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Latest Beverly Hills Private Wealth, LLC Stock Portfolio

$524Million | No. of Holdings #244

Beverly Hills Private Wealth, LLC Performance

2026 Q2+6.08%
YTD+5.18%
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 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beverly Hills Private Wealth, LLC reported an equity portfolio of $525 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Beverly Hills Private Wealth, LLC are AAPL, NVDA, AMZN. The fund has invested 4.4% of it's portfolio in APPLE INC and 3% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and RESTAURANT BRANDS INTL INC (QSR) stocks. They significantly reduced their stock positions in NORTHROP GRUMMAN CORP (NOC), AIR PRODUCTS AND CHEMICALS I (APD) and STARBUCKS CORP (SBUX). Beverly Hills Private Wealth, LLC opened new stock positions in FRANKLIN RESOURCES INC (BEN), AMERIPRISE FINL INC (AMP) and ELDORADO GOLD CORP NEW (EGO). The fund showed a lot of confidence in some stocks as they added substantially to VISTRA CORP (VST), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR).
Beverly Hills Private Wealth, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$524Million
  as of Aug 07, 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 6.08% in the last quarter. In trailing 12 months, it's portfolio return was 12.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
franklin resources inc1,676,240
ameriprise finl inc1,616,760
eldorado gold corp new1,496,330
tencent music entmt group1,363,600
mexico fd inc802,235
first tr sr fltg rate income687,956
micron technology inc408,619
advanced micro devices inc346,804
New stocks bought by Beverly Hills Private Wealth, LLC

Additions

Ticker% Inc.
vistra corp706
schwab strategic tr508
ishares tr274
raymond james finl inc125
avalonbay cmntys inc107
crescent cap bdc inc52.14
invesco exchange traded fd t42.56
mckesson corp29.99
Additions to existing portfolio by Beverly Hills Private Wealth, LLC

Reductions

Ticker% Reduced
northrop grumman corp-85.9
air products and chemicals i-84.07
starbucks corp-82.67
el paso energy cap tr i-81.23
cummins inc-77.49
hewlett packard enterprise c-76.45
totalenergies se-74.93
paychex inc-71.63
Beverly Hills Private Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-518,307
lloyds banking group plc-209,651
mfs invt grade mun tr-282,407
telefonica brasil sa-478,730
exxon mobil corp-4,349,220
vnet group inc-172,935
takeda pharmaceutical co ltd-369,893
restaurant brands intl inc-1,393,820
Beverly Hills Private Wealth, LLC got rid off the above stocks

Sector Distribution

Beverly Hills Private Wealth, LLC has about 34.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Real Estate
  • Industrials
  • Utilities
  • Energy
Sector%
Others34.6
Technology16.1
Financial Services13.4
Communication Services7
Healthcare5.5
Consumer Cyclical5.5
Consumer Defensive4.8
Real Estate4.7
Industrials2.9
Utilities2.8
Energy2.3

Market Cap. Distribution

Beverly Hills Private Wealth, LLC has about 57% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
  • MICRO-CAP
Category%
MEGA-CAP35.4
UNALLOCATED34.6
LARGE-CAP21.6
SMALL-CAP4
MID-CAP2.9
MICRO-CAP1.5

Stocks belong to which Index?

About 58.6% 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 50052.8
Others41.4
RUSSELL 20005.8
Top 5 Winners (%)%
INTC
intel corp
213.2 %
DELL
dell technologies inc
132.6 %
AMAT
applied matls inc
108.9 %
KLAC
kla corp
100.7 %
GLW
corning inc
57.8 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
3.7 M
AAPL
apple inc
3.2 M
CBL
cbl & assoc pptys inc
2.8 M
AMAT
applied matls inc
2.5 M
UNH
unitedhealth group inc
2.4 M
Top 5 Losers (%)%
IJR
ishares tr
-60.7 %
INTU
intuit
-38.4 %
AIV
apartment invt & mgmt co
-26.7 %
T
at&t inc
-24.1 %
NFLX
netflix inc.
-22.7 %
Top 5 Losers ($)$
KR
kroger co
-1.6 M
VZ
verizon communications inc
-1.6 M
AFK
vaneck etf trust
-1.2 M
IJR
ishares tr
-1.1 M
AGNG
global x fds
-0.9 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 244 stocks in it's portfolio. About 26.5% of the portfolio is in top 10 stocks. KR proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Beverly Hills Private Wealth, LLC last quarter.

$519.96MTotal Value
364Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Beverly Hills Private Wealth, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.06%1,940
$304.5K
0.06%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0.06%3,163
$299.0K
0.06%
decreased 9.11 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beverly Hills Private Wealth, LLC's holding in Ishares Tr over time
0%111
$3.4K
0%
unchanged 0 percentunchanged
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
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
0.09%6,328
$475.6K
0.09%
decreased 5.17 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Beverly Hills Private Wealth, LLC's holding in Ishares Tr 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
0.06%3,492
$337.0K
0.06%
decreased 2.78 percentreduced
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%0.00
$0.00
0%
decreased 100 percentsold off
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Beverly Hills Private Wealth, LLC's holding in Aercap Holdings Nv over time
0.79%28,488
$4.15M
0.79%
decreased 6.63 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Beverly Hills Private Wealth, LLC's holding in Vaneck Etf Trust over time
1.02%71,296
$5.38M
1.02%
decreased 0.82 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Beverly Hills Private Wealth, LLC's holding in Vaneck Etf Trust over time
0.72%38,473
$3.78M
0.72%
decreased 0.58 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Beverly Hills Private Wealth, LLC's holding in Global X Fds over time
1.06%71,796
$5.56M
1.06%
decreased 0.86 percentreduced