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CIK: 0001965710
Total reported value
$524.9M
$524.9M
340 檔
18.2%
At the close of Q3 2025, Beverly Hills Private Wealth, LLC disclosed equity holdings valued at approximately $524.9M, spread across 340 reported holdings.
In Q3 2025, Beverly Hills Private Wealth, LLC displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.14% | -4.48% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.15% | -1.03% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | +0.65% | -0.13% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.84% | +0.92% | -4.95% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.66% | +1.18% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | +0.02% | -3.56% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.94% | +0.68% | +13.03% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.81% | +0.38% | +1.90% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | +0.20% | -9.86% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.72% | +0.28% | -6.23% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 1.68% | -0.55% | -2.44% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.41% | +0.52% | -2.49% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | -0.13% | -14.45% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.29% | +0.13% | +12.29% | |
| 15 | CBL | Cbl & Associates Properties | Stock-Other | 1.12% | +0.09% | +8.15% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.07% | -0.14% | -7.44% | |
| 17 | ELV | Elevance Health Inc | Stock-Healthcare | 1.05% | +0.55% | +26.12% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.04% | -0.01% | -4.23% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.39% | -16.28% | |
| 20 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.95% | +0.27% | +9.46% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.55% | +8.48% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | +0.19% | +5.70% | |
| 23 | ALX | Alexander's Inc | Stock-Other | 0.84% | +0.43% | +12.99% | |
| 24 | KR | Kroger Co | Stock-Consumer Staples | 0.81% | -0.03% | +17.34% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.81% | -0.08% | +9.53% | |
| 26 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.81% | -0.13% | +6.68% | |
| 27 | JMTG | Mortgage-backed Securities | ETF-Other | 0.79% | +0.34% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.41% | -8.63% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.77% | +0.09% | -1.05% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.25% | -5.74% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.21% | -11.54% | |
| 32 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.73% | +0.02% | +13.95% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.18% | -1.18% | |
| 34 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | Bond | 0.71% | -0.46% | +11.81% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.69% | +0.18% | -1.73% | |
| 36 | SF | Stifel Financial CORP | Stock-Financials | 0.68% | -0.02% | -6.82% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.49% | -2.63% | |
| 38 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.67% | +0.45% | -0.50% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | -0.30% | -3.74% | |
| 40 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.64% | +0.24% | -2.39% | |
| 41 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.64% | +0.27% | +12.28% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.22% | -2.16% | |
| 43 | DTF | Dtf Tax-free Income 2028 Ter | Stock-Other | 0.62% | +0.10% | -1.42% | |
| 44 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.61% | +0.09% | +5.56% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.60% | -0.10% | +3.99% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.39% | -4.42% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.05% | -2.39% | |
| 48 | SU | Suncor Energy Inc | Stock-Energy | 0.56% | -0.08% | +3.79% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | -0.18% | -5.31% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.15% | -2.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -0.13% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | -1.03% | Trim |
| 3 | ALX | Alexander's Inc | +0.6% | +12.99% | Add |
| 4 | MGM | Mgm Resorts International | +0.6% | +6.68% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -2.49% | Trim |
| 6 | CBL | Cbl & Associates Properties | +0.4% | +8.15% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | -14.45% | Trim |
| 8 | SIL | Global X Silver Miners ETF | +0.4% | +68.14% | Add |
| 9 | SCHW | Schwab (charles) CORP | +0.3% | +1.90% | Add |
| 10 | GDX | Vaneck Gold Miners ETF | +0.3% | +9.53% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.63% | Add |
| 12 | GDXJ | Vaneck Junior Gold Miners | +0.2% | +30.97% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | -9.86% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -4.95% | Trim |
| 15 | GLW | Corning Inc | +0.2% | +4.82% | Add |
| 16 | EPR 9 PERP EBond | Epr Properties | +0.2% | +41.87% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.2% | +8.05% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.2% | +0.07% | Add |
| 19 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +3.99% | Add |
| 20 | AER | AerCap Holdings N.V. | +0.1% | +5.56% | Add |
| 21 | CB | Chubb Limited | +0.1% | -14.73% | Add |
| 22 | RING | Ishares Msci Global Gold Min | +0.1% | — | Trim |
| 23 | HPQ | Hp Inc | +0.1% | +3.01% | Add |
| 24 | NSC | Norfolk Southern CORP | +0.1% | -5.34% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.18% | Add |
| 26 | GNMA | Ishares Gnma Bond ETF | +0.1% | +9.46% | Add |
| 27 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | +0.1% | +11.81% | Add |
| 28 | EDV | Vanguard Extended Dur Treas | +0.1% | +12.28% | Add |
| 29 | ORCL | Oracle CORP | +0.1% | +1.64% | Trim |
| 30 | VZ | Verizon Communications Inc | +0.1% | +12.29% | Add |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | -7.44% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -16.28% | Trim |
| 33 | MCK | Mckesson CORP | -0.2% | +2.06% | Trim |
| 34 | ACN | Accenture plc | -0.2% | -17.95% | Trim |
| 35 | NWS | News CORP - Class B | -0.2% | -32.88% | Trim |
| 36 | SBUX | Starbucks CORP | -0.2% | -23.92% | Trim |
| 37 | GBIL | Goldman Sachs Access Treasur | -0.3% | -4.23% | Trim |
| 38 | VGSH | Vanguard Short-term Treasury | -0.4% | -6.23% | Trim |
| 39 | CMCSA | Comcast Corp-class A | -0.4% | -1.73% | Trim |
| 40 | WEX | Wex Inc | -0.4% | -12.44% | Trim |
| 41 | AAPL | Apple Inc | -0.4% | -4.48% | Trim |
| 42 | PM | Philip Morris International | -0.5% | -2.44% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.5% | -4.42% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -3.56% | Trim |
| 45 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 46 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 49 | KIM 7.25 PERP NBond | Kimco Realty CORP | — | NEW | New buy |
| 50 | DHR | Danaher CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Beverly Hills Private Wealth, LLC reported a total U.S. public equity portfolio value of $524.9M across 340 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 18.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $4.5M
Top Position Liquidated / Trimmed
UPS
前期市值: $1.3M
During Q3 2025, Beverly Hills Private Wealth, LLC's top holdings by market value included AAPL (4.6%)、MSFT (4.2%)、NVDA (3.0%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q3 2025, Beverly Hills Private Wealth, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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