# Silicon Valley Capital Partners

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1673633. Source: https://holderbook.com/funds/1673633-silicon-valley-capital-partners/

- Reported value: $1.2B
- Positions: 457
- Weight of the ten largest: 59.7%
- Filed: 2026-09-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $160.2M | 214,476 | 13.0% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $93.7M | 127,239 | 7.6% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $88.8M | 743,368 | 7.2% | 28 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $72.5M | 362,345 | 5.9% | 29 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $67.0M | 187,377 | 5.4% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $59.5M | 205,559 | 4.8% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $57.4M | 153,778 | 4.6% | 24 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $48.2M | 83,054 | 3.9% | 30 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $47.3M | 576,059 | 3.8% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $42.1M | 74,799 | 3.4% | 31 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $42.0M | 357,310 | 3.4% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $39.4M | 104,365 | 3.2% | 15 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $39.3M | 164,885 | 3.2% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $36.5M | 265,605 | 3.0% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $20.8M | 241,290 | 1.7% | 31 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $19.6M | 138,245 | 1.6% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $18.8M | 128,179 | 1.5% | 20 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $16.2M | 13,489 | 1.3% | 14 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $15.8M | 143,321 | 1.3% | 5 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $15.8M | 62,087 | 1.3% | 3 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $14.5M | 156,949 | 1.2% | 4 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $14.0M | 41,480 | 1.1% | 16 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $13.9M | 81,556 | 1.1% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $13.5M | 236,127 | 1.1% | 23 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $13.0M | 11,057 | 1.1% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $12.3M | 25,677 | 1.0% | 15 |
| INVESCO EXCHANGE TRADED FD T | [SPGP](https://holderbook.com/stocks/SPGP/) | $11.6M | 94,799 | 0.9% | 22 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $11.4M | 12,196 | 0.9% | 31 |
| FIDELITY COMWLTH TR | [ONEQ](https://holderbook.com/stocks/ONEQ/) | $11.4M | 110,067 | 0.9% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $10.4M | 35,015 | 0.8% | 10 |
| AMCOR PLC | [AMCR](https://holderbook.com/stocks/AMCR/) | $10.3M | 237,654 | 0.8% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.5M | 7,387 | 0.7% | 24 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $7.7M | 78,024 | 0.6% | 17 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $4.5M | 74,902 | 0.4% | 15 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $4.0M | 45,833 | 0.3% | 24 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.7M | 26,172 | 0.3% | 15 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $3.6M | 8,971 | 0.3% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.2M | 8,969 | 0.3% | 28 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.8M | 5,519 | 0.2% | 31 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $2.7M | 29,386 | 0.2% | 5 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $2.5M | 15,567 | 0.2% | 22 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.5M | 9,678 | 0.2% | 24 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $2.4M | 6,210 | 0.2% | 1 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $2.4M | 26,254 | 0.2% | 15 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $2.0M | 14,539 | 0.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.9M | 6,857 | 0.2% | 7 |
| ROBLOX CORP | [RBLX](https://holderbook.com/stocks/RBLX/) | $1.7M | 31,155 | 0.1% | 9 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.7M | 4,766 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.7M | 8,729 | 0.1% | 22 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.5M | 12,084 | 0.1% | 24 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.3M | 1,774 | 0.1% | 25 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $1.3M | 3,730 | 0.1% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.3M | 3,983 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.2M | 1,728 | 0.1% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.2M | 3,449 | 0.1% | 24 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $1.0M | 961 | 0.1% | 21 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $966.4K | 6,169 | 0.1% | 30 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $961.3K | 1,990 | 0.1% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $894.8K | 1,742 | 0.1% | 24 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $877.1K | 12,155 | 0.1% | 18 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $821.5K | 2,975 | 0.1% | 3 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $779.0K | 343 | 0.1% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $698.6K | 1,371 | 0.1% | 15 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $688.1K | 2,636 | 0.1% | 24 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $670.8K | 1,050 | 0.1% | 2 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $626.6K | 2,070 | 0.1% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $620.6K | 1,820 | 0.1% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $595.6K | 5,105 | 0.0% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $579.3K | 4,932 | 0.0% | 21 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $551.5K | 5,500 | 0.0% | 7 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $531.6K | 2,107 | 0.0% | 8 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $524.1K | 543 | 0.0% | 9 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $497.0K | 1,260 | 0.0% | 2 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $489.9K | 20,218 | 0.0% | 5 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $474.9K | 4,741 | 0.0% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $473.0K | 1,125 | 0.0% | 25 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $444.5K | 3,000 | 0.0% | 1 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $420.8K | 2,481 | 0.0% | 4 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $417.0K | 4,080 | 0.0% | 16 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $411.3K | 8,036 | 0.0% | 25 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $404.6K | 4,897 | 0.0% | 15 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $386.1K | 450 | 0.0% | 8 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $359.1K | 2,216 | 0.0% | 8 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $357.5K | 3,952 | 0.0% | 2 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $353.6K | 552 | 0.0% | 12 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $346.3K | 799 | 0.0% | 9 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $341.0K | 922 | 0.0% | 2 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $333.4K | 4,545 | 0.0% | 6 |
| NETSKOPE INC | [NTSK](https://holderbook.com/stocks/NTSK/) | $328.6K | 30,040 | 0.0% | 1 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $327.8K | 1,686 | 0.0% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $297.7K | 412 | 0.0% | 15 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $274.5K | 670 | 0.0% | 15 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $269.2K | 678 | 0.0% | 14 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $255.0K | 1,178 | 0.0% | 8 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $245.4K | 1,563 | 0.0% | 9 |
| DAVIS FUNDAMENTAL ETF TR | [DINT](https://holderbook.com/stocks/DINT/) | $239.7K | 8,412 | 0.0% | 10 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $239.0K | 5,599 | 0.0% | 24 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $237.5K | 338 | 0.0% | 15 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $229.9K | 5,050 | 0.0% | 10 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $228.0K | 752 | 0.0% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.9% | +14.8% | +5.1% | 100% |
| Q1 2026 | -7.7% | -4.6% | -3.1% | 100% |
| Q4 2025 | +2.8% | +2.4% | +0.5% | 100% |
| Q3 2025 | +9.3% | +7.8% | +1.4% | 100% |
| Q2 2025 | +16.1% | +10.5% | +5.7% | 100% |
| Q1 2025 | -7.6% | -4.6% | -3.1% | 100% |
| Q4 2024 | +4.3% | +2.1% | +2.2% | 100% |
| Q3 2024 | +3.8% | +5.4% | -1.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 457 |
| Q1 2026 | $1.0B | 453 |
| Q4 2025 | $1.1B | 265 |
| Q3 2025 | $1.1B | 282 |
| Q2 2025 | $958.4M | 303 |
| Q1 2025 | $765.3M | 247 |
| Q4 2024 | $896.5M | 312 |
| Q3 2024 | $768.2M | 306 |
| Q2 2024 | $726.6M | 307 |
| Q1 2024 | $670.0M | 308 |
| Q4 2023 | $596.1M | 358 |
| Q3 2023 | $532.8M | 318 |