EdgeMarket › What Beverly Hills Private Wealth, Llc reported owning
What Beverly Hills Private Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
600.3MPositions
347Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 25.4M | 4.2% | 100.2K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 18.1M | 3.0% | 49.0K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 15.1M | 2.5% | 86.4K | 214.72 | +22.4% |
| JPM JPMORGAN CHASE & CO | 13.7M | 2.3% | 46.4K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 13.6M | 2.3% | 65.1K | 258.63 | +15.6% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 11.8M | 2.0% | 198.2K | 58.31 | -2.3% |
| SCHW SCHWAB CHARLES CORP | 11.0M | 1.8% | 117.4K | 112.30 | +17.6% |
| META Meta Platforms, Inc. | 10.1M | 1.7% | 17.6K | 549.90 | -26.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 9.8M | 1.6% | 28.9K | 418.95 | +83.3% |
| VGSH Vanguard Short-Term Treasury ETF | 9.6M | 1.6% | 163.7K | 58.13 | -0.9% |
| VZ VERIZON COMMUNICATIONS INC | 9.6M | 1.6% | 190.3K | 49.45 | +9.7% |
| unmapped CUSIP 084670702 | 9.5M | 1.6% | 19.9K | — | — |
| PM Philip Morris International Inc. | 9.4M | 1.6% | 57.1K | 188.23 | +8.9% |
| CBL CBL & ASSOCIATES PROPERTIES INC | 8.7M | 1.5% | 227.2K | 55.34 | +81.2% |
| V VISA INC. | 8.2M | 1.4% | 27.3K | 371.04 | +7.9% |
| JMTG JPMorgan Mortgage-Backed Securities ETF | 7.6M | 1.3% | 149.8K | 50.08 | -0.3% |
| GOOG Alphabet Inc. | 6.9M | 1.1% | 24.0K | 341.75 | +70.7% |
| AVGO Broadcom Inc. | 6.6M | 1.1% | 21.4K | 368.45 | +26.5% |
| GDX VanEck Gold Miners ETF | 6.6M | 1.1% | 71.9K | 102.83 | +76.3% |
| SIL Global X Silver Miners ETF | 6.5M | 1.1% | 72.4K | 99.55 | +87.8% |
| JAAA Janus Henderson AAA CLO ETF | 6.5M | 1.1% | 129.5K | 50.67 | -0.1% |
| KR KROGER CO | 6.5M | 1.1% | 89.6K | 57.90 | -19.4% |
| PEP PEPSICO INC | 6.3M | 1.0% | 40.5K | 143.48 | -4.8% |
| GNMA iShares GNMA Bond ETF | 6.2M | 1.0% | 139.1K | 43.59 | -0.4% |
| CVX CHEVRON CORP | 5.8M | 1.0% | 28.1K | 205.27 | +34.0% |
| ELV Elevance Health, Inc. | 5.7M | 1.0% | 19.6K | 400.54 | +29.2% |
| JNJ JOHNSON & JOHNSON | 5.6M | 0.9% | 23.0K | 270.24 | +51.1% |
| ALX ALEXANDERS INC | 5.6M | 0.9% | 23.7K | 265.03 | +19.4% |
| MGM MGM Resorts International | 5.5M | 0.9% | 149.0K | 43.74 | +20.5% |
| GOOGL Alphabet Inc. | 5.5M | 0.9% | 19.0K | 344.82 | +73.0% |
| BTT BlackRock Municipal 2030 Target Term Trust | 5.2M | 0.9% | 228.1K | 22.56 | +1.6% |
| UNH UNITEDHEALTH GROUP INC | 4.8M | 0.8% | 17.7K | 390.11 | +30.1% |
| GDXJ VanEck Junior Gold Miners ETF | 4.6M | 0.8% | 38.7K | 132.59 | +80.9% |
| TFSL TFS Financial CORP | 4.6M | 0.8% | 326.8K | 17.64 | +33.4% |
| SF STIFEL FINANCIAL CORP | 4.5M | 0.8% | 61.4K | 80.96 | +9.4% |
| XOM ExxonMobil Holdings Corp | 4.3M | 0.7% | 25.6K | 165.11 | +52.1% |
| EDV Vanguard Extended Duration Treasury ETF | 4.3M | 0.7% | 66.6K | 59.51 | -8.7% |
| CMCSA COMCAST CORP | 4.3M | 0.7% | 150.1K | 26.85 | -19.3% |
| AER AerCap Holdings N.V. | 4.2M | 0.7% | 30.5K | 146.29 | +26.4% |
| ACI Albertsons Companies, Inc. | 4.1M | 0.7% | 241.4K | 12.38 | -37.2% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 4.1M | 0.7% | 87.5K | 46.15 | -0.4% |
| IVV iShares Core S&P 500 ETF | 4.1M | 0.7% | 6.2K | 769.31 | +20.0% |
| SU SUNCOR ENERGY INC | 4.0M | 0.7% | 60.7K | 68.42 | +77.3% |
| CB Chubb Ltd | 4.0M | 0.7% | 12.3K | 340.99 | +21.9% |
| CSCO CISCO SYSTEMS, INC. | 3.9M | 0.7% | 50.8K | 111.04 | +65.5% |
| SW Smurfit Westrock plc | 3.9M | 0.6% | 96.8K | 49.39 | +17.7% |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | 3.9M | 0.6% | 336.3K | 11.52 | +2.4% |
| CLIP Global X 1-3 Month T-Bill ETF | 3.8M | 0.6% | 38.2K | 100.29 | +0.0% |
| unmapped CUSIP 283678209 | 3.5M | 0.6% | 69.8K | — | — |
| MCD MCDONALDS CORP | 3.4M | 0.6% | 10.9K | 270.95 | -13.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →