Beverly Hills Private Wealth, LLC
Sector Allocation
- Technology23.6%$122.7M
- Other22.7%$117.9M
- Financials16.3%$84.8M
- Healthcare6.8%$35.4M
- Consumer Discretionary5.5%$28.7M
- Real Estate5.2%$27.0M
- Consumer Staples5.1%$26.6M
- Energy3.9%$20.2M
- Industrials3.5%$18.3M
- Communication Services3.3%$17.2M
AUM History
13fpro.ai/research/fund/beverly-hills-private-wealth-llc-1965710
Conviction and streaks
Concentrating · top 10 = 26.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$23.0MNVDA
$15.6MAMZN
$15.4MMSFT
$15.0M- VANGUARD$13.9M
JPM
$13.5MSCHW
$11.5MTSM
$11.3MV
$10.1MMETA
$9.9M- VANGUARD$9.9M
VZ
$9.0M- J$8.5M
BRK.B
$8.4MCBL
$8.1MGOOG
$8.1MELV
$7.9MALX
$7.1MGOOGL
$6.9M- ISHARES$6.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/beverly-hills-private-wealth-llc-1965710
Beverly Hills Private Wealth, LLC 13F holdings — Q2 2026
$524.9M portfolio (-12.6% QoQ) · 255 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
Includes $5.0M of put/call options ($4.5M puts, $492K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $520.0M. Weights use the stock portfolio.
$23.0M
4.4% of stocks
-21%This quarter+9.8%Since filed2+ qtrsHeld$15.6M
3.0% of stocks
-10%This quarter-3.5%Since filed2+ qtrsHeld$15.4M
3.0% of stocks
-1%This quarter-9.3%Since filed2+ qtrsHeld$15.0M
2.9% of stocks
-18%This quarter+6.5%Since filed2+ qtrsHeld- 5
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$13.9M
2.7% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— $13.5M
2.6% of stocks
-11%This quarter-6.6%Since filed2+ qtrsHeld$11.5M
2.2% of stocks
+6%This quarter-16.6%Since filed2+ qtrsHeld$11.3M
2.2% of stocks
-18%This quarter+1.0%Since filed2+ qtrsHeld$10.1M
1.9% of stocks
+8%This quarter+11.5%Since filed2+ qtrsHeld$9.9M
1.9% of stocks
-0.1%This quarter+6.5%Since filed2+ qtrsHeld
All holdings — Beverly Hills Private Wealth, LLC (Q2 2026)
255 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $9.9M | 1.9% | 170K | +4% | — | — | 13F |
| 12 | VERIZON COMMUNICATIONS INC | Communication Services | $9.0M | 1.7% | 214K | +12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | — | $8.5M | 1.6% | 167K | +11% | — | — | 13F |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $8.4M | 1.6% | 17K | -15% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CBL & ASSOCIATES PROPERTIES INC | Real Estate | $8.1M | 1.6% | 152K | -33% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $8.1M | 1.6% | 23K | -5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Elevance Health, Inc. | Healthcare | $7.9M | 1.5% | 20K | +4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ALEXANDERS INC | Real Estate | $7.1M | 1.4% | 26K | +9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $6.9M | 1.3% | 19K | +2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - GNMA BOND ETFnote | — | $6.8M | 1.3% | 154K | +11% | — | — | 13F |
| 21 | TFS Financial CORP | Financials | $6.6M | 1.3% | 374K | +14% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | PEPSICO INC | Consumer Staples | $6.5M | 1.3% | 48K | +19% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | UNITEDHEALTH GROUP INC | Healthcare | $6.2M | 1.2% | 15K | -15% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BlackRock Municipal 2030 Target Term Trust | — | $5.8M | 1.1% | 253K | +11% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Smurfit Westrock plc | Materials | $5.7M | 1.1% | 124K | +28% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | GLOBAL X FDS - GLOBAL X SILVER | — | $5.6M | 1.1% | 72K | -0.9% | |||
| 27 | $KR | KROGER CO | Consumer Staples | $5.5M | 1.1% | 99K | +11% | |||
| 28 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $5.4M | 1.0% | 71K | -0.8% | |||
| 29 | $PM | Philip Morris International Inc. | Consumer Staples | $5.3M | 1.0% | 30K | -48% | |||
| 30 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $5.2M | 1.0% | 79K | +19% | |||
| 31 | $AVGO | Broadcom Inc. | Technology | $5.1M | 1.0% | 14K | -37% | |||
| 32 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $5.0M | 1.0% | 99K | -23% | |||
| 33 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $5.0M | 1.0% | 26K | +108% | |||
| 34 | $VST | Vistra Corp. | Utilities | $4.9M | 0.9% | 31K | +707% | |||
| 35 | $CCZ | COMCAST CORP | Communication Services | $4.7M | 0.9% | 193K | +29% | |||
| 36 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $4.6M | 0.9% | 6,319 | -5% | |||
| 37 | — | ISHARES TR - CORE S&P500 ETF | — | $4.5M | 0.9% | 6,001 | -4% | |||
| 38 | $AER | AerCap Holdings N.V. | Industrials | $4.2M | 0.8% | 28K | -7% | |||
| 39 | $MGM | MGM Resorts International | Consumer Discretionary | $4.1M | 0.8% | 86K | -42% | |||
| 40 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $4.0M | 0.8% | 86K | -1% | |||
| 41 | $SF | STIFEL FINANCIAL CORP | Financials | $3.9M | 0.8% | 56K | -9% | |||
| 42 | $DTF | DTF TAX-FREE INCOME 2028 TERM FUND INC | Other | $3.9M | 0.8% | 336K | -0.1% | |||
| 43 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $3.8M | 0.7% | 38K | -0.6% | |||
| 44 | $ACI | Albertsons Companies, Inc. | Consumer Staples | $3.7M | 0.7% | 274K | +13% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.6M | 0.7% | 14K | -38% | |||
| 46 | $CB | Chubb Ltd | Financials | $3.5M | 0.7% | 10K | -16% | |||
| 47 | $BDX | BECTON DICKINSON & CO | Healthcare | $3.4M | 0.6% | 22K | +15% | |||
| 48 | $ET | Energy Transfer LP | Energy | $3.3M | 0.6% | 173K | -0.0% | |||
| 49 | $JPM PUT | JPMORGAN CHASE & CO | Financials | $3.3M | — | 10K | New | |||
| 50 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.2M | 0.6% | 27K | -46% | |||
| 51 | $SU | SUNCOR ENERGY INC | Energy | $3.1M | 0.6% | 58K | -5% | |||
| 52 | $NVO | NOVO NORDISK A S | Healthcare | $3.0M | 0.6% | 64K | +26% | |||
| 53 | $PHG | KONINKLIJKE PHILIPS NV | Healthcare | $3.0M | 0.6% | 111K | +12% | |||
| 54 | — | GLOBAL X FDS - 1 3 MO T BI ET | — | $2.8M | 0.5% | 28K | -27% | |||
| 55 | $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | Other | $2.8M | 0.5% | 254K | +1% | |||
| 56 | $EPR | EPR PROPERTIES | Real Estate | $2.7M | 0.5% | 85K | +12% | |||
| 57 | $CVE | CENOVUS ENERGY INC. | Energy | $2.7M | 0.5% | 108K | -13% | |||
| 58 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $2.6M | 0.5% | 191K | -0.7% | |||
| 59 | $CAT | CATERPILLAR INC | Industrials | $2.6M | 0.5% | 2,471 | +0.9% | |||
| 60 | $CVX | CHEVRON CORP | Energy | $2.5M | 0.5% | 15K | -46% | |||
| 61 | $DELL | Dell Technologies Inc. | Technology | $2.5M | 0.5% | 5,790 | -37% | |||
| 62 | — | ISHARES INC - MSCI GBL GOLD MN | — | $2.5M | 0.5% | 38K | -0.7% | |||
| 63 | $GFR | Greenfire Resources Ltd. | Energy | $2.3M | 0.5% | 416K | +11% | |||
| 64 | — | MORGAN STANLEY ETF TRUST - EAT INC OPP ETF | — | $2.3M | 0.5% | 47K | -20% | |||
| 65 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.4% | 3 | — | |||
| 66 | $HPQ | HP INC | Technology | $2.2M | 0.4% | 101K | +13% | |||
| 67 | $OPY | OPPENHEIMER HOLDINGS INC | Financials | $2.2M | 0.4% | 21K | -8% | |||
| 68 | $PKG | PACKAGING CORP OF AMERICA | Materials | $2.0M | 0.4% | 8,479 | +6% | |||
| 69 | $TEL | TE Connectivity plc | Technology | $2.0M | 0.4% | 10K | +17% | |||
| 70 | $GLW | CORNING INC /NY | Materials | $2.0M | 0.4% | 7,864 | -69% | |||
| 71 | — | NEUBERGER NEXT GENERATION - COMMON STOCK | — | $2.0M | 0.4% | 119K | — | |||
| 72 | $CRC | California Resources Corp | Energy | $1.9M | 0.4% | 36K | +22% | |||
| 73 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.9M | 0.4% | 20K | -10% | |||
| 74 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.4% | 19K | -16% | |||
| 75 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.9M | 0.4% | 6,869 | -37% | |||
| 76 | $BNY | Bank of New York Mellon Corp | Financials | $1.9M | 0.4% | 13K | -32% | |||
| 77 | $KIM | KIMCO REALTY CORP | Real Estate | $1.8M | 0.3% | 28K | +8% | |||
| 78 | $BLK | BlackRock, Inc. | Financials | $1.7M | 0.3% | 1,817 | -46% | |||
| 79 | $GSK | GSK plc | Healthcare | $1.7M | 0.3% | 33K | -22% | |||
| 80 | $BEN | FRANKLIN TEMPLETON INC | Financials | $1.7M | 0.3% | 50K | New | |||
| 81 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $1.6M | 0.3% | 3,524 | New | |||
| 82 | $ABBV | AbbVie Inc. | Healthcare | $1.6M | 0.3% | 6,164 | -51% | |||
| 83 | $AIV | APARTMENT INVESTMENT & MANAGEMENT CO | Real Estate | $1.5M | 0.3% | 516K | +4% | |||
| 84 | $EGO | ELDORADO GOLD CORP /FI | Materials | $1.5M | 0.3% | 48K | New | |||
| 85 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.5M | 0.3% | 4,029 | +0.7% | |||
| 86 | $MCK | MCKESSON CORP | Consumer Staples | $1.4M | 0.3% | 1,877 | +30% | |||
| 87 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $1.4M | 0.3% | 57K | +508% | |||
| 88 | $PYPL | PayPal Holdings, Inc. | Financials | $1.4M | 0.3% | 32K | +11% | |||
| 89 | $TME | Tencent Music Entertainment Group | Communication Services | $1.4M | 0.3% | 163K | New | |||
| 90 | $EMBJ | EMBRAER S.A. | Industrials | $1.4M | 0.3% | 21K | -17% | |||
| 91 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.3% | 4,410 | -67% | |||
| 92 | $MPC | Marathon Petroleum Corp | Energy | $1.3M | 0.3% | 5,107 | — | |||
| 93 | $MS | MORGAN STANLEY | Financials | $1.3M | 0.2% | 6,060 | -9% | |||
| 94 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.2M | 0.2% | 3,934 | -61% | |||
| 95 | $PCAR | PACCAR INC | Industrials | $1.2M | 0.2% | 10K | +4% | |||
| 96 | $FTAI | FTAI Aviation Ltd. | Industrials | $1.2M | 0.2% | 4,471 | — | |||
| 97 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.2% | 994 | -12% | |||
| 98 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.2M | 0.2% | 5,406 | -60% | |||
| 99 | $AXP | AMERICAN EXPRESS CO | Financials | $1.2M | 0.2% | 3,495 | -48% | |||
| 100 | $LIN | LINDE PLC | Materials | $1.1M | 0.2% | 2,215 | -47% | |||
| 101 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.2% | 9,947 | -52% | |||
| 102 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.2% | 20K | -24% | |||
| 103 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.1M | 0.2% | 7,308 | +126% | |||
| 104 | — | ISHARES TR - CORE MSCI EAFE | — | $1.1M | 0.2% | 11K | +5% | |||
| 105 | $MA | Mastercard Inc | Financials | $1.1M | 0.2% | 2,073 | -47% | |||
| 106 | $STEW | SRH Total Return Fund, Inc. | Other | $1.1M | 0.2% | 59K | +17% | |||
| 107 | $NVDA PUT | NVIDIA CORP | Technology | $1.0M | — | 5,000 | New | |||
| 108 | $AON | Aon plc | Financials | $981K | 0.2% | 2,957 | +8% | |||
| 109 | $ETN | Eaton Corp plc | Industrials | $977K | 0.2% | 2,293 | -55% | |||
| 110 | $APH | AMPHENOL CORP /DE/ | Technology | $949K | 0.2% | 5,382 | -62% | |||
| 111 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $914K | 0.2% | 25K | — | |||
| 112 | $CCAP | Crescent Capital BDC, Inc. | Other | $908K | 0.2% | 83K | +52% | |||
| 113 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $887K | 0.2% | 36K | -54% | |||
| 114 | $QCOM | QUALCOMM INC/DE | Technology | $862K | 0.2% | 4,667 | -5% | |||
| 115 | $AMGN | AMGEN INC | Healthcare | $847K | 0.2% | 2,339 | -5% | |||
| 116 | $ARCC | ARES CAPITAL CORP | Other | $836K | 0.2% | 45K | -0.6% | |||
| 117 | $MSI | Motorola Solutions, Inc. | Technology | $829K | 0.2% | 1,997 | -53% | |||
| 118 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $815K | 0.2% | 3,732 | -62% | |||
| 119 | $MXF | MEXICO FUND INC | Other | $802K | 0.1% | 37K | New | |||
| 120 | — | SPECIAL OPPORTUNITIES FD INC - 2.75% CNV PFD C | — | $795K | 0.1% | 32K | -0.1% | |||
| 121 | $DEO | DIAGEO PLC | Consumer Staples | $789K | 0.1% | 9,811 | +16% | |||
| 122 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $776K | 0.1% | 5,123 | -54% | |||
| 123 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $776K | 0.1% | 11K | -60% | |||
| 124 | $FAST | FASTENAL CO | Industrials | $763K | 0.1% | 16K | -61% | |||
| 125 | $INTC | INTEL CORP | Technology | $759K | 0.1% | 5,435 | +1.0% | |||
| 126 | $D | DOMINION ENERGY, INC | Utilities | $745K | 0.1% | 11K | -71% | |||
| 127 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $736K | 0.1% | 1,000 | +10% | |||
| 128 | $IVZ | Invesco Ltd. | Financials | $730K | 0.1% | 3,430 | +43% | |||
| 129 | $TT | Trane Technologies plc | Technology | $727K | 0.1% | 1,480 | -55% | |||
| 130 | $C | CITIGROUP INC | Financials | $723K | 0.1% | 5,164 | -5% | |||
| 131 | $MRK | Merck & Co., Inc. | Healthcare | $720K | 0.1% | 5,600 | -60% | |||
| 132 | $KLAC | KLA CORP | Technology | $713K | 0.1% | 2,362 | +823% | |||
| 133 | $T | AT&T INC. | Communication Services | $713K | 0.1% | 34K | -31% | |||
| 134 | — | ISHARES TR - RUS 1000 GRW ETF | — | $703K | 0.1% | 5,664 | +274% | |||
| 135 | $FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | — | $688K | 0.1% | 71K | New | |||
| 136 | — | ISHARES TR - 7-10 YR TRSY BD | — | $687K | 0.1% | 7,265 | -15% | |||
| 137 | — | SERIES PORTFOLIOS TR - ELDR AAA CLO ETF | — | $666K | 0.1% | 26K | -8% | |||
| 138 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $666K | 0.1% | 712 | +0.4% | |||
| 139 | — | EL PASO ENERGY CAP TR I - PFD CV TR SEC 28 | — | $662K | 0.1% | 13K | -81% | |||
| 140 | $UBS | UBS Group AG | Financials | $622K | 0.1% | 13K | -3% | |||
| 141 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $618K | 0.1% | 5,294 | -64% | |||
| 142 | $ADI | ANALOG DEVICES INC | Technology | $612K | 0.1% | 1,541 | -42% | |||
| 143 | $RTX | RTX Corp | Industrials | $607K | 0.1% | 3,200 | -18% | |||
| 144 | $SPY | SPDR S&P 500 ETF TRUST | — | $600K | 0.1% | 803 | +1% | |||
| 145 | $NEE | NEXTERA ENERGY INC | Utilities | $599K | 0.1% | 6,822 | -69% | |||
| 146 | $PLTR | Palantir Technologies Inc. | Technology | $588K | 0.1% | 5,037 | -7% | |||
| 147 | $GE | GENERAL ELECTRIC CO | Industrials | $578K | 0.1% | 1,547 | -12% | |||
| 148 | $CMI | CUMMINS INC | Industrials | $569K | 0.1% | 797 | -77% | |||
| 149 | $GVA | GRANITE CONSTRUCTION INC | Industrials | $563K | 0.1% | 3,560 | — | |||
| 150 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $557K | 0.1% | 1,982 | -41% |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 54 added to, 153 trimmed, 114 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
first bought this quarter
$BENFRANKLIN TEMPLETON INC$1.7M
first bought this quarter
$AMPAMERIPRISE FINANCIAL INC$1.6M
first bought this quarter
$EGOELDORADO GOLD CORP /FI$1.5M
first bought this quarter
$TMETencent Music Entertainment Group$1.4M
first bought this quarter
first bought this quarter
+15 more in the Excel export
Added to (54)
$VSTVistra Corp.+707%
now $4.9M · held 2+ qtrs
$AVBAVALONBAY COMMUNITIES INC+108%
now $5.0M · held 2+ qtrs
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+19%
now $13.9M
$SWSmurfit Westrock plc+28%
now $5.7M · held 2+ qtrs
- SCHWAB STRATEGIC TR - SHT TM US TRES+508%
now $1.4M
$CCZCOMCAST CORP+29%
now $4.7M · held 2+ qtrs
+48 more in the Excel export
Trimmed (153)
now $23.0M · held 2+ qtrs
$PMPhilip Morris International Inc.-48%
now $5.3M · held 2+ qtrs
$GLWCORNING INC /NY-69%
now $2.0M · held 2+ qtrs
now $8.1M · held 2+ qtrs
now $15.0M · held 2+ qtrs
$MGMMGM Resorts International-42%
now $4.1M · held 2+ qtrs
+147 more in the Excel export
Holdings by quarter
Every 13F Beverly Hills Private Wealth, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Beverly Hills Private Wealth?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Beverly Hills Private Wealth's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (23.6% 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.
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AI-Powered Hedge Fund Analysis: Beverly Hills Private Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Beverly Hills Private Wealth, LLC (SEC CIK: 1965710), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Beverly Hills Private Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.