Silicon Valley Capital Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Silicon Valley Capital Partners’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48K	Buy	641 +2	+0.3%	+$157	﹤0.01%	145
2025 Q4	$50.9K	Buy	639 +2	+0.3%	+$156	﹤0.01%	141
2025 Q3	$48.8K	Buy	637 +3	+0.5%	+$220	﹤0.01%	134
2025 Q2	$44.7K	Buy	634 +2	+0.3%	+$130	﹤0.01%	135
2025 Q1	$40.1K	Hold	632	–	–	0.01%	145
2024 Q4	$41.8K	Buy	632 +4	+0.6%	+$268	﹤0.01%	153
2024 Q3	$41.1K	Buy	628 +1	+0.2%	+$63	0.01%	144
2024 Q2	$38.9K	Hold	627	–	–	0.01%	145
2024 Q1	$38.1K	Buy	627 +2	+0.3%	+$115	0.01%	134
2023 Q4	$34.2K	Buy	625 +2	+0.3%	+$102	0.01%	124
2023 Q3	$30.4K	Buy	623 +2	+0.3%	+$102	0.01%	116
2023 Q2	$31.7K	Buy	621 +2	+0.3%	+$97	0.01%	116
2023 Q1	$29.5K	Buy	619 +2	+0.3%	+$94	0.01%	112
2022 Q4	$27.7K	Buy	+617	New	+$28.1K	0.01%	118

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Silicon Valley Capital Partners's CSM Position: Q1 2026 in Review

Silicon Valley Capital Partners increased its ProShares Large Cap Core Plus (CSM) stake by 0.31% in Q1 2026, buying an estimated $157 and bringing the position to 641 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Silicon Valley Capital Partners first reported a position in CSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.9K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Silicon Valley Capital Partners held 641 shares of ProShares Large Cap Core Plus worth $48K as of Q1 2026.
Silicon Valley Capital Partners bought 2 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $157.
ProShares Large Cap Core Plus made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #145 holding.
Silicon Valley Capital Partners first reported a position in ProShares Large Cap Core Plus in Q4 2022 and has held it in 14 quarters since.
Silicon Valley Capital Partners's ProShares Large Cap Core Plus position peaked at $50.9K in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.