Beverly Hills, CACIK 15981864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
546 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 131.5K | $64.13M | 4.4% | −4.6K | Reduced |
| 2 | Apple Inc | 162.0K | $44.04M | 3.0% | −1.4K | Reduced |
| 3 | Ishares Tr | 714.1K | $39.07M | 2.7% | +353.8K | Added |
| 4 | Microsoft Corp |
| 77.6K |
| $37.54M |
| 2.6% |
| −3.0K |
| Reduced |
| 5 | Spdr Series Trust | 1.53M | $34.52M | 2.3% | −140.6K | Reduced |
| 6 | Nvidia Corporation | 178.5K | $33.28M | 2.3% | −5.7K | Reduced |
| 7 | Ishares Gold Tr | 358.4K | $29.09M | 2.0% | −56.3K | Reduced |
| 8 | Spdr Series Trust | 280.5K | $27.26M | 1.9% | +8.7K | Added |
| 9 | Ishares Tr | 617.4K | $25.72M | 1.7% | +41.4K | Added |
| 10 | Ishares Inc | 616.6K | $25.63M | 1.7% | −3.7K | Reduced |
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