Latest Beverly Hills Private Wealth, LLC Stock Portfolio

Beverly Hills Private Wealth, LLC Performance:

2025 Q3: 4.46%YTD: 7.91%2024: 15.31%

Performance for 2025 Q3 is 4.46%, and YTD is 7.91%, and 2024 is 15.31%.

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 27-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $484 Millions. In it's latest 13F Holdings report, Beverly Hills Private Wealth, LLC reported an equity portfolio of $566.8 Millions as of 30 Sep, 2025.

The top stock holdings of Beverly Hills Private Wealth, LLC are AAPL, MSFT, NVDA. The fund has invested 4.6% of it's portfolio in APPLE INC and 4.2% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off VANGUARD MUN BD FDS (VTEB), VANGUARD INDEX FDS (VB) and VERONA PHARMA PLC (VRNA) stocks. They significantly reduced their stock positions in PETCO HEALTH & WELLNESS CO I (WOOF), ISHARES TR (ACWF) and NEWS CORP NEW (NWS). Beverly Hills Private Wealth, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, ISHARES TR (AAXJ) and DANAHER CORPORATION (DHR). The fund showed a lot of confidence in some stocks as they added substantially to VIRTUS TOTAL RETURN FD INC, GLOBAL X FDS (AGNG) and SPDR S&P 500 ETF TR (SPY).

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 4.46% in the last quarter. In trailing 12 months, it's portfolio return was 9.02%.

New Buys

Ticker	$ Bought
j p morgan exchange traded f	4,480,660
ishares tr	2,794,240
danaher corporation	670,516
eaton vance calif mun bd fd	601,666
barrick mng corp	353,503
the alger etf trust	322,333
franklin templeton etf tr	302,070
gold fields ltd	300,056

New stocks bought by Beverly Hills Private Wealth, LLC

Additions

Ticker	% Inc.
virtus total return fd inc	74.19
global x fds	68.14
telefonica brasil sa	60.04
spdr s&p 500 etf tr	47.27
kimco rlty corp	44.86
epr pptys	41.87
toyota motor corp	40.68
british amern tob plc	37.00

Additions to existing portfolio by Beverly Hills Private Wealth, LLC

Reductions

Ticker	% Reduced
petco health & wellness co i	-64.08
ishares tr	-38.67
news corp new	-32.88
kenvue inc	-29.06
j p morgan exchange traded f	-26.41
ishares tr	-25.89
avalonbay cmntys inc	-25.68
zoetis inc	-25.00

Beverly Hills Private Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nokia corp	-179,999
telefonaktiebolaget lm erics	-185,983
vanguard mun bd fds	-1,059,570
total return securities fund	-122,033
infosys ltd	-328,481
eaton vance mun income 2028	-227,196
kingsoft cloud hldgs ltd	-125,914
kt corp	-201,815

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

Sector Distribution

Beverly Hills Private Wealth, LLC has about 31.6% of it's holdings in Others sector.

Sector	%
Others	31.6
Technology	19.2
Financial Services	11.3
Consumer Cyclical	6.2
Communication Services	5.9
Consumer Defensive	5.7
Healthcare	5.3
Industrials	5.2
Real Estate	3.7
Energy	2.6
Utilities	2.5

Market Cap. Distribution

Beverly Hills Private Wealth, LLC has about 62% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	31.8
UNALLOCATED	31.6
MEGA-CAP	30.2
SMALL-CAP	3.8
MID-CAP	2.5

Stocks belong to which Index?

About 64.4% of the stocks held by Beverly Hills Private Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60
Others	35.5
RUSSELL 2000	4.4

Top 5 Winners (%)		%
GLW	corning inc	52.1 %
FTAI	ftai aviation ltd	45.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
WOOF	petco health & wellness co i	36.8 %

Top 5 Winners ($)		$
AAPL	apple inc	5.3 M
NVDA	nvidia corporation	2.6 M
GOOG	alphabet inc	1.9 M
AVGO	broadcom inc	1.5 M
JPM	jpmorgan chase & co.	1.4 M

Top 5 Losers (%)		%
FOUR	shift4 pmts inc	-21.9 %
FIS	fidelity natl information sv	-19.0 %
SBAC	sba communications corp new	-17.7 %
ACN	accenture plc ireland	-17.5 %
ACI	albertsons cos inc	-16.7 %

Top 5 Losers ($)		$
PM	philip morris intl inc	-1.2 M
ELV	elevance health inc formerly	-1.0 M
ACI	albertsons cos inc	-0.8 M
TXN	texas instrs inc	-0.4 M
FIS	fidelity natl information sv	-0.4 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 338 stocks in it's portfolio. About 26.2% of the portfolio is in top 10 stocks. PM 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: 10 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.58	101,835	25,930,500	reduced	-4.48

AAXJ	ishares tr	0.49	20,213	2,794,240	new

AAXJ	ishares tr	0.06	3,824	363,853	reduced	-15.58

AAXJ	ishares tr	0.06	5,352	363,026	reduced	-25.89

AAXJ	ishares tr	0.06	3,012	332,794	reduced	-17.79

ABBV	abbvie inc	0.55	13,397	3,102,070	reduced	-2.79

ABT	abbott labs	0.32	13,667	1,830,530	reduced	-2.93

ACI	albertsons cos inc	0.73	237,679	4,161,770	added	13.95

ACN	accenture plc ireland	0.18	4,201	1,036,080	reduced	-17.95

ACWF	ishares tr	0.09	7,740	527,215	reduced	-0.44

ACWF	ishares tr	0.04	4,960	231,681	reduced	-38.67

ADI	analog devices inc	0.11	2,640	648,664	added	2.01

ADP	automatic data processing in	0.05	976	286,697	added	6.78

AEG	aegon ltd	0.03	17,851	142,629	reduced	-15.52

AEMB	american centy etf tr	0.05	3,887	291,983	reduced	-2.29

AEP	american elec pwr co inc	0.07	3,605	405,527	reduced	-1.39

AFK	vaneck etf trust	0.81	60,307	4,607,490	added	9.53

AFK	vaneck etf trust	0.44	25,290	2,504,490	added	30.97

AGNG	global x fds	0.51	40,387	2,892,900	added	68.14

AGNG	global x fds	0.05	8,214	291,033	reduced	-15.98