Box Hill Private Wealth LLC
CIK: 0002094120SEC EDGAR →
Portfolio Value
$98.8M
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 57,746 | $18.2M | 18.40% |
| 2 | ISHARES TR | 22,390 | $15.3M | 15.52% |
| 3 | INVESCO QQQ TR | 10,562 | $6.5M | 6.57% |
| 4 | VANGUARD INDEX FDS | 19,303 | $5.0M | 5.04% |
| 5 | ISHARES TR | 39,315 | $3.5M | 3.56% |
| 6 | ISHARES INC | 50,963 | $3.4M | 3.47% |
| 7 | TESLA INC | 5,940 | $2.7M | 2.70% |
| 8 | APPLE INC | 9,598 | $2.6M | 2.64% |
| 9 | NVIDIA CORPORATION | 13,251 | $2.5M | 2.50% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 4,798 | $2.4M | 2.44% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $62.9M | 63.7% |
| Unknown | 3 | $12.4M | 12.6% |
| Technology | 11 | $10.7M | 10.9% |
| Communication Services | 4 | $5.0M | 5.0% |
| Consumer Cyclical | 4 | $4.4M | 4.5% |
| Healthcare | 3 | $1.1M | 1.1% |
| Industrials | 3 | $1.0M | 1.0% |
| Consumer Defensive | 1 | $813K | 0.8% |
| Energy | 1 | $331K | 0.3% |