Box Hill Private Wealth

Box Hill Private Wealth as of June 30, 2026

Portfolio Holdings for Box Hill Private Wealth

Box Hill Private Wealth holds 67 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
Vanguard Index Fds Large Cap Etf (VV) 16.3 $20M 59k 343.91
Ishares Tr Core S&p500 Etf (IVV) 13.8 $17M 23k 748.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.2 $9.0M 12k 736.38
Vanguard Index Fds Small Cp Etf (VB) 4.6 $5.8M 19k 303.11
Ishares Tr Core Msci Eafe (IEFA) 4.0 $5.0M 52k 96.58
Ishares Core Msci Emkt (IEMG) 3.9 $4.9M 59k 82.84
Select Sector Spdr Tr State Street Tec (XLK) 2.5 $3.2M 17k 190.52
Apple (AAPL) 2.4 $3.1M 11k 289.37
NVIDIA Corporation (NVDA) 2.4 $3.0M 15k 200.10
Ishares Tr Rus 1000 Etf (IWB) 2.4 $3.0M 7.3k 409.50
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.3 $2.8M 54k 52.34
Vaneck Etf Trust Semiconductr Etf (SMH) 2.2 $2.7M 4.1k 655.89
Alphabet Cap Stk Cl C (GOOG) 2.0 $2.5M 7.1k 353.33
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.0 $2.5M 8.1k 302.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.3M 4.5k 500.39
Tidal Trust Ii Roundhill Gener (CHAT) 1.8 $2.2M 23k 98.68
Ishares Tr Core S&p Ttl Stk (ITOT) 1.7 $2.1M 13k 164.26
Tesla Motors (TSLA) 1.7 $2.1M 4.9k 420.60
Broadcom (AVGO) 1.5 $1.9M 5.0k 377.72
Ishares Tr Msci Intl Qualty (IQLT) 1.4 $1.7M 34k 49.55
Microsoft Corporation (MSFT) 1.3 $1.6M 4.3k 373.00
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.6M 4.4k 357.38
Ishares Msci Emrg Chn (EMXC) 1.2 $1.4M 14k 102.30
Amazon (AMZN) 1.1 $1.4M 5.8k 238.34
Micron Technology (MU) 1.0 $1.3M 1.1k 1153.88
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.2M 15k 77.11
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $1.1M 25k 45.49
Meta Platforms Cl A (META) 0.8 $970k 1.7k 563.20
Costco Wholesale Corporation (COST) 0.7 $863k 923.00 935.00
Gamestop Corp Cl A (GME) 0.7 $838k 38k 22.08
Marvell Technology (MRVL) 0.7 $821k 2.8k 297.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $776k 2.1k 370.00
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $772k 15k 52.72
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $630k 1.3k 477.57
Eli Lilly & Co. (LLY) 0.5 $624k 520.00 1199.13
JPMorgan Chase & Co. (JPM) 0.5 $605k 1.8k 327.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $574k 6.0k 96.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $556k 2.5k 219.43
Eaton Corp SHS (ETN) 0.4 $525k 1.2k 426.12
Visa Com Cl A (V) 0.4 $485k 1.4k 343.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $482k 3.9k 124.16
Advanced Micro Devices (AMD) 0.4 $450k 775.00 580.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $431k 1.8k 242.42
Vanguard World Mega Cap Index (MGC) 0.3 $413k 1.5k 273.55
Intel Corporation (INTC) 0.3 $401k 2.9k 139.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $393k 4.9k 79.97
Exxon Mobil Corporation (XOM) 0.3 $373k 2.7k 136.72
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $372k 580.00 640.76
Global X Fds Global X Copper (COPX) 0.3 $367k 4.8k 76.97
Ishares Tr Core 60/40 Balan (AOR) 0.3 $364k 5.2k 69.50
Applied Materials (AMAT) 0.3 $363k 502.00 723.62
Netflix (NFLX) 0.3 $362k 5.1k 71.40
Ge Aerospace Com New (GE) 0.3 $345k 924.00 373.74
Rex Etf Tr Autocallable In (ATCL) 0.3 $335k 14k 24.82
Booking Holdings (BKNG) 0.3 $322k 1.8k 178.29
Ishares Tr Faln Angls Usd (FALN) 0.3 $317k 12k 27.24
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.3 $316k 8.3k 38.10
Uber Technologies (UBER) 0.2 $286k 4.0k 72.16
Spdr Series Trust State Street Spd (SPYM) 0.2 $282k 3.2k 87.88
Chubb (CB) 0.2 $277k 814.00 340.64
Abbvie (ABBV) 0.2 $250k 993.00 251.71
Kratos Defense & Sec Solutio Com New (KTOS) 0.2 $249k 5.0k 49.86
Spdr Series Trust State Street Spd (SPHY) 0.2 $239k 10k 23.44
Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $234k 7.8k 30.17
Lockheed Martin Corporation (LMT) 0.2 $218k 428.00 509.51
Mastercard Incorporated Cl A (MA) 0.2 $217k 423.00 513.69
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.2 $209k 5.6k 37.58