Beverly Hills Private Wealth, LLC
13F Reported Value
ⓘ$524.9M
incl. option notional
Equity Holdings
ⓘ$520.0M
Option Notional
ⓘ$5.0M
$4.5M puts / $491,731 calls
Holdings
255
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Beverly Hills Private Wealth, LLC disclosed 255 positions worth $524.9M in its Form 13F-HR for Q2 2026 — $520.0M in common stock plus $5.0M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 4.4% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 21 new positions and exited 114 — including a new stake in $JPM and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (23.1% of disclosed assets). All figures are sourced directly from Beverly Hills Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1965710.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$23.0M79,542 sh - 85.9#5
Quality
$15.6M77,786 sh - 68.7#300
Quality
$15.4M64,404 sh - 79.8
Quality
$15.0M40,340 sh VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$13.9M236,197 sh- 70.7
Quality
$13.5M41,307 sh - 79.4
Quality
$11.5M124,548 sh - $11.3M23,679 sh
- 82.9
Quality
$10.1M29,361 sh - 79.6
Quality
$9.9M17,559 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $23.0M | 79,542 |
 NVIDIA CORP$NVDA | 85.9#5 | $15.6M | 77,786 |
 AMAZON COM INC$AMZN | 68.7#300 | $15.4M | 64,404 |
 MICROSOFT CORP$MSFT | 79.8 | $15.0M | 40,340 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $13.9M | 236,197 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $13.5M | 41,307 |
 SCHWAB CHARLES CORP$SCHW | 79.4 | $11.5M | 124,548 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $11.3M | 23,679 |
 VISA INC.$V | 82.9 | $10.1M | 29,361 |
 Meta Platforms, Inc.$META | 79.6 | $9.9M | 17,559 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Beverly Hills Private Wealth, LLC's 255 positions.
Showing top 10 of 255 holdings.
Sector Allocation
Technology
$120.3M
Other
$117.9M
Financials
$84.8M
Healthcare
$35.4M
Consumer Discretionary
$29.4M
Real Estate
$27.0M
Consumer Staples
$24.8M
Industrials
$21.8M
Top Holdings — Beverly Hills Private Wealth, LLC (Q2 2026)
Top 150 of 255 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $23.0M | 4.4% | -21% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $15.6M | 3.0% | -10% | 85.9 |
| 3 | $AMZN | AMAZON COM INC | $15.4M | 3.0% | -1% | 68.7 |
| 4 | $MSFT | MICROSOFT CORP | $15.0M | 2.9% | -18% | 79.8 |
| 5 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $13.9M | 2.7% | +19% | — |
| 6 | $JPM | JPMORGAN CHASE & CO | $13.5M | 2.6% | -11% | 70.7 |
| 7 | $SCHW | SCHWAB CHARLES CORP | $11.5M | 2.2% | +6% | 79.4 |
| 8 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $11.3M | 2.2% | -18% | — |
| 9 | $V | VISA INC. | $10.1M | 1.9% | +8% | 82.9 |
| 10 | $META | Meta Platforms, Inc. | $9.9M | 1.9% | -0% | 79.6 |
| 11 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $9.9M | 1.9% | +4% | — |
| 12 |  $VZ | VERIZON COMMUNICATIONS INC | $9.0M | 1.7% | +12% | 65.8 |
| 13 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | $8.5M | 1.6% | +11% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.4M | 1.6% | -15% | 73.8 |
| 15 |  $CBL | CBL & ASSOCIATES PROPERTIES INC | $8.1M | 1.6% | -33% | 65.8 |
| 16 |  $GOOGL | Alphabet Inc. | $8.1M | 1.6% | -5% | 78.2 |
| 17 |  $ELV | Elevance Health, Inc. | $7.9M | 1.5% | +4% | 59 |
| 18 |  $ALX | ALEXANDERS INC | $7.1M | 1.4% | +9% | 55.3 |
| 19 |  $GOOG | Alphabet Inc. | $6.9M | 1.3% | +2% | 78.2 |
| 20 | — | ISHARES TR - GNMA BOND ETF | $6.8M | 1.3% | +11% | — |
| 21 |  $TFSL | TFS Financial CORP | $6.6M | 1.3% | +14% | 50.8 |
| 22 |  $PEP | PEPSICO INC | $6.5M | 1.3% | +19% | 63.4 |
| 23 |  $UNH | UNITEDHEALTH GROUP INC | $6.2M | 1.2% | -15% | 62.7 |
| 24 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $5.8M | 1.1% | +11% | — |
| 25 |  $SW | Smurfit Westrock plc | $5.7M | 1.1% | +28% | — |
| 26 | — | GLOBAL X FDS - GLOBAL X SILVER | $5.6M | 1.1% | -1% | — |
| 27 |  $KR | KROGER CO | $5.5M | 1.1% | +11% | 52.6 |
| 28 | — | VANECK ETF TRUST - GOLD MINERS ETF | $5.4M | 1.0% | -1% | — |
| 29 |  $PM | Philip Morris International Inc. | $5.3M | 1.0% | -48% | 75.9 |
| 30 | — | VANGUARD WORLD FD - EXTENDED DUR | $5.2M | 1.0% | +19% | — |
| 31 |  $AVGO | Broadcom Inc. | $5.1M | 1.0% | -37% | 84.5 |
| 32 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $5.0M | 1.0% | -23% | — |
| 33 |  $AVB | AVALONBAY COMMUNITIES INC | $5.0M | 1.0% | +108% | 65.5 |
| 34 |  $VST | Vistra Corp. | $4.9M | 0.9% | +707% | 71.9 |
| 35 |  $CCZ | COMCAST CORP | $4.7M | 0.9% | +29% | 59.5 |
| 36 |  $AMAT | APPLIED MATERIALS INC /DE | $4.6M | 0.9% | -5% | 72.3 |
| 37 | — | ISHARES TR - CORE S&P500 ETF | $4.5M | 0.9% | -4% | — |
| 38 |  $AER | AerCap Holdings N.V. | $4.2M | 0.8% | -7% | — |
| 39 |  $MGM | MGM Resorts International | $4.1M | 0.8% | -42% | 55.2 |
| 40 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $4.0M | 0.8% | -1% | — |
| 41 |  $SF | STIFEL FINANCIAL CORP | $3.9M | 0.8% | -9% | 67 |
| 42 |  $DTF | DTF TAX-FREE INCOME 2028 TERM FUND INC | $3.9M | 0.8% | -0% | — |
| 43 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $3.8M | 0.7% | -1% | — |
| 44 |  $ACI | Albertsons Companies, Inc. | $3.7M | 0.7% | +13% | 61.7 |
| 45 |  $JNJ | JOHNSON & JOHNSON | $3.6M | 0.7% | -38% | 69 |
| 46 |  $CB | Chubb Ltd | $3.5M | 0.7% | -16% | — |
| 47 |  $BDX | BECTON DICKINSON & CO | $3.4M | 0.6% | +15% | 59 |
| 48 |  $ET | Energy Transfer LP | $3.3M | 0.6% | -0% | 64.4 |
| 49 | $JPMPUT | JPMORGAN CHASE & CO | $3.3M | — | NEW | 70.7 |
| 50 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 0.6% | -46% | 70.3 |
| 51 |  $SU | SUNCOR ENERGY INC | $3.1M | 0.6% | -5% | — |
| 52 |  $NVO | NOVO NORDISK A S | $3.0M | 0.6% | +26% | — |
| 53 |  $PHG | KONINKLIJKE PHILIPS NV | $3.0M | 0.6% | +12% | — |
| 54 | — | GLOBAL X FDS - 1 3 MO T BI ET | $2.8M | 0.5% | -27% | — |
| 55 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $2.8M | 0.5% | +1% | — |
| 56 |  $EPR | EPR PROPERTIES | $2.7M | 0.5% | +12% | 52.3 |
| 57 |  $CVE | CENOVUS ENERGY INC. | $2.7M | 0.5% | -13% | 51.9 |
| 58 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2.6M | 0.5% | -1% | — |
| 59 |  $CAT | CATERPILLAR INC | $2.6M | 0.5% | +1% | 66.5 |
| 60 |  $CVX | CHEVRON CORP | $2.5M | 0.5% | -46% | 62.8 |
| 61 |  $DELL | Dell Technologies Inc. | $2.5M | 0.5% | -37% | 71.2 |
| 62 | — | ISHARES INC - MSCI GBL GOLD MN | $2.5M | 0.5% | -1% | — |
| 63 |  $GFR | Greenfire Resources Ltd. | $2.3M | 0.5% | +11% | — |
| 64 | — | MORGAN STANLEY ETF TRUST - EAT INC OPP ETF | $2.3M | 0.5% | -20% | — |
| 65 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.4% | +0% | 73.8 |
| 66 |  $HPQ | HP INC | $2.2M | 0.4% | +13% | 59.3 |
| 67 |  $OPY | OPPENHEIMER HOLDINGS INC | $2.2M | 0.4% | -8% | 63.7 |
| 68 |  $PKG | PACKAGING CORP OF AMERICA | $2.0M | 0.4% | +6% | 63 |
| 69 |  $TEL | TE Connectivity plc | $2.0M | 0.4% | +17% | — |
| 70 |  $GLW | CORNING INC /NY | $2.0M | 0.4% | -69% | 73.7 |
| 71 | — | NEUBERGER NEXT GENERATION - COMMON STOCK | $2.0M | 0.4% | +0% | — |
| 72 |  $CRC | California Resources Corp | $1.9M | 0.4% | +22% | 56.4 |
| 73 |  $BABA | Alibaba Group Holding Ltd | $1.9M | 0.4% | -10% | — |
| 74 |  $GS | GOLDMAN SACHS GROUP INC | $1.9M | 0.4% | -16% | 73.5 |
| 75 |  $MCD | MCDONALDS CORP | $1.9M | 0.4% | -37% | 69 |
| 76 |  $BNY | Bank of New York Mellon Corp | $1.9M | 0.4% | -32% | 74.1 |
| 77 |  $KIM | KIMCO REALTY CORP | $1.8M | 0.3% | +8% | 64.5 |
| 78 |  $BLK | BlackRock, Inc. | $1.7M | 0.3% | -46% | 70 |
| 79 |  $GSK | GSK plc | $1.7M | 0.3% | -22% | — |
| 80 |  $BEN | FRANKLIN TEMPLETON INC | $1.7M | 0.3% | NEW | 57.9 |
| 81 |  $AMP | AMERIPRISE FINANCIAL INC | $1.6M | 0.3% | NEW | 68.7 |
| 82 |  $ABBV | AbbVie Inc. | $1.6M | 0.3% | -51% | 72.6 |
| 83 |  $AIV | APARTMENT INVESTMENT & MANAGEMENT CO | $1.5M | 0.3% | +4% | 53.9 |
| 84 |  $EGO | ELDORADO GOLD CORP /FI | $1.5M | 0.3% | NEW | — |
| 85 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.5M | 0.3% | +1% | 61.7 |
| 86 |  $MCK | MCKESSON CORP | $1.4M | 0.3% | +30% | 63.4 |
| 87 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.4M | 0.3% | +508% | — |
| 88 |  $PYPL | PayPal Holdings, Inc. | $1.4M | 0.3% | +11% | 64.1 |
| 89 |  $TME | Tencent Music Entertainment Group | $1.4M | 0.3% | NEW | — |
| 90 |  $EMBJ | EMBRAER S.A. | $1.4M | 0.3% | -17% | — |
| 91 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.3% | -67% | 73.4 |
| 92 |  $MPC | Marathon Petroleum Corp | $1.3M | 0.3% | +0% | 61 |
| 93 |  $MS | MORGAN STANLEY | $1.3M | 0.2% | -9% | 75.8 |
| 94 |  $NSC | NORFOLK SOUTHERN CORP | $1.2M | 0.2% | -61% | 63.2 |
| 95 |  $PCAR | PACCAR INC | $1.2M | 0.2% | +4% | 56.5 |
| 96 |  $FTAI | FTAI Aviation Ltd. | $1.2M | 0.2% | +0% | — |
| 97 |  $LLY | ELI LILLY & Co | $1.2M | 0.2% | -12% | 87.5 |
| 98 |  $LOW | LOWES COMPANIES INC | $1.2M | 0.2% | -60% | 60.8 |
| 99 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.2% | -48% | 69.4 |
| 100 |  $LIN | LINDE PLC | $1.1M | 0.2% | -47% | — |
| 101 |  $WMT | Walmart Inc. | $1.1M | 0.2% | -52% | 60.2 |
| 102 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.2% | -24% | 67.6 |
| 103 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.1M | 0.2% | +126% | 66.3 |
| 104 | — | ISHARES TR - CORE MSCI EAFE | $1.1M | 0.2% | +5% | — |
| 105 |  $MA | Mastercard Inc | $1.1M | 0.2% | -47% | 85.1 |
| 106 |  $STEW | SRH Total Return Fund, Inc. | $1.1M | 0.2% | +17% | — |
| 107 | $NVDAPUT | NVIDIA CORP | $1.0M | — | NEW | 85.9 |
| 108 |  $AON | Aon plc | $980,807 | 0.2% | +8% | — |
| 109 |  $ETN | Eaton Corp plc | $977,162 | 0.2% | -55% | — |
| 110 |  $APH | AMPHENOL CORP /DE/ | $948,912 | 0.2% | -62% | 79.3 |
| 111 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $914,352 | 0.2% | +0% | 61.4 |
| 112 |  $CCAP | Crescent Capital BDC, Inc. | $908,114 | 0.2% | +52% | — |
| 113 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $887,094 | 0.2% | -54% | — |
| 114 |  $QCOM | QUALCOMM INC/DE | $862,350 | 0.2% | -5% | 70.5 |
| 115 |  $AMGN | AMGEN INC | $847,038 | 0.2% | -5% | 79.2 |
| 116 |  $ARCC | ARES CAPITAL CORP | $835,905 | 0.2% | -1% | — |
| 117 |  $MSI | Motorola Solutions, Inc. | $829,334 | 0.2% | -53% | 71.8 |
| 118 |  $PGR | PROGRESSIVE CORP/OH/ | $815,281 | 0.2% | -62% | 80.1 |
| 119 |  $MXF | MEXICO FUND INC | $802,235 | 0.1% | NEW | — |
| 120 | — | SPECIAL OPPORTUNITIES FD INC - 2.75% CNV PFD C | $795,276 | 0.1% | -0% | — |
| 121 |  $DEO | DIAGEO PLC | $788,617 | 0.1% | +16% | — |
| 122 |  $TJX | TJX COMPANIES INC /DE/ | $776,178 | 0.1% | -54% | 68.7 |
| 123 |  $MO | ALTRIA GROUP, INC. | $776,066 | 0.1% | -60% | 67.4 |
| 124 |  $FAST | FASTENAL CO | $762,777 | 0.1% | -61% | 66.9 |
| 125 |  $INTC | INTEL CORP | $758,883 | 0.1% | +1% | 45.6 |
| 126 |  $D | DOMINION ENERGY, INC | $744,600 | 0.1% | -71% | 69.9 |
| 127 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $736,400 | 0.1% | +10% | — |
| 128 |  $IVZ | Invesco Ltd. | $729,888 | 0.1% | +43% | — |
| 129 |  $TT | Trane Technologies plc | $726,917 | 0.1% | -55% | — |
| 130 |  $C | CITIGROUP INC | $722,684 | 0.1% | -5% | 65 |
| 131 |  $MRK | Merck & Co., Inc. | $719,597 | 0.1% | -60% | 59.9 |
| 132 |  $KLAC | KLA CORP | $712,540 | 0.1% | +823% | 78.6 |
| 133 |  $T | AT&T INC. | $712,524 | 0.1% | -31% | 65.7 |
| 134 | — | ISHARES TR - RUS 1000 GRW ETF | $703,287 | 0.1% | +274% | — |
| 135 |  $FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | $687,956 | 0.1% | NEW | — |
| 136 | — | ISHARES TR - 7-10 YR TRSY BD | $687,051 | 0.1% | -15% | — |
| 137 | — | SERIES PORTFOLIOS TR - ELDR AAA CLO ETF | $666,477 | 0.1% | -8% | — |
| 138 |  $COST | COSTCO WHOLESALE CORP /NEW | $666,471 | 0.1% | +0% | 66.2 |
| 139 | — | EL PASO ENERGY CAP TR I - PFD CV TR SEC 28 | $661,751 | 0.1% | -81% | — |
| 140 |  $UBS | UBS Group AG | $621,631 | 0.1% | -3% | — |
| 141 |  $WEC | WEC ENERGY GROUP, INC. | $618,178 | 0.1% | -64% | 60.1 |
| 142 |  $ADI | ANALOG DEVICES INC | $612,223 | 0.1% | -42% | 79.2 |
| 143 |  $RTX | RTX Corp | $607,133 | 0.1% | -18% | 73.2 |
| 144 |  $SPY | SPDR S&P 500 ETF TRUST | $599,681 | 0.1% | +1% | — |
| 145 |  $NEE | NEXTERA ENERGY INC | $598,750 | 0.1% | -69% | 64.6 |
| 146 |  $PLTR | Palantir Technologies Inc. | $587,666 | 0.1% | -7% | 84.6 |
| 147 |  $GE | GENERAL ELECTRIC CO | $578,231 | 0.1% | -12% | 73.8 |
| 148 |  $CMI | CUMMINS INC | $568,621 | 0.1% | -77% | 58.1 |
| 149 |  $GVA | GRANITE CONSTRUCTION INC | $562,735 | 0.1% | +0% | 54.4 |
| 150 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $557,330 | 0.1% | -41% | 70 |
New Positions (21)
$JPMPUT JPMORGAN CHASE & CO$3.3M$BEN FRANKLIN TEMPLETON INC$1.7M$AMP AMERIPRISE FINANCIAL INC$1.6M$EGO ELDORADO GOLD CORP /FI$1.5M$TME Tencent Music Entertainment Group$1.4M$NVDAPUT NVIDIA CORP$1.0M$MXF MEXICO FUND INC$802,235$FCT FIRST TRUST SENIOR FLOATING RATE INCOME FUND II$687,956
$MU MICRON TECHNOLOGY INC$408,619
$AMD ADVANCED MICRO DEVICES INC$346,804
$LRCX LAM RESEARCH CORP$308,964
$HONA Honeywell Aerospace Inc.$281,103Exited Positions (114)
$XOM.R34088 EXXON MOBIL CORP
$QSR Restaurant Brands International Inc.
$ACN Accenture plc
$AMT AMERICAN TOWER CORP /MA/
$SPGI S&P Global Inc.
$DHR DANAHER CORP /DE/
$CCI CROWN CASTLE INC.
$SNY Sanofi
$ARES Ares Management Corp
$NDAQ NASDAQ, INC.
$BTI British American Tobacco p.l.c.
$ZTS Zoetis Inc.
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$TRP TC ENERGY CORP
$LMT LOCKHEED MARTIN CORPBrowse Top Institutional Investors
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