Institutional Fund
Beverly Hills Private Wealth, LLC
Beverly Hills, CACIK 19657106 filings on record
Portfolio Value
$599.69M
Q1 2026
Holdings
343
Reported positions
New Buys
33
Opened this quarter
QoQ Change
+2.7%
from $583.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.2%
- Microsoft Corp3.0%
- Nvidia Corporation2.5%
- Jpmorgan Chase & Co.2.3%
- Amazon Com Inc2.3%
- Vanguard Scottsdale Fds2.0%
- Other83.7%
Portfolio Holdings
343 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 100.2K | $25.44M | 4.2% | +984 | Added |
| 2 | Microsoft Corp | 49.0K | $18.15M | 3.0% | +3.8K | Added |
| 3 | Nvidia Corporation | 86.4K | $15.06M | 2.5% | −2.1K | Reduced |
| 4 | Jpmorgan Chase & Co. | 46.4K | $13.66M | 2.3% | −238 | Reduced |
| 5 | Amazon Com Inc | 65.1K | $13.56M | 2.3% | +4.4K | Added |
| 6 | Vanguard Scottsdale Fds | 198.2K | $11.80M | 2.0% | +5.8K | Added |
| 7 | Schwab Charles Corp | 117.4K | $11.03M | 1.8% | +8.0K | Added |
| 8 | Meta Platforms Inc | 17.6K | $10.06M | 1.7% | +3.5K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 28.9K | $9.77M | 1.6% | −1.3K | Reduced |
| 10 | Vanguard Scottsdale Fds | 163.7K | $9.58M | 1.6% | +42.0K | Added |
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