Beverly Hills Private Wealth, LLC
All holdings · as of Jun 30, 2026
| 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% |
| GLOBAL X FDS | $5.56M | 1.1% |
| KROGER CO | $5.50M | 1.1% |
| VANECK ETF TRUST | $5.38M | 1.0% |
| Philip Morris International Inc. | $5.34M | 1.0% |
| VANGUARD WORLD FD | $5.17M | 1.0% |
| Broadcom Inc. | $5.11M | 1.0% |
| JANUS DETROIT STR TR | $5.01M | 1.0% |
| AVALONBAY COMMUNITIES INC | $4.99M | 1.0% |
| Vistra Corp. | $4.89M | 0.9% |
| Comcast Corp. | $4.74M | 0.9% |
| APPLIED MATERIALS INC /DE | $4.57M | 0.9% |
| ISHARES TR | $4.49M | 0.9% |
| AerCap Holdings N.V. | $4.15M | 0.8% |
| MGM Resorts International | $4.13M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $4.04M | 0.8% |
| STIFEL FINANCIAL CORP | $3.90M | 0.7% |
| DTF TAX-FREE INCOME 2028 TER | $3.88M | 0.7% |
| VANECK ETF TRUST | $3.78M | 0.7% |
| Albertsons Companies, Inc. | $3.70M | 0.7% |
| JOHNSON & JOHNSON | $3.61M | 0.7% |
| Chubb Ltd | $3.52M | 0.7% |
| Becton Dickinson & Co | $3.35M | 0.6% |
| Energy Transfer LPET | $3.31M | 0.6% |
| CISCO SYSTEMS, INC. | $3.20M | 0.6% |
| SUNCOR ENERGY INC NEW | $3.10M | 0.6% |