Beverly Hills Private Wealth, LLC
CIK: 0001965710SEC EDGAR →
Portfolio Value
$564.8M
Holdings
336
As of
Q4 2025
New Positions
29
Closed Positions
26
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 101,835 | $25.9M | 4.59% |
| 2 | MICROSOFT CORP | 45,498 | $23.6M | 4.17% |
| 3 | NVIDIA CORPORATION | 90,931 | $17.0M | 3.00% |
| 4 | JPMORGAN CHASE & CO. | 51,077 | $16.1M | 2.85% |
| 5 | AMAZON COM INC | 60,126 | $13.2M | 2.34% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 23,833 | $12.0M | 2.12% |
| 7 | VANGUARD SCOTTSDALE FDS | 182,836 | $11.0M | 1.94% |
| 8 | SCHWCall SCHWAB CHARLES CORP | 107,405 | $10.3M | 1.82% |
| 9 | META PLATFORMS INC | 13,536 | $9.9M | 1.76% |
| 10 | VANGUARD SCOTTSDALE FDS | 165,352 | $9.7M | 1.72% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 100 | $167.7M | 29.7% |
| Technology | 43 | $127.8M | 22.6% |
| Unknown | 24 | $48.6M | 8.6% |
| Consumer Cyclical | 23 | $42.5M | 7.5% |
| Healthcare | 32 | $38.1M | 6.8% |
| Industrials | 35 | $33.9M | 6.0% |
| Communication Services | 11 | $30.1M | 5.3% |
| Consumer Defensive | 14 | $24.5M | 4.3% |
| Energy | 15 | $21.6M | 3.8% |
| Real Estate | 16 | $13.4M | 2.4% |
| Utilities | 13 | $9.4M | 1.7% |
| Basic Materials | 10 | $6.7M | 1.2% |