Holders — by stockHoldings — by fund
Silicon Valley Capital Partners
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001673633
$1.23B
disclosed book value
457
positions
13%
largest position share
Positions, as of 2026-06-30
top 100 of 457 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STREET SPDR S&P 500 ETF | 214,476 | $160.2M | 13% |
| 2 | QQQINVESCO QQQ TRUST SERIES I | 127,239 | $93.7M | 7.6% |
| 3 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 743,368 | $88.8M | 7.2% |
| 4 | NVDANVIDIA CORPORATION COM | 362,345 | $72.5M | 5.9% |
| 5 | GOOGLALPHABET INC CAP STK CL A | 187,377 | $67.0M | 5.4% |
| 6 | AAPLAPPLE INC COM | 205,559 | $59.5M | 4.8% |
| 7 | MSFTMICROSOFT CORP COM | 153,778 | $57.4M | 4.6% |
| 8 | AMDADVANCED MICRO DEVICES INC COM | 83,054 | $48.2M | 3.9% |
| 9 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 576,059 | $47.3M | 3.8% |
| 10 | METAMETA PLATFORMS INC CL A | 74,799 | $42.1M | 3.4% |
| 11 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 357,310 | $42.0M | 3.4% |
| 12 | AVGOBROADCOM INC COM | 104,365 | $39.4M | 3.2% |
| 13 | AMZNAMAZON COM INC COM | 164,885 | $39.3M | 3.2% |
| 14 | IVWISHARES S&P 500 GROWTH ETF | 265,605 | $36.5M | 3% |
| 15 | VUGVANGUARD MORNINGSTAR GROWTH ETF | 241,290 | $20.8M | 1.7% |
| 16 | GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | 138,245 | $19.6M | 1.6% |
| 17 | ORCLORACLE CORP COM | 128,179 | $18.8M | 1.5% |
| 18 | LLYELI LILLY & CO COM | 13,489 | $16.2M | 1.3% |
| 19 | SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 143,321 | $15.8M | 1.3% |
| 20 | SNOWSNOWFLAKE INC COM SHS | 62,087 | $15.8M | 1.3% |
| 21 | SCHWCHARLES SCHWAB CORP (THE) COM | 156,949 | $14.5M | 1.2% |
| 22 | AXPAMERICAN EXPRESS CO COM | 41,480 | $14.0M | 1.1% |
| 23 | ANETARISTA NETWORKS INC COM SHS | 81,556 | $13.9M | 1.1% |
| 24 | BACBANK OF AMER CORP COM | 236,127 | $13.5M | 1.1% |
| 25 | GEVGE VERNOVA INC COM | 11,057 | $13.0M | 1.1% |
| 26 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 25,677 | $12.3M | 1% |
| 27 | SPGPINVESCO S&P 500 GARP ETF | 94,799 | $11.6M | 0.9% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION COM | 12,196 | $11.4M | 0.9% |
| 29 | ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | 110,067 | $11.4M | 0.9% |
| 30 | MRVLMARVELL TECHNOLOGY INC COM | 35,015 | $10.4M | 0.8% |
| 31 | AMCRAMCOR PLC COM NEW | 237,654 | $10.3M | 0.8% |
| 32 | MUMICRON TECHNOLOGY INC COM | 7,387 | $8.5M | 0.7% |
| 33 | NOWSERVICENOW INC COM | 78,024 | $7.7M | 0.6% |
| 34 | USBUS BANCORP COM NEW | 74,902 | $4.5M | 0.4% |
| 35 | MGKVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | 45,833 | $4.0M | 0.3% |
| 36 | INTCINTEL CORP COM | 26,172 | $3.7M | 0.3% |
| 37 | ISRGINTUITIVE SURGICAL INC COM NEW | 8,971 | $3.6M | 0.3% |
| 38 | GOOGALPHABET INC CAP STK CL C | 8,969 | $3.2M | 0.3% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 5,519 | $2.8M | 0.2% |
| 40 | BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 29,386 | $2.7M | 0.2% |
| 41 | MGVVANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 15,567 | $2.5M | 0.2% |
| 42 | JNJJOHNSON & JOHNSON COM | 9,678 | $2.5M | 0.2% |
| 43 | TLNTALEN ENERGY CORP COM | 6,210 | $2.4M | 0.2% |
| 44 | SPHQINVESCO S&P 500 QUALITY ETF | 26,254 | $2.4M | 0.2% |
| 45 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 14,539 | $2.0M | 0.2% |
| 46 | IBMINTERNATIONAL BUSINESS MACHS COM | 6,857 | $1.9M | 0.2% |
| 47 | RBLXROBLOX CORP CL A | 31,155 | $1.7M | 0.1% |
| 48 | HDHOME DEPOT INC COM | 4,766 | $1.7M | 0.1% |
| 49 | RTXRTX CORPORATION COM | 8,729 | $1.7M | 0.1% |
| 50 | IWFISHARES RUSSELL 1000 GROWTH ETF | 12,084 | $1.5M | 0.1% |
| 51 | IVVISHARES CORE S&P 500 ETF | 1,774 | $1.3M | 0.1% |
| 52 | ARMARM HOLDINGS PLC SPONSORED ADS | 3,730 | $1.3M | 0.1% |
| 53 | JPMJPMORGAN CHASE & CO COM | 3,983 | $1.3M | 0.1% |
| 54 | VOOVANGUARD S&P 500 ETF | 1,728 | $1.2M | 0.1% |
| 55 | VVISA INC COM CL A | 3,449 | $1.2M | 0.1% |
| 56 | EQIXEQUINIX INC COM | 961 | $1.0M | 0.1% |
| 57 | CRMSALESFORCE INC COM | 6,169 | $966,445 | 0.1% |
| 58 | ALABASTERA LABS INC COM | 1,990 | $961,346 | 0.1% |
| 59 | MAMASTERCARD INCORPORATED CL A | 1,742 | $894,817 | 0.1% |
| 60 | UBERUBER TECHNOLOGIES INC COM | 12,155 | $877,120 | 0.1% |
| 61 | NBISNEBIUS GROUP N.V. SHS CLASS A | 2,975 | $821,480 | 0.1% |
| 62 | SNDKSANDISK CORP COM | 343 | $779,019 | 0.1% |
| 63 | LMTLOCKHEED MARTIN CORP COM | 1,371 | $698,560 | 0.1% |
| 64 | INTUINTUIT COM | 2,636 | $688,084 | 0.1% |
| 65 | WDCWESTERN DIGITAL CORP COM | 1,050 | $670,752 | 0.1% |
| 66 | BEBLOOM ENERGY CORP COM CL A | 2,070 | $626,589 | 0.1% |
| 67 | PANWPALO ALTO NETWORKS INC COM | 1,820 | $620,624 | 0.1% |
| 68 | PLTRPALANTIR TECHNOLOGIES INC CL A | 5,105 | $595,635 | 0% |
| 69 | CSCOCISCO SYS INC COM | 4,932 | $579,293 | 0% |
| 70 | HOODROBINHOOD MKTS INC COM CL A | 5,500 | $551,540 | 0% |
| 71 | IYWISHARES U.S. TECHNOLOGY ETF | 2,107 | $531,569 | 0% |
| 72 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 543 | $524,083 | 0% |
| 73 | COHRCOHERENT CORP COM | 1,260 | $497,032 | 0% |
| 74 | IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 20,218 | $489,894 | 0% |
| 75 | GBILACCESS TREASURY 0-1 YEAR ETF | 4,741 | $474,892 | 0% |
| 76 | TSLATESLA INC COM | 1,125 | $473,000 | 0% |
| 77 | AAOIAPPLIED OPTOELECTRONICS INC COM | 3,000 | $444,480 | 0% |
| 78 | STTSTATE STR CORP COM | 2,481 | $420,847 | 0% |
| 79 | SBUXSTARBUCKS CORP COM | 4,080 | $416,965 | 0% |
| 80 | TRMBTRIMBLE INC COM | 8,036 | $411,282 | 0% |
| 81 | VOOGVANGUARD S&P 500 GROWTH ETF | 4,897 | $404,616 | 0% |
| 82 | LITELUMENTUM HLDGS INC COM | 450 | $386,127 | 0% |
| 83 | FLEXFLEX LTD ORD | 2,216 | $359,147 | 0% |
| 84 | EWEDWARDS LIFESCIENCES CORP COM | 3,952 | $357,456 | 0% |
| 85 | SOXXISHARES TR ISHARES SEMICDTR | 552 | $353,552 | 0% |
| 86 | LRCXLAM RESEARCH CORP COM NEW | 799 | $346,313 | 0% |
| 87 | VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 922 | $341,007 | 0% |
| 88 | CARRCARRIER GLOBAL CORPORATION COM | 4,545 | $333,376 | 0% |
| 89 | NTSKNETSKOPE INC CL A | 30,040 | $328,638 | 0% |
| 90 | ADSKAUTODESK INC COM | 1,686 | $327,792 | 0% |
| 91 | AMATAPPLIED MATLS INC COM | 412 | $297,733 | 0% |
| 92 | IWBISHARES RUSSELL 1000 ETF | 670 | $274,488 | 0% |
| 93 | ADIANALOG DEVICES INC COM | 678 | $269,225 | 0% |
| 94 | BABOEING CO COM | 1,178 | $255,002 | 0% |
| 95 | ACWIISHARES MSCI ACWI ETF | 1,563 | $245,416 | 0% |
| 96 | DINTDAVIS SELECT INTERNATIONAL ETF | 8,412 | $239,735 | 0% |
| 97 | BSXBOSTON SCIENTIFIC CORP COM | 5,599 | $238,965 | 0% |
| 98 | MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 338 | $237,471 | 0% |
| 99 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,050 | $229,876 | 0% |
| 100 | VBVANGUARD MORNINGSTAR SMALL-CAP ETF | 752 | $228,049 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.