Beverly Hills Private Wealth, LLC
CIK: 0001965710Latest portfolio: $564.8M · Q4 2025
Holdings
336
Total Value
$564.8M
New Positions
0
Closed Positions
4
Top Holdings
View All 336 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 101,835 | $25.9M | 4.59% | — | |
| 2 | MSFTMICROSOFT CORP | 45,498 | $23.6M | 4.17% | — | |
| 3 | NVDANVIDIA CORPORATION | 90,931 | $17.0M | 3.00% | — | |
| 4 | JPMJPMORGAN CHASE & CO. | 51,077 | $16.1M | 2.85% | — | |
| 5 | AMZNAMAZON COM INC | 60,126 | $13.2M | 2.34% | — | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,833 | $12.0M | 2.12% | — | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 182,836 | $11.0M | 1.94% | — | |
| 8 | SCHWSCHWAB CHARLES CORP | 107,405 | $10.3M | 1.82% | — | Call |
| 9 | METAMETA PLATFORMS INC | 13,536 | $9.9M | 1.76% | — | |
| 10 | VGSHVANGUARD SCOTTSDALE FDS | 165,352 | $9.7M | 1.72% | — | |
| 11 | 4I1PHILIP MORRIS INTL INC | 58,825 | $9.5M | 1.69% | — | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 28,650 | $8.0M | 1.42% | — | |
| 13 | AVGOBROADCOM INC | 23,459 | $7.7M | 1.37% | — | |
| 14 | BACVERIZON COMMUNICATIONS INC | 165,980 | $7.3M | 1.29% | — | |
| 15 | 0HQKCBL & ASSOC PPTYS INC | 207,193 | $6.3M | 1.12% | — | |
| 16 | JAAAJANUS DETROIT STR TR | 119,456 | $6.1M | 1.07% | — | |
| 17 | ELVELEVANCE HEALTH INC FORMERLY | 18,346 | $5.9M | 1.05% | — | |
| 18 | GBILGOLDMAN SACHS ETF TR | 58,971 | $5.9M | 1.05% | — | |
| 19 | GOOGALPHABET INC | 24,047 | $5.9M | 1.04% | — | |
| 20 | GNMAISHARES TR | 120,869 | $5.4M | 0.95% | — | |
| 21 | VVISA INC | 15,495 | $5.3M | 0.94% | — | |
| 22 | PEPPEPSICO INC | 37,505 | $5.3M | 0.93% | — | |
| 23 | ALXALEXANDERS INC | 20,286 | $4.8M | 0.84% | — | |
| 24 | KRKROGER CO | 68,495 | $4.6M | 0.82% | — | |
| 25 | GDXVANECK ETF TRUST | 60,307 | $4.6M | 0.82% | — |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.592423561169638e+145T)
Industrials0.0% ($3.4502976264023213e+106T)
Healthcare0.0% ($5.926436333443098e+96T)
Unknown0.0% ($1.1981953863354048e+76T)
Consumer Cyclical0.0% ($1.3198460637763762e+68T)
Energy0.0% ($3.851315530512964e+41T)
Consumer Defensive0.0% ($5.2654616416128174e+39T)
Real Estate0.0% ($4.75625781432101e+36T)
Utilities0.0% ($1.961190517327815e+32T)
Communication Services0.0% ($9.935585344243891e+29T)
Basic Materials0.0% ($2.2952150582353266e+22T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 4, 2026 | $564.8M | 989 |
| Q3 2025 | Nov 10, 2025 | $566.8B | 1,004 |
| Q2 2025 | Jul 29, 2025 | $533.5B | 1,050 |
| Q1 2025 | Apr 30, 2025 | $505.6B | 1,046 |
| Q4 2024 | Feb 14, 2025 | $495.1B | 1,036 |
| Q3 2024 | Nov 12, 2024 | $494.9B | 1,061 |
| Q2 2024 | Aug 8, 2024 | $460.2B | 1,083 |
| Q1 2024 | May 9, 2024 | $433.0B | 1,075 |
| Q4 2023 | Jan 30, 2024 | $383.0B | 1,036 |
| Q3 2023 | Nov 8, 2023 | $336.2B | 837 |
| Q2 2023 | Aug 10, 2023 | $608.3B | 318 |
| Q1 2023 | May 4, 2023 | $322.5B | 278 |
| Q4 2022 | Feb 13, 2023 | $228.9B | 234 |
Fund Information
Beverly Hills Private Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $564.8M across 336 holdings. The largest position is APPLE INC (AAPL), representing 4.6% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.