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SVCF

Silicon Valley Community Foundation Portfolio holdings

AUM $1.77B
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
-4.39%
1 Year Est. Return
+13%
3 Year Est. Return
+309.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.74B
AUM Growth
-$224M
Cap. Flow
-$132M
Cap. Flow %
-7.61%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$21.9K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$70.4M
2
XYZ
Block Inc
XYZ
+$57.6M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M

Sector Composition

Rank Sector Weight
1 Financials 2.07%
2 Technology 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.69B 97.01%
3,015,390
-119,698
-4% -$70.4M
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.07T
$35.9M 2.07%
45
-6
-12% -$4.38M
XYZ
3
Block Inc
XYZ
$45.9B
$15.9M 0.92%
292,868
-771,567
-72% -$57.6M
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.07T
$127K 0.01%
238
+45
+23% +$21.9K

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WBA
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Silicon Valley Community Foundation's Q1 2025 Portfolio in Review

As of Q1 2025, Silicon Valley Community Foundation held 4 positions worth $1.74B, down 11% from $1.96B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Silicon Valley Community Foundation withdrew a net $132M in Q1 2025, reducing 3 holdings. Its largest reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $70.4M.

By sector, the portfolio is most concentrated in Financials at 2.1% of assets, up from 1.8% a quarter earlier, followed by Technology.

Against the trend, Silicon Valley Community Foundation added an estimated $21.9K to Berkshire Hathaway Class B.

  • Silicon Valley Community Foundation added most to Berkshire Hathaway Class B in Q1 2025, an estimated $21.9K increase.
  • Silicon Valley Community Foundation's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $70.4M.
  • Silicon Valley Community Foundation's ten largest holdings make up 100% of its $1.74B portfolio in Q1 2025.
  • Silicon Valley Community Foundation opened 0 new positions and closed 0 in Q1 2025.
  • Silicon Valley Community Foundation's portfolio value fell 11% quarter-over-quarter to $1.74B.

Based on Silicon Valley Community Foundation's 13F filing for Q1 2025, filed 13 May 2025.