Box Hill Private Wealth as of Dec. 31, 2025
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 | |
| Ishares Tr Core S&p500 Etf (IVV) | 15.5 | $15M | 22k | 684.94 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.6 | $6.5M | 11k | 614.31 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.0 | $5.0M | 19k | 257.95 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $3.5M | 39k | 89.46 | |
| Ishares Core Msci Emkt (IEMG) | 3.5 | $3.4M | 51k | 67.22 | |
| Tesla Motors (TSLA) | 2.7 | $2.7M | 5.9k | 449.72 | |
| Apple (AAPL) | 2.6 | $2.6M | 9.6k | 271.86 | |
| NVIDIA Corporation (NVDA) | 2.5 | $2.5M | 13k | 186.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $2.4M | 4.8k | 502.65 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.1M | 4.3k | 483.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $2.0M | 6.3k | 313.82 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.9 | $1.9M | 13k | 148.69 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.8 | $1.8M | 4.8k | 373.44 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 1.8 | $1.8M | 13k | 143.96 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.7 | $1.7M | 33k | 52.77 | |
| Broadcom (AVGO) | 1.7 | $1.6M | 4.8k | 346.12 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.7 | $1.6M | 6.5k | 252.91 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.5 | $1.5M | 17k | 88.49 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $1.4M | 4.0k | 360.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.4M | 4.3k | 313.02 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.2M | 19k | 66.00 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 1.3 | $1.2M | 27k | 45.45 | |
| Tidal Trust Ii Roundhill Gener (CHAT) | 1.1 | $1.1M | 19k | 58.96 | |
| Amazon (AMZN) | 1.1 | $1.1M | 4.7k | 230.82 | |
| Meta Platforms Cl A (META) | 1.1 | $1.1M | 1.6k | 660.09 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.0 | $1.0M | 22k | 46.04 | |
| Costco Wholesale Corporation (COST) | 0.8 | $814k | 943.00 | 862.70 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $699k | 2.1k | 335.33 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $649k | 6.5k | 99.88 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $586k | 1.8k | 322.16 | |
| Netflix (NFLX) | 0.6 | $565k | 6.0k | 93.76 | |
| Visa Com Cl A (V) | 0.6 | $565k | 1.6k | 350.62 | |
| Eli Lilly & Co. (LLY) | 0.5 | $540k | 502.00 | 1075.16 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $526k | 6.5k | 80.63 | |
| Booking Holdings (BKNG) | 0.4 | $440k | 82.00 | 5366.56 | |
| Eaton Corp SHS (ETN) | 0.4 | $399k | 1.3k | 318.51 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $392k | 14k | 27.30 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $380k | 5.0k | 75.91 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $368k | 649.00 | 566.36 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $332k | 2.8k | 120.35 | |
| Wedbush Ser Tr Dan Ives Wedbush (IVES) | 0.3 | $322k | 10k | 31.61 | |
| Uber Technologies (UBER) | 0.3 | $314k | 3.8k | 81.71 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $313k | 1.8k | 177.75 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $311k | 544.00 | 571.17 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $301k | 991.00 | 303.89 | |
| Servicenow (NOW) | 0.3 | $290k | 1.9k | 153.19 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.3 | $270k | 11k | 23.67 | |
| Chubb (CB) | 0.3 | $267k | 856.00 | 312.30 | |
| Ge Aerospace Com New (GE) | 0.3 | $255k | 829.00 | 308.02 | |
| Marvell Technology (MRVL) | 0.2 | $246k | 2.9k | 84.97 | |
| Home Depot (HD) | 0.2 | $239k | 696.00 | 343.94 | |
| Micron Technology (MU) | 0.2 | $238k | 835.00 | 285.47 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $227k | 3.5k | 64.42 | |
| Abbvie (ABBV) | 0.2 | $222k | 971.00 | 228.48 |
