13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002094120
Total reported value
$137.5M
$137.5M
67 檔
41.7%
During the Q2 2026 filing period, Box Hill Private Wealth LLC (CIK: 0002094120) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $137.5M across 67 reported positions.
In Q2 2026, Box Hill Private Wealth LLC displayed an active expansion posture, initiating 7 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 16.35% | +0.11% | +3.18% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.81% | +0.52% | +4.03% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.20% | -0.01% | +4.42% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 4.61% | -0.34% | -0.62% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.99% | +0.09% | +3.23% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.93% | -0.32% | -7.48% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.54% | -0.07% | +22.63% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.16% | +10.34% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.03% | +12.46% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.40% | -0.06% | +4.75% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.25% | +0.56% | -5.82% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.16% | -0.43% | -10.29% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | -0.24% | +5.33% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.97% | +0.11% | +35.37% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.34% | -6.07% | |
| 16 | CHAT | Roundhill Gen Ai & Tech ETF | ETF-Tech | 1.78% | -0.21% | +14.04% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.67% | -0.12% | +0.25% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.66% | -0.44% | -20.61% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | -0.26% | +3.25% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.35% | +0.09% | +4.20% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | +0.36% | +0.49% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | -0.21% | +1.43% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.15% | +0.14% | +435.78% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.05% | +13.43% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 1.04% | -0.18% | +34.85% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.07% | +5.56% | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.92% | -0.92% | EXIT | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.02% | +4.94% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.09% | -2.33% | |
| 30 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.67% | -0.30% | — | |
| 31 | MRVL | Marvell Technology Inc | Stock-Tech | 0.66% | -0.13% | +0.07% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.05% | +0.29% | |
| 33 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.62% | -0.09% | +88.51% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | -0.07% | +25.86% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.06% | +3.38% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.05% | +1.15% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | -0.15% | +0.52% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.45% | -0.04% | +0.16% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | -0.04% | -1.68% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.04% | -4.53% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.04% | +300.41% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | -0.01% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | +0.02% | +0.34% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.33% | -0.02% | +0.27% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.32% | -0.07% | — | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.32% | -0.07% | -14.82% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | +0.02% | +1.83% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.30% | -0.06% | — | |
| 49 | COPX | Global X Copper Miners ETF | ETF-Other | 0.29% | -0.29% | EXIT | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.29% | -0.04% | -11.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1% | +435.78% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.8% | +22.63% | Add |
| 3 | MU | Micron Technology Inc | +0.8% | +34.85% | Add |
| 4 | GME | Gamestop Corp-class A | +0.7% | NEW | New buy |
| 5 | CHAT | Roundhill Gen Ai & Tech ETF | +0.6% | +14.04% | Add |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +35.37% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +4.42% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.4% | -10.29% | Trim |
| 9 | MRVL | Marvell Technology Inc | +0.4% | +0.07% | Add |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | +0.4% | +88.51% | Add |
| 11 | AMD | Advanced Micro Devices | +0.4% | NEW | New buy |
| 12 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 13 | SOXX | Ishares Semiconductor ETF | +0.3% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 15 | ATCL | Rex Autocallable Income ETF | +0.3% | NEW | New buy |
| 16 | LMT | Lockheed Martin CORP | +0.2% | NEW | New buy |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +25.86% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +12.46% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +5.33% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +13.43% | Add |
| 21 | AAPL | Apple Inc | +0.1% | +10.34% | Add |
| 22 | LLY | Eli Lilly & Co | 0% | +3.38% | Add |
| 23 | GE | General Electric | 0% | +6.94% | Add |
| 24 | AVGO | Broadcom Inc | 0% | +3.25% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +1.43% | Add |
| 26 | ABBV | Abbvie Inc | 0% | +1.64% | Add |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +0.28% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.56% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | -1.68% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +300.41% | Add |
| 31 | MGC | Vanguard Mega Cap ETF | 0% | +0.27% | Add |
| 32 | IWD | Ishares Russell 1000 Value E | 0% | +0.34% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.16% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.29% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +1.15% | Add |
| 36 | ✓ | Nyxoah S A | 0% | EXIT | Sold out |
| 37 | SPHY | Ss Spdr P High Yield ETF | 0% | +1.03% | Add |
| 38 | IWB | Ishares Russell 1000 ETF | -0.1% | +4.75% | Add |
| 39 | V | Visa Inc-class A Shares | -0.1% | -4.53% | Trim |
| 40 | BKNG | Booking Holdings Inc | -0.1% | +2305.33% | Add |
| 41 | MA | Mastercard Inc - A | -0.1% | -4.73% | Trim |
| 42 | UBER | Uber Technologies Inc | -0.1% | -0.05% | Trim |
| 43 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.52% | Add |
| 44 | CB | Chubb Limited | -0.1% | -5.24% | Trim |
| 45 | COPX | Global X Copper Miners ETF | -0.1% | — | Unchanged |
| 46 | PHYS | Sprott Physical Gold Trust | -0.1% | — | Unchanged |
| 47 | BITW | Bitwise 10 Crypto Index ETF | -0.1% | — | Unchanged |
| 48 | FALN | Ishares Fallen Angels ETF | -0.1% | -7.91% | Trim |
| 49 | AOR | Ishares Core 60/40 Balanced | -0.1% | -11.57% | Trim |
| 50 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +0.25% | Add |
According to official SEC Form 13F filings, Box Hill Private Wealth LLC reported a total U.S. public equity portfolio value of $137.5M across 67 disclosed positions in Q2 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 41.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
GME
市值: $838.4K
Top Position Liquidated / Trimmed
PLTR
前期市值: $250.7K
During Q2 2026, Box Hill Private Wealth LLC's top holdings by market value included VV (16.4%)、IVV (13.8%)、QQQ (7.2%). The largest single position, VV, represented 16.4% of total portfolio value.
In Q2 2026, Box Hill Private Wealth LLC made 69 total portfolio adjustments, initiating 7 new buys, adding to 38 positions, trimming 18 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.