Box Hill Private Wealth
Latest statistics and disclosures from Box Hill Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IVV, QQQ, VB, IEFA, and represent 47.30% of Box Hill Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: BINC, IEFA, IEMG, IWB, QQQ, QUAL, IWF, AOR, IWD, COPX.
- Started 15 new stock positions in IWD, EMXC, XAR, AOR, CVX, BITW, QUAL, MGC, SPYM, COPX. IWF, XLE, BAI, NYXH, PHYS.
- Reduced shares in these 10 stocks: VNQ, AGG, , IJH, HD, , IVV, QQQM, VV, HYG.
- Sold out of its positions in HD, AGG, SLV, NOW.
- Box Hill Private Wealth was a net buyer of stock by $6.7M.
- Box Hill Private Wealth has $101M in assets under management (AUM), dropping by 2.40%.
- Central Index Key (CIK): 0002094120
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Portfolio Holdings for Box Hill Private Wealth
Box Hill Private Wealth holds 66 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 17.0 | $17M | 57k | 298.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 14.3 | $14M | 22k | 653.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.7 | $6.7M | +10% | 12k | 577.17 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.9 | $5.0M | 19k | 261.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.5 | $4.5M | +26% | 50k | 90.53 |
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| Ishares Core Msci Emkt (IEMG) | 4.4 | $4.5M | +25% | 64k | 69.75 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.9 | $3.0M | +74% | 57k | 51.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.5 | $2.5M | +44% | 7.0k | 356.54 |
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| Apple (AAPL) | 2.4 | $2.4M | 9.6k | 253.80 |
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| NVIDIA Corporation (NVDA) | 2.3 | $2.4M | +2% | 14k | 174.40 |
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| Tesla Motors (TSLA) | 2.3 | $2.3M | +4% | 6.2k | 371.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $2.3M | 4.8k | 479.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $1.9M | +7% | 6.8k | 286.88 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.8 | $1.8M | +8% | 14k | 132.90 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.8 | $1.8M | 13k | 142.43 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.7 | $1.8M | +14% | 4.6k | 383.41 |
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| Microsoft Corporation (MSFT) | 1.6 | $1.6M | 4.3k | 370.19 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.5 | $1.5M | +19% | 33k | 46.23 |
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| Broadcom (AVGO) | 1.5 | $1.5M | 4.8k | 309.52 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.4 | $1.4M | -7% | 6.0k | 237.61 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.2 | $1.2M | +22% | 27k | 45.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.2M | 4.3k | 287.55 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 1.2 | $1.2M | +3% | 20k | 61.85 |
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| Amazon (AMZN) | 1.1 | $1.1M | +8% | 5.1k | 208.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $988k | -22% | 15k | 67.53 |
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| Costco Wholesale Corporation (COST) | 0.9 | $941k | 945.00 | 996.01 |
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| Meta Platforms Cl A (META) | 0.9 | $939k | 1.6k | 571.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $671k | 2.1k | 320.79 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $538k | 1.8k | 294.24 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $525k | -65% | 5.9k | 88.70 |
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| Netflix (NFLX) | 0.5 | $523k | -9% | 5.4k | 96.15 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $485k | NEW | 2.5k | 191.78 |
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| Eli Lilly & Co. (LLY) | 0.5 | $463k | 503.00 | 919.94 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $459k | -11% | 5.8k | 79.56 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $454k | -2% | 2.7k | 169.66 |
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| Eaton Corp SHS (ETN) | 0.4 | $448k | 1.3k | 357.67 |
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| Visa Com Cl A (V) | 0.4 | $448k | -8% | 1.5k | 302.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $413k | NEW | 969.00 | 426.53 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.4 | $381k | NEW | 5.9k | 64.35 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $379k | NEW | 1.8k | 213.72 |
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| Global X Fds Global X Copper (COPX) | 0.4 | $364k | NEW | 4.8k | 76.35 |
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| Wedbush Ser Tr Dan Ives Wedbush (IVES) | 0.4 | $360k | +24% | 13k | 28.37 |
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| Vanguard World Mega Cap Index (MGC) | 0.4 | $356k | NEW | 1.5k | 236.35 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $354k | +5% | 1.0k | 337.95 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $353k | 5.0k | 70.51 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $338k | -11% | 13k | 26.72 |
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| Booking Holdings (BKNG) | 0.3 | $317k | -8% | 75.00 | 4228.63 |
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| Uber Technologies (UBER) | 0.3 | $286k | +3% | 4.0k | 71.93 |
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| Micron Technology (MU) | 0.3 | $282k | 835.00 | 338.00 |
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| Chubb (CB) | 0.3 | $280k | 859.00 | 325.95 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $275k | NEW | 7.8k | 35.44 |
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| Marvell Technology (MRVL) | 0.3 | $273k | -4% | 2.8k | 99.07 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.3 | $256k | NEW | 7.8k | 32.95 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $251k | -2% | 1.7k | 146.28 |
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| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.2 | $249k | NEW | 5.6k | 44.61 |
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| Ge Aerospace Com New (GE) | 0.2 | $245k | +4% | 864.00 | 283.72 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $245k | NEW | 3.2k | 76.55 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $241k | -19% | 522.00 | 460.99 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $235k | -11% | 10k | 23.32 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $222k | -18% | 444.00 | 499.36 |
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| Chevron Corporation (CVX) | 0.2 | $220k | NEW | 1.1k | 206.98 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $214k | NEW | 3.5k | 61.26 |
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| Abbvie (ABBV) | 0.2 | $212k | 977.00 | 217.44 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $206k | NEW | 2.6k | 78.66 |
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| Spdr Series Trust State Street Spd (XAR) | 0.2 | $206k | NEW | 810.00 | 254.09 |
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| Nyxoah S A SHS (NYXH) | 0.0 | $44k | NEW | 15k | 2.92 |
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Past Filings by Box Hill Private Wealth
SEC 13F filings are viewable for Box Hill Private Wealth going back to 2025
- Box Hill Private Wealth 2026 Q1 filed April 3, 2026
- Box Hill Private Wealth 2025 Q4 filed Feb. 9, 2026