Beverly Hills Private Wealth

Beverly Hills Private Wealth as of June 30, 2026

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 80k 289.36
JPMorgan Chase & Co. (JPM) 3.2 $17M 51k 327.33
NVIDIA Corporation (NVDA) 3.2 $17M 83k 200.09
Amazon (AMZN) 2.9 $15M 64k 238.34
Microsoft Corporation (MSFT) 2.9 $15M 40k 373.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.7 $14M 236k 58.98
Charles Schwab Corporation (SCHW) 2.3 $12M 129k 92.27
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.2 $11M 24k 477.57
Visa Com Cl A (V) 1.9 $10M 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 170k 58.20
Verizon Communications (VZ) 1.7 $9.0M 214k 42.34
J P Morgan Exchange Traded F Mortgage Backed (JMTG) 1.6 $8.5M 167k 50.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $8.4M 17k 500.39
Cbl & Assoc Pptys Common Stock (CBL) 1.5 $8.1M 152k 53.09
Alphabet Cap Stk Cl C (GOOG) 1.5 $8.1M 23k 353.33
Anthem (ELV) 1.5 $7.9M 20k 386.73
Alexander's (ALX) 1.4 $7.1M 26k 275.57
Alphabet Cap Stk Cl A (GOOGL) 1.3 $6.9M 19k 357.37
Ishares Tr Gnma Bond Etf (GNMA) 1.3 $6.8M 154k 44.23
TFS Financial Corporation (TFSL) 1.3 $6.6M 374k 17.72
Pepsi (PEP) 1.2 $6.5M 48k 135.40
UnitedHealth (UNH) 1.2 $6.2M 15k 415.63
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 1.1 $5.8M 253k 22.75
Smurfit Westrock SHS (SW) 1.1 $5.7M 124k 46.26
Global X Fds Global X Silver (SIL) 1.1 $5.6M 72k 77.46
Kroger (KR) 1.0 $5.5M 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 30k 180.79
Vanguard World Extended Dur (EDV) 1.0 $5.2M 80k 65.08
Broadcom (AVGO) 1.0 $5.1M 14k 377.75
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.0 $5.0M 99k 50.49
AvalonBay Communities (AVB) 1.0 $5.0M 27k 188.69
Vistra Energy (VST) 0.9 $4.9M 31k 158.63
Comcast Corp Cl A (CMCSA) 0.9 $4.7M 193k 24.55
Applied Materials (AMAT) 0.9 $4.6M 6.3k 723.06
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.5M 6.0k 748.96
MGM Resorts International. (MGM) 0.8 $4.2M 88k 47.81
Aercap Holdings Nv SHS (AER) 0.8 $4.2M 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 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 274k 13.53
Johnson & Johnson (JNJ) 0.7 $3.6M 14k 253.95
Chubb (CB) 0.7 $3.5M 10k 340.74
Becton, Dickinson and (BDX) 0.6 $3.4M 22k 151.33
Energy Transfer Com Ut Ltd Ptn (ET) 0.6 $3.3M 173k 19.12
Cisco Systems (CSCO) 0.6 $3.2M 27k 117.46
Suncor Energy (SU) 0.6 $3.1M 58k 53.68
Novo-nordisk A S Adr (NVO) 0.6 $3.0M 64k 47.94
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.6 $3.0M 111k 27.19
Global X Fds 1 3 Mo T Bi Et (CLIP) 0.5 $2.8M 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 85k 31.77
Cenovus Energy (CVE) 0.5 $2.7M 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 15k 165.80
Dell Technologies CL C (DELL) 0.5 $2.5M 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 416k 5.65
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG) 0.4 $2.3M 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 101k 21.94
Oppenheimer Hldgs Cl A Non Vtg (OPY) 0.4 $2.2M 21k 105.54
Packaging Corporation of America (PKG) 0.4 $2.0M 8.5k 238.27
Te Connectivity Ord Shs (TEL) 0.4 $2.0M 10k 201.60
Corning Incorporated (GLW) 0.4 $2.0M 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 36k 52.87
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.9M 20k 95.98
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $1.9M 19k 100.16
McDonald's Corporation (MCD) 0.4 $1.9M 6.9k 270.32
Bank of New York Mellon Corporation (BNY) 0.4 $1.9M 13k 144.61
Kimco Realty Corp DP CV CL N 7.25% (KIM.PN) 0.3 $1.8M 28k 62.45
Blackrock (BLK) 0.3 $1.7M 1.8k 961.56
GSK Sponsored Adr (GSK) 0.3 $1.7M 33k 52.42
Franklin Resources (BEN) 0.3 $1.7M 50k 33.27
Ameriprise Financial (AMP) 0.3 $1.6M 3.5k 458.76
Abbvie (ABBV) 0.3 $1.6M 6.2k 251.66
Apartment Invt & Mgmt Cl A (AIV) 0.3 $1.5M 516k 2.97
Ego (EGO) 0.3 $1.5M 48k 31.09
Marriott Intl Cl A (MAR) 0.3 $1.5M 4.0k 370.59
McKesson Corporation (MCK) 0.3 $1.4M 1.9k 755.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.4M 57k 24.14
Paypal Holdings (PYPL) 0.3 $1.4M 32k 43.18
Tencent Music Entmt Group Spon Ads (TME) 0.3 $1.4M 163k 8.35
Embraer Sponsored Ads (EMBJ) 0.3 $1.4M 21k 63.80
Texas Instruments Incorporated (TXN) 0.3 $1.3M 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 6.1k 209.04
Norfolk Southern (NSC) 0.2 $1.2M 3.9k 314.58
Paccar (PCAR) 0.2 $1.2M 10k 120.12
Ftai Aviation SHS (FTAI) 0.2 $1.2M 4.5k 270.52
Eli Lilly & Co. (LLY) 0.2 $1.2M 994.00 1200.07
Lowe's Companies (LOW) 0.2 $1.2M 5.4k 220.47
American Express Company (AXP) 0.2 $1.2M 3.5k 338.69
Linde SHS (LIN) 0.2 $1.1M 2.2k 518.93
Wal-Mart Stores (WMT) 0.2 $1.1M 9.9k 113.26
Bank of America Corporation (BAC) 0.2 $1.1M 20k 56.98
Raymond James Financial (RJF) 0.2 $1.1M 7.3k 152.03
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.1M 11k 96.58
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 2.1k 513.65
Boulder Growth & Income Fund (STEW) 0.2 $1.1M 59k 17.90
Aon Shs Cl A (AON) 0.2 $981k 3.0k 331.69
Eaton Corp SHS (ETN) 0.2 $977k 2.3k 426.15
Amphenol Corp Cl A (APH) 0.2 $950k 5.4k 176.50
Enterprise Products Partners (EPD) 0.2 $914k 25k 36.76
Crescent Capital Bdc (CCAP) 0.2 $908k 83k 10.92
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $887k 36k 24.66
Qualcomm (QCOM) 0.2 $862k 4.7k 184.78
Amgen (AMGN) 0.2 $847k 2.3k 362.12
Ares Capital Corporation (ARCC) 0.2 $836k 45k 18.53
Motorola Solutions Com New (MSI) 0.2 $829k 2.0k 415.29
Progressive Corporation (PGR) 0.2 $815k 3.7k 218.46
Mexico Fund (MXF) 0.2 $802k 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 9.8k 80.38
TJX Companies (TJX) 0.1 $776k 5.1k 151.51
Altria (MO) 0.1 $776k 11k 71.95
Fastenal Company (FAST) 0.1 $763k 16k 48.03
Intel Corporation (INTC) 0.1 $759k 5.4k 139.63
Dominion Resources (D) 0.1 $745k 11k 68.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $736k 1.0k 736.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $730k 3.4k 212.80
Trane Technologies SHS (TT) 0.1 $727k 1.5k 491.16
Citigroup Com New (C) 0.1 $723k 5.2k 139.95
Merck & Co (MRK) 0.1 $720k 5.6k 128.50
Kla Corp Com New (KLAC) 0.1 $713k 2.4k 301.71
At&t (T) 0.1 $713k 34k 20.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $703k 5.7k 124.17
First Trust/Four Corners SFRI Fund II (FCT) 0.1 $688k 71k 9.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $687k 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 26k 25.61
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) 0.1 $662k 13k 50.49
Ubs Group SHS (UBS) 0.1 $622k 13k 49.56
Wec Energy Group (WEC) 0.1 $618k 5.3k 116.77
Analog Devices (ADI) 0.1 $612k 1.5k 397.17
Raytheon Technologies Corp (RTX) 0.1 $607k 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 6.8k 87.77
Palantir Technologies Cl A (PLTR) 0.1 $588k 5.0k 116.67
Ge Aerospace Com New (GE) 0.1 $578k 1.5k 373.78
Cummins (CMI) 0.1 $569k 797.00 713.45
Granite Construction (GVA) 0.1 $563k 3.6k 158.07
International Business Machines (IBM) 0.1 $557k 2.0k 281.19
Cincinnati Financial Corporation (CINF) 0.1 $540k 2.9k 185.13
Ishares Tr Ishares Biotech (IBB) 0.1 $537k 2.8k 190.20
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $533k 4.7k 114.33
Prologis (PLD) 0.1 $520k 3.8k 135.49
Travelers Companies (TRV) 0.1 $505k 1.5k 330.13
Netflix (NFLX) 0.1 $503k 7.0k 71.40
Marsh & McLennan Companies (MRSH) 0.1 $503k 3.0k 166.64
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $493k 12k 41.25
Ishares Tr Core Msci Euro (IEUR) 0.1 $476k 6.3k 75.17
Ishares Tr Msci India Etf (INDA) 0.1 $464k 9.4k 49.39
Union Pacific Corporation (UNP) 0.1 $457k 1.7k 271.95
Woodward Governor Company (WWD) 0.1 $433k 1.0k 425.00
Ross Stores (ROST) 0.1 $429k 2.0k 212.85
Enovix Corp (ENVX) 0.1 $414k 68k 6.07
Enbridge (ENB) 0.1 $410k 7.6k 54.21
Micron Technology (MU) 0.1 $409k 354.00 1154.29
Moog Cl A (MOG.A) 0.1 $407k 960.00 423.84
Novartis Sponsored Adr (NVS) 0.1 $407k 2.6k 156.70
Intuit (INTU) 0.1 $399k 1.5k 260.92
Spdr Gold Tr Gold Shs (GLD) 0.1 $396k 1.1k 368.38
Walt Disney Company (DIS) 0.1 $390k 4.1k 96.26
Abbott Laboratories (ABT) 0.1 $377k 4.2k 90.74
Ge Vernova (GEV) 0.1 $372k 317.00 1174.26
Barrick Mng Corp Com Shs (B) 0.1 $371k 10k 36.73
Paychex (PAYX) 0.1 $366k 3.7k 98.33
Home Depot (HD) 0.1 $363k 1.0k 351.73
Starbucks Corporation (SBUX) 0.1 $357k 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 3.4k 103.45
Ishares Tr U.s. Tech Etf (IYW) 0.1 $348k 1.4k 252.19
Advanced Micro Devices (AMD) 0.1 $347k 597.00 580.91
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) 0.1 $340k 271.00 1254.25
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $337k 3.5k 96.49
CF Industries Holdings (CF) 0.1 $336k 3.1k 108.26
Vertiv Holdings Com Cl A (VRT) 0.1 $333k 995.00 334.82
The Alger Etf Trust 35 Etf (ATFV) 0.1 $332k 8.0k 41.42
Archrock (AROC) 0.1 $331k 8.1k 40.71
MercadoLibre (MELI) 0.1 $329k 194.00 1697.39
Vanguard Index Fds Value Etf (VTV) 0.1 $324k 1.5k 218.00
Air Products & Chemicals (APD) 0.1 $324k 1.1k 293.12
Ryder System (R) 0.1 $316k 1.2k 263.77
Honeywell International (HON) 0.1 $311k 1.4k 223.82
Lam Research Corp Com New (LRCX) 0.1 $309k 713.00 433.33
Oracle Corporation (ORCL) 0.1 $307k 2.1k 146.58
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $305k 1.9k 156.97
Kimberly-Clark Corporation (KMB) 0.1 $304k 2.8k 109.77
Ishares Tr Mbs Etf (MBB) 0.1 $299k 3.2k 94.52
Kinder Morgan (KMI) 0.1 $295k 9.2k 31.97
FormFactor (FORM) 0.1 $291k 1.8k 159.93
Mondelez Intl Cl A (MDLZ) 0.1 $290k 5.0k 57.83
RadNet (RDNT) 0.1 $290k 4.7k 61.67
Hewlett Packard Enterprise (HPE) 0.1 $287k 6.4k 45.11
Stryker Corporation (SYK) 0.1 $284k 903.00 314.86
Honeywell Aerospace (HONA) 0.1 $281k 1.3k 220.99
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $280k 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 1.4k 190.58
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $275k 11k 25.17
Msci (MSCI) 0.1 $273k 487.00 560.04
Northrop Grumman Corporation (NOC) 0.1 $268k 527.00 509.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $268k 655.00 409.50
Manulife Finl Corp (MFC) 0.1 $268k 6.6k 40.51
Procter & Gamble Company (PG) 0.1 $266k 1.8k 146.64
Mueller Wtr Prods Com Ser A (MWA) 0.1 $265k 10k 25.83
DaVita (DVA) 0.1 $263k 1.2k 222.50
Republic Services (RSG) 0.0 $256k 1.2k 213.08
Warner Bros Discovery Com Ser A (WBD) 0.0 $255k 9.6k 26.66
Shell Spon Ads (SHEL) 0.0 $251k 3.2k 77.53
ConocoPhillips (COP) 0.0 $251k 2.4k 103.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $247k 3.0k 82.10
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.0 $247k 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 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 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 3.0k 74.89
Monolithic Power Systems (MPWR) 0.0 $224k 162.00 1382.36
MetLife (MET) 0.0 $219k 2.6k 84.61
Public Storage (PSA) 0.0 $219k 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 3.7k 57.62
Entergy Corporation (ETR) 0.0 $211k 1.8k 114.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $209k 863.00 242.36
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $209k 530.00 393.96
Firstcash Holdings (FCFS) 0.0 $209k 965.00 216.32
Totalenergies Se Act (TTE) 0.0 $207k 2.7k 77.76
Vanguard World Consum Stp Etf (VDC) 0.0 $204k 905.00 225.53
ON Semiconductor (ON) 0.0 $204k 2.2k 94.54
Valmont Industries (VMI) 0.0 $203k 351.00 577.60
Virtus Global Divid Income F (ZTR) 0.0 $161k 24k 6.83
Energy Recovery (ERII) 0.0 $136k 15k 9.02
Aberdeen Mun Income Sh Ben Int (MFM) 0.0 $129k 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