Managed by Svb Wealth Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | A AAPL — | $375.2M | 1.50M | 0.00% | — |
| 6 | A AAPL — | $356.8M | 1.84M | 0.00% | — |
| 7 | A APP — | $355.1M | 13.80M | 0.00% | — |
| 8 | A AAPL — | $347.8M | 2.11M | 0.00% | — |
| 9 | I IAU — | $329.1M | 2.98M | 0.00% | — |
| 10 | I IAU — | $326.9M | 795.3K | 0.00% | — |
| 11 | A AAPL — | $326.3M | 1.55M | 0.00% | — |
| 12 | V VYLD — | $318.7M | 6.33M | 0.00% | — |
| 13 | I IAU — | $318.2M | 6.33M | 0.00% | — |
| 14 | A APP — | $311.2M | 7.79M | 0.00% | — |
| 15 | A AAPL — | $304.3M | 1.78M | 0.00% | — |
| 16 | I IAU — | $292.3M | 1.20M | 0.00% | — |
| 17 | I IAU — | $285.6M | 3.15M | 0.00% | — |
| 18 | A APP — | $279.7M | 7.02M | 0.00% | — |
| 19 | A AAPL — | $265M | 1.55M | 0.00% | — |
| 20 | S SPY — | $233.5M | 570.4K | 0.00% | — |