Arkolith/Funds/Silicon Valley Capital Partners

Silicon Valley Capital Partners

CIK 1673633
Holdings as of Mar 31, 2026·disclosed May 19, 2026·~49-day 13F lag·13F-HR
Active Filer

Silicon Valley Capital Partners holds a focused book of 418 stocks worth $1.0B as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). This quarter they opened AMCOR PLC COM NEW and trimmed SS SPDR S&P 500 ETF TRUST-US. Their largest long position is SS SPDR S&P 500 ETF TRUST-US at 13% of the equity book.

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Use Arkolith to show Silicon Valley Capital Partners's latest
holdings, largest changes, and filing provenance.
Opened
192
new positions
Added to
108
existing
Trimmed
45
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
66%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Health Care
2%
Financials
2%
Industrials
0%
Energy
0%
Real Estate
0%
Consumer Discretionary
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • SALESFORCE INC COM
    −92%$14.5M
  • −83%$13.0M
  • US BANCORP COM NEW
    −71%$9.4M
  • COSTCO WHOLESALE CORPORATION COM
    −34%$6.3M
  • HOME DEPOT INC COM
    −76%$6.0M
  • −27%$4.3M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

453 positions
#SecurityValueShares% PortLast moveHistory
1State Street SPDR S&P 500 ETF
ETF
$137.7M211.7K
13.5%
−2.1%
Reduced · −5K sh
2Invesco QQQ Trust Series I
ETF
$74.8M129.6K
7.3%
−0.7%
Reduced · −946 sh
3Vanguard Information Technology ETF
ETF
$66.9M95.8K
6.6%
+1.5%
Added · +1K sh
4Nvidia Corporation Com
Stock
$65.1M373.4K
6.4%
+5.4%
Added · +19K sh
5Microsoft Corp Com
Stock
$54.0M145.8K
5.3%
+8.9%
Added · +12K sh
6Alphabet Inc Cap STK CL A
Stock
$53.9M187.5K
5.3%
+7.3%
Added · +13K sh
7Apple Inc Com
Stock
$51.8M204.0K
5.1%
−2.1%
Reduced · −4K sh
8Ishares 1-3 Year Treasury Bond ETF
ETF
$42.3M512.0K
4.1%
−3.8%
Reduced · −20K sh
9Meta Platforms Inc CL A
Stock
$37.6M65.7K
3.7%
+5.4%
Added · +3K sh
10Ishares 3-7 Year Treasury Bond ETF
ETF
$37.4M315.6K
3.7%
−3.7%
Reduced · −12K sh
11Amazon Com Inc Com
Stock
$34.7M166.5K
3.4%
−6.8%
Reduced · −12K sh
12Broadcom Inc Com
Stock
$34.4M111.1K
3.4%
+52%
Added · +38K sh
13Ishares S&P 500 Growth ETF
ETF
$30.7M271.7K
3.0%
−0.7%
Reduced · −2K sh
14Advanced Micro Devices Inc Com
Stock
$23.1M113.6K
2.3%
+4.9%
Added · +5K sh
15Oracle Corp Com
Stock
$21.5M146.2K
2.1%
+72%
Added · +61K sh
16Servicenow Inc Com
Stock
$17.7M169.3K
1.7%
+55%
Added · +60K sh
17Vanguard Growth ETF
ETF
$17.4M39.8K
1.7%
+0.7%
Added · +285 sh
18TR Activebeta US Large Cap Equity ETF
ETF
$16.4M131.2K
1.6%
−3.1%
Reduced · −4K sh
19Ishares Trust Ishares 0-1 Year Treasury Bond ETF
ETF
$14.2M128.3K
1.4%
−2.8%
Reduced · −4K sh
20Eli Lilly & Co Com
Stock
$12.0M13.0K
1.2%
−27%
Reduced · −5K sh
21Costco Wholesale Corporation Com
Stock
$11.9M12.0K
1.2%
−34%
Reduced · −6K sh
22Schwab Charles Corp Com
Stock
$11.8M126.0K
1.2%
1k×
Added · +126K sh
23Invesco S&P 500 Garp ETF
ETF
$11.7M108.5K
1.1%
−8.2%
Reduced · −10K sh
24American Express Co Com
Stock
$10.9M36.1K
1.1%
−4.8%
Reduced · −2K sh
25Air Products And Chemicals Inc Com
Stock
$10.9M37.4K
1.1%
−4.9%
Reduced · −2K sh
26Bank Of Amer Corp Com
Stock
$10.3M212.3K
1.0%
−27%
Reduced · −77K sh
27Fidelity Nasdaq Composite Index ETF
ETF
$9.4M111.1K
0.9%
−0.1%
Reduced · −178 sh
28Unitedhealth Group Inc Com
Stock
$9.3M34.3K
0.9%
17×
Added · +32K sh
29Snowflake Inc Com SHS
Stock
$8.1M53.9K
0.8%
54×
Added · +53K sh
30Amcor PLC Com New
Stock
$7.4M187.1K
0.7%
New
New position
31Intuitive Surgical Inc Com New
Stock
$4.3M9.2K
0.4%
+13%
Added · +1K sh
32US Bancorp Com New
Stock
$3.8M72.9K
0.4%
−71%
Reduced · −180K sh
33Vanguard Mega Cap Growth ETF
ETF
$3.4M9.3K
0.3%
+0.1%
Added · +10 sh
34Marvell Technology Inc Com
Stock
$3.2M32.2K
0.3%
+0.1%
Added · +23 sh
35Berkshire Hathaway Inc Del CL B New
Stock
$3.1M6.4K
0.3%
−5.1%
Reduced · −343 sh
36Alphabet Inc Cap STK CL C
Stock
$2.9M10.2K
0.3%
+39%
Added · +3K sh
37Exxon Mobil Corp Com
Stock
$2.7M16.0K
0.3%
−83%
Reduced · −76K sh
38State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ETF
$2.7M29.6K
0.3%
−4.2%
Reduced · −1K sh
39Johnson & Johnson Com
Stock
$2.4M9.7K
0.2%
−0.4%
Reduced · −40 sh
40Vanguard Mega Cap Value ETF
ETF
$2.2M15.5K
0.2%
−13%
Reduced · −2K sh
41Micron Technology Inc Com
Stock
$2.2M6.6K
0.2%
+7.2%
Added · +440 sh
42Home Depot Inc Com
Stock
$1.9M5.7K
0.2%
−76%
Reduced · −18K sh
43International Business Machs Com
Stock
$1.9M7.7K
0.2%
+24%
Added · +1K sh
44Invesco S&P 500 Quality ETF
ETF
$1.8M24.2K
0.2%
−7.1%
Reduced · −2K sh
45Roblox Corp CL A
Stock
$1.8M31.2K
0.2%
−30%
Reduced · −14K sh
46JPMorgan Chase & Co Com
Stock
$1.3M4.5K
0.1%
−58%
Reduced · −6K sh
47Salesforce Inc Com
Stock
$1.3M6.9K
0.1%
−92%
Reduced · −78K sh
48Ishares Russell 1000 Growth ETF
ETF
$1.3M3.0K
0.1%
+0.1%
Added · +2 sh
49Visa Inc Com CL A
Stock
$1.3M4.2K
0.1%
+11%
Added · +402 sh
50Ishares Core S&P 500 ETF
ETF
$1.2M1.8K
0.1%
−3.6%
Reduced · −67 sh
Showing 50 of 453 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 19, 2026454$1.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026265$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 17, 2025283$1.1B13F-HR
Q2 2025Jun 30, 2025Sep 11, 2025303$958.4M13F-HR
Q1 2025Mar 31, 2025May 28, 2025247$765.3M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025315$896.5M13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024309$768.2M13F-HR
Q2 2024Jun 30, 2024Oct 30, 2024312$726.6M13F-HR
Q1 2024Mar 31, 2024Apr 29, 2024312$670.0M13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024363$596.1M13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023322$532.8M13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023336$535.8M13F-HR
Q1 2023Mar 31, 2023May 10, 2023290$477.7M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023259$437.0M13F-HR
Q3 2022Sep 30, 2022Nov 10, 202265$460.9M13F-HR
Q2 2022Jun 30, 2022Jul 13, 202260$481.4M13F-HR
Q1 2022Mar 31, 2022May 13, 202271$608.8M13F-HR
Q4 2021Dec 31, 2021Feb 11, 202277$636.8M13F-HR
Q3 2021Sep 30, 2021Nov 10, 202171$524.9M13F-HR
Q2 2021Jun 30, 2021Aug 11, 202164$502.5M13F-HR
Q1 2021Mar 31, 2021May 10, 202171$456.0M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202166$464.9M13F-HR
Q3 2020Sep 30, 2020Nov 16, 202054$400.2M13F-HR
Q2 2020Jun 30, 2020Aug 6, 202038$321.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.