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CIK: 0001965710
Total reported value
$524.9M
$524.9M
330 檔
18.8%
In Q4 2025, Beverly Hills Private Wealth, LLC's U.S. equity holdings reached a combined market value of $524.9M, distributed across 330 disclosed stock positions.
Beverly Hills Private Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 22 positions.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.14% | -2.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.15% | -0.56% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 3.16% | +0.06% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.65% | -2.72% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.57% | +0.92% | -8.63% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +0.66% | +1.00% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.97% | +0.68% | +5.21% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.92% | +0.38% | +4.54% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | +0.02% | -15.42% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.60% | -0.55% | -0.80% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | +0.20% | +4.05% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.57% | +0.52% | +5.54% | |
| 13 | CBL | Cbl & Associates Properties | Stock-Other | 1.35% | +0.09% | +2.88% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.13% | -6.50% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.39% | -2.31% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.22% | +0.28% | -26.42% | |
| 17 | JMTG | Mortgage-backed Securities | ETF-Other | 1.18% | +0.34% | +53.57% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.12% | -0.14% | +7.96% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.10% | +0.13% | -5.12% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.55% | +17.00% | |
| 21 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.02% | +0.27% | +11.01% | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.01% | +0.55% | -8.01% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.41% | +2.08% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.94% | -0.08% | +6.64% | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 0.94% | -0.03% | +28.05% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | +0.19% | -2.89% | |
| 27 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.87% | -0.13% | +4.52% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.86% | -0.01% | -14.72% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.25% | -1.41% | |
| 30 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | Bond | 0.80% | -0.46% | +17.71% | |
| 31 | ALX | Alexander's Inc | Stock-Other | 0.79% | +0.43% | +4.69% | |
| 32 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.78% | -0.03% | +35.38% | |
| 33 | SF | Stifel Financial CORP | Stock-Financials | 0.75% | -0.02% | +2.54% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.73% | +0.09% | -2.77% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.18% | +0.73% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.39% | +27.83% | |
| 37 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.68% | +0.09% | -2.73% | |
| 38 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.68% | +0.24% | +8.54% | |
| 39 | TFSL | Tfs Financial CORP | Stock-Other | 0.67% | +0.50% | — | |
| 40 | DTF | Dtf Tax-free Income 2028 Ter | Stock-Other | 0.65% | +0.10% | +8.53% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | -0.05% | +2.68% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.49% | -0.28% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.62% | -0.21% | -7.33% | |
| 44 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.60% | +0.27% | +3.22% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.30% | -2.74% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.22% | -2.75% | |
| 47 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.59% | -0.05% | +19.97% | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.58% | +0.14% | +28.96% | |
| 49 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.55% | +0.02% | -21.10% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.72% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +2.7% | +545.13% | Add |
| 2 | JMTG | Mortgage-backed Securities | +0.4% | +53.57% | Add |
| 3 | CB | Chubb Limited | +0.3% | +122.81% | Add |
| 4 | SIL | Global X Silver Miners ETF | +0.3% | +35.38% | Add |
| 5 | CBL | Cbl & Associates Properties | +0.2% | +2.88% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -2.31% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.08% | Add |
| 8 | CMI | Cummins Inc | +0.2% | +173.91% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +5.54% | Add |
| 10 | V | Visa Inc-class A Shares | +0.2% | +17.00% | Add |
| 11 | GDXJ | Vaneck Junior Gold Miners | +0.2% | +19.97% | Add |
| 12 | GFR | Greenfire Resources LTD | +0.2% | +223.20% | Add |
| 13 | GDX | Vaneck Gold Miners ETF | +0.1% | +6.64% | Add |
| 14 | KR | Kroger Co | +0.1% | +28.05% | Add |
| 15 | BDX | Becton Dickinson And Co | +0.1% | +28.96% | Add |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +4.54% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +27.83% | Add |
| 18 | KIM 7.25 PERP NBond | Kimco Realty CORP | +0.1% | +86.85% | Add |
| 19 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | +0.1% | +17.71% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +1.00% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -2.53% | Trim |
| 22 | ARES | Ares Management CORP - A | -0.1% | -75.48% | Trim |
| 23 | UBS | UBS Group AG | -0.1% | -52.80% | Trim |
| 24 | CCI | Crown Castle Inc | -0.1% | -73.55% | Trim |
| 25 | TXN | Texas Instruments Inc | -0.1% | -17.54% | Trim |
| 26 | BLK | Blackrock Inc | -0.1% | -7.33% | Trim |
| 27 | SONY | Sony Group CORP - Sp Adr | -0.1% | -66.41% | Trim |
| 28 | HPQ | Hp Inc | -0.2% | -18.79% | Trim |
| 29 | SBUX | Starbucks CORP | -0.2% | -51.12% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.2% | +4.05% | Add |
| 31 | DEO | Diageo Plc-sponsored Adr | -0.2% | -54.54% | Trim |
| 32 | SW | Smurfit Westrock Plc | -0.2% | -15.62% | Trim |
| 33 | ACI | Albertsons Cos Inc - Class A | -0.2% | -21.10% | Trim |
| 34 | CMCSA | Comcast Corp-class A | -0.2% | -20.05% | Trim |
| 35 | GBIL | Goldman Sachs Access Treasur | -0.2% | -14.72% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.2% | -5.12% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | -0.3% | -8.63% | Trim |
| 38 | APD | Air Products & Chemicals Inc | -0.3% | -82.87% | Trim |
| 39 | NWS | News CORP - Class B | -0.4% | -74.05% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -15.42% | Trim |
| 41 | MSFT | Microsoft CORP | -0.4% | -0.56% | Trim |
| 42 | VGSH | Vanguard Short-term Treasury | -0.5% | -26.42% | Trim |
| 43 | TFSL | Tfs Financial CORP | — | NEW | New buy |
| 44 | XAGG | Ev Income Opportunities ETF | — | NEW | New buy |
| 45 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 46 | AMT | American Tower CORP | — | EXIT | Sold out |
| 47 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 48 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 49 | TTE | TotalEnergies SE | — | NEW | New buy |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
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 330 disclosed positions in Q4 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, ACWI) accounted for 18.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
TFSL
市值: $3.9M
Top Position Liquidated / Trimmed
FIS
前期市值: $1.5M
During Q4 2025, Beverly Hills Private Wealth, LLC's top holdings by market value included AAPL (4.6%)、MSFT (3.7%)、ACWI (3.2%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q4 2025, Beverly Hills Private Wealth, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 4 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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