Silicon Valley Capital Partners holds a focused book of 453 stocks worth $1.0B as of Q1 2026 (disclosed May 19, 2026, a ~49-day 13F lag). This quarter they opened Amcor PLC 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. Cloning the disclosed picks since 2016 would be +324% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1673633/holdings"
Use Arkolith to show Silicon Valley Capital Partners's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.5 points over this window.
Growth of $10,000 cloning Silicon Valley Capital Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~49 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street SPDR S&P 500 ETF ETF | $137.7M | 211.7K | 13.5% | ▼−2.1% Reduced · −5K sh | |
| 2 | Invesco QQQ Trust Series I ETF | $74.8M | 129.6K | 7.3% | ▼−0.7% Reduced · −946 sh | |
| 3 | Vanguard Information Technology ETF ETF | $66.9M | 95.8K | 6.6% | ▲+1.5% Added · +1K sh | |
| 4 | Nvidia Corporation Com Stock | $65.1M | 373.4K | 6.4% | ▲+5.4% Added · +19K sh | |
| 5 | Microsoft Corp Com Stock | $54.0M | 145.8K | 5.3% | ▲+8.9% Added · +12K sh | |
| 6 | Alphabet Inc Cap STK CL A Stock | $53.9M | 187.5K | 5.3% | ▲+7.3% Added · +13K sh | |
| 7 | Apple Inc Com Stock | $51.8M | 204.0K | 5.1% | ▼−2.1% Reduced · −4K sh | |
| 8 | Ishares 1-3 Year Treasury Bond ETF ETF | $42.3M | 512.0K | 4.1% | ▼−3.8% Reduced · −20K sh | |
| 9 | Meta Platforms Inc CL A Stock | $37.6M | 65.7K | 3.7% | ▲+5.4% Added · +3K sh | |
| 10 | Ishares 3-7 Year Treasury Bond ETF ETF | $37.4M | 315.6K | 3.7% | ▼−3.7% Reduced · −12K sh | |
| 11 | Amazon Com Inc Com Stock | $34.7M | 166.5K | 3.4% | ▼−6.8% Reduced · −12K sh | |
| 12 | Broadcom Inc Com Stock | $34.4M | 111.1K | 3.4% | ▲+52% Added · +38K sh | |
| 13 | Ishares S&P 500 Growth ETF ETF | $30.7M | 271.7K | 3.0% | ▼−0.7% Reduced · −2K sh | |
| 14 | Advanced Micro Devices Inc Com Stock | $23.1M | 113.6K | 2.3% | ▲+4.9% Added · +5K sh | |
| 15 | Oracle Corp Com Stock | $21.5M | 146.2K | 2.1% | ▲+72% Added · +61K sh | |
| 16 | Servicenow Inc Com Stock | $17.7M | 169.3K | 1.7% | ▲+55% Added · +60K sh | |
| 17 | Vanguard Growth ETF ETF | $17.4M | 39.8K | 1.7% | ▲+0.7% Added · +285 sh | |
| 18 | TR Activebeta US Large Cap Equity ETF ETF | $16.4M | 131.2K | 1.6% | ▼−3.1% Reduced · −4K sh | |
| 19 | Ishares Trust Ishares 0-1 Year Treasury Bond ETF ETF | $14.2M | 128.3K | 1.4% | ▼−2.8% Reduced · −4K sh | |
| 20 | Eli Lilly & Co Com Stock | $12.0M | 13.0K | 1.2% | ▼−27% Reduced · −5K sh | |
| 21 | Costco Wholesale Corporation Com Stock | $11.9M | 12.0K | 1.2% | ▼−34% Reduced · −6K sh | |
| 22 | Schwab Charles Corp Com Stock | $11.8M | 126.0K | 1.2% | ▲1k× Added · +126K sh | |
| 23 | Invesco S&P 500 Garp ETF ETF | $11.7M | 108.5K | 1.1% | ▼−8.2% Reduced · −10K sh | |
| 24 | American Express Co Com Stock | $10.9M | 36.1K | 1.1% | ▼−4.8% Reduced · −2K sh | |
| 25 | Air Products And Chemicals Inc Com Stock | $10.9M | 37.4K | 1.1% | ▼−4.9% Reduced · −2K sh | |
| 26 | Bank Of Amer Corp Com Stock | $10.3M | 212.3K | 1.0% | ▼−27% Reduced · −77K sh | |
| 27 | Fidelity Nasdaq Composite Index ETF ETF | $9.4M | 111.1K | 0.9% | ▼−0.1% Reduced · −178 sh | |
| 28 | Unitedhealth Group Inc Com Stock | $9.3M | 34.3K | 0.9% | ▲17× Added · +32K sh | |
| 29 | Snowflake Inc Com SHS Stock | $8.1M | 53.9K | 0.8% | ▲54× Added · +53K sh | |
| 30 | Amcor PLC Com New Stock | $7.4M | 187.1K | 0.7% | ▲New New position | |
| 31 | Intuitive Surgical Inc Com New Stock | $4.3M | 9.2K | 0.4% | ▲+13% Added · +1K sh | |
| 32 | US Bancorp Com New Stock | $3.8M | 72.9K | 0.4% | ▼−71% Reduced · −180K sh | |
| 33 | Vanguard Mega Cap Growth ETF ETF | $3.4M | 9.3K | 0.3% | ▲+0.1% Added · +10 sh | |
| 34 | Marvell Technology Inc Com Stock | $3.2M | 32.2K | 0.3% | ▲+0.1% Added · +23 sh | |
| 35 | Berkshire Hathaway Inc Del CL B New Stock | $3.1M | 6.4K | 0.3% | ▼−5.1% Reduced · −343 sh | |
| 36 | Alphabet Inc Cap STK CL C Stock | $2.9M | 10.2K | 0.3% | ▲+39% Added · +3K sh | |
| 37 | Exxon Mobil Corp Com Stock | $2.7M | 16.0K | 0.3% | ▼−83% Reduced · −76K sh | |
| 38 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF ETF | $2.7M | 29.6K | 0.3% | ▼−4.2% Reduced · −1K sh | |
| 39 | Johnson & Johnson Com Stock | $2.4M | 9.7K | 0.2% | ▼−0.4% Reduced · −40 sh | |
| 40 | Vanguard Mega Cap Value ETF ETF | $2.2M | 15.5K | 0.2% | ▼−13% Reduced · −2K sh | |
| 41 | Micron Technology Inc Com Stock | $2.2M | 6.6K | 0.2% | ▲+7.2% Added · +440 sh | |
| 42 | Home Depot Inc Com Stock | $1.9M | 5.7K | 0.2% | ▼−76% Reduced · −18K sh | |
| 43 | International Business Machs Com Stock | $1.9M | 7.7K | 0.2% | ▲+24% Added · +1K sh | |
| 44 | Invesco S&P 500 Quality ETF ETF | $1.8M | 24.2K | 0.2% | ▼−7.1% Reduced · −2K sh | |
| 45 | Roblox Corp CL A Stock | $1.8M | 31.2K | 0.2% | ▼−30% Reduced · −14K sh | |
| 46 | JPMorgan Chase & Co Com Stock | $1.3M | 4.5K | 0.1% | ▼−58% Reduced · −6K sh | |
| 47 | Salesforce Inc Com Stock | $1.3M | 6.9K | 0.1% | ▼−92% Reduced · −78K sh | |
| 48 | Ishares Russell 1000 Growth ETF ETF | $1.3M | 3.0K | 0.1% | ▲+0.1% Added · +2 sh | |
| 49 | Visa Inc Com CL A Stock | $1.3M | 4.2K | 0.1% | ▲+11% Added · +402 sh | |
| 50 | Ishares Core S&P 500 ETF ETF | $1.2M | 1.8K | 0.1% | ▼−3.6% Reduced · −67 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 19, 2026 | 454 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 265 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 283 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 11, 2025 | 303 | $958.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 28, 2025 | 247 | $765.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 315 | $896.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 309 | $768.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Oct 30, 2024 | 312 | $726.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 29, 2024 | 312 | $670.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 363 | $596.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 322 | $532.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 336 | $535.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 290 | $477.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 259 | $437.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 65 | $460.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 60 | $481.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 71 | $608.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 77 | $636.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 71 | $524.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 64 | $502.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 71 | $456.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 66 | $464.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 54 | $400.2M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 6, 2020 | 38 | $321.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.