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
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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 | 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%
|
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%
|
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%
|
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