Beverly Hills Private Wealth
Latest statistics and disclosures from Beverly Hills Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPM, NVDA, AMZN, MSFT, and represent 16.54% of Beverly Hills Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VST, AVB, VGIT, BEN, AMP, JPM, EGO, TME, SW, SCHO.
- Started 21 new stock positions in IWB, BEN, LRCX, EGO, AMP, TME, HONA, STM, MFM, HON. AMD, ACWI, XLK, MXF, FCT, BAC.PL, IWD, WBD, PSA, IWO, MU.
- Reduced shares in these 10 stocks: AAPL (-$6.0M), PM, GLW, , CBL, MSFT, MGM, AVGO, EP.PC, CSCO.
- Sold out of its positions in AKAM, ALB, AVIG, AEP, AMT, ARES, ARW, AVTR, BBVA, BMO.
- Beverly Hills Private Wealth was a net seller of stock by $-117M.
- Beverly Hills Private Wealth has $525M in assets under management (AUM), dropping by -12.56%.
- Central Index Key (CIK): 0001965710
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Portfolio Holdings for Beverly Hills Private Wealth
Beverly Hills Private Wealth holds 249 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $23M | -20% | 80k | 289.36 |
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $17M | +10% | 51k | 327.33 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $17M | -4% | 83k | 200.09 |
|
| Amazon (AMZN) | 2.9 | $15M | 64k | 238.34 |
|
|
| Microsoft Corporation (MSFT) | 2.9 | $15M | -17% | 40k | 373.02 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.7 | $14M | +19% | 236k | 58.98 |
|
| Charles Schwab Corporation (SCHW) | 2.3 | $12M | +6% | 129k | 92.27 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.2 | $11M | -18% | 24k | 477.57 |
|
| Visa Com Cl A (V) | 1.9 | $10M | +7% | 29k | 343.09 |
|
| Meta Platforms Cl A (META) | 1.9 | $9.9M | 18k | 563.29 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.9 | $9.9M | +3% | 170k | 58.20 |
|
| Verizon Communications (VZ) | 1.7 | $9.0M | +12% | 214k | 42.34 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 1.6 | $8.5M | +11% | 167k | 50.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $8.4M | -15% | 17k | 500.39 |
|
| Cbl & Assoc Pptys Common Stock (CBL) | 1.5 | $8.1M | -33% | 152k | 53.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $8.1M | -4% | 23k | 353.33 |
|
| Anthem (ELV) | 1.5 | $7.9M | +3% | 20k | 386.73 |
|
| Alexander's (ALX) | 1.4 | $7.1M | +9% | 26k | 275.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $6.9M | +2% | 19k | 357.37 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 1.3 | $6.8M | +10% | 154k | 44.23 |
|
| TFS Financial Corporation (TFSL) | 1.3 | $6.6M | +14% | 374k | 17.72 |
|
| Pepsi (PEP) | 1.2 | $6.5M | +18% | 48k | 135.40 |
|
| UnitedHealth (UNH) | 1.2 | $6.2M | -15% | 15k | 415.63 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 1.1 | $5.8M | +11% | 253k | 22.75 |
|
| Smurfit Westrock SHS (SW) | 1.1 | $5.7M | +27% | 124k | 46.26 |
|
| Global X Fds Global X Silver (SIL) | 1.1 | $5.6M | 72k | 77.46 |
|
|
| Kroger (KR) | 1.0 | $5.5M | +10% | 99k | 55.53 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $5.4M | 71k | 75.45 |
|
|
| Philip Morris International (PM) | 1.0 | $5.3M | -48% | 30k | 180.79 |
|
| Vanguard World Extended Dur (EDV) | 1.0 | $5.2M | +19% | 80k | 65.08 |
|
| Broadcom (AVGO) | 1.0 | $5.1M | -36% | 14k | 377.75 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.0 | $5.0M | -23% | 99k | 50.49 |
|
| AvalonBay Communities (AVB) | 1.0 | $5.0M | +107% | 27k | 188.69 |
|
| Vistra Energy (VST) | 0.9 | $4.9M | +706% | 31k | 158.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.9 | $4.7M | +28% | 193k | 24.55 |
|
| Applied Materials (AMAT) | 0.9 | $4.6M | -4% | 6.3k | 723.06 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $4.5M | -3% | 6.0k | 748.96 |
|
| MGM Resorts International. (MGM) | 0.8 | $4.2M | -41% | 88k | 47.81 |
|
| Aercap Holdings Nv SHS (AER) | 0.8 | $4.2M | -6% | 29k | 145.78 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $4.0M | 86k | 46.81 |
|
|
| Stifel Financial (SF) | 0.7 | $3.9M | -9% | 56k | 69.77 |
|
| DTF Tax Free Income (DTF) | 0.7 | $3.9M | 336k | 11.55 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.7 | $3.8M | 39k | 98.25 |
|
|
| Albertsons Companies Common Stock (ACI) | 0.7 | $3.7M | +13% | 274k | 13.53 |
|
| Johnson & Johnson (JNJ) | 0.7 | $3.6M | -38% | 14k | 253.95 |
|
| Chubb (CB) | 0.7 | $3.5M | -15% | 10k | 340.74 |
|
| Becton, Dickinson and (BDX) | 0.6 | $3.4M | +15% | 22k | 151.33 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $3.3M | 173k | 19.12 |
|
|
| Cisco Systems (CSCO) | 0.6 | $3.2M | -46% | 27k | 117.46 |
|
| Suncor Energy (SU) | 0.6 | $3.1M | -4% | 58k | 53.68 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $3.0M | +26% | 64k | 47.94 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.6 | $3.0M | +12% | 111k | 27.19 |
|
| Global X Fds 1 3 Mo T Bi Et (CLIP) | 0.5 | $2.8M | -26% | 28k | 100.34 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.5 | $2.8M | 254k | 10.99 |
|
|
| Epr Pptys Conv Pfd 9% Sr E (EPR.PE) | 0.5 | $2.7M | +11% | 85k | 31.77 |
|
| Cenovus Energy (CVE) | 0.5 | $2.7M | -12% | 108k | 24.81 |
|
| Kayne Anderson MLP Investment (KYN) | 0.5 | $2.6M | 191k | 13.83 |
|
|
| Caterpillar (CAT) | 0.5 | $2.6M | 2.5k | 1064.90 |
|
|
| Chevron Corporation (CVX) | 0.5 | $2.5M | -45% | 15k | 165.80 |
|
| Dell Technologies CL C (DELL) | 0.5 | $2.5M | -37% | 5.8k | 431.46 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.5 | $2.5M | 38k | 64.60 |
|
|
| Greenfire Res Com Shs (GFR) | 0.4 | $2.3M | +11% | 416k | 5.65 |
|
| Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG) | 0.4 | $2.3M | -19% | 47k | 49.99 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.2M | 3.00 | 748850.00 |
|
|
| Hp (HPQ) | 0.4 | $2.2M | +12% | 101k | 21.94 |
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.4 | $2.2M | -7% | 21k | 105.54 |
|
| Packaging Corporation of America (PKG) | 0.4 | $2.0M | +6% | 8.5k | 238.27 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $2.0M | +17% | 10k | 201.60 |
|
| Corning Incorporated (GLW) | 0.4 | $2.0M | -68% | 7.9k | 255.43 |
|
| Neuberger Next Generation Common Stock (NBXG) | 0.4 | $2.0M | 119k | 16.54 |
|
|
| California Res Corp Com Stock (CRC) | 0.4 | $1.9M | +21% | 36k | 52.87 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.9M | -9% | 20k | 95.98 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $1.9M | -15% | 19k | 100.16 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.9M | -37% | 6.9k | 270.32 |
|
| Bank of New York Mellon Corporation (BNY) | 0.4 | $1.9M | -32% | 13k | 144.61 |
|
| Kimco Realty Corp DP CV CL N 7.25% (KIM.PN) | 0.3 | $1.8M | +7% | 28k | 62.45 |
|
| Blackrock (BLK) | 0.3 | $1.7M | -45% | 1.8k | 961.56 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $1.7M | -21% | 33k | 52.42 |
|
| Franklin Resources (BEN) | 0.3 | $1.7M | NEW | 50k | 33.27 |
|
| Ameriprise Financial (AMP) | 0.3 | $1.6M | NEW | 3.5k | 458.76 |
|
| Abbvie (ABBV) | 0.3 | $1.6M | -50% | 6.2k | 251.66 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.3 | $1.5M | +3% | 516k | 2.97 |
|
| Ego (EGO) | 0.3 | $1.5M | NEW | 48k | 31.09 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $1.5M | 4.0k | 370.59 |
|
|
| McKesson Corporation (MCK) | 0.3 | $1.4M | +29% | 1.9k | 755.60 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $1.4M | +508% | 57k | 24.14 |
|
| Paypal Holdings (PYPL) | 0.3 | $1.4M | +11% | 32k | 43.18 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.3 | $1.4M | NEW | 163k | 8.35 |
|
| Embraer Sponsored Ads (EMBJ) | 0.3 | $1.4M | -16% | 21k | 63.80 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.3M | -66% | 4.4k | 298.09 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.3M | 5.1k | 255.66 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.3M | -9% | 6.1k | 209.04 |
|
| Norfolk Southern (NSC) | 0.2 | $1.2M | -61% | 3.9k | 314.58 |
|
| Paccar (PCAR) | 0.2 | $1.2M | +3% | 10k | 120.12 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $1.2M | 4.5k | 270.52 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -11% | 994.00 | 1200.07 |
|
| Lowe's Companies (LOW) | 0.2 | $1.2M | -60% | 5.4k | 220.47 |
|
| American Express Company (AXP) | 0.2 | $1.2M | -47% | 3.5k | 338.69 |
|
| Linde SHS (LIN) | 0.2 | $1.1M | -47% | 2.2k | 518.93 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | -51% | 9.9k | 113.26 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.1M | -24% | 20k | 56.98 |
|
| Raymond James Financial (RJF) | 0.2 | $1.1M | +125% | 7.3k | 152.03 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.1M | +5% | 11k | 96.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | -47% | 2.1k | 513.65 |
|
| Boulder Growth & Income Fund (STEW) | 0.2 | $1.1M | +16% | 59k | 17.90 |
|
| Aon Shs Cl A (AON) | 0.2 | $981k | +8% | 3.0k | 331.69 |
|
| Eaton Corp SHS (ETN) | 0.2 | $977k | -54% | 2.3k | 426.15 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $950k | -62% | 5.4k | 176.50 |
|
| Enterprise Products Partners (EPD) | 0.2 | $914k | 25k | 36.76 |
|
|
| Crescent Capital Bdc (CCAP) | 0.2 | $908k | +52% | 83k | 10.92 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $887k | -53% | 36k | 24.66 |
|
| Qualcomm (QCOM) | 0.2 | $862k | -5% | 4.7k | 184.78 |
|
| Amgen (AMGN) | 0.2 | $847k | -4% | 2.3k | 362.12 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $836k | 45k | 18.53 |
|
|
| Motorola Solutions Com New (MSI) | 0.2 | $829k | -52% | 2.0k | 415.29 |
|
| Progressive Corporation (PGR) | 0.2 | $815k | -61% | 3.7k | 218.46 |
|
| Mexico Fund (MXF) | 0.2 | $802k | NEW | 37k | 21.87 |
|
| Special Opportunities 2.75% CNV PFD C (SPE.PC) | 0.2 | $795k | 32k | 24.91 |
|
|
| Diageo Spon Adr New (DEO) | 0.2 | $789k | +15% | 9.8k | 80.38 |
|
| TJX Companies (TJX) | 0.1 | $776k | -54% | 5.1k | 151.51 |
|
| Altria (MO) | 0.1 | $776k | -60% | 11k | 71.95 |
|
| Fastenal Company (FAST) | 0.1 | $763k | -61% | 16k | 48.03 |
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| Intel Corporation (INTC) | 0.1 | $759k | 5.4k | 139.63 |
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| Dominion Resources (D) | 0.1 | $745k | -71% | 11k | 68.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $736k | +9% | 1.0k | 736.40 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $730k | +42% | 3.4k | 212.80 |
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| Trane Technologies SHS (TT) | 0.1 | $727k | -55% | 1.5k | 491.16 |
|
| Citigroup Com New (C) | 0.1 | $723k | -5% | 5.2k | 139.95 |
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| Merck & Co (MRK) | 0.1 | $720k | -59% | 5.6k | 128.50 |
|
| Kla Corp Com New (KLAC) | 0.1 | $713k | +822% | 2.4k | 301.71 |
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| At&t (T) | 0.1 | $713k | -31% | 34k | 20.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $703k | +274% | 5.7k | 124.17 |
|
| First Trust/Four Corners SFRI Fund II (FCT) | 0.1 | $688k | NEW | 71k | 9.66 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $687k | -15% | 7.3k | 94.57 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $667k | 712.00 | 936.10 |
|
|
| Series Portfolios Tr Eldr Aaa Clo Etf (CLOX) | 0.1 | $667k | -8% | 26k | 25.61 |
|
| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.1 | $662k | -81% | 13k | 50.49 |
|
| Ubs Group SHS (UBS) | 0.1 | $622k | -3% | 13k | 49.56 |
|
| Wec Energy Group (WEC) | 0.1 | $618k | -64% | 5.3k | 116.77 |
|
| Analog Devices (ADI) | 0.1 | $612k | -42% | 1.5k | 397.17 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $607k | -17% | 3.2k | 189.74 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $600k | 803.00 | 746.80 |
|
|
| Nextera Energy (NEE) | 0.1 | $599k | -68% | 6.8k | 87.77 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $588k | -6% | 5.0k | 116.67 |
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| Ge Aerospace Com New (GE) | 0.1 | $578k | -11% | 1.5k | 373.78 |
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| Cummins (CMI) | 0.1 | $569k | -77% | 797.00 | 713.45 |
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| Granite Construction (GVA) | 0.1 | $563k | 3.6k | 158.07 |
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| International Business Machines (IBM) | 0.1 | $557k | -41% | 2.0k | 281.19 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $540k | -65% | 2.9k | 185.13 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $537k | -5% | 2.8k | 190.20 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $533k | -5% | 4.7k | 114.33 |
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| Prologis (PLD) | 0.1 | $520k | -65% | 3.8k | 135.49 |
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| Travelers Companies (TRV) | 0.1 | $505k | -6% | 1.5k | 330.13 |
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| Netflix (NFLX) | 0.1 | $503k | -23% | 7.0k | 71.40 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $503k | -54% | 3.0k | 166.64 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $493k | -50% | 12k | 41.25 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $476k | -5% | 6.3k | 75.17 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $464k | 9.4k | 49.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $457k | -57% | 1.7k | 271.95 |
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| Woodward Governor Company (WWD) | 0.1 | $433k | -59% | 1.0k | 425.00 |
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| Ross Stores (ROST) | 0.1 | $429k | -2% | 2.0k | 212.85 |
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| Enovix Corp (ENVX) | 0.1 | $414k | +2% | 68k | 6.07 |
|
| Enbridge (ENB) | 0.1 | $410k | -54% | 7.6k | 54.21 |
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| Micron Technology (MU) | 0.1 | $409k | NEW | 354.00 | 1154.29 |
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| Moog Cl A (MOG.A) | 0.1 | $407k | -59% | 960.00 | 423.84 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $407k | -67% | 2.6k | 156.70 |
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| Intuit (INTU) | 0.1 | $399k | -6% | 1.5k | 260.92 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $396k | 1.1k | 368.38 |
|
|
| Walt Disney Company (DIS) | 0.1 | $390k | -3% | 4.1k | 96.26 |
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| Abbott Laboratories (ABT) | 0.1 | $377k | -66% | 4.2k | 90.74 |
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| Ge Vernova (GEV) | 0.1 | $372k | -9% | 317.00 | 1174.26 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $371k | 10k | 36.73 |
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| Paychex (PAYX) | 0.1 | $366k | -71% | 3.7k | 98.33 |
|
| Home Depot (HD) | 0.1 | $363k | -34% | 1.0k | 351.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $357k | -82% | 3.5k | 102.18 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $356k | 4.4k | 81.34 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $351k | -57% | 3.4k | 103.45 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $348k | 1.4k | 252.19 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $347k | NEW | 597.00 | 580.91 |
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| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $340k | NEW | 271.00 | 1254.25 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $337k | -2% | 3.5k | 96.49 |
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| CF Industries Holdings (CF) | 0.1 | $336k | -51% | 3.1k | 108.26 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $333k | -8% | 995.00 | 334.82 |
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| The Alger Etf Trust 35 Etf (ATFV) | 0.1 | $332k | 8.0k | 41.42 |
|
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| Archrock (AROC) | 0.1 | $331k | -59% | 8.1k | 40.71 |
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| MercadoLibre (MELI) | 0.1 | $329k | -3% | 194.00 | 1697.39 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $324k | -16% | 1.5k | 218.00 |
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| Air Products & Chemicals (APD) | 0.1 | $324k | -84% | 1.1k | 293.12 |
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| Ryder System (R) | 0.1 | $316k | -57% | 1.2k | 263.77 |
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| Honeywell International (HON) | 0.1 | $311k | NEW | 1.4k | 223.82 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $309k | NEW | 713.00 | 433.33 |
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| Oracle Corporation (ORCL) | 0.1 | $307k | -47% | 2.1k | 146.58 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $305k | NEW | 1.9k | 156.97 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $304k | -3% | 2.8k | 109.77 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $299k | -9% | 3.2k | 94.52 |
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| Kinder Morgan (KMI) | 0.1 | $295k | -2% | 9.2k | 31.97 |
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| FormFactor (FORM) | 0.1 | $291k | -66% | 1.8k | 159.93 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $290k | -66% | 5.0k | 57.83 |
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| RadNet (RDNT) | 0.1 | $290k | 4.7k | 61.67 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $287k | -76% | 6.4k | 45.11 |
|
| Stryker Corporation (SYK) | 0.1 | $284k | -6% | 903.00 | 314.86 |
|
| Honeywell Aerospace (HONA) | 0.1 | $281k | NEW | 1.3k | 220.99 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $280k | -56% | 5.5k | 51.00 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $277k | 5.5k | 50.39 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $276k | NEW | 1.4k | 190.58 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $275k | -7% | 11k | 25.17 |
|
| Msci (MSCI) | 0.1 | $273k | -29% | 487.00 | 560.04 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $268k | -85% | 527.00 | 509.31 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $268k | NEW | 655.00 | 409.50 |
|
| Manulife Finl Corp (MFC) | 0.1 | $268k | -51% | 6.6k | 40.51 |
|
| Procter & Gamble Company (PG) | 0.1 | $266k | -3% | 1.8k | 146.64 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $265k | 10k | 25.83 |
|
|
| DaVita (DVA) | 0.1 | $263k | -54% | 1.2k | 222.50 |
|
| Republic Services (RSG) | 0.0 | $256k | -27% | 1.2k | 213.08 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $255k | NEW | 9.6k | 26.66 |
|
| Shell Spon Ads (SHEL) | 0.0 | $251k | -56% | 3.2k | 77.53 |
|
| ConocoPhillips (COP) | 0.0 | $251k | -12% | 2.4k | 103.95 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $247k | -12% | 3.0k | 82.10 |
|
| J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) | 0.0 | $247k | +3% | 2.5k | 99.40 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $242k | 6.4k | 37.94 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $235k | 683.00 | 343.91 |
|
|
| News Corp CL B (NWS) | 0.0 | $232k | -42% | 8.3k | 28.06 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $232k | 10k | 22.26 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $231k | 7.6k | 30.39 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $231k | -13% | 14k | 16.70 |
|
| Hershey Company (HSY) | 0.0 | $228k | 1.3k | 175.42 |
|
|
| Tortoise Capital Series Trus Electrification (TPZ) | 0.0 | $226k | 10k | 21.87 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $225k | NEW | 3.0k | 74.89 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $224k | -60% | 162.00 | 1382.36 |
|
| MetLife (MET) | 0.0 | $219k | -55% | 2.6k | 84.61 |
|
| Public Storage (PSA) | 0.0 | $219k | NEW | 688.00 | 318.43 |
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $215k | 4.2k | 51.47 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $214k | -47% | 3.7k | 57.62 |
|
| Entergy Corporation (ETR) | 0.0 | $211k | -60% | 1.8k | 114.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $209k | NEW | 863.00 | 242.36 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $209k | NEW | 530.00 | 393.96 |
|
| Firstcash Holdings (FCFS) | 0.0 | $209k | -59% | 965.00 | 216.32 |
|
| Totalenergies Se Act (TTE) | 0.0 | $207k | -74% | 2.7k | 77.76 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $204k | 905.00 | 225.53 |
|
|
| ON Semiconductor (ON) | 0.0 | $204k | -56% | 2.2k | 94.54 |
|
| Valmont Industries (VMI) | 0.0 | $203k | -64% | 351.00 | 577.60 |
|
| Virtus Global Divid Income F (ZTR) | 0.0 | $161k | -3% | 24k | 6.83 |
|
| Energy Recovery (ERII) | 0.0 | $136k | 15k | 9.02 |
|
|
| Aberdeen Mun Income Sh Ben Int (MFM) | 0.0 | $129k | NEW | 23k | 5.62 |
|
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $45k | 17k | 2.63 |
|
|
| Petco Health & Wellness Co I Cl A Com (WOOF) | 0.0 | $28k | 10k | 2.72 |
|
|
| Braemar Hotels And Resorts (BHR) | 0.0 | $24k | 11k | 2.16 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $13k | 10k | 1.31 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $0 | 13k | 0.00 |
|
Past Filings by Beverly Hills Private Wealth
SEC 13F filings are viewable for Beverly Hills Private Wealth going back to 2022
- Beverly Hills Private Wealth 2026 Q2 filed Aug. 7, 2026
- Beverly Hills Private Wealth 2026 Q1 filed May 4, 2026
- Beverly Hills Private Wealth 2025 Q4 restated filed Feb. 17, 2026
- Beverly Hills Private Wealth 2025 Q4 filed Feb. 4, 2026
- Beverly Hills Private Wealth 2025 Q3 filed Nov. 10, 2025
- Beverly Hills Private Wealth 2025 Q2 filed July 29, 2025
- Beverly Hills Private Wealth 2025 Q1 filed April 30, 2025
- Beverly Hills Private Wealth 2024 Q4 filed Feb. 14, 2025
- Beverly Hills Private Wealth 2024 Q3 filed Nov. 12, 2024
- Beverly Hills Private Wealth 2024 Q1 filed May 9, 2024
- Beverly Hills Private Wealth 2023 Q4 filed Jan. 30, 2024
- Beverly Hills Private Wealth 2023 Q3 filed Nov. 8, 2023
- Beverly Hills Private Wealth 2023 Q2 filed Aug. 10, 2023
- Beverly Hills Private Wealth 2023 Q1 filed May 4, 2023
- Beverly Hills Private Wealth 2022 Q4 filed Feb. 13, 2023