 0.42% #31
Prev: #31
2.2
1,089 13.4%
P
S
9,234 $4,256,682 2024 Q1 13F Filing 2026-03-31 2026-05-19
USB
US BANCORP COM ...
Financial Services 0.37% 1.23% #32 7
Prev: #25
0.1
-180,324 -71.2%
P
S
72,890 $3,791,018 2022 Q1 13F Filing 2026-03-31 2026-05-19
MGK
VANGUARD MEGA C...
ETF 0.34% 0.35% #33 1
Prev: #32
0.6
10 0.1%
P
S
9,324 $3,425,950 2020 Q3 13F Filing 2026-03-31 2026-05-19
MRVL
MARVELL TECHNOL...
Technology 0.31% 0.25% #34 3
Prev: #37
0.6
23 0.1%
P
S
32,235 $3,192,844 2023 Q1 13F Filing 2026-03-31 2026-05-19
BRK/B
BERKSHIRE HATHA...
Financial Services 0.30% 0.31% #35
Prev: #35
0.6
-343 -5.1%
P
S
6,373 $3,054,000 2016 Q1 13F Filing 2026-03-31 2026-05-19
GOOG
ALPHABET INC CA...
Communication Services 0.29% 0.21% #36 3
Prev: #39
2.6
2,859 38.9%
P
S
10,215 $2,930,299 2017 Q4 13F Filing 2026-03-31 2026-05-19
XOM
EXXON MOBIL COR...
Energy 0.27% 1.01% #37 10
Prev: #27
0.1
-76,340 -82.7%
P
S
15,991 $2,713,112 2022 Q3 13F Filing 2026-03-31 2026-05-19
BIL
STATE STREET SP...
ETF 0.27% 0.26% #38 2
Prev: #36
0.6
-1,311 -4.2%
P
S
29,550 $2,707,943 2024 Q4 13F Filing 2026-03-31 2026-05-19
JNJ
JOHNSON & JOHNS...
Healthcare 0.23% 0.18% #39 1
Prev: #40
0.6
-40 -0.4%
P
S
9,659 $2,361,041 2020 Q3 13F Filing 2026-03-31 2026-05-19
MGV
VANGUARD MEGA C...
ETF 0.22% 0.23% #40 2
Prev: #38
0.6
-2,276 -12.8%
P
S
15,499 $2,246,551 2021 Q1 13F Filing 2026-03-31 2026-05-19
MU
MICRON TECHNOLO...
Technology 0.22% 0.16% #41 2
Prev: #43
2.1
440 7.2%
P
S
6,578 $2,222,172 2020 Q3 13F Filing 2026-03-31 2026-05-19
HD
HOME DEPOT INC ...
Consumer Cyclical 0.19% 0.75% #42 12
Prev: #30
0.1
-18,355 -76.2%
P
S
5,746 $1,889,745 2017 Q1 13F Filing 2026-03-31 2026-05-19
IBM
INTERNATIONAL B...
Technology 0.18% 0.17% #43 1
Prev: #42
2.6
1,468 23.5%
P
S
7,707 $1,868,169 2022 Q4 13F Filing 2026-03-31 2026-05-19
SPHQ
INVESCO S&P 500...
ETF 0.18% 0.18% #44 3
Prev: #41
0.6
-1,843 -7.1%
P
S
24,203 $1,819,843 2018 Q2 13F Filing 2026-03-31 2026-05-19
RBLX
ROBLOX CORP CL ...
Communication Services 0.17% 0.33% #45 12
Prev: #33
0.1
-13,512 -30.3%
P
S
31,155 $1,762,118 2024 Q3 13F Filing 2026-03-31 2026-05-19
JPM
JPMORGAN CHASE ...
Financial Services 0.13% 0.32% #46 12
Prev: #34
0.1
-6,359 -58.4%
P
S
4,528 $1,331,886 2018 Q1 13F Filing 2026-03-31 2026-05-19
CRM
SALESFORCE INC ...
Technology 0.13% 2.04% #47 32
Prev: #15
0.1
-77,570 -91.8%
P
S
6,913 $1,290,488 2019 Q1 13F Filing 2026-03-31 2026-05-19
IWF
ISHARES RUSSELL...
ETF 0.13% 0.13% #48 3
Prev: #45
0.6
2 0.1%
P
S
3,018 $1,287,057 2020 Q3 13F Filing 2026-03-31 2026-05-19
V
VISA INC COM CL...
Financial Services 0.12% 0.12% #49 3
Prev: #46
2.0
402 10.7%
P
S
4,166 $1,259,005 2020 Q3 13F Filing 2026-03-31 2026-05-19
IVV
ISHARES CORE S&...
ETF 0.12% 0.12% #50 3
Prev: #47
0.5
-67 -3.6%
P
S
1,804 $1,178,314 2019 Q1 13F Filing 2026-03-31 2026-05-19
Showing 1-50 of 463 holdings

Unlock Full Silicon Valley Capital Partners Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →