Latest Beverly Hills Private Wealth, LLC Stock Portfolio

Beverly Hills Private Wealth, LLC Performance:

2025 Q4: 1.2%YTD: 12.79%2024: 15.55%

Performance for 2025 Q4 is 1.2%, and YTD is 12.79%, and 2024 is 15.55%.

About Beverly Hills Private Wealth, LLC and 13F Hedge Fund Stock Holdings

Beverly Hills Private Wealth, LLC is a hedge fund based in Beverly Hills, CA. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beverly Hills Private Wealth, LLC reported an equity portfolio of $584.5 Millions as of 31 Dec, 2025.

The top stock holdings of Beverly Hills Private Wealth, LLC are AAPL, MSFT, AAXJ. The fund has invested 4.6% of it's portfolio in APPLE INC and 3.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off FIDELITY NATL INFORMATION SV (FIS), AMERICAN TOWER CORP NEW (AMT) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in AIR PRODS & CHEMS INC (APD), ARES MANAGEMENT CORPORATION (ARES) and NEWS CORP NEW (NWS). Beverly Hills Private Wealth, LLC opened new stock positions in TFS FINL CORP (TFSL), MORGAN STANLEY ETF TRUST and NASDAQ INC (NDAQ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), GREENFIRE RES LTD NEW and AVALONBAY CMNTYS INC (AVB).

Beverly Hills Private Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Beverly Hills Private Wealth, LLC made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 12.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
tfs finl corp	3,903,840
morgan stanley etf trust	3,033,000
nasdaq inc	796,563
totalenergies se	697,938
unilever plc	556,965
charter communications inc n	321,267
mplx lp	297,752
formfactor inc	295,969

New stocks bought by Beverly Hills Private Wealth, LLC

Additions

Ticker	% Inc.
ishares tr	545
greenfire res ltd new	223
avalonbay cmntys inc	176
cummins inc	173
chubb limited	122
dell technologies inc	90.69
kimco rlty corp	86.85
ishares tr	71.48

Additions to existing portfolio by Beverly Hills Private Wealth, LLC

Reductions

Ticker	% Reduced
air prods & chems inc	-82.87
ares management corporation	-75.48
news corp new	-74.05
crown castle inc	-73.55
virtus total return fd inc	-67.71
sony group corp	-66.41
diageo plc	-54.54
ubs group ag	-52.8

Beverly Hills Private Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
eaton vance calif mun bd fd	-601,666
cenovus energy inc	-327,473
fidelity natl information sv	-1,519,770
eaton vance new york mun bd	-209,771
golub cap bdc inc	-280,869
grifols s a	-152,996
avantor inc	-174,833
totalenergies se	-662,954

Beverly Hills Private Wealth, LLC got rid off the above stocks

Sector Distribution

Beverly Hills Private Wealth, LLC has about 33.8% of it's holdings in Others sector.

Sector	%
Others	33.8
Technology	17.9
Financial Services	12.1
Consumer Cyclical	6.1
Communication Services	5.6
Healthcare	5.4
Consumer Defensive	5.3
Industrials	4.9
Real Estate	3.4
Energy	2.5
Utilities	2.4

Market Cap. Distribution

Beverly Hills Private Wealth, LLC has about 58% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	36.1
UNALLOCATED	33.8
LARGE-CAP	21.9
MID-CAP	4.2
SMALL-CAP	2.9

Stocks belong to which Index?

About 60.8% of the stocks held by Beverly Hills Private Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	56.3
Others	39.2
RUSSELL 2000	4.5

Top 5 Winners (%)		%
LLY	eli lilly & co	40.5 %
	barrick mng corp	32.4 %
GOOG	alphabet inc	28.5 %
GOOG	alphabet inc	28.4 %
CX	cemex sab de cv	27.7 %

Top 5 Winners ($)		$
AAPL	apple inc	1.7 M
GOOG	alphabet inc	1.7 M
CBL	cbl & assoc pptys inc	1.3 M
GOOG	alphabet inc	1.3 M
TSM	taiwan semiconductor mfg ltd	0.7 M

Top 5 Losers (%)		%
ORCL	oracle corp	-28.8 %
SE	sea ltd	-28.1 %
WOOF	petco health & wellness co i	-27.4 %
AIV	apartment invt & mgmt co	-24.9 %
ENVX	enovix corporation	-23.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.6 M
META	meta platforms inc	-1.0 M
AIV	apartment invt & mgmt co	-0.7 M
BABA	alibaba group hldg ltd	-0.6 M
VZ	verizon communications inc	-0.5 M

Beverly Hills Private Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Beverly Hills Private Wealth, LLC

Beverly Hills Private Wealth, LLC has 327 stocks in it's portfolio. About 26.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Beverly Hills Private Wealth, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.62	99,260	26,984,900	reduced	-2.53

AAXJ	ishares tr	3.16	130,401	18,450,400	added	545

AAXJ	ishares tr	0.06	4,887	348,981	reduced	-8.69

AAXJ	ishares tr	0.06	3,498	333,079	reduced	-8.53

AAXJ	ishares tr	0.04	1,984	201,713	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.51	13,067	2,985,780	reduced	-2.46

ABT	abbott labs	0.29	13,417	1,680,960	reduced	-1.83

ACI	albertsons cos inc	0.55	187,517	3,219,670	reduced	-21.1

ACN	accenture plc ireland	0.20	4,298	1,153,090	added	2.31

ACWF	ishares tr	0.09	7,356	522,094	reduced	-4.96

ACWF	ishares tr	0.04	4,792	223,020	reduced	-3.39

ADI	analog devices inc	0.12	2,588	701,929	reduced	-1.97

ADP	automatic data processing in	0.04	963	247,706	reduced	-1.33

AEG	aegon ltd	0.02	17,851	137,631	unchanged	0.00

AEMB	american centy etf tr	0.05	3,703	285,236	reduced	-4.73

AEP	american elec pwr co inc	0.07	3,625	418,018	added	0.55

AER	aercap holdings nv	0.68	27,734	3,987,110	reduced	-2.73

AFK	vaneck etf trust	0.94	64,309	5,515,820	added	6.64

AFK	vaneck etf trust	0.59	30,340	3,452,070	added	19.97