Carson Wealth (CWM LLC)
SVCO

Carson Wealth (CWM LLC)’s Silvaco Group SVCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVCO Stock Details SVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.6K Buy
5,449
+3,839
+238% +$17.3K ﹤0.01% 3987
2025
Q4 		$7K Sell
1,610
-1,077
-40% -$5.35K ﹤0.01% 4720
2025
Q3 		$15K Buy
2,687
+608
+29% +$2.97K ﹤0.01% 4290
2025
Q2 		$10K Buy
2,079
+882
+74% +$4.17K ﹤0.01% 4324
2025
Q1 		$5K Buy
1,197
+932
+352% +$6.37K ﹤0.01% 4501
2024
Q4 		$2K Buy
+265
New +$2.21K ﹤0.01% 4632

Other funds holding SVCO

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SVCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Silvaco Group (SVCO) stake by 238% in Q1 2026, buying an estimated $17.3K and bringing the position to 5,449 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Carson Wealth (CWM LLC) first reported a position in SVCO in Q4 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SVCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,449 shares of Silvaco Group worth $38.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,839 Silvaco Group shares in Q1 2026, an estimated $17.3K.
  • Silvaco Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3987 holding.
  • Carson Wealth (CWM LLC) first reported a position in Silvaco Group in Q4 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held Silvaco Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.