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Silicon Valley Capital Partners

CIK 1673633 · latest 13F filed 21 September 2026 · Read the filing on EDGAR

Silicon Valley Capital Partners reported 457 US-listed holdings worth $1.23 billion in its 13F for the quarter ended 30 June 2026, filed 21 September 2026. Its largest: SPDR S&P 500 (13.0%), Invesco QQQ Trust (7.6%) and Vanguard World FD (7.2%). Against the quarter before, it opened 42 positions, added to 146, trimmed 64 and sold out of 39.

Reported holdings$1.23B+20.9% on Q1 2026
Positions457+3 on Q1 2026
The largest ten59.7%of its reported holdings
Latest 13FQ2 2026filed 21 September 2026
Where the money is
Added toHeldTrimmed
SPY13.0%QQQ7.6%VGT7.2%NVDA5.9%GOOGL5.4%AAPL4.8%MSFT4.6%AMD3.9%SHY3.8%META3.4%IEI3.4%AVGO3.2%AMZN3.2%IVW442 more27.6%

The 14 largest of its 456 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $768.2 million in 309 positions$768MQ3 24Q4 2024: $896.5 million in 315 positions$896MQ4 24Q1 2025: $765.3 million in 247 positions$765MQ1 25Q2 2025: $958.4 million in 303 positions$958MQ2 25Q3 2025: $1.06 billion in 283 positions$1.06BQ3 25Q4 2025: $1.10 billion in 265 positions$1.10BQ4 25Q1 2026: $1.02 billion in 454 positions$1.02BQ1 26Q2 2026: $1.23 billion in 457 positions$1.23BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 42Added 146Held 205Trimmed 64Sold out 39
Opened: 42Added: 146Held: 205Trimmed: 64Sold out: 39

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 42

  1. Talen Energy Corp. TLN$2.4 million
  2. ExxonMobil Holdings Corp. XOM$2.0 million
  3. Applied Optoelectronics Inc. AAOI$444,480
  4. Netskope Inc. NTSK$328,638
  5. Roundhill ETF Trust DRAM$194,862
  6. Boost Run Inc. BRUN$111,378
  7. X Energy Inc. XE$103,348
  8. Space Exploration Techn Corp. Class A Com STK SPCX$62,364

and 34 more in the table below

Added to 146

  1. Vanguard World FD VGT+647,538 shares · +676%
  2. Vanguard Growth ETF VUG+201,465 shares · +506%
  3. Arista Networks, Inc. ANET+75,121 shares · +1167%
  4. GE Vernova Inc. GEV+10,653 shares · +2637%
  5. Taiwan Semiconductor Manufacturing Company Limited TSM+25,017 shares · +3790%
  6. iShares Trust SHY+64,060 shares · +13%
  7. Meta Platforms, Inc. META+9,114 shares · +14%
  8. iShares Trust IEI+41,726 shares · +13%

and 138 more in the table below

Trimmed 64

  1. Advanced Micro Devices Inc. AMD-30,537 shares · -27%
  2. UnitedHealth Group Inc. UNH-34,245 shares · -100%
  3. Air Products & Chemicals, Inc. APD-37,354 shares · -100%
  4. ServiceNow, Inc. NOW-91,312 shares · -54%
  5. Oracle Corp. ORCL-17,971 shares · -12%
  6. Broadcom Inc. AVGO-6,773 shares · -6%
  7. NVIDIA Corp. NVDA-11,030 shares · -3%
  8. Invesco QQQ Trust QQQ-2,407 shares · -2%

and 56 more in the table below

Sold out of 39

  1. ExxonMobil Holdings Corp. XOM$2.7 million last quarter
  2. iShares Inc. EWY$492,040 last quarter
  3. CrowdStrike Holdings, Inc. CRWD$450,095 last quarter
  4. Teradyne, Inc. TER$148,297 last quarter
  5. Credo Technology Group Holdi CRDO$75,096 last quarter
  6. Spotify Technology S.A. SPOT$72,737 last quarter
  7. Honeywell International Inc. HON$51,146 last quarter
  8. Vertiv Holdings Co. VRT$50,148 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPDR S&P 500 SPY214,476$160.2 million12.98%+2,805
Invesco QQQ Trust QQQ127,239$93.7 million7.59%-2,407
Vanguard World FD VGT743,368$88.8 million7.20%+647,538
NVIDIA Corp. NVDA362,345$72.5 million5.87%-11,030
Alphabet Inc. GOOGL187,377$67.0 million5.43%-76
Apple Inc. AAPL205,559$59.5 million4.82%+1,544
Microsoft Corp. MSFT153,778$57.4 million4.65%+8,022
Advanced Micro Devices Inc. AMD83,054$48.2 million3.91%-30,537
iShares Trust SHY576,059$47.3 million3.83%+64,060
Meta Platforms, Inc. META74,799$42.1 million3.41%+9,114
iShares Trust IEI357,310$42.0 million3.40%+41,726
Broadcom Inc. AVGO104,365$39.4 million3.19%-6,773
Amazon.com Inc. AMZN164,885$39.3 million3.18%-1,651
iShares S&P Growth Index FD IVW265,605$36.5 million2.96%-6,117
Vanguard Growth ETF VUG241,290$20.8 million1.68%+201,465
Goldman Sachs ActiveBeta US LgC GSLC138,245$19.6 million1.59%+7,070
Oracle Corp. ORCL128,179$18.8 million1.52%-17,971
Eli Lilly & Co. LLY13,489$16.2 million1.31%+480
iShares SHV143,321$15.8 million1.28%+15,058
Snowflake Inc. SNOW62,087$15.8 million1.28%+8,208
Charles Schwab Corp. SCHW156,949$14.5 million1.17%+30,981
American Express Co. AXP41,480$14.0 million1.14%+5,365
Arista Networks, Inc. ANET81,556$13.9 million1.12%+75,121
Bank of America Corp. BAC236,127$13.5 million1.09%+23,834
GE Vernova Inc. GEV11,057$13.0 million1.05%+10,653
Taiwan Semiconductor Manufacturing Company Limited TSM25,677$12.3 million0.99%+25,017
Invesco Exchange Traded FD T SPGP94,799$11.6 million0.94%-13,658
Costco Wholesale Corp. COST12,196$11.4 million0.92%+224
Fidelity Comwlth Trust ONEQ110,067$11.4 million0.92%-1,022
Marvell Technology, Inc. MRVL35,015$10.4 million0.85%+2,780
Amcor plc AMCR237,654$10.3 million0.83%+50,510
Micron Technology Inc. MU7,387$8.5 million0.69%+809
ServiceNow, Inc. NOW78,024$7.7 million0.63%-91,312
U.S. Bancorp USB74,902$4.5 million0.37%+2,012
Vanguard Mega Cap Growth ETF MGK45,833$4.0 million0.33%+36,509
Intel Corp. INTC26,172$3.7 million0.30%+10,406
Intuitive Surgical Inc. ISRG8,971$3.6 million0.29%-263
Alphabet Inc. GOOG8,969$3.2 million0.26%-1,246
Berkshire Hathaway Inc. Class B BRKB5,519$2.8 million0.22%-854
SPDR Ser Trust BIL29,386$2.7 million0.22%-164
Vanguard World FD MGV15,567$2.5 million0.21%+68
Johnson & Johnson JNJ9,678$2.5 million0.20%+19
Talen Energy Corp. TLN6,210$2.4 million0.19%new
Invesco Exchange Traded FD T SPHQ26,254$2.4 million0.19%+2,051
ExxonMobil Holdings Corp. XOM14,539$2.0 million0.16%new
International Business Machines Corp. IBM6,857$1.9 million0.16%-850
Roblox Corp. RBLX31,155$1.7 million0.14%no change
Home Depot, Inc. HD4,766$1.7 million0.14%-980
RTX Corp. RTX8,729$1.7 million0.13%+4,373
iShares Trust IWF12,084$1.5 million0.12%+9,066
iShares Core S&P 500 ETF IVV1,774$1.3 million0.11%-30
Arm Holdings plc ARM3,730$1.3 million0.11%+2,651
JPMorgan Chase & Co. JPM3,983$1.3 million0.11%-545
Vanguard S&P 500 VOO1,728$1.2 million0.10%+115
Visa Inc. V3,449$1.2 million0.10%-717
Equinix Inc. EQIX961$1.0 million0.08%+5
Salesforce, Inc. CRM6,169$966,4450.08%-744
Astera Labs Inc. ALAB1,990$961,3460.08%+990
Mastercard Inc. MA1,742$894,8170.07%+3
Uber Technologies, Inc. UBER12,155$877,1200.07%-1,603
Yandex N V NBIS2,975$821,4800.07%+1,725
Sandisk Corp. SNDK343$779,0190.06%+326
Lockheed Martin Corp. LMT1,371$698,5600.06%+35
Intuit Inc. INTU2,636$688,0840.06%+7
Western Digital Corp. WDC1,050$670,7520.05%+976
Bloom Energy Corp. BE2,070$626,5890.05%+1,070
Palo Alto Networks Inc. PANW1,820$620,6240.05%-746
Palantir Technologies Inc. PLTR5,105$595,6350.05%-898
Cisco Systems, Inc. CSCO4,932$579,2930.05%+23
Robinhood Markets, Inc. HOOD5,500$551,5400.04%no change
iShares Trust IYW2,107$531,5690.04%-100
Seagate Technology Holdings plc STX543$524,0830.04%+517
Coherent Corp. COHR1,260$497,0320.04%+1,248
iShares Trust IBDR20,218$489,8940.04%+200
Goldman Sachs ETF Trust GBIL4,741$474,8920.04%-2,352
Tesla, Inc. TSLA1,125$473,0000.04%-487
Applied Optoelectronics Inc. AAOI3,000$444,4800.04%new
State Street Corp. STT2,481$420,8470.03%+14
Starbucks Corp. SBUX4,080$416,9650.03%-593
Trimble Inc. TRMB8,036$411,2820.03%+4,192
Vanguard S&P 500 Growth ETF VOOG4,897$404,6160.03%+4,082
Lumentum Holdings Inc. LITE450$386,1270.03%+400
Flex Ltd. FLEX2,216$359,1470.03%no change
Edwards Lifesciences Corp. EW3,952$357,4560.03%no change
iShares Trust SOXX552$353,5520.03%no change
Lam Research Corp. LRCX799$346,3130.03%-495
VG Totl STK Vprs VTI922$341,0070.03%+3
Carrier Global Corp. CARR4,545$333,3760.03%no change
Netskope Inc. NTSK30,040$328,6380.03%new
Autodesk, Inc. ADSK1,686$327,7920.03%no change
Applied Materials Inc. AMAT412$297,7330.02%-237
iShares Trust IWB670$274,4880.02%+1
Analog Devices Inc. ADI678$269,2250.02%+6
Boeing Co. BA1,178$255,0020.02%-500
iShares Trust ACWI1,563$245,4160.02%+9
Davis Fundamental ETF Trust DINT8,412$239,7350.02%no change
Boston Scientific Corp. BSX5,599$238,9650.02%-26
SPDR S&P MidCap 400 ETF MDY338$237,4710.02%+1
Grayscale Bitcoin Trust BTC GBTC5,050$229,8760.02%no change
Vanguard Small Cap ETF VB752$228,0490.02%+2
Caterpillar Inc. CAT212$225,4840.02%-297
Walmart Inc. WMT1,902$215,4660.02%-987
SPDR Gold Trust GLD572$210,7130.02%+60
Vanguard Whitehall FDS VYM1,332$210,5360.02%-92
iShares Bitcoin Trust ETF IBIT6,106$203,2680.02%no change
Roundhill ETF Trust DRAM2,639$194,8620.02%new
iShares S&P Midcap 400 Value in IJJ1,313$193,9110.02%+5
Adobe Inc. ADBE936$191,8990.02%-17
Pfizer Inc. PFE7,433$178,9750.01%+36
Amgen Inc. AMGN491$177,7850.01%+4
Dimensional ETF Trust DFUS2,153$176,3850.01%-1,269
Vaneck ETF Trust SMH257$168,4460.01%+144
Vanguard Intermediate-Term Corp. VCIT1,980$163,6690.01%+24
Otis Worldwide Corp. OTIS2,272$162,6750.01%no change
AbbVie Inc. ABBV585$147,2490.01%+5
Chevron Corp. CVX825$136,7470.01%-371
Emcor Group, Inc. EME151$125,1920.01%no change
Netflix Inc. NFLX1,600$114,2400.01%-6,203
Boost Run Inc. BRUN2,870$111,3780.01%new
Wells Fargo & Company WFC1,265$104,5650.01%+7
SPX Technologies, Inc. SPXC425$104,1970.01%no change
Qualcomm Inc. QCOM562$103,9420.01%+2
X Energy Inc. XE5,629$103,3480.01%new
Vanguard Value ETF VTV459$100,1190.01%+2
iShares Trust IMCB971$93,7310.01%+3
Oklo Inc. OKLO1,789$93,6180.01%-73
Fidelity Wise Origin Bitcoin FBTC1,790$91,3800.01%no change
McDonald's Corp. MCD331$89,4830.01%-48
Block, Inc. XYZ1,113$84,5960.01%-100
Occidental Petroleum Corp. OXY1,722$83,6480.01%+897
Direxion SHS ETF Trust FAS540$79,4350.01%+2
Smartstop Self Storag REIT I SMA2,336$75,9080.01%+30
Walt Disney Co. DIS783$75,4090.01%+178
Abbott Laboratories ABT810$73,4660.01%-94
Procter & Gamble Co. PG499$73,2280.01%+3
iShares Trust IWV168$71,7490.01%no change
Blackstone Inc. BX609$71,7040.01%+7
ITT Inc. ITT357$70,6180.01%+1
Bristol-Myers Squibb Co. BMY1,130$65,0920.01%-24
Space Exploration Techn Corp. Class A Com STK SPCX365$62,3640.01%new
TE Connectivity plc TEL295$59,3900.00%+1
iShares Trust ILCV571$57,7870.00%+2
NextEra Energy Inc. NEE635$55,7610.00%+141
ProShares Trust CSM643$54,7680.00%+2
iShares Core MSCI Emerging Mark IEMG643$53,2650.00%+5
Invesco Exchange Traded FD T RSP250$53,1810.00%+1
Phillips Edison & Company, Inc. PECO1,257$52,3240.00%+10
Merck & Co., Inc. MRK393$50,4390.00%+13
McKesson Corp. MCK62$46,8470.00%new
Union Pacific Corp. UNP169$45,9440.00%+159
Nextpower Inc. NXT385$45,8690.00%no change
Modine Manufacturing Co MOD169$45,0570.00%-54
Markel CP Hldg Co. MKL23$44,9190.00%+17
Cerebras Systems Inc. Com Class A CBRS200$44,2000.00%new
Aflac Inc. AFL377$44,1960.00%+2
Technology Select Sector SPDR ETF XLK222$42,3880.00%no change
Howmet Aerospace Inc. HWM154$41,2830.00%+1
iShares Core S&P Mid-Cap ETF IJH512$39,4460.00%+2
Vistra Corp. VST243$38,6220.00%new
Capital One Financial Corp. COF191$38,2650.00%+1
ASML Holding N.V. ASML18$36,7570.00%+1
APi Group Corp. APG858$36,3360.00%no change
Bank of New York Mellon Corp. BNY251$36,2620.00%+1
SPDR S&P Dividend ETF SDY236$35,9020.00%+2
Silgan Holdings Inc. SLGN757$35,1320.00%+4
Morgan Stanley MS164$34,1820.00%+1
iShares Trust IGV370$33,5280.00%+250
Chubb Ltd. CB98$33,3400.00%+69
Goldman Sachs Group Inc. GS32$32,6460.00%+2
Brookfield Corporation BN763$32,4930.00%new
Franco Nev Corp. FNV149$31,1050.00%new
Invesco Exch Traded FD Trust II QQQM101$30,6320.00%no change
Novartis AG NVS192$30,0270.00%+161
Ferrari N.V. RACE75$28,0790.00%no change
iShares Ethereum Trust ETF ETHA2,349$27,9240.00%no change
Carpenter Technology Corp. CRS44$27,3650.00%+23
American Healthcare Reit, Inc. AHR518$27,0170.00%+3
Verizon Communications Inc. VZ622$26,3360.00%+9
PepsiCo Inc. PEP194$26,2050.00%-198
Grayscale Bitcoin Mini Trust Et BTC1,009$26,1800.00%no change
Accenture plc ACN209$25,9710.00%+2
Take-Two Interactive Software, Inc. TTWO102$25,4980.00%new
Heico Corp. New HEI71$25,3200.00%no change
Centene Corp. CNC390$25,0340.00%new
Balchem Corp. BCPC144$24,2730.00%-192
BP plc BP652$24,0830.00%+9
Viatris Inc. VTRS1,466$23,2750.00%+11
Texas Instruments Inc. TXN78$23,1430.00%+1
Loar Holdings Inc. LOAR285$23,0070.00%+152
Webster Finl Corp. WBS297$22,7270.00%+1
Lowe's Companies Inc. LOW102$22,5670.00%no change
Aon plc AON67$22,2790.00%new
Grayscale Ethereum Trust Eth ETHE1,706$21,7740.00%+6
CME Group Inc. CME97$21,3150.00%new
Target Corp. TGT160$20,8420.00%-37
Hershey Co. HSY116$20,3370.00%new
Woodward, Inc. WWD48$20,2230.00%+26
Gen Digital Inc. GEN812$20,2090.00%+4
Honeywell International Inc. HON87$19,4790.00%new
Honeywell Aerospace Inc. Com HONA87$19,2340.00%new
iShares Silver Trust SLV348$18,6080.00%new
Thermo Fisher Scientific Inc. TMO36$18,0490.00%new
ProShares Trust NOBL318$17,8780.00%+160
Ouster Inc. OUST286$17,8740.00%no change
Brookfield Asset Management Ltd. BAM384$17,2150.00%+4
Golub Cap BDC Inc. GBDC1,202$15,4820.00%no change
iShares Trust ARTY202$15,3910.00%no change
Nasdaq, Inc. NDAQ191$15,0720.00%+1
Sprott Asset Management LP PHYS475$14,3310.00%no change
Teck Resources Ltd TECK236$14,0110.00%+1
MSC Income Fund Inc. MSIF1,209$13,9850.00%+33
iShares Select Dividend ETF DVY88$13,7540.00%no change
Booking Holdings Inc. BKNG74$13,2200.00%+73
Air Products & Chemicals, Inc. APD45$13,0660.00%-37,354
iShares Trust IGSB239$12,5210.00%+3
SPDR Ser Trust SPSB387$11,6240.00%+4
Select Sector SPDR Trust XLE216$11,4720.00%no change
Dell Technologies Inc. DELL25$10,8680.00%no change
UnitedHealth Group Inc. UNH26$10,7850.00%-34,245
ATI Inc. ATI54$10,6430.00%no change
Samsara Inc. IOT324$10,5120.00%no change
Quest Diagnostics Inc. DGX47$9,9600.00%no change
Cigna Group CI36$9,8370.00%+1
Owens Corning OC62$9,7970.00%+1
Graniteshares ETF Trust CONL2,233$9,5350.00%new
Schwab Strategic Trust SCHJ382$9,4190.00%+4
iShares Trust OEF25$9,3270.00%no change
Nokia Corporation NOK683$9,0650.00%new
Ford Motor Co. F606$8,4290.00%+5
D-Wave Quantum Inc. QBTS350$8,3970.00%-3,484
First Trust Exch TRD Alphdx FD FEP144$8,2080.00%+2
Figma Inc. FIG443$8,0140.00%no change
MP Materials Corp. MP143$8,0090.00%+93
General Electric Co. GE21$7,8610.00%-500
Tidal Trust II CHAT77$7,6440.00%no change
Devon Energy Corp. DVN182$7,5200.00%new
FedEx Corp. FDX23$7,2490.00%no change
Ameriprise Financial Inc. AMP15$6,8780.00%no change
Workday, Inc. WDAY56$6,8560.00%no change
Global X FDS AIQ102$6,7150.00%no change
ConocoPhillips COP64$6,7040.00%no change
Sony Group Corporation SONY334$6,7000.00%+291
USA Rare Earth Inc. USAR300$6,4740.00%-551
Vanguard World FD VHT21$6,3690.00%no change
Citigroup Inc. C39$5,5130.00%no change
Corning Inc. GLW21$5,3820.00%no change
ASE Technology Holding Co., Ltd. ASX113$5,0930.00%new
Amkor Technology, Inc. AMKR59$5,0720.00%new
Philip Morris International Inc. PM27$4,9300.00%no change
Amplify Trust IPAY105$4,8290.00%no change
Hasbro, Inc. HAS58$4,8090.00%no change
Tidal ETF Trust GRNY170$4,7010.00%-50
Schwab Strategic Trust SCHD144$4,5700.00%+44
Twilio Inc. TWLO22$4,5390.00%no change
Revolve Group Inc. RVLV198$4,5320.00%new
Iron Mountain Inc. IRM34$4,3020.00%+27
Eaton Corp. plc ETN10$4,2870.00%no change
iShares Trust HDV155$4,2490.00%+124
Axt Inc. AXTI57$4,1090.00%no change
Applied Digital Corp. APLD110$4,1030.00%no change
American Tower Corp. AMT25$4,1020.00%no change
Amphenol Corp. APH23$4,0620.00%no change
Coreweave Inc. CRWV40$3,9780.00%-1,000
Coca-Cola Co. KO48$3,9280.00%-2
BlackRock, Inc. BLK4$3,9260.00%no change
Cava Group, Inc. CAVA49$3,8460.00%new
Avalonbay Cmntys Inc. AVB20$3,8130.00%no change
Compass Inc. COMP307$3,7880.00%no change
FS Specialty Lending Fund Fssl FSSL315$3,5120.00%no change
Tempus Ai Inc. TEM60$3,4760.00%-60
Stryker Corp. SYK11$3,4730.00%-17
Solstice Advanced Materials Inc. SOLS39$3,4620.00%-12
Danaher Corp. DHR18$3,4360.00%-32
Automatic Data Processing Inc. ADP15$3,3870.00%no change
Colgate-Palmolive Co. CL35$3,2450.00%no change
Yum! Brands, Inc. YUM20$3,1770.00%no change
Williams Companies, Inc. WMB41$3,0150.00%+1
Sea Limited SE30$2,8750.00%new
NetApp, Inc. NTAP18$2,7990.00%no change
O'Reilly Automotive, Inc. ORLY30$2,7630.00%no change
HSBC Holdings plc HSBC29$2,7410.00%+1
CVS Health Corp. CVS26$2,7360.00%no change
Kinder Morgan, Inc. KMI86$2,7340.00%+1
CSX Corp. CSX57$2,7270.00%-2
Gilead Sciences, Inc. GILD21$2,6860.00%no change
Comcast Corp. CMCSA108$2,6610.00%+1
Progressive Corp. PGR12$2,6230.00%no change
ARK Investment Management LLC ARKG62$2,6030.00%no change
Select Sector SPDR Trust XLC24$2,5940.00%no change
Skydance Corp. PSKY259$2,5520.00%+2
Grayscale Ethereum Mini Trust E ETH169$2,5400.00%no change
Regeneron Pharmaceuticals, Inc. REGN4$2,5150.00%no change
TJX Companies Inc. TJX16$2,4380.00%no change
Innovative Industrial Properties Inc. IIPR39$2,4170.00%new
Ast Spacemobile Inc. ASTS26$2,3100.00%no change
Simon Property Group Inc. SPG10$2,2860.00%no change
SK Telecom Co Ltd SKM71$2,2680.00%+1
General Motors Co. GM29$2,2460.00%no change
Toll Brothers, Inc. TOL13$2,1460.00%no change
Select Sector SPDR Trust XLY18$2,1240.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported; the largest 300 here.
Read moreChange is shares against its 13F for the quarter before; the 39 it sold out of are in the box above.