Institutional Manager · CIK 0002094120
Box Hill Private Wealth LLC
SCOTTSDALE, AZ · File #028-26147
Latest AUM
$98.8M
Positions
55
Top-10 Concentration
63.6%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908637 | 57,746 | $18.2M | 18.62% |
| 2 | ISHARES TR | 464287200 | 22,390 | $15.3M | 15.71% |
| 3 | INVESCO QQQ TR | IVZ | 10,562 | $6.5M | 6.65% |
| 4 | VANGUARD INDEX FDS | 922908751 | 19,303 | $5.0M | 5.10% |
| 5 | ISHARES TR | 46432F842 | 39,315 | $3.5M | 3.60% |
| 6 | ISHARES INC | 46434G103 | 50,963 | $3.4M | 3.51% |
| 7 | TESLA INC | TSLA | 5,940 | $2.7M | 2.74% |
| 8 | APPLE INC | AAPL | 9,598 | $2.6M | 2.67% |
| 9 | NVIDIA CORPORATION | NVDA | 13,251 | $2.5M | 2.53% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,798 | $2.4M | 2.47% |
| 11 | MICROSOFT CORP | MSFT | 4,268 | $2.1M | 2.11% |
| 12 | ALPHABET INC | GOOG | 6,310 | $2.0M | 2.03% |
| 13 | ISHARES TR | 464287150 | 12,672 | $1.9M | 1.93% |
| 14 | ISHARES TR | 464287622 | 4,836 | $1.8M | 1.85% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 12,458 | $1.8M | 1.84% |
| 16 | BLACKROCK ETF TRUST II | BLK | 32,649 | $1.7M | 1.76% |
| 17 | BROADCOM INC | AVGO | 4,767 | $1.6M | 1.69% |
| 18 | INVESCO EXCH TRADED FD TR II | IVZ | 6,494 | $1.6M | 1.68% |
| 19 | VANGUARD INDEX FDS | 922908553 | 16,980 | $1.5M | 1.54% |
| 20 | VANECK ETF TRUST | 92189F676 | 3,987 | $1.4M | 1.47% |