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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
+9.85%
1 Year Est. Return
+21.85%
3 Year Est. Return
+75.47%
5 Year Est. Return
+82.14%
10 Year Est. Return
+330.18%
AUM
$1.06B
AUM Growth
+$102M
Cap. Flow
+$14.4M
Cap. Flow %
1.35%
Top 10 Hldgs %
60.83%
Holding
358
New
53
Increased
82
Reduced
71
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$6.9M
2
NOW icon
ServiceNow
NOW
+$6.87M
3
MSFT icon
Microsoft
MSFT
+$6.6M
4
CRM icon
Salesforce
CRM
+$4.14M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4.15M
2
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.76M
3
HD icon
Home Depot
HD
+$3.61M
4
AAPL icon
Apple
AAPL
+$2.12M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M

Sector Composition

Rank Sector Weight
1 Technology 26.48%
2 Communication Services 10.59%
3 Financials 4.76%
4 Consumer Discretionary 4.36%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPG icon
326
PPG Industries
PPG
$26.6B
– –
-24
Closed -$2.73K
PSA icon
327
Public Storage
PSA
$61.3B
– –
-18
Closed -$5.34K
PSI icon
328
Invesco Semiconductors ETF
PSI
$2.53B
– –
-302
Closed -$18.1K
PSR icon
329
Invesco Active US Real Estate Fund
PSR
$60M
– –
-137
Closed -$12.5K
PULS icon
330
PGIM Ultra Short Bond ETF
PULS
$18.4B
– –
-247
Closed -$12.3K
ROK icon
331
Rockwell Automation
ROK
$49B
– –
-17
Closed -$5.65K
SCHD icon
332
Schwab US Dividend Equity ETF
SCHD
$106B
– –
-432
Closed -$11.5K
SPG icon
333
Simon Property Group
SPG
$72.3B
– –
-184
Closed -$29.6K
SPIB icon
334
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-1,307
Closed -$43.9K
SPTM icon
335
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
– –
-268
Closed -$20.1K
SPYI icon
336
NEOS S&P 500 High Income ETF
SPYI
$11.3B
– –
-105
Closed -$5.29K
STZ icon
337
Constellation Brands
STZ
$23.2B
– –
-14
Closed -$2.28K
TFC icon
338
Truist Financial
TFC
$64B
– –
-193
Closed -$8.3K
TMO icon
339
Thermo Fisher Scientific
TMO
$220B
– –
-5
Closed -$2.03K
VCLT icon
340
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
– –
-23
Closed -$1.75K
VDC icon
341
Vanguard Consumer Staples ETF
VDC
$7.97B
– –
-70
Closed -$15.4K
VEA icon
342
Vanguard FTSE Developed Markets ETF
VEA
$237B
– –
-123
Closed -$7.01K
VGLT icon
343
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
– –
-100
Closed -$5.63K
VIG icon
344
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-40
Closed -$8.19K
VIOG icon
345
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
– –
-84
Closed -$9.61K
VNQ icon
346
Vanguard Real Estate ETF
VNQ
$39.1B
– –
-75
Closed -$6.66K
VTIP icon
347
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-95
Closed -$4.78K
VTWO icon
348
Vanguard Russell 2000 ETF
VTWO
$17.4B
– –
-65
Closed -$5.69K
VWO icon
349
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-76
Closed -$3.77K
VXUS icon
350
Vanguard Total International Stock ETF
VXUS
$163B
– –
-11
Closed -$766
11 12 13
14
15

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Silicon Valley Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Silicon Valley Capital Partners held 358 positions worth $1.06B, up 11% from $958M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Silicon Valley Capital Partners's Q3 2025 filing shows 53 new, 82 increased, 71 reduced and 76 closed positions. Its largest new stake was State Street: 2,433 shares worth $282K. The largest sale was Advanced Micro Devices, an estimated $4.15M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Communication Services and Financials.

  • Silicon Valley Capital Partners's largest Q3 2025 buy was State Street: 2,433 shares worth $282K.
  • Silicon Valley Capital Partners added most to Meta Platforms (Facebook) in Q3 2025, an estimated $6.9M increase.
  • Silicon Valley Capital Partners's biggest Q3 2025 reduction was Advanced Micro Devices, cutting an estimated $4.15M.
  • Silicon Valley Capital Partners fully exited Philip Morris in Q3 2025, selling an estimated $62.1K.
  • Silicon Valley Capital Partners's ten largest holdings make up 61% of its $1.06B portfolio in Q3 2025.
  • Silicon Valley Capital Partners opened 53 new positions and closed 76 in Q3 2025.
  • Silicon Valley Capital Partners's portfolio value rose 11% quarter-over-quarter to $1.06B.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2025, filed 17 Nov 2025.