Box Hill Private Wealth

Box Hill Private Wealth as of March 31, 2026

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
Ishares Tr Core S&p500 Etf (IVV) 14.3 $14M 22k 653.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.7 $6.7M 12k 577.17
Vanguard Index Fds Small Cp Etf (VB) 4.9 $5.0M 19k 261.92
Ishares Tr Core Msci Eafe (IEFA) 4.5 $4.5M 50k 90.53
Ishares Core Msci Emkt (IEMG) 4.4 $4.5M 64k 69.75
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.9 $3.0M 57k 51.93
Ishares Tr Rus 1000 Etf (IWB) 2.5 $2.5M 7.0k 356.54
Apple (AAPL) 2.4 $2.4M 9.6k 253.80
NVIDIA Corporation (NVDA) 2.3 $2.4M 14k 174.40
Tesla Motors (TSLA) 2.3 $2.3M 6.2k 371.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $2.3M 4.8k 479.20
Alphabet Cap Stk Cl C (GOOG) 1.9 $1.9M 6.8k 286.88
Select Sector Spdr Tr State Street Tec (XLK) 1.8 $1.8M 14k 132.90
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $1.8M 13k 142.43
Vaneck Etf Trust Semiconductr Etf (SMH) 1.7 $1.8M 4.6k 383.41
Microsoft Corporation (MSFT) 1.6 $1.6M 4.3k 370.19
Ishares Tr Msci Intl Qualty (IQLT) 1.5 $1.5M 33k 46.23
Broadcom (AVGO) 1.5 $1.5M 4.8k 309.52
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.4 $1.4M 6.0k 237.61
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $1.2M 27k 45.62
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.2M 4.3k 287.55
Tidal Trust Ii Roundhill Gener (CHAT) 1.2 $1.2M 20k 61.85
Amazon (AMZN) 1.1 $1.1M 5.1k 208.27
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $988k 15k 67.53
Costco Wholesale Corporation (COST) 0.9 $941k 945.00 996.01
Meta Platforms Cl A (META) 0.9 $939k 1.6k 571.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $671k 2.1k 320.79
JPMorgan Chase & Co. (JPM) 0.5 $538k 1.8k 294.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $525k 5.9k 88.70
Netflix (NFLX) 0.5 $523k 5.4k 96.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $485k 2.5k 191.78
Eli Lilly & Co. (LLY) 0.5 $463k 503.00 919.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $459k 5.8k 79.56
Exxon Mobil Corporation (XOM) 0.4 $454k 2.7k 169.66
Eaton Corp SHS (ETN) 0.4 $448k 1.3k 357.67
Visa Com Cl A (V) 0.4 $448k 1.5k 302.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $413k 969.00 426.53
Ishares Tr Core 60/40 Balan (AOR) 0.4 $381k 5.9k 64.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $379k 1.8k 213.72
Global X Fds Global X Copper (COPX) 0.4 $364k 4.8k 76.35
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.4 $360k 13k 28.37
Vanguard World Mega Cap Index (MGC) 0.4 $356k 1.5k 236.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $354k 1.0k 337.95
Kratos Defense & Sec Solutio Com New (KTOS) 0.3 $353k 5.0k 70.51
Ishares Tr Faln Angls Usd (FALN) 0.3 $338k 13k 26.72
Booking Holdings (BKNG) 0.3 $317k 75.00 4228.63
Uber Technologies (UBER) 0.3 $286k 4.0k 71.93
Micron Technology (MU) 0.3 $282k 835.00 338.00
Chubb (CB) 0.3 $280k 859.00 325.95
Sprott Asset Management Physical Gold Tr (PHYS) 0.3 $275k 7.8k 35.44
Marvell Technology (MRVL) 0.3 $273k 2.8k 99.07
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $256k 7.8k 32.95
Palantir Technologies Cl A (PLTR) 0.2 $251k 1.7k 146.28
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.2 $249k 5.6k 44.61
Ge Aerospace Com New (GE) 0.2 $245k 864.00 283.72
Spdr Series Trust State Street Spd (SPYM) 0.2 $245k 3.2k 76.55
Intuitive Surgical Com New (ISRG) 0.2 $241k 522.00 460.99
Spdr Series Trust State Street Spd (SPHY) 0.2 $235k 10k 23.32
Mastercard Incorporated Cl A (MA) 0.2 $222k 444.00 499.36
Chevron Corporation (CVX) 0.2 $220k 1.1k 206.98
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $214k 3.5k 61.26
Abbvie (ABBV) 0.2 $212k 977.00 217.44
Ishares Msci Emrg Chn (EMXC) 0.2 $206k 2.6k 78.66
Spdr Series Trust State Street Spd (XAR) 0.2 $206k 810.00 254.09
Nyxoah S A SHS (NYXH) 0.0 $44k 15k 2.92