Box Hill Private Wealth LLC
CIK: 2094120SEC EDGAR →
Portfolio Value
$25.2B
Holdings
67
As of
Q2 2026
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 51,540 | $5.0B | 19.78% |
| 2 | ISHARES INC | 59,156 | $4.9B | 19.47% |
| 3 | BLACKROCK ETF TRUST II | 53,606 | $2.8B | 11.15% |
| 4 | TIDAL TRUST II | 22,537 | $2.2B | 8.84% |
| 5 | ISHARES TR | 33,987 | $1.7B | 6.69% |
| 6 | ISHARES TR | 15,447 | $1.2B | 4.73% |
| 7 | FIDELITY MERRIMACK STR TR | 25,240 | $1.1B | 4.56% |
| 8 | GAMESTOP CORP | 37,969 | $838.4M | 3.33% |
| 9 | BLACKROCK ETF TRUST | 14,651 | $772.4M | 3.07% |
| 10 | VANGUARD INDEX FDS | 5,952 | $574.0M | 2.28% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $17.6B | 70.1% |
| Unknown | 5 | $5.6B | 22.1% |
| Consumer Cyclical | 4 | $842.1M | 3.3% |
| Technology | 12 | $509.2M | 2.0% |
| Communication Services | 4 | $367.5M | 1.5% |
| Industrials | 4 | $250.4M | 1.0% |
| Healthcare | 2 | $873K | 0.0% |
| Consumer Defensive | 1 | $863K | 0.0% |
| Energy | 1 | $373K | 0.0% |