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, MSFT, NVDA, JPM, AMZN, and represent 14.31% of Beverly Hills Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: V, MUC, VGSH, CRC, META, SF, VZ, APD, SIL, AVB.
- Started 33 new stock positions in MIDD, MDU, ASML, AVIG, SON, CCAP, QGEN, TU, AKAM, AMT.
- Reduced shares in these 10 stocks: ACWI (-$19M), GBIL, EP.PC, KLAC, CVE, GRTUF, GLW, PCAR, PLTR, SU.
- Sold out of its positions in ABVX, AEG, ASND, AstraZeneca, ADP, BXP, BSX, CHTR, GRTUF, IP. OEF, ACWI, KVUE, RLJ, O, RYAAY, SE, XLK, SONY, TIGR.
- Beverly Hills Private Wealth was a net buyer of stock by $19M.
- Beverly Hills Private Wealth has $600M in assets under management (AUM), dropping by 2.67%.
- Central Index Key (CIK): 0001965710
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Portfolio Holdings for Beverly Hills Private Wealth
Beverly Hills Private Wealth holds 343 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $25M | 100k | 253.79 |
|
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| Microsoft Corporation (MSFT) | 3.0 | $18M | +8% | 49k | 370.17 |
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| NVIDIA Corporation (NVDA) | 2.5 | $15M | -2% | 86k | 174.40 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $14M | 46k | 294.16 |
|
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| Amazon (AMZN) | 2.3 | $14M | +7% | 65k | 208.27 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.0 | $12M | +3% | 198k | 59.55 |
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| Charles Schwab Corporation (SCHW) | 1.9 | $11M | +7% | 121k | 93.98 |
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| Meta Platforms Cl A (META) | 1.7 | $10M | +24% | 18k | 572.15 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.6 | $9.8M | -4% | 29k | 337.95 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.6 | $9.6M | +34% | 164k | 58.54 |
|
| Verizon Communications (VZ) | 1.6 | $9.6M | +20% | 190k | 50.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $9.5M | 20k | 479.20 |
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| Philip Morris International (PM) | 1.6 | $9.4M | -2% | 57k | 165.34 |
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| Cbl & Assoc Pptys Common Stock (CBL) | 1.5 | $8.7M | +6% | 227k | 38.43 |
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| Visa Com Cl A (V) | 1.4 | $8.2M | +50% | 27k | 302.24 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 1.3 | $7.6M | +11% | 150k | 51.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $6.9M | +2% | 24k | 286.86 |
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| Broadcom (AVGO) | 1.1 | $6.6M | -2% | 21k | 309.51 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.1 | $6.6M | +11% | 72k | 91.77 |
|
| Global X Fds Global X Silver (SIL) | 1.1 | $6.5M | +32% | 72k | 90.08 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $6.5M | 130k | 50.37 |
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| Kroger (KR) | 1.1 | $6.5M | +2% | 90k | 72.36 |
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| Pepsi (PEP) | 1.0 | $6.3M | +11% | 41k | 155.29 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 1.0 | $6.2M | +3% | 139k | 44.33 |
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| Chevron Corporation (CVX) | 1.0 | $5.9M | +14% | 28k | 206.90 |
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| Anthem (ELV) | 1.0 | $5.7M | +15% | 20k | 292.75 |
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| Johnson & Johnson (JNJ) | 0.9 | $5.6M | 23k | 244.45 |
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| Alexander's (ALX) | 0.9 | $5.6M | +11% | 24k | 236.20 |
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| MGM Resorts International. (MGM) | 0.9 | $5.6M | +8% | 150k | 37.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $5.5M | +2% | 19k | 287.56 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.9 | $5.2M | +30% | 228k | 22.70 |
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| UnitedHealth (UNH) | 0.8 | $4.8M | +43% | 18k | 270.59 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.8 | $4.6M | +27% | 39k | 120.04 |
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| TFS Financial Corporation (TFSL) | 0.8 | $4.6M | +12% | 327k | 14.05 |
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| Stifel Financial (SF) | 0.8 | $4.5M | +75% | 61k | 73.92 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $4.3M | -2% | 26k | 169.66 |
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| Vanguard World Extended Dur (EDV) | 0.7 | $4.3M | +22% | 67k | 64.95 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $4.3M | +51% | 150k | 28.71 |
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| Aercap Holdings Nv SHS (AER) | 0.7 | $4.2M | +10% | 31k | 137.18 |
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| Albertsons Cos Common Stock (ACI) | 0.7 | $4.1M | +28% | 241k | 17.04 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $4.1M | -3% | 88k | 46.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.1M | +2% | 6.2k | 653.21 |
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| Suncor Energy (SU) | 0.7 | $4.0M | -11% | 61k | 66.11 |
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| Chubb (CB) | 0.7 | $4.0M | +31% | 12k | 325.93 |
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| Cisco Systems (CSCO) | 0.7 | $3.9M | +3% | 51k | 77.59 |
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| Smurfit Westrock SHS (SW) | 0.6 | $3.9M | +29% | 97k | 39.85 |
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| DTF Tax Free Income (DTF) | 0.6 | $3.9M | 336k | 11.45 |
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| Global X Fds 1-3 Month T-bill (CLIP) | 0.6 | $3.8M | +37% | 38k | 100.36 |
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| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.6 | $3.5M | -26% | 70k | 50.75 |
|
| McDonald's Corporation (MCD) | 0.6 | $3.4M | -4% | 11k | 310.79 |
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| Corning Incorporated (GLW) | 0.6 | $3.4M | -25% | 25k | 135.97 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $3.3M | 173k | 19.30 |
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| Cenovus Energy (CVE) | 0.5 | $3.3M | -28% | 124k | 26.53 |
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| Blackrock (BLK) | 0.5 | $3.2M | 3.4k | 961.71 |
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| Lowe's Companies (LOW) | 0.5 | $3.2M | -6% | 14k | 236.29 |
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| Becton, Dickinson and (BDX) | 0.5 | $3.0M | +10% | 19k | 157.23 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.5 | $3.0M | 38k | 78.98 |
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| Norfolk Southern (NSC) | 0.5 | $2.9M | +2% | 10k | 286.99 |
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| Morgan Stanley Etf Trust Eaton Vance Inco (XAGG) | 0.5 | $2.9M | -3% | 58k | 49.66 |
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| Kayne Anderson MLP Investment (KYN) | 0.5 | $2.7M | 192k | 14.28 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $2.7M | +11% | 22k | 125.46 |
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| Abbvie (ABBV) | 0.5 | $2.7M | -4% | 13k | 217.50 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.5 | $2.7M | +10% | 99k | 27.40 |
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| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.4 | $2.6M | NEW | 252k | 10.40 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.6M | -15% | 21k | 124.28 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $2.6M | -6% | 13k | 194.14 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $2.5M | -10% | 3.7k | 682.19 |
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| Greenfire Res Com Shs (GFR) | 0.4 | $2.4M | +45% | 373k | 6.32 |
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| Dominion Resources (D) | 0.4 | $2.3M | +22% | 38k | 61.82 |
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| GSK Sponsored Adr (GSK) | 0.4 | $2.3M | +13% | 42k | 55.19 |
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| Epr Pptys Conv Pfd 9% Sr E (EPR.PE) | 0.4 | $2.3M | +6% | 76k | 30.38 |
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| Applied Materials (AMAT) | 0.4 | $2.3M | 6.6k | 341.79 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $2.2M | +3% | 19k | 118.63 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $2.2M | -55% | 22k | 100.19 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.2M | 3.00 | 718140.00 |
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| Linde SHS (LIN) | 0.3 | $2.1M | -9% | 4.2k | 495.75 |
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| AvalonBay Communities (AVB) | 0.3 | $2.1M | +280% | 13k | 163.35 |
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| California Res Corp Com Stock (CRC) | 0.3 | $2.0M | NEW | 30k | 69.22 |
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| Nextera Energy (NEE) | 0.3 | $2.0M | -3% | 22k | 92.88 |
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| American Express Company (AXP) | 0.3 | $2.0M | -5% | 6.7k | 302.86 |
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| Apartment Invt & Mgmt Cl A (AIV) | 0.3 | $2.0M | +50% | 497k | 4.07 |
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| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.3 | $2.0M | +12% | 23k | 89.19 |
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| Air Products & Chemicals (APD) | 0.3 | $2.0M | +414% | 6.9k | 290.50 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | -6% | 3.9k | 499.65 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $1.9M | +23% | 78k | 24.91 |
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| Progressive Corporation (PGR) | 0.3 | $1.9M | 9.8k | 198.23 |
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| Cummins (CMI) | 0.3 | $1.9M | +22% | 3.5k | 538.00 |
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| Fastenal Company (FAST) | 0.3 | $1.9M | -11% | 41k | 46.40 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.9M | +17% | 50k | 36.75 |
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| Motorola Solutions Com New (MSI) | 0.3 | $1.8M | -4% | 4.2k | 434.02 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.8M | +114% | 20k | 89.59 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.8M | -2% | 5.0k | 357.68 |
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| TJX Companies (TJX) | 0.3 | $1.8M | -9% | 11k | 159.70 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.8M | -9% | 14k | 126.35 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $1.8M | -9% | 8.5k | 209.01 |
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| Altria (MO) | 0.3 | $1.8M | -8% | 27k | 65.99 |
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| Caterpillar (CAT) | 0.3 | $1.7M | +8% | 2.4k | 708.34 |
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| Wec Energy Group (WEC) | 0.3 | $1.7M | -3% | 15k | 115.75 |
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| Hp (HPQ) | 0.3 | $1.7M | +18% | 90k | 19.21 |
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| Packaging Corporation of America (PKG) | 0.3 | $1.7M | -6% | 8.0k | 212.22 |
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| Merck & Co (MRK) | 0.3 | $1.7M | +150% | 14k | 120.29 |
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| Kimco Realty Corp DP CV CL N 7.25% (KIM.PN) | 0.3 | $1.6M | +8% | 26k | 59.75 |
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| Neuberger Next Generation Common Stock (NBXG) | 0.3 | $1.5M | +2% | 119k | 12.87 |
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| Honeywell International (HON) | 0.3 | $1.5M | 6.7k | 226.02 |
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| Dell Technologies CL C (DELL) | 0.3 | $1.5M | +17% | 9.2k | 164.13 |
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| Embraer Sponsored Ads (EMBJ) | 0.3 | $1.5M | -3% | 26k | 59.34 |
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| Prologis (PLD) | 0.2 | $1.5M | -7% | 11k | 132.18 |
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| At&t (T) | 0.2 | $1.5M | -22% | 50k | 28.99 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $1.4M | +255% | 19k | 73.90 |
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| Trane Technologies SHS (TT) | 0.2 | $1.4M | -2% | 3.3k | 416.78 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $1.3M | -2% | 8.5k | 157.35 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.3M | +5% | 4.0k | 327.07 |
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| Paypal Holdings (PYPL) | 0.2 | $1.3M | +6% | 29k | 45.23 |
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| Bank of America Corporation (BAC) | 0.2 | $1.3M | -3% | 26k | 48.75 |
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| Abbott Laboratories (ABT) | 0.2 | $1.3M | -8% | 12k | 102.67 |
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| McKesson Corporation (MCK) | 0.2 | $1.2M | -11% | 1.4k | 865.36 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.2M | -23% | 5.1k | 244.17 |
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| Paychex (PAYX) | 0.2 | $1.2M | 13k | 92.12 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.2M | +5% | 7.9k | 152.75 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $1.1M | 6.6k | 173.45 |
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| Paccar (PCAR) | 0.2 | $1.1M | -47% | 9.7k | 115.50 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.1M | -19% | 6.7k | 164.56 |
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| Ftai Aviation SHS (FTAI) | 0.2 | $1.1M | -11% | 4.5k | 244.99 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.0M | -12% | 1.1k | 920.14 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $992k | +16% | 5.0k | 198.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $972k | 11k | 90.53 |
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| Totalenergies Se Act (TTE) | 0.2 | $966k | 11k | 90.98 |
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| Union Pacific Corporation (UNP) | 0.2 | $960k | 4.0k | 241.16 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $942k | 24k | 38.96 |
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| Enterprise Products Partners (EPD) | 0.2 | $941k | 25k | 37.84 |
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| Enbridge (ENB) | 0.2 | $905k | 17k | 54.14 |
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| Woodward Governor Company (WWD) | 0.1 | $892k | -4% | 2.5k | 357.92 |
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| Netflix (NFLX) | 0.1 | $888k | +57% | 9.2k | 96.15 |
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| Aon Shs Cl A (AON) | 0.1 | $880k | +13% | 2.7k | 322.78 |
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| American Tower Reit (AMT) | 0.1 | $877k | NEW | 5.1k | 172.58 |
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| Boulder Growth & Income Fund (STEW) | 0.1 | $869k | +74% | 51k | 17.10 |
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| Amgen (AMGN) | 0.1 | $866k | +27% | 2.5k | 351.87 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $860k | +21% | 15k | 57.61 |
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| Analog Devices (ADI) | 0.1 | $849k | +3% | 2.7k | 318.17 |
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| S&p Global (SPGI) | 0.1 | $844k | -6% | 2.0k | 425.38 |
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| CF Industries Holdings (CF) | 0.1 | $825k | +3% | 6.4k | 129.84 |
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| International Business Machines (IBM) | 0.1 | $818k | -4% | 3.4k | 242.51 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $817k | NEW | 8.6k | 95.44 |
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| Ares Capital Corporation (ARCC) | 0.1 | $817k | -7% | 45k | 18.02 |
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| Special Opportunities 2.75% CNV PFD C (SPE.PC) | 0.1 | $793k | +229% | 32k | 24.83 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $790k | -46% | 5.4k | 146.28 |
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| Danaher Corporation (DHR) | 0.1 | $754k | +13% | 4.0k | 189.61 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $752k | -30% | 3.9k | 192.90 |
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| Crown Castle Intl (CCI) | 0.1 | $746k | +242% | 9.2k | 81.31 |
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| Series Portfolios Tr Eldridge Aaa Clo (CLOX) | 0.1 | $725k | NEW | 28k | 25.57 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $717k | +117% | 15k | 48.18 |
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| Costco Wholesale Corporation (COST) | 0.1 | $707k | -20% | 709.00 | 997.10 |
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| Intuit (INTU) | 0.1 | $704k | 1.6k | 432.26 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $702k | +395% | 6.4k | 109.10 |
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| Archrock (AROC) | 0.1 | $698k | -2% | 20k | 34.80 |
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| Moog Cl A (MOG.A) | 0.1 | $697k | -5% | 2.4k | 292.64 |
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| Shell Spon Ads (SHEL) | 0.1 | $688k | 7.4k | 93.01 |
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| Crescent Capital Bdc (CCAP) | 0.1 | $664k | NEW | 55k | 12.15 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $651k | +24% | 13k | 50.98 |
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| Nasdaq Omx (NDAQ) | 0.1 | $648k | -6% | 7.6k | 84.89 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $645k | 1.5k | 426.40 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $642k | +2% | 27k | 23.81 |
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| Qualcomm (QCOM) | 0.1 | $636k | 4.9k | 128.79 |
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| Diageo Spon Adr New (DEO) | 0.1 | $632k | +12% | 8.5k | 74.45 |
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| Citigroup Com New (C) | 0.1 | $620k | +14% | 5.5k | 113.40 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $618k | +2% | 11k | 58.00 |
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| Zoetis Cl A (ZTS) | 0.1 | $600k | NEW | 5.1k | 118.22 |
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| Oracle Corporation (ORCL) | 0.1 | $586k | 4.0k | 147.10 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $583k | -5% | 4.9k | 118.62 |
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| Vistra Energy (VST) | 0.1 | $575k | -4% | 3.8k | 150.33 |
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| Ryder System (R) | 0.1 | $570k | -2% | 2.8k | 204.71 |
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| CVS Caremark Corporation (CVS) | 0.1 | $568k | +3% | 7.9k | 71.82 |
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| Huntington Ingalls Inds (HII) | 0.1 | $533k | 1.4k | 379.90 |
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| Tc Energy Corp (TRP) | 0.1 | $532k | -3% | 8.5k | 62.60 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $531k | 879.00 | 604.40 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $529k | -3% | 874.00 | 605.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $525k | -6% | 910.00 | 577.18 |
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| Entergy Corporation (ETR) | 0.1 | $520k | -9% | 4.6k | 112.35 |
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| FormFactor (FORM) | 0.1 | $520k | 5.4k | 96.99 |
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| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.1 | $518k | -16% | 57k | 9.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $515k | 792.00 | 650.37 |
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| Home Depot (HD) | 0.1 | $515k | +12% | 1.6k | 328.01 |
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| Ubs Group SHS (UBS) | 0.1 | $506k | -16% | 13k | 39.07 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $502k | 3.0k | 168.87 |
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| Tesla Motors (TSLA) | 0.1 | $499k | +170% | 1.3k | 371.75 |
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| Spdr Index Shs Fds State Street Spd (DWX) | 0.1 | $498k | 11k | 45.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $497k | +13% | 1.8k | 283.82 |
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| American Electric Power Company (AEP) | 0.1 | $497k | +4% | 3.8k | 131.07 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $495k | -4% | 5.8k | 84.60 |
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| Travelers Companies (TRV) | 0.1 | $479k | -5% | 1.6k | 291.69 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $479k | 30k | 15.91 |
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| Unilever Spon Adr New (UL) | 0.1 | $477k | 8.4k | 56.97 |
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| Manulife Finl Corp (MFC) | 0.1 | $474k | -4% | 14k | 34.44 |
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| Cbre Group Cl A (CBRE) | 0.1 | $473k | -9% | 3.5k | 135.46 |
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| Snowflake Com Shs (SNOW) | 0.1 | $473k | 3.1k | 150.82 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $470k | -7% | 2.3k | 204.16 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $469k | -9% | 6.7k | 70.25 |
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| Raymond James Financial (RJF) | 0.1 | $468k | 3.2k | 144.79 |
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| Snap-on Incorporated (SNA) | 0.1 | $464k | -2% | 1.3k | 363.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $463k | 1.1k | 430.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $462k | 2.4k | 191.95 |
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| Pfizer (PFE) | 0.1 | $457k | -30% | 16k | 28.08 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $455k | -2% | 5.0k | 90.67 |
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| Rbc Cad (RY) | 0.1 | $454k | -4% | 2.8k | 161.78 |
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| Firstcash Holdings (FCFS) | 0.1 | $450k | 2.4k | 188.00 |
|
|
| GATX Corporation (GATX) | 0.1 | $449k | -3% | 2.6k | 171.00 |
|
| Ross Stores (ROST) | 0.1 | $449k | +2% | 2.1k | 216.63 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $447k | -3% | 409.00 | 1093.35 |
|
| Microchip Technology (MCHP) | 0.1 | $446k | +26% | 6.9k | 64.61 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $440k | 9.4k | 46.84 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $430k | +25% | 7.1k | 60.65 |
|
| Hasbro (HAS) | 0.1 | $427k | 4.6k | 93.60 |
|
|
| Granite Construction (GVA) | 0.1 | $427k | 3.6k | 119.87 |
|
|
| Cirrus Logic (CRUS) | 0.1 | $418k | -2% | 2.9k | 144.62 |
|
| MetLife (MET) | 0.1 | $416k | -6% | 5.9k | 70.72 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $412k | -3% | 10k | 40.79 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $409k | -12% | 1.9k | 211.15 |
|
| News Corp CL B (NWS) | 0.1 | $408k | -27% | 14k | 28.51 |
|
| Walt Disney Company (DIS) | 0.1 | $406k | +28% | 4.2k | 96.39 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $404k | +2% | 7.0k | 58.18 |
|
| Iron Mountain (IRM) | 0.1 | $404k | 4.0k | 102.13 |
|
|
| DaVita (DVA) | 0.1 | $402k | +22% | 2.6k | 153.70 |
|
| Valmont Industries (VMI) | 0.1 | $394k | -2% | 987.00 | 399.57 |
|
| Medtronic SHS (MDT) | 0.1 | $392k | 4.5k | 86.66 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $391k | -11% | 5.6k | 69.75 |
|
| Kla Corp Com New (KLAC) | 0.1 | $377k | -77% | 256.00 | 1473.57 |
|
| Msci (MSCI) | 0.1 | $371k | 689.00 | 539.01 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $370k | -5% | 20k | 18.52 |
|
| ConocoPhillips (COP) | 0.1 | $364k | +7% | 2.8k | 131.99 |
|
| Republic Services (RSG) | 0.1 | $360k | -4% | 1.6k | 219.02 |
|
| Hexcel Corporation (HXL) | 0.1 | $360k | -4% | 4.4k | 80.93 |
|
| Cibc Cad (CM) | 0.1 | $355k | -8% | 3.7k | 94.74 |
|
| Fortis (FTS) | 0.1 | $351k | -7% | 6.3k | 55.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $351k | +20% | 1.8k | 196.25 |
|
| Oneok (OKE) | 0.1 | $351k | +15% | 3.9k | 90.40 |
|
| General Dynamics Corporation (GD) | 0.1 | $350k | 1.0k | 343.29 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $348k | +9% | 6.1k | 57.07 |
|
| BorgWarner (BWA) | 0.1 | $346k | -3% | 6.4k | 54.26 |
|
| MercadoLibre (MELI) | 0.1 | $346k | -5% | 200.00 | 1729.02 |
|
| Enovix Corp (ENVX) | 0.1 | $344k | +13% | 66k | 5.18 |
|
| Amcor Com New (AMCR) | 0.1 | $343k | NEW | 8.6k | 39.75 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $343k | -4% | 2.4k | 143.62 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $343k | -5% | 2.6k | 130.96 |
|
| Coca-Cola Company (KO) | 0.1 | $342k | -3% | 4.5k | 76.06 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $340k | 3.0k | 113.11 |
|
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $339k | -8% | 17k | 19.75 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $339k | -6% | 4.6k | 74.35 |
|
| Webster Financial Corporation (WBS) | 0.1 | $337k | -2% | 4.9k | 69.42 |
|
| NiSource (NI) | 0.1 | $334k | -7% | 7.2k | 46.66 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $330k | 3.5k | 94.95 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $330k | +9% | 1.8k | 179.53 |
|
| Darden Restaurants (DRI) | 0.1 | $330k | -3% | 1.7k | 196.04 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $326k | -11% | 15k | 21.66 |
|
| MDU Resources (MDU) | 0.1 | $326k | NEW | 16k | 20.72 |
|
| Hologic | 0.1 | $324k | -4% | 4.3k | 76.00 |
|
| Kinder Morgan (KMI) | 0.1 | $318k | -7% | 9.5k | 33.53 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $318k | 4.4k | 72.58 |
|
|
| Nutrien (NTR) | 0.1 | $318k | +6% | 4.2k | 75.46 |
|
| Stryker Corporation (SYK) | 0.1 | $316k | -7% | 962.00 | 328.61 |
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $314k | +13% | 3.4k | 92.28 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.1 | $314k | NEW | 7.6k | 41.54 |
|
| Arrow Electronics (ARW) | 0.1 | $313k | -2% | 2.2k | 143.00 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $312k | -9% | 18k | 16.97 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $311k | -5% | 4.7k | 65.94 |
|
| Ge Vernova (GEV) | 0.1 | $305k | -20% | 350.00 | 872.49 |
|
| Us Bancorp Com New (USB) | 0.1 | $305k | 5.9k | 52.01 |
|
|
| ON Semiconductor (ON) | 0.1 | $304k | +2% | 4.9k | 61.92 |
|
| Pembina Pipeline Corp (PBA) | 0.1 | $302k | +14% | 6.7k | 44.76 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $300k | -5% | 2.2k | 135.32 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $296k | NEW | 224.00 | 1320.96 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.0 | $292k | 12k | 24.79 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $289k | -2% | 3.6k | 80.58 |
|
| Emcor (EME) | 0.0 | $287k | +5% | 389.00 | 738.31 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $284k | -44% | 3.4k | 82.56 |
|
| Mfs Invt Grade Mun Tr Sh Ben Int (CXH) | 0.0 | $282k | NEW | 35k | 7.99 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $282k | 10k | 27.49 |
|
|
| Cme (CME) | 0.0 | $282k | +2% | 953.00 | 295.40 |
|
| Gold Fields Sponsored Adr (GFI) | 0.0 | $277k | -15% | 6.1k | 45.40 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $276k | +5% | 2.9k | 96.47 |
|
| Middleby Corporation (MIDD) | 0.0 | $275k | NEW | 2.1k | 132.58 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $275k | -3% | 16k | 17.11 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $272k | NEW | 1.1k | 250.58 |
|
| Hershey Company (HSY) | 0.0 | $272k | -16% | 1.3k | 207.85 |
|
| Procter & Gamble Company (PG) | 0.0 | $271k | -38% | 1.9k | 144.44 |
|
| D.R. Horton (DHI) | 0.0 | $270k | -11% | 2.0k | 137.25 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $267k | +25% | 1.4k | 191.81 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $266k | -3% | 1.9k | 138.94 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.0 | $263k | -18% | 7.3k | 36.04 |
|
| RadNet (RDNT) | 0.0 | $263k | 4.7k | 55.89 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $261k | -31% | 1.3k | 206.10 |
|
| Charles River Laboratories (CRL) | 0.0 | $260k | NEW | 1.5k | 172.50 |
|
| Caci Intl Cl A (CACI) | 0.0 | $259k | 476.00 | 543.87 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $257k | NEW | 6.1k | 42.20 |
|
| Akamai Technologies (AKAM) | 0.0 | $257k | NEW | 2.2k | 114.85 |
|
| East West Ban (EWBC) | 0.0 | $256k | -3% | 2.4k | 106.76 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $255k | -5% | 5.6k | 45.97 |
|
| Vici Pptys (VICI) | 0.0 | $252k | NEW | 9.2k | 27.32 |
|
| The Alger Etf Trust 35 Etf (ATFV) | 0.0 | $252k | -4% | 8.0k | 31.37 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $251k | 5.5k | 45.65 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $250k | 1.4k | 181.39 |
|
|
| Intel Corporation (INTC) | 0.0 | $238k | NEW | 5.4k | 44.13 |
|
| Harmony Gold Mng Sponsored Adr (HMY) | 0.0 | $234k | -15% | 15k | 15.37 |
|
| Sonoco Products Company (SON) | 0.0 | $234k | NEW | 4.3k | 54.09 |
|
| Cabot Corporation (CBT) | 0.0 | $234k | 3.1k | 75.31 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $233k | 10k | 22.33 |
|
|
| NetApp (NTAP) | 0.0 | $231k | -2% | 2.3k | 102.39 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $230k | NEW | 7.6k | 30.22 |
|
| Qiagen Nv Ord Shares (QGEN) | 0.0 | $229k | NEW | 5.7k | 40.04 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $229k | +11% | 9.4k | 24.27 |
|
| Tortoise Capital Series Trus Electrification (TPZ) | 0.0 | $226k | 10k | 21.88 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $225k | 2.4k | 94.06 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $224k | NEW | 8.2k | 27.23 |
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $224k | NEW | 803.00 | 278.75 |
|
| Box Cl A (BOX) | 0.0 | $222k | -6% | 9.4k | 23.64 |
|
| China Yuchai Intl (CYD) | 0.0 | $216k | -16% | 5.6k | 38.50 |
|
| Barclays Adr (BCS) | 0.0 | $216k | -16% | 10k | 21.16 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $212k | 6.4k | 33.22 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $212k | -4% | 4.6k | 46.19 |
|
| Wright Express (WEX) | 0.0 | $212k | NEW | 1.4k | 153.04 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $210k | -7% | 42k | 5.03 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $209k | +6% | 4.9k | 42.48 |
|
| Copt Defense Properties Shs Ben Int (CDP) | 0.0 | $209k | -5% | 6.8k | 30.60 |
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $208k | -4% | 4.3k | 48.94 |
|
| Eastman Chemical Company (EMN) | 0.0 | $206k | NEW | 2.7k | 76.33 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $206k | -11% | 1.4k | 145.90 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $204k | NEW | 683.00 | 298.85 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $203k | NEW | 905.00 | 224.63 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $203k | NEW | 1.2k | 172.11 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $201k | 2.0k | 100.72 |
|
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $189k | -19% | 15k | 12.32 |
|
| Vnet Group Sponsored Ads A (VNET) | 0.0 | $173k | -10% | 21k | 8.39 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $170k | -21% | 15k | 11.44 |
|
| Virtus Global Divid Income F (ZTR) | 0.0 | $162k | -9% | 24k | 6.62 |
|
| Energy Recovery (ERII) | 0.0 | $152k | 15k | 10.07 |
|
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $152k | -2% | 11k | 14.25 |
|
| Telus Ord (TU) | 0.0 | $145k | NEW | 11k | 12.83 |
|
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.0 | $116k | NEW | 16k | 7.24 |
|
| Avantor (AVTR) | 0.0 | $111k | NEW | 14k | 7.84 |
|
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $48k | 17k | 2.81 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $28k | 10k | 2.78 |
|
|
| Braemar Hotels And Resorts (BHR) | 0.0 | $26k | 11k | 2.36 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $16k | 10k | 1.58 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $0 | NEW | 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 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