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CIK: 0002094120
Total reported value
$124.7M
$124.7M
66 檔
38.4%
As reported in its official Q1 2026 Form 13F filing, Box Hill Private Wealth LLC's tracked investment portfolio stood at $124.7M with 66 total positions.
In Q1 2026, Box Hill Private Wealth LLC displayed an active expansion posture, initiating 15 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 16.96% | -0.61% | -0.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.27% | -0.46% | -1.31% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.66% | +0.54% | +10.54% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 4.94% | -0.33% | -1.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.47% | -0.48% | +26.99% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.41% | -0.48% | +25.46% | |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.92% | -0.67% | +74.33% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.45% | -0.05% | +44.02% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.05% | -0.38% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.11% | +2.17% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.28% | -0.62% | +4.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.27% | -0.46% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.92% | +0.10% | +7.26% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.78% | +0.76% | +8.97% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.78% | -0.11% | -0.45% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.73% | +0.43% | +14.57% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.28% | -0.40% | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 1.49% | -0.14% | +19.48% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | +0.03% | +1.41% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.41% | +0.56% | -7.84% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.23% | -0.31% | +22.80% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.03% | +0.07% | |
| 23 | CHAT | Roundhill Gen Ai & Tech ETF | ETF-Tech | 1.21% | +0.57% | +3.64% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.06% | +8.50% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | -0.02% | -22.47% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.24% | +0.21% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.15% | +1.36% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.04% | +0.34% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.04% | +0.44% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | -0.06% | -65.13% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.23% | -9.85% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.03% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.04% | +0.20% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.45% | -0.13% | -11.58% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.15% | -2.97% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | -0.02% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.05% | -8.19% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | -0.02% | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.38% | -0.09% | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.37% | -0.02% | — | |
| 41 | COPX | Global X Copper Miners ETF | ETF-Other | 0.36% | -0.07% | — | |
| 42 | IVES | Dan Wedbush Ai Rev ETF | ETF-Other | 0.36% | -0.11% | +24.56% | |
| 43 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.35% | -0.02% | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.16% | +5.75% | |
| 45 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.35% | -0.15% | — | |
| 46 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.33% | -0.08% | -11.99% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.31% | -0.05% | -8.54% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.28% | -0.05% | +3.33% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.28% | +0.76% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.06% | +0.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +1.2% | +74.33% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.9% | +25.46% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +26.99% | Add |
| 4 | IWB | Ishares Russell 1000 ETF | +0.6% | +44.02% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.3% | +14.57% | Add |
| 6 | IQLT | Ishares Msci International Q | +0.2% | +19.48% | Add |
| 7 | FBND | Fidelity Total Bond ETF | +0.2% | +22.80% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +0.21% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -2.97% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.54% | Add |
| 11 | CHAT | Roundhill Gen Ai & Tech ETF | +0.1% | +3.64% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.75% | Add |
| 13 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 14 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 15 | IVES | Dan Wedbush Ai Rev ETF | 0% | +24.56% | Add |
| 16 | MRVL | Marvell Technology Inc | 0% | -4.80% | Trim |
| 17 | CB | Chubb Limited | 0% | +0.35% | Add |
| 18 | ABBV | Abbvie Inc | 0% | +0.62% | Add |
| 19 | GE | General Electric | 0% | +4.22% | Add |
| 20 | KTOS | Kratos Defense & Security | 0% | — | Unchanged |
| 21 | SPHY | Ss Spdr P High Yield ETF | 0% | -11.78% | Trim |
| 22 | UBER | Uber Technologies Inc | 0% | +3.33% | Add |
| 23 | XLK | Ss Technology Select Sector | 0% | +8.97% | Add |
| 24 | NFLX | Netflix Inc | -0.1% | -9.85% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.34% | Add |
| 26 | AMZN | Amazon.com Inc | -0.1% | +8.50% | Add |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | +0.44% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | -0.1% | -2.78% | Trim |
| 29 | FALN | Ishares Fallen Angels ETF | -0.1% | -11.99% | Trim |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -11.58% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | +7.26% | Add |
| 32 | MA | Mastercard Inc - A | -0.1% | -18.38% | Trim |
| 33 | LLY | Eli Lilly & Co | -0.1% | +0.20% | Add |
| 34 | VB | Vanguard Small-cap ETF | -0.1% | -1.08% | Trim |
| 35 | ISRG | Intuitive Surgical Inc | -0.1% | -19.57% | Trim |
| 36 | V | Visa Inc-class A Shares | -0.1% | -8.19% | Trim |
| 37 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -0.45% | Trim |
| 38 | BKNG | Booking Holdings Inc | -0.1% | -8.54% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.07% | Add |
| 40 | META | Meta Platforms Inc-class A | -0.2% | +1.36% | Add |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | Unchanged |
| 42 | NVDA | Nvidia CORP | -0.2% | +2.17% | Add |
| 43 | AVGO | Broadcom Inc | -0.2% | +1.41% | Add |
| 44 | AAPL | Apple Inc | -0.2% | -0.38% | Trim |
| 45 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | -7.84% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -22.47% | Trim |
| 47 | TSLA | Tesla Inc | -0.4% | +4.56% | Add |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.40% | Trim |
| 49 | VNQ | Vanguard Real Estate ETF | -1% | -65.13% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.3% | -1.31% | Trim |
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 66 disclosed positions in Q1 2026.
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 38.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
QUAL
市值: $485.4K
Top Position Liquidated / Trimmed
AGG
前期市值: $649.3K
During Q1 2026, Box Hill Private Wealth LLC's top holdings by market value included VV (17.0%)、IVV (14.3%)、QQQ (6.7%). The largest single position, VV, represented 17.0% of total portfolio value.
In Q1 2026, Box Hill Private Wealth LLC made 66 total portfolio adjustments, initiating 15 new buys, adding to 27 positions, trimming 20 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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