Box Hill Private Wealth
Latest statistics and disclosures from Box Hill Private Wealth's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002094120
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Positions held by Box Hill Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Box Hill Private Wealth
Box Hill Private Wealth holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 18.4 | $18M | 58k | 314.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 15.5 | $15M | 22k | 684.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.6 | $6.5M | 11k | 614.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.0 | $5.0M | 19k | 257.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $3.5M | 39k | 89.46 |
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| Ishares Core Msci Emkt (IEMG) | 3.5 | $3.4M | 51k | 67.22 |
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| Tesla Motors (TSLA) | 2.7 | $2.7M | 5.9k | 449.72 |
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| Apple (AAPL) | 2.6 | $2.6M | 9.6k | 271.86 |
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| NVIDIA Corporation (NVDA) | 2.5 | $2.5M | 13k | 186.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $2.4M | 4.8k | 502.65 |
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| Microsoft Corporation (MSFT) | 2.1 | $2.1M | 4.3k | 483.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $2.0M | 6.3k | 313.82 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.9 | $1.9M | 13k | 148.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.8 | $1.8M | 4.8k | 373.44 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.8 | $1.8M | 13k | 143.96 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.7 | $1.7M | 33k | 52.77 |
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| Broadcom (AVGO) | 1.7 | $1.6M | 4.8k | 346.12 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.7 | $1.6M | 6.5k | 252.91 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.5 | $1.5M | 17k | 88.49 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $1.4M | 4.0k | 360.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.4M | 4.3k | 313.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.2M | 19k | 66.00 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.3 | $1.2M | 27k | 45.45 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 1.1 | $1.1M | 19k | 58.96 |
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| Amazon (AMZN) | 1.1 | $1.1M | 4.7k | 230.82 |
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| Meta Platforms Cl A (META) | 1.1 | $1.1M | 1.6k | 660.09 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.0 | $1.0M | 22k | 46.04 |
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| Costco Wholesale Corporation (COST) | 0.8 | $814k | 943.00 | 862.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $699k | 2.1k | 335.33 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $649k | 6.5k | 99.88 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $586k | 1.8k | 322.16 |
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| Netflix (NFLX) | 0.6 | $565k | 6.0k | 93.76 |
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| Visa Com Cl A (V) | 0.6 | $565k | 1.6k | 350.62 |
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| Eli Lilly & Co. (LLY) | 0.5 | $540k | 502.00 | 1075.16 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $526k | 6.5k | 80.63 |
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| Booking Holdings (BKNG) | 0.4 | $440k | 82.00 | 5366.56 |
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| Eaton Corp SHS (ETN) | 0.4 | $399k | 1.3k | 318.51 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $392k | 14k | 27.30 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $380k | 5.0k | 75.91 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $368k | 649.00 | 566.36 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $332k | 2.8k | 120.35 |
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| Wedbush Ser Tr Dan Ives Wedbush (IVES) | 0.3 | $322k | 10k | 31.61 |
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| Uber Technologies (UBER) | 0.3 | $314k | 3.8k | 81.71 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $313k | 1.8k | 177.75 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $311k | 544.00 | 571.17 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $301k | 991.00 | 303.89 |
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| Servicenow (NOW) | 0.3 | $290k | 1.9k | 153.19 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.3 | $270k | 11k | 23.67 |
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| Chubb (CB) | 0.3 | $267k | 856.00 | 312.30 |
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| Ge Aerospace Com New (GE) | 0.3 | $255k | 829.00 | 308.02 |
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| Marvell Technology (MRVL) | 0.2 | $246k | 2.9k | 84.97 |
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| Home Depot (HD) | 0.2 | $239k | 696.00 | 343.94 |
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| Micron Technology (MU) | 0.2 | $238k | 835.00 | 285.47 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $227k | 3.5k | 64.42 |
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| Abbvie (ABBV) | 0.2 | $222k | 971.00 | 228.48 |
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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 2025 Q4 filed Feb. 9, 2026