Institutional Fund
Box Hill Private Wealth LLC
Scottsdale, AZCIK 20941202 filings on record
Portfolio Value
$101.17M
Q1 2026
Holdings
66
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+2.4%
from $98.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.0%
- Ishares Tr14.3%
- Invesco Qqq Tr6.7%
- Vanguard Index Fds4.9%
- Ishares Tr4.5%
- Ishares Inc4.4%
- Other48.3%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 57.4K | $17.16M | 17.0% | −318 | Reduced |
| 2 | Ishares Tr | 22.1K | $14.43M | 14.3% | −293 | Reduced |
| 3 | Invesco Qqq Tr | 11.7K | $6.74M | 6.7% | +1.1K | Added |
| 4 | Vanguard Index Fds | 19.1K | $5.00M | 4.9% | −209 | Reduced |
| 5 | Ishares Tr | 49.9K | $4.52M | 4.5% | +10.6K | Added |
| 6 | Ishares Inc | 63.9K | $4.46M | 4.4% | +13.0K | Added |
| 7 | Blackrock ETF Trust II | 56.9K | $2.96M | 2.9% | +24.3K | Added |
| 8 | Ishares Tr | 7.0K | $2.48M | 2.5% | +2.1K | Added |
| 9 | Apple Inc | 9.6K | $2.43M | 2.4% | −36 | Reduced |
| 10 | Nvidia Corporation | 13.5K | $2.36M | 2.3% | +288 | Added |
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