Box Hill Private Wealth LLC
CIK: 2094120SEC EDGAR →
Portfolio Value
$22.6B
Holdings
66
As of
Q1 2026
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 49,928 | $4.5B | 20.03% |
| 2 | ISHARES INC | 63,937 | $4.5B | 19.76% |
| 3 | BLACKROCK ETF TRUST II | 56,916 | $3.0B | 13.10% |
| 4 | ISHARES TR | 32,618 | $1.5B | 6.68% |
| 5 | FIDELITY MERRIMACK STR TR | 27,371 | $1.2B | 5.53% |
| 6 | TIDAL TRUST II | 19,762 | $1.2B | 5.42% |
| 7 | ISHARES TR | 14,634 | $988.3M | 4.38% |
| 8 | VANGUARD INDEX FDS | 5,921 | $525.2M | 2.33% |
| 9 | NETFLIX INC | 5,436 | $522.7M | 2.32% |
| 10 | ISHARES TR | 5,770 | $459.0M | 2.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $16.0B | 71.0% |
| Unknown | 4 | $4.8B | 21.3% |
| Technology | 10 | $815.6M | 3.6% |
| Communication Services | 4 | $526.8M | 2.3% |
| Industrials | 3 | $353.2M | 1.6% |
| Healthcare | 4 | $45.3M | 0.2% |
| Consumer Cyclical | 3 | $3.7M | 0.0% |
| Consumer Defensive | 1 | $941K | 0.0% |
| Energy | 2 | $674K | 0.0% |