Institutions / Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC
CIK 1965710 · Institution · as of Jun 30, 2026
Portfolio value
$519.96M
Positions
249
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$519.96M-10.9%Positions
249-24.5%Top holdings
Jun 30, 2026View all 249 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $23.02M | 4.4% |
| NVIDIA Corp | $15.56M | 3.0% |
| Amazon.com Inc | $15.35M | 3.0% |
| Microsoft Corp | $15.05M | 2.9% |
| Vanguard Scottsdale Fds | $13.93M | 2.7% |
| JPMORGAN CHASE & CO | $13.52M | 2.6% |
| Schwab Charles Corp | $11.49M | 2.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $11.31M | 2.2% |
| Visa Inc | $10.07M | 1.9% |
| Meta Platforms Inc | $9.89M | 1.9% |
| Vanguard Scottsdale Fds | $9.87M | 1.9% |
| Verizon Communications Inc | $9.04M | 1.7% |
| J P Morgan Exchange Traded F | $8.46M | 1.6% |
| Warren E. Buffett | $8.44M | 1.6% |
| Cbl & Associates Properties Inc | $8.08M | 1.6% |
| Alphabet Inc. | $8.07M | 1.6% |
| Elevance Health Inc | $7.87M | 1.5% |
| Alexanders IncALX | $7.14M | 1.4% |
| Alphabet Inc. | $6.93M | 1.3% |
| iShares MSCI UAE ETF | $6.83M | 1.3% |
| TFS Financial CORPTFSL | $6.63M | 1.3% |
| Pepsico Inc | $6.51M | 1.3% |
| Unitedhealth Group Inc | $6.23M | 1.2% |
| BlackRock Municipal 2030 Target Term TrustBTT | $5.76M | 1.1% |
| Smurfit Westrock plc | $5.72M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 464288257 | $-20.16M | -128K -98.51% | 1,940 0.06% of portfolio | medium |
| Q2 2026 as of | Trim | Corning Inc /Ny | $-6.58M | -26K -76.60% | 7,864 0.39% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. | $-5.71M | -20K -19.87% | 79,542 4.43% of portfolio | medium |
| Q2 2026 as of | Trim | Philip Morris International Inc. | $-5.22M | -29K -49.43% | 29,510 1.03% of portfolio | medium |
| Q2 2026 as of | Add | Avalonbay Communities Inc | $4.36M | +23K +690.94% | 26,465 0.96% of portfolio | low |
| Q2 2026 as of | Add | Vistra Corp. | $4.26M | +27K +672.96% | 30,841 0.94% of portfolio | low |
| Q2 2026 as of | Trim | 283678209 | $-4.16M | -82K -86.27% | 13,107 0.13% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc | $3.85M | +11K +61.96% | 29,361 1.94% of portfolio | low |
| Q2 2026 as of | Trim | Cbl & Associates Properties Inc | $-3.24M | -61K -28.63% | 152,124 1.55% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. | $-3.18M | -8K -38.35% | 13,524 0.98% of portfolio | low |