Box Hill Private Wealth LLC
CIK: 2094120SEC EDGAR →
Portfolio Value
$28.4B
Holdings
75
As of
Q3 2026
New Positions
10
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 57,907 | $5.6B | 19.73% |
| 2 | ISHARES INC | 61,147 | $5.0B | 17.45% |
| 3 | BLACKROCK ETF TRUST II | 76,127 | $3.9B | 13.60% |
| 4 | TIDAL TRUST II | 23,420 | $2.2B | 7.57% |
| 5 | ISHARES TR | 39,955 | $2.0B | 6.95% |
| 6 | ISHARES INC | 17,945 | $1.8B | 6.25% |
| 7 | ISHARES TR | 19,733 | $1.4B | 4.99% |
| 8 | — ROUNDHILL ETF TRUST | 16,933 | $1.0B | 3.59% |
| 9 | BLACKROCK ETF TRUST | 15,547 | $733.7M | 2.58% |
| 10 | GAMESTOP CORP | 20,817 | $513.1M | 1.80% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $20.2B | 71.1% |
| Unknown | 6 | $6.9B | 24.2% |
| Consumer Cyclical | 4 | $516.6M | 1.8% |
| Communication Services | 4 | $337.4M | 1.2% |
| Technology | 14 | $254.5M | 0.9% |
| Industrials | 4 | $214.5M | 0.8% |
| Healthcare | 2 | $869K | 0.0% |
| Consumer Defensive | 1 | $820K | 0.0% |
| Energy | 2 | $656K | 0.0% |