Q2 2026 13F · SEC CIK 1965710

Beverly Hills Private Wealth, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $520.0M
Reported positions: 249
Top holdings a year, 3 yrs: +17.7%
Assets under management: $912.2M

Beverly Hills Private Wealth, LLC is a wealth manager that reported 249 positions worth $520.0M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Apple Inc (AAPL, 4.4%), Nvidia Corporation Com (NVDA, 3.0%), Amazon Com Inc Com (AMZN, 3.0%). A portfolio copying its top holdings returned 17.7% a year over the last 3 years, against 20.4% for the S&P 500.

Beverly Hills Private Wealth, LLC holdings largest 50 of 249 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beverly Hills Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.4%	4.2%	79,542	-20.7%	$23.0M
NVDANvidia Corporation Com	3.0%	2.5%	77,786	-9.9%	$15.6M
AMZNAmazon Com Inc Com	3.0%	2.3%	64,404	-1.1%	$15.4M
MSFTMicrosoft Corp	2.9%	3.0%	40,340	-17.7%	$15.0M
VGITVanguard Intermediate Treasury ETF	2.7%	2.0%	236,197	+19.2%	$13.9M
JPMJpmorgan Chase & Co	2.6%	2.3%	41,307	-11.0%	$13.5M
SCHWSchwab Charles Corp	2.2%	1.8%	124,548	+6.1%	$11.5M
TSMTaiwan Semiconductor Manufac	2.2%	1.6%	23,679	-18.1%	$11.3M
VVisa Inc Com Cl A	1.9%	1.4%	29,361	+7.7%	$10.1M
METAMeta Platforms Inc Class A	1.9%	1.7%	17,559	-0.1%	$9.9M
VGSHVanguard Short-Term Treasury ETF Total	1.9%	1.6%	169,625	+3.6%	$9.9M
VZVerizon Communications Inc Com	1.7%	1.6%	213,520	+12.2%	$9.0M
JMTGJ P Morgan Exchange Traded F	1.6%	1.3%	166,840	+11.4%	$8.5M
BRK-BBerkshire Hathaway Inc Del	1.6%	1.6%	16,864	-15.2%	$8.4M
CBLCbl & Assoc Pptys Inc	1.6%	1.5%	152,124	-33.0%	$8.1M
GOOGAlphabet Inc	1.6%	1.1%	22,832	-5.0%	$8.1M
ELVElevance Health Inc Formerly	1.5%	1.0%	20,350	+4.0%	$7.9M
ALXAlexanders Inc	1.4%	0.9%	25,913	+9.3%	$7.1M
GOOGLAlphabet Inc	1.3%	0.9%	19,396	+2.0%	$6.9M
GNMAIshares Tr	1.3%	1.0%	154,381	+11.0%	$6.8M
TFSLTfs Finl Corp	1.3%	0.8%	374,186	+14.5%	$6.6M
PEPPepsico Inc	1.3%	1.0%	48,106	+18.7%	$6.5M
UNHUnitedhealth Group Inc Com	1.2%	0.8%	14,999	-15.4%	$6.2M
BTTBlackrock Mun Target Term Tr	1.1%	0.9%	253,307	+11.1%	$5.8M
SWSmurfit Westrock PLC	1.1%	0.6%	123,600	+27.7%	$5.7M
SILGlobal X Fds	1.1%	1.1%	71,796	-0.9%	$5.6M
KRThe Kroger Co	1.1%	1.1%	99,038	+10.6%	$5.5M
GDXVaneck Gold Miners ETF	1.0%	1.1%	71,296	-0.8%	$5.4M
PMPhilip Morris Intl Inc Com	1.0%	1.6%	29,510	-48.3%	$5.3M
EDVVanguard World Fd	1.0%	0.7%	79,468	+19.4%	$5.2M
AVGOBroadcom Inc	1.0%	1.1%	13,524	-36.9%	$5.1M
JAAAJanus Detroit Str Tr	1.0%	1.1%	99,277	-23.3%	$5.0M
AVBAvalonBay Communities Inc	1.0%	—	26,465	—	$5.0M
VSTVistra Corp Com	0.9%	—	30,841	—	$4.9M
CMCSAComcast Corp New	0.9%	0.7%	193,072	+28.6%	$4.7M
AMATApplied Matls Inc	0.9%	—	6,319	—	$4.6M
IVVIshares Core S&p 500 ETF	0.9%	0.7%	6,001	-3.6%	$4.5M
AERAercap Holdings NV	0.8%	0.7%	28,488	-6.6%	$4.2M
MGMMgm Resorts International	0.8%	0.9%	86,422	-42.0%	$4.1M
VMBSVmbs	0.8%	0.7%	86,243	-1.5%	$4.0M
SFStifel Finl Corp	0.7%	0.8%	55,849	-9.0%	$3.9M
DTFDtf Tax-Free Income 2028 Ter	0.7%	0.6%	335,921	-0.1%	$3.9M
GDXJVaneck ETF Trust	0.7%	0.8%	38,473	-0.6%	$3.8M
ACIAlbertsons Cos Inc Com	0.7%	0.7%	273,715	+13.4%	$3.7M
JNJJohnson & Johnson	0.7%	0.9%	14,225	-38.2%	$3.6M
CBChubb Limited Com	0.7%	0.7%	10,343	-15.9%	$3.5M
BDXBecton Dickinson & Co	0.6%	—	22,156	—	$3.4M
ETPCEnergy Transfer L P	0.6%	—	173,373	—	$3.3M
CSCOCisco Sys Inc	0.6%	0.7%	27,268	-46.3%	$3.2M
SUSuncor Energy Inc New	0.6%	0.7%	57,772	-4.9%	$3.1M

What Beverly Hills Private Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.2% /yr; S&P 500 +20.1%
3 years: +17.7% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$520.0M	249
Q1 2026	$599.7M	343
Q4 2025	$583.7M	330
Q3 2025	$566.1M	340
Q2 2025	$532.8M	337
Q1 2025	$505.2M	336
Q4 2024	$495.1M	333
Q3 2024	$494.9M	337
Q2 2024	$460.0M	346
Q1 2024	$433.0M	355
Q4 2023	$383.0M	333
Q3 2023	$336.2M	294

Questions about Beverly Hills Private Wealth, LLC's portfolio

What stocks does Beverly Hills Private Wealth, LLC own?

Beverly Hills Private Wealth, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 249 positions worth $520.0M. The largest are Apple Inc (AAPL) at 4.4%, Nvidia Corporation Com (NVDA) at 3.0%, Amazon Com Inc Com (AMZN) at 3.0%, Microsoft Corp (MSFT) at 2.9% and Vanguard Intermediate Treasury ETF (VGIT) at 2.7%.

What did Beverly Hills Private Wealth, LLC buy last quarter?

In Q2 2026, Beverly Hills Private Wealth, LLC added Comcast Corp New (CMCSA) (+28.6% shares), Smurfit Westrock PLC (SW) (+27.7% shares) and Vanguard World Fd (EDV) (+19.4% shares), compared with its Q1 2026 filing.

What did Beverly Hills Private Wealth, LLC sell last quarter?

In Q2 2026, Beverly Hills Private Wealth, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Global X Fds (CLIP), cut from its top 50 EL PASO ENERGY CA CV 4.75Percent 033128P (EP-PC), cut from its top 50 Mcdonalds Corp Com (MCD), Philip Morris Intl Inc Com (PM) (-48.3% shares), Cisco Sys Inc (CSCO) (-46.3% shares) and Mgm Resorts International (MGM) (-42.0% shares), compared with its Q1 2026 filing.

How has Beverly Hills Private Wealth, LLC's portfolio performed?

A portfolio copying Beverly Hills Private Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.2% against +20.1%.

When is Beverly Hills Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beverly Hills Private Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Beverly Hills Private Wealth, LLC manage?

Beverly Hills Private Wealth, LLC reported $912.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $520.0M.