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Latest Beverly Hills Private Wealth, LLC Stock Portfolio

$600Million | No. of Holdings #339

Beverly Hills Private Wealth, LLC Performance

2026 Q1-0.85%
YTD-0.85%
2025+12.79%

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 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beverly Hills Private Wealth, LLC reported an equity portfolio of $600.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Beverly Hills Private Wealth, LLC are AAPL, MSFT, NVDA. The fund has invested 4.2% of it's portfolio in APPLE INC and 3% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), GRANITE REAL ESTATE INVT TR and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in KLA CORP (KLAC), GOLDMAN SACHS ETF TR (GBIL) and PACCAR INC (PCAR). Beverly Hills Private Wealth, LLC opened new stock positions in BLACKROCK MUNIHLDNGS CALI, CALIFORNIA RES CORP (CRC) and AMERICAN TOWER CORP (AMT). The fund showed a lot of confidence in some stocks as they added substantially to AIR PRODUCTS AND CHEMICALS I (APD), ARES MANAGEMENT CORPORATION (ARES) and AVALONBAY CMNTYS INC (AVB).
Beverly Hills Private Wealth, LLC Equity Portfolio Value
Last Reported on: 04 May, 2026
$600Million
  as of May 04, 2026

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 -0.85% in the last quarter. In trailing 12 months, it's portfolio return was 12.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock munihldngs cali2,617,230
california res corp2,040,820
american tower corp877,058
ishares tr817,444
series portfolios tr725,344
crescent cap bdc inc664,143
zoetis inc599,837
amcor plc343,216
New stocks bought by Beverly Hills Private Wealth, LLC

Additions

Ticker% Inc.
air products and chemicals i414
ares management corporation395
avalonbay cmntys inc280
restaurant brands intl inc255
crown castle inc242
special opportunities fd inc229
tesla inc170
merck & co inc150
Additions to existing portfolio by Beverly Hills Private Wealth, LLC

Reductions

Ticker% Reduced
kla corp-77.43
goldman sachs etf tr-55.61
paccar inc-47.06
palantir technologies inc-44.24
ishares tr-44.1
procter & gamble co-38.52
toyota motor corp-31.4
rtx corporation-30.68
Beverly Hills Private Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-18,450,400
up fintech hldg ltd-212,644
granite real estate invt tr-1,238,480
aegon ltd-137,631
sony group corp-313,574
kenvue inc-188,492
rlj lodging tr-77,621
astrazeneca plc-511,340
Beverly Hills Private Wealth, LLC got rid off the above stocks

Sector Distribution

Beverly Hills Private Wealth, LLC has about 32.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Real Estate
  • Energy
  • Utilities
Sector%
Others32.3
Technology16.1
Financial Services12.1
Consumer Cyclical6.3
Communication Services5.9
Healthcare5.6
Consumer Defensive5.6
Industrials4.9
Real Estate4.1
Energy3.6
Utilities2.5

Market Cap. Distribution

Beverly Hills Private Wealth, LLC has about 58.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP35.1
UNALLOCATED32.3
LARGE-CAP23.1
MID-CAP5.3
SMALL-CAP3.3

Stocks belong to which Index?

About 61.7% of the stocks held by Beverly Hills Private Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50056.6
Others38.3
RUSSELL 20005.1
Top 5 Winners (%)%
FORM
formfactor inc
73.2 %
CF
cf industries hold
65.9 %
CVE
cenovus energy inc
48.8 %
GLW
corning inc
48.2 %
SU
suncor energy inc new
46.2 %
Top 5 Winners ($)$
VZ
verizon communications inc
1.6 M
CVX
chevron corporation
1.4 M
CVE
cenovus energy inc
1.4 M
GLW
corning inc
1.4 M
SU
suncor energy inc new
1.4 M
Top 5 Losers (%)%
SF
stifel finl corp
-35.3 %
INTU
intuit
-34.6 %
SNOW
snowflake inc
-31.1 %
ENVX
enovix corporation
-27.9 %
AIV
apartment invt & mgmt co
-27.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-5.3 M
SF
stifel finl corp
-2.5 M
AAPL
apple inc
-1.8 M
AMZN
amazon com inc
-1.4 M
META
meta platforms inc
-1.4 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 339 stocks in it's portfolio. About 23% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VZ was the most profitable stock for Beverly Hills Private Wealth, LLC last quarter.

$599.69MTotal Value
362Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of Beverly Hills Private Wealth, LLC, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.06%4,554
$338.6K
0.06%
decreased 6.81 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.06%3,480
$330.4K
0.06%
decreased 0.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.03%1,991
$200.5K
0.03%
increased 0.35 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0%111
$3.4K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.08%6,673
$468.9K
0.08%
decreased 9.28 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.04%4,589
$212.0K
0.04%
decreased 4.24 percentreduced
AEG
Aegon Ltd

Aegon Ltd

AEG
Beverly Hills Private Wealth, LLC's holding in Aegon Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Beverly Hills Private Wealth, LLC's holding in American Centy Etf Tr over time
0.05%7,556
$313.9K
0.05%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Beverly Hills Private Wealth, LLC's holding in American Centy Etf Tr over time
0.05%3,592
$289.5K
0.05%
decreased 3 percentreduced
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Beverly Hills Private Wealth, LLC's holding in Aercap Holdings Nv over time
0.7%30,512
$4.19M
0.7%
increased 10.02 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Beverly Hills Private Wealth, LLC's holding in Vaneck Etf Trust over time
1.1%71,884
$6.60M
1.1%
increased 11.78 percentadded