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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
USB icon
26
US Bancorp
USB
$99.6B
$12M 1.13%
247,765
-27,084
-10% -$1.28M
XOM icon
27
ExxonMobil
XOM
$634B
$10.5M 0.99%
92,809
+9,167
+11% +$1.02M
ONEQ icon
28
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$10.2M 0.96%
114,395
-5,387
-4% -$455K
APD icon
29
Air Products & Chemicals
APD
$67.6B
$9.71M 0.92%
35,593
-4,492
-11% -$1.3M
HD icon
30
Home Depot
HD
$355B
$9.53M 0.9%
23,522
-9,186
-28% -$3.61M
RBLX icon
31
Roblox
RBLX
$27B
$6.19M 0.58%
44,667
– –
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.13T
$3.8M 0.36%
7,563
-796
-10% -$386K
MGK icon
33
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$3.76M 0.36%
46,775
-5
-0% -$384
ISRG icon
34
Intuitive Surgical
ISRG
$134B
$3.17M 0.3%
7,077
+6,450
+1,029% +$3.1M
JPM icon
35
JPMorgan Chase
JPM
$950B
$3.02M 0.28%
9,578
-1,019
-10% -$303K
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.32T
$3M 0.28%
12,323
+706
+6% +$148K
BIL icon
37
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$2.91M 0.27%
31,688
-9,198
-22% -$843K
MGV icon
38
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.5B
$2.75M 0.26%
19,981
-1,212
-6% -$162K
MRVL icon
39
Marvell Technology
MRVL
$196B
$2.62M 0.25%
31,191
+23
+0.1% +$1.69K
JNJ icon
40
Johnson & Johnson
JNJ
$625B
$1.8M 0.17%
9,694
-784
-7% -$134K
INTU icon
41
Intuit
INTU
$89B
$1.79M 0.17%
2,619
+4
+0.2% +$2.88K
IBM icon
42
IBM
IBM
$224B
$1.77M 0.17%
6,268
+6,144
+4,955% +$1.61M
SPHQ icon
43
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.57M 0.15%
21,395
+103
+0.5% +$7.43K
IWF icon
44
iShares Russell 1000 Growth ETF
IWF
$128B
$1.42M 0.13%
12,128
+12
+0.1% +$1.34K
UBER icon
45
Uber
UBER
$153B
$1.34M 0.13%
13,726
-3,273
-19% -$306K
V icon
46
Visa
V
$677B
$1.34M 0.13%
3,917
+15
+0.4% +$5.19K
IVV icon
47
iShares Core S&P 500 ETF
IVV
$902B
$1.25M 0.12%
1,865
+6
+0.3% +$3.86K
UNH icon
48
UnitedHealth
UNH
$370B
$1.24M 0.12%
3,591
-452
-11% -$137K
CVX icon
49
Chevron
CVX
$366B
$1.11M 0.11%
7,176
-553
-7% -$85.6K
PLTR icon
50
Palantir
PLTR
$413B
$1.05M 0.1%
5,742
+4,147
+260% +$672K
1
2
3 4 5

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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.