Institutional Manager · CIK 0001965710
Beverly Hills Private Wealth, LLC
BEVERLY HILLS, CA · File #028-22944
Latest AUM
$564.8M
Positions
989
Top-10 Concentration
44.1%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025487 pos · $584.5M
- 13F HOLDINGS REPORTQ/E Dec 2025989 pos · $564.8M
- 13F HOLDINGS REPORTQ/E Sep 20251,004 pos · $566.8M
- 13F HOLDINGS REPORTQ/E Jun 20251,050 pos · $533.5M
- 13F HOLDINGS REPORTQ/E Mar 20251,046 pos · $505.6M
- 13F HOLDINGS REPORTQ/E Dec 20241,036 pos · $495.1M
- 13F HOLDINGS REPORTQ/E Sep 20241,061 pos · $494.9M
- 13F HOLDINGS REPORTQ/E Jun 20241,083 pos · $460.2M
- 13F HOLDINGS REPORTQ/E Mar 20241,075 pos · $433.0M
- 13F HOLDINGS REPORTQ/E Dec 2023837 pos · $336.2M
- 13F HOLDINGS REPORTQ/E Sep 2023318 pos · $608.3M
- 13F HOLDINGS REPORTQ/E Jun 2023278 pos · $322.5M
- 13F HOLDINGS REPORTQ/E Mar 2023234 pos · $228.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 94,602 | $25.7M | 7.63% |
| 2 | MICROSOFT CORP | MSFT | 43,398 | $21.0M | 6.23% |
| 3 | ISHARES TR | 464288257 | 130,234 | $18.4M | 5.47% |
| 4 | NVIDIA CORPORATION | NVDA | 88,425 | $16.5M | 4.89% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 45,788 | $14.8M | 4.38% |
| 6 | AMAZON COM INC | AMZN | 57,478 | $13.3M | 3.94% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C706 | 167,849 | $10.1M | 2.98% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 99,880 | $10.0M | 2.96% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,371 | $9.7M | 2.89% |
| 10 | PHILIP MORRIS INTL INC | 718172109 | 57,751 | $9.3M | 2.75% |
| 11 | META PLATFORMS INC | META | 12,948 | $8.5M | 2.54% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,861 | $8.5M | 2.51% |
| 13 | BROADCOM INC | AVGO | 21,735 | $7.5M | 2.23% |
| 14 | CBL & ASSOC PPTYS INC | 124830878 | 193,022 | $7.1M | 2.12% |
| 15 | ALPHABET INC | GOOG | 22,167 | $7.0M | 2.06% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46654Q575 | 124,390 | $6.4M | 1.88% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C102 | 105,253 | $6.2M | 1.83% |
| 18 | VISA INC | V | 16,775 | $5.9M | 1.75% |
| 19 | VERIZON COMMUNICATIONS INC | VZ | 142,263 | $5.8M | 1.72% |
| 20 | JANUS DETROIT STR TR | 47103U845 | 113,879 | $5.8M | 1.71% |