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CIK: 0002094120
Total reported value
$124.7M
$124.7M
55 檔
38.9%
According to the latest 13F quarterly dataset, Box Hill Private Wealth LLC managed an equity portfolio of $124.7M at the end of Q4 2025, spanning 55 distinct U.S. exchange-listed positions.
During Q4 2025, Box Hill Private Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 18.40% | -0.61% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.52% | -0.46% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.57% | +0.54% | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.04% | -0.33% | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.56% | -0.48% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.47% | -0.48% | — | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.70% | -0.62% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.05% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | +0.11% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.46% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.28% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | +0.10% | — | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.91% | -0.11% | — | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.83% | -0.05% | — | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.82% | +0.76% | — | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.74% | -0.67% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | +0.03% | — | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.66% | +0.56% | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.52% | -0.06% | — | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.45% | +0.43% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.03% | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.26% | -0.02% | — | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 1.26% | -0.14% | — | |
| 24 | CHAT | Roundhill Gen Ai & Tech ETF | ETF-Tech | 1.14% | +0.57% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.06% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.15% | — | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.04% | -0.31% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.24% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.04% | — | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.04% | — | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.23% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.05% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.04% | — | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.53% | -0.13% | — | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.45% | -0.05% | — | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | -0.02% | — | |
| 38 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.40% | -0.08% | — | |
| 39 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.38% | -0.15% | — | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.37% | -0.24% | EXIT | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.15% | — | |
| 42 | IVES | Dan Wedbush Ai Rev ETF | ETF-Other | 0.33% | -0.11% | — | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.32% | -0.05% | — | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | -0.25% | EXIT | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | -0.05% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.16% | — | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.29% | — | — | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.27% | -0.04% | — | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.27% | -0.06% | — | |
| 50 | GE | General Electric | Stock-Industrials | 0.26% | +0.04% | — |
According to official SEC Form 13F filings, Box Hill Private Wealth LLC reported a total U.S. public equity portfolio value of $124.7M across 55 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 VV, IVV, QQQ) accounted for 38.9% of total reported equity market value during Q4 2025.
During Q4 2025, Box Hill Private Wealth LLC's top holdings by market value included VV (18.4%)、IVV (15.5%)、QQQ (6.6%). The largest single position, VV, represented 18.4% of total portfolio value.
In Q4 2025, Box Hill Private Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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