Beverly Hills Private Wealth, LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$564.8B
Holdings
336
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (336 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BMOBANK MONTREAL QUE | 3,319 | $430.0M | 0.08% | |
| 202 | IBBISHARES TR | 2,971 | $428.0M | 0.08% | |
| 203 | IRMIRON MTN INC DEL | 4,148 | $422.0M | 0.07% | |
| 204 | KMBKIMBERLY-CLARK CORP | 3,373 | $419.0M | 0.07% | |
| 205 | QUALISHARES TR | 2,135 | $414.0M | 0.07% | |
| 206 | HIIHUNTINGTON INGALLS INDS INC | 1,425 | $409.0M | 0.07% | |
| 207 | SESEA LTD | 2,291 | $408.0M | 0.07% | |
| 208 | DYNFBLACKROCK ETF TRUST | 6,908 | $408.0M | 0.07% | |
| 209 | IPINTERNATIONAL PAPER CO | 8,787 | $406.0M | 0.07% | Put |
| 210 | AEPAMERICAN ELEC PWR CO INC | 3,605 | $405.0M | 0.07% | |
| 211 | RSGREPUBLIC SVCS INC | 1,750 | $399.0M | 0.07% | |
| 212 | VMIVALMONT INDS INC | 1,023 | $395.0M | 0.07% | |
| 213 | GVAGRANITE CONSTR INC | 3,560 | $390.0M | 0.07% | |
| 214 | MSCIMSCI INC | 689 | $390.0M | 0.07% | |
| 215 | IVWISHARES TR | 3,215 | $387.0M | 0.07% | |
| 216 | DISDISNEY WALT CO | 3,373 | $385.0M | 0.07% | |
| 217 | FCFSFIRSTCASH HOLDINGS INC | 2,421 | $383.0M | 0.07% | |
| 218 | DHID R HORTON INC | 2,260 | $382.0M | 0.07% | |
| 219 | GOVZISHARES TR | 39,243 | $381.0M | 0.07% | |
| 220 | SYKSTRYKER CORPORATION | 1,035 | $381.0M | 0.07% | |
| 221 | GQ9SPDR GOLD TR | 1,071 | $380.0M | 0.07% | |
| 222 | CRUSCIRRUS LOGIC INC | 3,034 | $379.0M | 0.07% | |
| 223 | AOSSMITH A O CORP | 5,147 | $377.0M | 0.07% | |
| 224 | FTSFORTIS INC | 7,394 | $374.0M | 0.07% | |
| 225 | CMCANADIAN IMPERIAL BANK OF CO | 4,631 | $369.0M | 0.07% | |
| 226 | GFRGREENFIRE RES LTD NEW | 79,331 | $366.0M | 0.06% | |
| 227 | JMSTJ P MORGAN EXCHANGE TRADED F | 7,144 | $363.0M | 0.06% | |
| 228 | EFVISHARES TR | 5,352 | $362.0M | 0.06% | |
| 229 | MBBISHARES TR | 3,824 | $362.0M | 0.06% | |
| 230 | PDIPIMCO DYNAMIC INCOME FD | 18,099 | $358.0M | 0.06% | |
| 231 | RDNTRADNET INC | 4,700 | $358.0M | 0.06% | |
| 232 | BBARRICK MNG CORP | 10,787 | $353.0M | 0.06% | |
| 233 | DUKDUKE ENERGY CORP NEW | 2,844 | $350.0M | 0.06% | |
| 234 | QSRRESTAURANT BRANDS INTL INC | 5,467 | $350.0M | 0.06% | |
| 235 | TMTOYOTA MOTOR CORP | 1,833 | $349.0M | 0.06% | |
| 236 | NINISOURCE INC | 8,037 | $347.0M | 0.06% | |
| 237 | GDGENERAL DYNAMICS CORP | 1,021 | $345.0M | 0.06% | |
| 238 | IEMGISHARES INC | 5,190 | $341.0M | 0.06% | |
| 239 | FQALFIDELITY COVINGTON TRUST | 4,532 | $337.0M | 0.06% | |
| 240 | DRIDARDEN RESTAURANTS INC | 1,773 | $337.0M | 0.06% | |
| 241 | HAMHARMONY GOLD MINING CO LTD | 18,510 | $335.0M | 0.06% | |
| 242 | SHVISHARES TR | 3,012 | $332.0M | 0.06% | |
| 243 | BOXBOX INC | 10,250 | $330.0M | 0.06% | |
| 244 | BBVABANCO BILBAO VIZCAYA ARGENTA | 17,086 | $328.0M | 0.06% | |
| 245 | MSMMSC INDL DIRECT INC | 3,571 | $328.0M | 0.06% | |
| 246 | CVE/WSCENOVUS ENERGY INC | 26,516 | $326.0M | 0.06% | |
| 247 | IVEISHARES TR | 1,577 | $325.0M | 0.06% | |
| 248 | MUFGMITSUBISHI UFJ FINL GROUP IN | 20,381 | $323.0M | 0.06% | |
| 249 | ATFVTHE ALGER ETF TRUST | 9,075 | $322.0M | 0.06% | |
| 250 | HOLXHOLOGIC INC | 4,739 | $319.0M | 0.06% | |
| 251 | TAKTAKEDA PHARMACEUTICAL CO LTD | 21,772 | $318.0M | 0.06% | |
| 252 | VICIVICI PPTYS INC | 9,748 | $316.0M | 0.06% | |
| 253 | KOCOCA COLA CO | 4,782 | $314.0M | 0.06% | |
| 254 | MIDDMIDDLEBY CORP | 2,314 | $307.0M | 0.05% | |
| 255 | HASHASBRO INC | 4,073 | $307.0M | 0.05% | |
| 256 | ROSTROSS STORES INC | 2,015 | $307.0M | 0.05% | |
| 257 | SMFGSUMITOMO MITSUI FINL GROUP I | 18,289 | $305.0M | 0.05% | |
| 258 | WBSWEBSTER FINL CORP | 5,107 | $302.0M | 0.05% | |
| 259 | EMREMERSON ELEC CO | 2,309 | $301.0M | 0.05% | |
| 260 | FLMIFRANKLIN TEMPLETON ETF TR | 12,195 | $301.0M | 0.05% | |
| 261 | EDGGOLD FIELDS LTD | 7,151 | $300.0M | 0.05% | |
| 262 | OEFISHARES TR | 899 | $298.0M | 0.05% | |
| 263 | USBUS BANCORP DEL | 6,216 | $298.0M | 0.05% | |
| 264 | NTAPNETAPP INC | 2,510 | $297.0M | 0.05% | |
| 265 | BXPBXP INC | 3,962 | $294.0M | 0.05% | |
| 266 | KMIKINDER MORGAN INC DEL | 10,374 | $293.0M | 0.05% | |
| 267 | BWABORGWARNER INC | 6,688 | $293.0M | 0.05% | |
| 268 | HXLHEXCEL CORP NEW | 4,681 | $292.0M | 0.05% | |
| 269 | HSYHERSHEY CO | 1,564 | $292.0M | 0.05% | |
| 270 | MCHPMICROCHIP TECHNOLOGY INC. | 4,561 | $292.0M | 0.05% | |
| 271 | BOTZGLOBAL X FDS | 8,214 | $291.0M | 0.05% | |
| 272 | AVEMAMERICAN CENTY ETF TR | 3,887 | $291.0M | 0.05% | |
| 273 | QGENQIAGEN NV | 6,459 | $287.0M | 0.05% | |
| 274 | ADPAUTOMATIC DATA PROCESSING IN | 976 | $285.0M | 0.05% | |
| 275 | LAZLAZARD INC | 5,333 | $281.0M | 0.05% | |
| 276 | ARWARROW ELECTRS INC | 2,318 | $280.0M | 0.05% | |
| 277 | GBDCGOLUB CAP BDC INC | 20,516 | $280.0M | 0.05% | |
| 278 | TFCTRUIST FINL CORP | 6,153 | $279.0M | 0.05% | |
| 279 | VTVVANGUARD INDEX FDS | 1,488 | $277.0M | 0.05% | |
| 280 | CYDCHINA YUCHAI INTL LTD | 6,712 | $277.0M | 0.05% | |
| 281 | EWBCEAST WEST BANCORP INC | 2,542 | $270.0M | 0.05% | |
| 282 | IYWISHARES TR | 1,378 | $269.0M | 0.05% | |
| 283 | WF2WINTRUST FINL CORP | 2,030 | $268.0M | 0.05% | |
| 284 | OREALTY INCOME CORP | 4,421 | $267.0M | 0.05% | |
| 285 | LYGLLOYDS BANKING GROUP PLC | 59,070 | $267.0M | 0.05% | |
| 286 | COPCONOCOPHILLIPS | 2,833 | $267.0M | 0.05% | |
| 287 | CBTCABOT CORP | 3,461 | $263.0M | 0.05% | |
| 288 | DVADAVITA INC | 1,991 | $263.0M | 0.05% | |
| 289 | JT5MUELLER WTR PRODS INC | 10,255 | $261.0M | 0.05% | |
| 290 | BCSBARCLAYS PLC | 12,248 | $252.0M | 0.04% | |
| 291 | ONON SEMICONDUCTOR CORP | 5,067 | $248.0M | 0.04% | |
| 292 | BMYBRISTOL-MYERS SQUIBB CO | 5,414 | $243.0M | 0.04% | |
| 293 | BUWABIO RAD LABS INC | 868 | $243.0M | 0.04% | |
| 294 | OMCOMNICOM GROUP INC | 2,950 | $239.0M | 0.04% | |
| 295 | SAPSAP SE | 900 | $237.0M | 0.04% | |
| 296 | VNETVNET GROUP INC | 22,926 | $236.0M | 0.04% | |
| 297 | BSXBOSTON SCIENTIFIC CORP | 2,420 | $236.0M | 0.04% | |
| 298 | SPDWSPDR INDEX SHS FDS | 5,497 | $235.0M | 0.04% | |
| 299 | CRLCHARLES RIV LABS INTL INC | 1,512 | $235.0M | 0.04% | |
| 300 | TIGRUP FINTECH HLDG LTD | 22,040 | $235.0M | 0.04% |