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)

#StockSharesValue% PortfolioType
301
ERIIENERGY RECOVERY INC
15,100$232.0M0.04%
302
AVBAVALONBAY CMNTYS INC
1,210$232.0M0.04%
303
NTRNUTRIEN LTD
3,937$230.0M0.04%
304
IUSBISHARES TR
4,960$230.0M0.04%
305
GEVGE VERNOVA INC
373$229.0M0.04%
306
SDYSPDR SERIES TRUST
1,589$222.0M0.04%
307
WEXWEX INC
1,415$221.0M0.04%
308
TSLATESLA INC
499$220.0M0.04%
309
BVNCOMPANIA DE MINAS BUENAVENTU
8,962$218.0M0.04%
310
TPZTORTOISE CAPITAL SERIES TRUS
10,320$216.0M0.04%
311
XLKSELECT SECTOR SPDR TR
764$215.0M0.04%
312
SBSWSIBANYE STILLWATER LTD
19,207$215.0M0.04%
313
CDPCOPT DEFENSE PROPERTIES
7,447$215.0M0.04%
314
PPLPEMBINA PIPELINE CORP
5,235$211.0M0.04%
315
FLCAFRANKLIN TEMPLETON ETF TR
4,638$210.0M0.04%
316
CMECME GROUP INC
780$210.0M0.04%
317
SBACSBA COMMUNICATIONS CORP NEW
1,091$210.0M0.04%
318
FUTUFUTU HLDGS LTD
1,188$206.0M0.04%
319
FOURSHIFT4 PMTS INC
2,670$206.0M0.04%
320
AMCRAMCOR PLC
25,180$205.0M0.04%
321
SCHOSCHWAB STRATEGIC TR
8,399$204.0M0.04%
322
BBCAJ P MORGAN EXCHANGE TRADED F
2,344$203.0M0.04%
323
SHWSHERWIN WILLIAMS CO
588$202.0M0.04%
324
KVUEKENVUE INC
11,120$180.0M0.03%
325
PAAPLAINS ALL AMERN PIPELINE L
10,434$178.0M0.03%
326
AVTRAVANTOR INC
14,009$174.0M0.03%
327
TTELUS CORPORATION
11,077$173.0M0.03%
328
CXCEMEX SAB DE CV
19,026$171.0M0.03%
329
KEPKOREA ELEC PWR CORP
12,923$168.0M0.03%
330
GRFSGRIFOLS S A
15,361$152.0M0.03%
331
AEGAEGON LTD
17,851$142.0M0.03%
332
RLJRLJ LODGING TR
10,419$75.0M0.01%
333
SRGSERITAGE GROWTH PPTYS
17,000$72.0M0.01%
334
WOOFPETCO HEALTH & WELLNESS CO I
10,200$39.0M0.01%
335
BHRBRAEMAR HOTELS & RESORTS INC
11,131$30.0M0.01%
336
LCTXLINEAGE CELL THERAPEUTICS IN
10,000$16.0M0.00%
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