BH

Beverly Hills Private Wealth, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$600.3M

Reporting period: 2026-03-31 · Number of holdings: 499

Beverly Hills Private Wealth, LLC disclosed 499 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $600.3M and a quarterly turnover rate of 21.6%.

Personality snowflake

Concentration
4.28
Portfolio Stability
21.62
Momentum/Contrarian
100
Sector conviction
41.73
Diversification
100
Sizing Uniformity
83.63

Recent moves

  • Trim MSFT

    +8.4%　-$3.7M

  • Add VZ

    +20.8%　$3.1M

  • Trim GBIL

    -55.6%　-$2.8M

  • Add VGSH

    +34.5%　$2.4M

  • Trim AAPL

    +1.0%　-$1.5M

  • Add CVX

    +14.3%　$2.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 343 holdings (of 499 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech4.24%-0.38%+0.99%
2MSFTMicrosoft CORPStock-Tech3.02%-0.72%+8.36%
3NVDANvidia CORPStock-Tech2.51%-0.31%-2.37%
4JPMJpmorgan Chase & CoStock-Financials2.28%-0.29%-0.51%
5AMZNAmazon.com INCStock-Consumer Disc2.26%—+7.21%
6VGITVanguard Intermediate-term TETF-Other1.97%—+3.01%
7SCHWSchwab (charles) CORPStock-Financials1.89%—+7.54%
8METAMeta Platforms Inc-class AStock-Comm Services1.68%+0.09%+24.79%
9TSMTaiwan Semiconductor-sp AdrStock-Tech1.63%—-4.41%
10VGSHVanguard Short-term TreasuryETF-Gov Bonds1.60%+0.38%+34.52%
11VZVerizon Communications INCStock-Comm Services1.59%+0.49%+20.84%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other1.59%-0.14%-1.36%
13PMPhilip Morris InternationalStock-Consumer Staples1.57%—-2.11%
14CBLCbl & Associates PropertiesStock-Other1.45%+0.10%+6.60%
15VVisa Inc-class A SharesStock-Financials1.37%+0.28%+50.36%
16JMTGMortgage-backed SecuritiesETF-Other1.27%+0.09%+11.01%
17GOOGAlphabet Inc-cl CStock-Comm Services1.15%—+2.27%
18AVGOBroadcom INCStock-Tech1.11%-0.20%-2.29%
19GDXVaneck Gold Miners ETFETF-Commodities1.10%+0.16%+11.78%
20SILGlobal X Silver Miners ETFETF-Commodities1.09%+0.31%+32.45%
21JAAAJanus Henderson Aaa Clo ETFETF-Other1.09%—+0.40%
22KRKroger CoStock-Consumer Staples1.08%+0.14%+2.12%
23PEPPepsico INCStock-Consumer Staples1.05%+0.16%+11.26%
24GNMAIshares Gnma Bond ETFETF-Other1.03%—+3.66%
25CVXChevron CORPStock-Energy0.98%+0.33%+14.34%
26ELVElevance Health INCStock-Healthcare0.95%—+15.99%
27JNJJohnson & JohnsonStock-Healthcare0.94%+0.12%-0.84%
28ALXAlexander's INCStock-Other0.93%+0.14%+11.63%
29MGMMgm Resorts InternationalStock-Consumer Disc0.93%—+8.10%
30GOOGLAlphabet Inc-cl AStock-Comm Services0.91%—+2.28%
31BTTBlackrock 2030 Muni Trgt TrmStock-Other0.86%+0.18%+30.55%
32UNHUnitedhealth Group INCStock-Healthcare0.80%+0.10%+43.06%
33GDXJVaneck Junior Gold MinersETF-Commodities0.77%+0.18%+27.54%
34TFSLTfs Financial CORPStock-Other0.76%+0.09%+12.02%
35SFStifel Financial CORPStock-Financials0.76%—+75.59%
36XOMExxon Mobil CORPStock-Energy0.72%+0.18%-2.08%
37EDVVanguard Extended Dur TreasETF-Other0.72%+0.12%+22.67%
38CMCSAComcast Corp-class AStock-Comm Services0.72%+0.21%+51.52%
39AERAerCap Holdings N.V.Stock-Industrials0.70%—+10.02%
40ACIAlbertsons Cos INC - Class AStock-Consumer Staples0.69%+0.14%+28.72%
41VMBSVanguard Mortgage-backed SecETF-Other0.68%—-3.60%
42IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.68%—+2.15%
43SUSuncor Energy INCStock-Energy0.67%+0.15%-11.64%
44CBChubb LimitedStock-Financials0.67%+0.17%+31.85%
45CSCOCisco Systems INCStock-Tech0.66%—+3.18%
46SWSmurfit Westrock PlcStock-Consumer Disc0.64%+0.14%+29.31%
47DTFDtf Tax-free Income 2028 TerStock-Other0.64%—+0.42%
48CLIPGlobal X 1-3 Month T-billETF-Other0.64%+0.16%+37.08%
49KMI 4.75 03-31-28El Paso Energy Cap TrstStock-Energy0.59%-0.21%-26.82%
50MCDMcdonald's CORPStock-Consumer Disc0.57%—-4.08%
1–50 of 343

Holding changes this quarter

Beverly Hills Private Wealth, LLC's most significant position changes for 2026-03-31: Sold out: Ishares Msci Acwi ETF (ACWI); New buy: Blackrock Munihold Ca Qlty (MUC); New buy: California Resources CORP (CRC); Sold out: Granite Real Estate Investme (GRTUF); New buy: American Tower CORP (AMT).

Position changes disclosed by Beverly Hills Private Wealth, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VZVerizon Communications INC+0.5%+20.84%Add
2VGSHVanguard Short-term Treasury+0.4%+34.52%Add
3CVXChevron CORP+0.3%+14.34%Add
4SILGlobal X Silver Miners ETF+0.3%+32.45%Add
5VVisa Inc-class A Shares+0.3%+50.36%Add
6APDAir Products & Chemicals INC+0.3%+414.06%Add
7AVBAvalonbay Communities INC+0.3%+280.57%Add
8CMCSAComcast Corp-class A+0.2%+51.52%Add
9XOMExxon Mobil CORP+0.2%-2.08%Trim
10GDXJVaneck Junior Gold Miners+0.2%+27.54%Add
11BTTBlackrock 2030 Muni Trgt Trm+0.2%+30.55%Add
12GFRGreenfire Resources LTD+0.2%+45.60%Add
13MRKMerck & Co. INC.+0.2%+150.34%Add
14CBChubb Limited+0.2%+31.85%Add
15QSRRestaurant Brands Intern+0.2%+255.33%Add
16GDXVaneck Gold Miners ETF+0.2%+11.78%Add
17PEPPepsico INC+0.2%+11.26%Add
18CLIPGlobal X 1-3 Month T-bill+0.2%+37.08%Add
19SBUXStarbucks CORP+0.2%+114.49%Add
20SUSuncor Energy INC+0.2%-11.64%Trim
21KRKroger Co+0.1%+2.12%Add
22ALXAlexander's INC+0.1%+11.63%Add
23SWSmurfit Westrock Plc+0.1%+29.31%Add
24ACIAlbertsons Cos INC - Class A+0.1%+28.72%Add
25JNJJohnson & Johnson+0.1%-0.84%Trim
26EDVVanguard Extended Dur Treas+0.1%+22.67%Add
27CBLCbl & Associates Properties+0.1%+6.60%Add
28UNHUnitedhealth Group INC+0.1%+43.06%Add
29METAMeta Platforms Inc-class A+0.1%+24.79%Add
30JMTGMortgage-backed Securities+0.1%+11.01%Add
31TFSLTfs Financial CORP+0.1%+12.02%Add
32BRK-BBerkshire Hathaway Inc-cl B-0.1%-1.36%Trim
33PCARPaccar INC-0.2%-47.06%Trim
34PLTRPalantir Technologies Inc-a-0.2%-46.98%Trim
35KLACKla CORP-0.2%-77.42%Trim
36AVGOBroadcom INC-0.2%-2.29%Trim
37KMI 4.75 03-31-28El Paso Energy Cap Trst-0.2%-26.82%Trim
38JPMJpmorgan Chase & Co-0.3%-0.51%Trim
39NVDANvidia CORP-0.3%-2.37%Trim
40AAPLApple INC-0.4%+0.99%Add
41GBILGoldman Sachs Access Treasur-0.5%-55.61%Trim
42MSFTMicrosoft CORP-0.7%+8.36%Add
43ACWIIshares Msci Acwi ETF—EXITSold out
44MUCBlackrock Munihold Ca Qlty—NEWNew buy
45CRCCalifornia Resources CORP—NEWNew buy
46GRTUFGranite Real Estate Investme—EXITSold out
47AMTAmerican Tower CORP—NEWNew buy
48IEFIshares 7-10 Year Treasury B—NEWNew buy
49CLOXEldridge Aaa Clo ETF—NEWNew buy
50CCAPCrescent Capital Bdc INC—NEWNew buy

FAQ

What is Beverly Hills Private Wealth, LLC and what type of investor is it?
Beverly Hills Private Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $600.3M, spread across 499 disclosed positions.
What are Beverly Hills Private Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Beverly Hills Private Wealth, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $25.4M (4.2%) 2. Microsoft CORP (MSFT) — $18.1M (3.0%) 3. Nvidia CORP (NVDA) — $15.1M (2.5%) 4. Jpmorgan Chase & Co (JPM) — $13.7M (2.3%) 5. Amazon.com INC (AMZN) — $13.6M (2.3%)
What changes did Beverly Hills Private Wealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, Beverly Hills Private Wealth, LLC made 50 notable position adjustments: 6 new positions were initiated, 30 existing holdings were added to, 12 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ishares Msci Acwi ETF (ACWI); New buy: Blackrock Munihold Ca Qlty (MUC); New buy: California Resources CORP (CRC); Sold out: Granite Real Estate Investme (GRTUF); New buy: American Tower CORP (AMT)
What sectors does Beverly Hills Private Wealth, LLC focus on?
Beverly Hills Private Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 24.5% • Financials: 18.4% • Consumer Discretionary: 9.9% • Health Care: 9.4% • Communication Services: 8.8% • Consumer Staples: 8.0%