Silicon Valley Capital Partners, L.P.
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 518
- Avg AUM / client
- $2.5M
- Accounts
- 1,627
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Investments (13F portfolio — 454 positions, $1,020,552,659)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Street Spdr S&P 500 Etf | ETF | $137,658,110 | 211,671 | 13.5% | 10.7% |
| 2 | Invesco Qqq Trust Series I | ETF | $74,829,303 | 129,646 | 7.33% | 5.81% |
| 3 | Vanguard Information Technology Etf | ETF | $66,862,711 | 95,830 | 6.55% | 5.19% |
| 4 | Nvidia Corporation Com | Stock | $65,116,575 | 373,375 | 6.38% | 5.06% |
| 5 | Microsoft Corp Com | Stock | $53,954,327 | 145,756 | 5.29% | 4.19% |
| 6 | Alphabet Inc Cap Stk Cl A | Stock | $53,904,099 | 187,453 | 5.28% | 4.19% |
| 7 | Apple Inc Com | Stock | $51,776,975 | 204,015 | 5.07% | 4.02% |
| 8 | Ishares 1 3 Year Treasury Bond Etf | ETF | $42,275,789 | 511,999 | 4.14% | 3.28% |
| 9 | Meta Platforms Inc Cl A | Stock | $37,580,378 | 65,685 | 3.68% | 2.92% |
| 10 | Ishares 3 7 Year Treasury Bond Etf | ETF | $37,428,216 | 315,584 | 3.67% | 2.91% |
| 11 | Amazon Com Inc Com | Stock | $34,684,455 | 166,536 | 3.4% | 2.69% |
| 12 | Broadcom Inc Com | Stock | $34,398,470 | 111,138 | 3.37% | 2.67% |
| 13 | Ishares S&P 500 Growth Etf | ETF | $30,734,439 | 271,722 | 3.01% | 2.39% |
| 14 | Advanced Micro Devices Inc Com | Stock | $23,107,747 | 113,591 | 2.26% | 1.79% |
| 15 | Oracle Corp Com | Stock | $21,500,095 | 146,150 | 2.11% | 1.67% |
| 16 | Servicenow Inc Com | Stock | $17,704,107 | 169,336 | 1.73% | 1.37% |
| 17 | Vanguard Growth Etf | ETF | $17,394,949 | 39,825 | 1.7% | 1.35% |
| 18 | Tr Activebeta Us Large Cap Equity Etf | ETF | $16,413,895 | 131,175 | 1.61% | 1.27% |
| 19 | Ishares Trust Ishares 0 1 Year Treasury Bond Etf | ETF | $14,158,911 | 128,263 | 1.39% | 1.1% |
| 20 | Eli Lilly & Co Com | Stock | $11,964,966 | 13,009 | 1.17% | 0.93% |
| 21 | Costco Wholesale Corporation Com | Stock | $11,929,115 | 11,972 | 1.17% | 0.93% |
| 22 | Schwab Charles Corp Com | Stock | $11,838,485 | 125,968 | 1.16% | 0.92% |
| 23 | Invesco S&P 500 Garp Etf | ETF | $11,672,153 | 108,457 | 1.14% | 0.91% |
| 24 | American Express Co Com | Stock | $10,924,133 | 36,115 | 1.07% | 0.85% |
| 25 | Air Products And Chemicals Inc Com | Stock | $10,864,023 | 37,399 | 1.06% | 0.84% |
Top 25 of 454 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 173 | $74.9M | 5.82% |
| High net worth individuals | 340 | $1.2B | 90.9% |
| Pension and profit sharing plans | 5 | $22.7M | 1.77% |
| Corporations and other businesses | Fewer than 5 clients | $19.1M | 1.48% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Kevin Combs | Chief Investment Officer & General Partner | Apr 2014 (12y) | 75% or more | |
| Alison Maile Cornwell | Chief Operations Officer | Dec 2022 (4y) | Less than 5% | |
| Cynthia Lee Combs | Chief Executive Officer & Interim Cco | Dec 2022 (4y) | Less than 5% | |
| Deana L. Moncayo | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 927 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗