Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC reported 255 positions worth $524.9M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AAPL (4.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $23.0M | 4.38% | 79,542 | — | — | |
| ▸ 2 | NVDA | SH | $15.6M | 2.96% | 77,786 | — | — | |
| ▸ 3 | AMZN | SH | $15.4M | 2.92% | 64,404 | — | — | |
| ▸ 4 | MSFT | SH | $15.0M | 2.87% | 40,340 | — | — | |
| ▸ 5 | VGIT | SH | $13.9M | 2.65% | 236,197 | — | — | |
| ▸ 6 | JPM | SH | $13.5M | 2.58% | 41,307 | — | — | |
| ▸ 7 | SCHW | SH | $11.5M | 2.19% | 124,548 | — | — | |
| ▸ 8 | TSM | SH | $11.3M | 2.15% | 23,679 | — | — | |
| ▸ 9 | V | SH | $10.1M | 1.92% | 29,361 | — | — | |
| ▸ 10 | META | SH | $9.9M | 1.88% | 17,559 | — | — |
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Frequently Asked Questions
What stocks does Beverly Hills Private Wealth, LLC hold as of Q2 2026?
Beverly Hills Private Wealth, LLC reported 255 positions worth $524.9M in its Q2 2026 13F filing. Largest positions: AAPL (4.4%), NVDA (3.0%), AMZN (2.9%), MSFT (2.9%) and VGIT (2.7%).
What did Beverly Hills Private Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beverly Hills Private Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.