Beverly Hills, CACIK 20358725 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 834.4K | $67.73M | 20.0% | +196.5K | Added |
| 2 | Invesco Qqq Tr | 79.2K | $48.63M | 14.4% | −2.9K | Reduced |
| 3 | Ishares Tr | 240.0K | $47.67M | 14.1% | −4.7K | Reduced |
| 4 | Ishares Tr |
| 98.3K |
| $46.51M |
| 13.7% |
| −3.6K |
| Reduced |
| 5 | Ishares Tr | 942.7K | $42.85M | 12.7% | −25.1K | Reduced |
| 6 | Vanguard Intl Equity Index F | 322.1K | $26.93M | 8.0% | −6.7K | Reduced |
| 7 | Ishares Tr | 32.0K | $21.91M | 6.5% | +1.5K | Added |
| 8 | Ishares Inc | 336.4K | $14.30M | 4.2% | −275.0K | Reduced |
| 9 | Ishares Tr | 32.1K | $3.09M | 0.9% | +432 | Added |
| 10 | Ishares Tr | 10.9K | $2.72M | 0.8% | +99 | Added |
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