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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	NVIDIA CORPORATION	NVDA	-85,582	-$16.0M	-$30
ADD	VANGUARD SCOTTSDALE FDS	92206C102	+115,682	+$6.8M	-$3
ADD	VERIZON COMMUNICATIONS INC	VZ	+139,132	+$6.1M	$0
ADD	CBL & ASSOC PPTYS INC	124830878	+169,339	+$5.2M	+$1
REDUCE	ELEVANCE HEALTH INC FORMERLY	ELV	-14,945	-$4.8M	+$219
ADD	JANUS DETROIT STR TR	47103U845	+90,574	+$4.6M	-$1
ADD	ALEXANDERS INC	ALX	+16,988	+$4.0M	-$4
ADD	J P MORGAN EXCHANGE TRADED F	46654Q575	+76,768	+$3.9M	$0
REDUCE	PEPSICO INC	PEP	-27,325	-$3.8M	-$19
REDUCE	BLACKROCK MUN TARGET TERM TR	BLK	-136,694	-$3.1M	-$6

Sector Allocation

Technology

17.7%$100.2M

Financials

5.9%$33.6M

Consumer Discretionary

5.3%$30.0M

Healthcare

4.8%$27.1M

Industrials

4.4%$24.7M

Communication Services

3.3%$18.8M

3.0%$16.7M

2.9%$16.3M

1.3%$7.4M

0.9%$5.0M

0.5%$3.0M

Filing History

Feb 17, 202613F HOLDINGS REPORT (Amended)Q/E Dec 2025487 pos · $584.5M
Feb 4, 202613F HOLDINGS REPORTQ/E Dec 2025989 pos · $564.8M
Nov 10, 202513F HOLDINGS REPORTQ/E Sep 20251,004 pos · $566.8M
Jul 29, 202513F HOLDINGS REPORTQ/E Jun 20251,050 pos · $533.5M
Apr 30, 202513F HOLDINGS REPORTQ/E Mar 20251,046 pos · $505.6M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 20241,036 pos · $495.1M
Nov 12, 202413F HOLDINGS REPORTQ/E Sep 20241,061 pos · $494.9M
Aug 8, 202413F HOLDINGS REPORTQ/E Jun 20241,083 pos · $460.2M
May 9, 202413F HOLDINGS REPORTQ/E Mar 20241,075 pos · $433.0M
Nov 8, 202313F HOLDINGS REPORTQ/E Dec 2023837 pos · $336.2M

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%