Silicon Valley Capital Partners
- SEC CIK
- 0001673633
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Sep 21, 2026.SEC
- Positions
- 457
- +3 vs. Q1 2026
- Total value
- $1.23B
- +$213.67M (+20.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 214,476 | $160.16M | 12.98% | +2,805+1.3% | Added | View |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 127,239 | $93.7M | 7.59% | −2,407−1.9% | Reduced | – |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 743,368 | $88.85M | 7.20% | +647,538+675.7% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 362,345 | $72.5M | 5.87% | −11,030−3.0% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 187,377 | $66.96M | 5.43% | −760.0% | Reduced | View |
| AAPLAPPLE INC COM | Stock | 205,559 | $59.48M | 4.82% | +1,544+0.8% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 153,778 | $57.36M | 4.65% | +8,022+5.5% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 83,054 | $48.25M | 3.91% | −30,537−26.9% | Reduced | View |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 576,059 | $47.3M | 3.83% | +64,060+12.5% | Added | – |
| METAMETA PLATFORMS INC CL A | Stock | 74,799 | $42.13M | 3.41% | +9,114+13.9% | Added | View |
| ISHARES TR464288661 | 3 7 YR TREAS BD | 357,310 | $41.97M | 3.40% | +41,726+13.2% | Added | – |
| AVGOBROADCOM INC COM | Stock | 104,365 | $39.42M | 3.19% | −6,773−6.1% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 164,885 | $39.3M | 3.18% | −1,651−1.0% | Reduced | View |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 265,605 | $36.53M | 2.96% | −6,117−2.3% | Reduced | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 241,290 | $20.78M | 1.68% | +201,465+505.9% | Added | – |
| GOLDMAN SACHS ETF TR381430503 | ACTIVEBETA US LG | 138,245 | $19.62M | 1.59% | +7,070+5.4% | Added | – |
| ORCLORACLE CORP COM | Stock | 128,179 | $18.78M | 1.52% | −17,971−12.3% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 13,489 | $16.18M | 1.31% | +480+3.7% | Added | View |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679 | ETF | 143,321 | $15.82M | 1.28% | +15,058+11.7% | Added | – |
| SNOWSNOWFLAKE INC COM SHS | Stock | 62,087 | $15.8M | 1.28% | +8,208+15.2% | Added | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 156,949 | $14.48M | 1.17% | +30,981+24.6% | Added | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 41,480 | $14.03M | 1.14% | +5,365+14.9% | Added | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 81,556 | $13.85M | 1.12% | +75,121+1,167.4% | Added | View |
| BACBANK OF AMER CORP COM | Stock | 236,127 | $13.45M | 1.09% | +23,834+11.2% | Added | View |
| GEVGE VERNOVA INC COM | Stock | 11,057 | $12.99M | 1.05% | +10,653+2,636.9% | Added | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 25,677 | $12.26M | 0.99% | +25,017+3,790.5% | Added | View |
| INVESCO EXCHANGE TRADED FD T46137V431 | S&P 500 GARP ETF | 94,799 | $11.59M | 0.94% | −13,658−12.6% | Reduced | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 12,196 | $11.41M | 0.92% | +224+1.9% | Added | View |
| FIDELITY COMWLTH TR315912808 | NASDAQ COMPSIT | 110,067 | $11.36M | 0.92% | −1,022−0.9% | Reduced | – |
| MRVLMARVELL TECHNOLOGY INC | COM | 35,015 | $10.43M | 0.85% | +2,780+8.6% | Added | View |
| AMCRAMCOR PLC | COM NEW | 237,654 | $10.3M | 0.83% | +50,510+27.0% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 7,387 | $8.53M | 0.69% | +809+12.3% | Added | View |
| NOWSERVICENOW INC COM | Stock | 78,024 | $7.75M | 0.63% | −91,312−53.9% | Reduced | View |
| USBUS BANCORP | COM NEW | 74,902 | $4.52M | 0.37% | +2,012+2.8% | Added | View |
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 45,833 | $4.03M | 0.33% | +36,509+391.6% | Added | – |
| INTCINTEL CORP COM | Stock | 26,172 | $3.65M | 0.30% | +10,406+66.0% | Added | View |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 8,971 | $3.57M | 0.29% | −263−2.8% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 8,969 | $3.17M | 0.26% | −1,246−12.2% | Reduced | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 5,519 | $2.76M | 0.22% | −854−13.4% | Reduced | View |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 29,386 | $2.69M | 0.22% | −164−0.6% | Reduced | – |
| VANGUARD WORLD FD921910840 | MEGA CAP VAL ETF | 15,567 | $2.54M | 0.21% | +68+0.4% | Added | – |
| JNJJOHNSON & JOHNSON COM | Stock | 9,678 | $2.46M | 0.20% | +19+0.2% | Added | View |
| TLNTALEN ENERGY CORP | COM | 6,210 | $2.39M | 0.19% | +6,210 | New | View |
| INVESCO S&P 500 QUALITY ETF46137V241 | ETF | 26,254 | $2.37M | 0.19% | +2,051+8.5% | Added | – |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 14,539 | $1.99M | 0.16% | +14,539 | New | View |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 6,857 | $1.93M | 0.16% | −850−11.0% | Reduced | View |
| RBLXROBLOX CORP CL A | Stock | 31,155 | $1.69M | 0.14% | 00.0% | Unchanged | View |
| HDHOME DEPOT INC COM | Stock | 4,766 | $1.68M | 0.14% | −980−17.1% | Reduced | View |
| RTXRTX CORPORATION COM | Stock | 8,729 | $1.66M | 0.13% | +4,373+100.4% | Added | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 12,084 | $1.5M | 0.12% | +9,066+300.4% | Added | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,774 | $1.33M | 0.11% | −30−1.7% | Reduced | – |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 3,730 | $1.32M | 0.11% | +2,651+245.7% | Added | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,983 | $1.3M | 0.11% | −545−12.0% | Reduced | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,728 | $1.19M | 0.10% | +115+7.1% | Added | – |
| VVISA INC COM CL A | Stock | 3,449 | $1.18M | 0.10% | −717−17.2% | Reduced | View |
| EQIXEQUINIX INC | COM | 961 | $1M | 0.08% | +5+0.5% | Added | View |
| CRMSALESFORCE INC COM | Stock | 6,169 | $966.45K | 0.08% | −744−10.8% | Reduced | View |
| ALABASTERA LABS INC COM | Stock | 1,990 | $961.35K | 0.08% | +990+99.0% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 1,742 | $894.82K | 0.07% | +3+0.2% | Added | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 12,155 | $877.12K | 0.07% | −1,603−11.7% | Reduced | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 2,975 | $821.48K | 0.07% | +1,725+138.0% | Added | View |
| SNDKSANDISK CORP | COM | 343 | $779.02K | 0.06% | +326+1,917.6% | Added | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 1,371 | $698.56K | 0.06% | +35+2.6% | Added | View |
| INTUINTUIT COM | Stock | 2,636 | $688.08K | 0.06% | +7+0.3% | Added | View |
| WDCWESTERN DIGITAL CORP | COM | 1,050 | $670.75K | 0.05% | +976+1,318.9% | Added | View |
| BEBLOOM ENERGY CORP | COM CL A | 2,070 | $626.59K | 0.05% | +1,070+107.0% | Added | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 1,820 | $620.62K | 0.05% | −746−29.1% | Reduced | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 5,105 | $595.64K | 0.05% | −898−15.0% | Reduced | View |
| CSCOCISCO SYS INC COM | Stock | 4,932 | $579.29K | 0.05% | +23+0.5% | Added | View |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 5,500 | $551.54K | 0.04% | 00.0% | Unchanged | View |
| ISHARES TR464287721 | U.S. TECH ETF | 2,107 | $531.57K | 0.04% | −100−4.5% | Reduced | – |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 543 | $524.08K | 0.04% | +517+1,988.5% | Added | View |
| COHRCOHERENT CORP | COM | 1,260 | $497.03K | 0.04% | +1,248+10,400.0% | Added | View |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0 | ETF | 20,218 | $489.89K | 0.04% | +200+1.0% | Added | – |
| GOLDMAN SACHS ETF TR381430529 | ACCES TREASURY | 4,741 | $474.89K | 0.04% | −2,352−33.2% | Reduced | – |
| TSLATESLA INC COM | Stock | 1,125 | $473K | 0.04% | −487−30.2% | Reduced | View |
| AAOIAPPLIED OPTOELECTRONICS INC | COM | 3,000 | $444.48K | 0.04% | +3,000 | New | View |
| STTSTATE STR CORP | COM | 2,481 | $420.85K | 0.03% | +14+0.6% | Added | View |
| SBUXSTARBUCKS CORP COM | Stock | 4,080 | $416.97K | 0.03% | −593−12.7% | Reduced | View |
| TRMBTRIMBLE INC | COM | 8,036 | $411.28K | 0.03% | +4,192+109.1% | Added | View |
| VANGUARD S&P 500 GROWTH ETF921932505 | ETF | 4,897 | $404.62K | 0.03% | +4,082+500.9% | Added | – |
| LITELUMENTUM HLDGS INC | COM | 450 | $386.13K | 0.03% | +400+800.0% | Added | View |
| FLEXFLEX LTD ORD | Stock | 2,216 | $359.15K | 0.03% | 00.0% | Unchanged | View |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 3,952 | $357.46K | 0.03% | 00.0% | Unchanged | View |
| ISHARES SEMICONDUCTOR ETF464287523 | ETF | 552 | $353.55K | 0.03% | 00.0% | Unchanged | – |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 799 | $346.31K | 0.03% | −495−38.3% | Reduced | View |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 922 | $341.01K | 0.03% | +3+0.3% | Added | – |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 4,545 | $333.38K | 0.03% | 00.0% | Unchanged | View |
| NTSKNETSKOPE INC | CL A | 30,040 | $328.64K | 0.03% | +30,040 | New | View |
| ADSKAUTODESK INC | COM | 1,686 | $327.79K | 0.03% | 00.0% | Unchanged | View |
| AMATAPPLIED MATLS INC COM | Stock | 412 | $297.73K | 0.02% | −237−36.5% | Reduced | View |
| ISHARES TR464287622 | RUS 1000 ETF | 670 | $274.49K | 0.02% | +1+0.1% | Added | – |
| ADIANALOG DEVICES INC COM | Stock | 678 | $269.23K | 0.02% | +6+0.9% | Added | View |
| BABOEING CO COM | Stock | 1,178 | $255K | 0.02% | −500−29.8% | Reduced | View |
| ISHARES TR464288257 | MSCI ACWI ETF | 1,563 | $245.42K | 0.02% | +9+0.6% | Added | – |
| DAVIS FUNDAMENTAL ETF TR23908L405 | SELCT INTL ETF | 8,412 | $239.74K | 0.02% | 00.0% | Unchanged | – |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 5,599 | $238.97K | 0.02% | −26−0.5% | Reduced | View |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 338 | $237.47K | 0.02% | +1+0.3% | Added | View |
| GBTCGRAYSCALE BITCOIN TRUST ETF | ETF | 5,050 | $229.88K | 0.02% | 00.0% | Unchanged | View |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 752 | $228.05K | 0.02% | +2+0.3% | Added | – |
Sold out since Q1 2026 (39)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| XOMEXXON MOBIL CORP | COM | 15,991 | $2.71M | 0.27% |
| ISHARES INC464286772 | MSCI STH KOR ETF | 4,000 | $492.04K | 0.05% |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 1,153 | $450.1K | 0.04% |
| TERTERADYNE INC COM | Stock | 500 | $148.3K | 0.01% |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 800 | $75.1K | 0.01% |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 150 | $72.74K | 0.01% |
| HONHoneywell Technologies | COM | 226 | $51.15K | 0.01% |
| VRTVERTIV HOLDINGS CO | COM CL A | 200 | $50.15K | 0.00% |
| ISHARES TR464288760 | US AER DEF ETF | 200 | $43.75K | 0.00% |
| PROSHARES TR74347X831 | ULTRAPRO QQQ | 1,017 | $42.41K | 0.00% |
| PEVERPURE INC | CL A | 612 | $36.13K | 0.00% |
| WULFTERAWULF INC | COM | 2,000 | $28.86K | 0.00% |
| TOSTTOAST INC CL A | Stock | 1,000 | $26.51K | 0.00% |
| CSLCARLISLE COS INC | COM | 77 | $25.59K | 0.00% |
| MNDYMONDAY COM LTD | SHS | 352 | $24.35K | 0.00% |
| OKTAOKTA INC | CL A | 160 | $12.59K | 0.00% |
| BIDUBAIDU INC SPON ADR REP A | ADR | 100 | $11.14K | 0.00% |
| LACLITHIUM AMERS CORP NEW COM SHS | Stock | 2,695 | $10.65K | 0.00% |
| COKECOCA COLA CONS INC | COM | 54 | $10.39K | 0.00% |
| NVONOVO-NORDISK A S ADR | ADR | 276 | $10.14K | 0.00% |
| PODDINSULET CORP COM | Stock | 44 | $9.14K | 0.00% |
| DOWDOW HLDGS INC COM | Stock | 150 | $6.25K | 0.00% |
| TERNS PHARMACEUTICALS INC880881107 | COM | 67 | $3.53K | 0.00% |
| TAT&T INC COM | Stock | 118 | $3.42K | 0.00% |
| INVESCO EXCHANGE TRADED FD T46137V332 | S&P500 EQL HLT | 102 | $3.07K | 0.00% |
| TTETOTALENERGIES SE | ACT | 30 | $2.73K | 0.00% |
| CRNCCERENCE INC | COM | 401 | $2.53K | 0.00% |
| OREALTY INCOME CORP COM | REIT | 34 | $2.1K | 0.00% |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 18 | $1.8K | 0.00% |
| WBDWARNER BROS DISCOVERY INC COM SER A | Stock | 57 | $1.57K | 0.00% |
| SANBANCO SANTANDER SA | ADR | 129 | $1.46K | 0.00% |
| DLRDIGITAL RLTY TR INC | COM | 7 | $1.27K | 0.00% |
| RHIROBERT HALF INC. | COM | 33 | $834 | 0.00% |
| ARRARMOUR RESIDENTIAL REIT INC | COM SHS | 45 | $755 | 0.00% |
| TFCTRUIST FINL CORP | COM | 16 | $743 | 0.00% |
| ESSESSEX PPTY TR INC | COM | 3 | $726 | 0.00% |
| UPSTUPSTART HLDGS INC | COM | 10 | $257 | 0.00% |
| WVEWAVE LIFE SCIENCES LTD | SHS | 25 | $181 | 0.00% |
| STESTERIS PLC | SHS USD | 0 | $1 | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Sep 21, 2026 | 457 | $1.23B | vs. Q1 2026 | SEC |
| Q1 2026 | May 19, 2026 | 454 | $1.02B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 13, 2026 | 265 | $1.1B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 17, 2025 | 282 | $1.06B | vs. Q2 2025 | SEC |
| Q2 2025 | Sep 11, 2025 | 303 | $958.44M | vs. Q1 2025 | SEC |
| Q1 2025 | May 28, 2025 | 247 | $765.33M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 29, 2025 | 312 | $896.49M | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 30, 2024 | 307 | $768.22M | vs. Q2 2024 | SEC |
| Q2 2024 | Oct 30, 2024 | 309 | $726.62M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 29, 2024 | 309 | $669.99M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 359 | $596.09M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 6, 2023 | 319 | $532.8M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 336 | $535.84M | vs. Q1 2023 | SEC |
| Q1 2023 | May 10, 2023 | 290 | $477.74M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 249 | $436.86M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 10, 2022 | 65 | $460.91M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 13, 2022 | 60 | $481.37M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 71 | $608.8M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 77 | $636.84M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 10, 2021 | 71 | $524.88M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 11, 2021 | 64 | $502.47M | vs. Q1 2021 | SEC |
| Q1 2021 | May 10, 2021 | 71 | $456.04M | – | SEC |