Beverly Hills Private Wealth, LLC — 13F Holdings & Portfolio
CIK 1965710 · latest 13F-HR filed 2026-05-04
Beverly Hills Private Wealth, LLC manages $600.3M in 13F-reported U.S. long-equity assets across 499 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (4.04%), MSFT (2.89%), NVDA (2.51%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 33 new positions, exited 20, added to 131, and trimmed 108.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$600.3M
Long-equity book
499
Distinct positions
2026-03-31
Filed 2026-05-04
+33 / −20 / ↑131 / ↓108
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERIZON COMMUNICATIONS INC$3.1M +48.9%
- VANGUARD SCOTTSDALE FDS$2.4M +34.1%
- CHEVRON CORPORATION$2.0M +54.1%
- GLOBAL X FDS$2.0M +42.9%
- VISA INC$1.9M +29.6%
Top Trims
- MICROSOFT CORP-$3.7M -17.1%
- GOLDMAN SACHS ETF TR-$2.8M -55.5%
- APPLE INC-$1.5M -5.7%
- NVIDIA CORPORATION-$1.4M -8.7%
- JPMORGAN CHASE & CO-$1.4M -9.2%
New Positions
- BLACKROCK MUNIHLDNGS CALI$2.6M
- CALIFORNIA RES CORP$2.0M
- AMERICAN TOWER CORP$877.1K
- ISHARES TR$817.4K
- SERIES PORTFOLIOS TR$725.3K
Exited Positions
- ISHARES TR$18.5M
- GRANITE REAL ESTATE INVT TR$1.2M
- ASTRAZENECA PLC$511.3K
- CHARTER COMMUNICATIONS INC N$321.3K
- SONY GROUP CORP$313.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $24.3M | 4.04% | 95,570 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $17.3M | 2.89% | 46,802 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.1M | 2.51% | 86,330 | SH |
| 4 | JPMORGAN CHASE & CO | JPM | 46625H100 | $13.4M | 2.23% | 45,574 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $12.9M | 2.14% | 61,712 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $10.3M | 1.72% | 173,553 | SH |
| 7 | SCHWAB CHARLES CORP | SCHW | 808513105 | $10.1M | 1.68% | 107,531 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $9.4M | 1.56% | 16,372 | SH |
| 9 | PHILIP MORRIS INTL INC | PM | 718172109 | $9.3M | 1.56% | 56,519 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $9.2M | 1.53% | 19,167 | SH |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $9.1M | 1.51% | 26,799 | SH |
| 12 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $8.7M | 1.45% | 172,913 | SH |
| 13 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $8.4M | 1.40% | 144,022 | SH |
| 14 | CBL & ASSOC PPTYS INC | CBL | 124830878 | $7.9M | 1.32% | 206,671 | SH |
| 15 | VISA INC | V | 92826C839 | $7.6M | 1.27% | 25,193 | SH |
| 16 | J P MORGAN EXCHANGE TRADED F | JMTG | 46654Q575 | $7.1M | 1.18% | 138,539 | SH |
| 17 | VANECK ETF TRUST | GDX | 92189F106 | $6.6M | 1.10% | 71,884 | SH |
| 18 | BROADCOM INC | AVGO | 11135F101 | $6.6M | 1.09% | 21,233 | SH |
| 19 | GLOBAL X FDS | SIL | 37954Y848 | $6.5M | 1.09% | 72,417 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $6.5M | 1.08% | 22,700 | SH |
| 21 | KROGER CO | KR | 501044101 | $5.9M | 0.99% | 81,890 | SH |
| 22 | PEPSICO INC | PEP | 713448108 | $5.9M | 0.98% | 37,925 | SH |
| 23 | CHEVRON CORPORATION | CVX | 166764100 | $5.8M | 0.97% | 28,088 | SH |
| 24 | JANUS DETROIT STR TR | JAAA | 47103U845 | $5.8M | 0.96% | 114,669 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.6M | 0.94% | 23,000 | SH |
| 26 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $5.3M | 0.89% | 18,239 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $5.3M | 0.88% | 18,291 | SH |
| 28 | ALEXANDERS INC | ALX | 014752109 | $5.2M | 0.86% | 21,843 | SH |
| 29 | MGM RESORTS INTERNATIONAL | MGM | 552953101 | $4.9M | 0.82% | 133,401 | SH |
| 30 | BLACKROCK MUN TARGET TERM TR | BTT | 09257P105 | $4.7M | 0.79% | 208,417 | SH |
| 31 | VANECK ETF TRUST | GDXJ | 92189F791 | $4.6M | 0.77% | 38,696 | SH |
| 32 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.5M | 0.75% | 16,677 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $4.3M | 0.72% | 25,635 | SH |
| 34 | TFS FINL CORP | TFSL | 87240R107 | $4.2M | 0.70% | 298,462 | SH |
| 35 | STIFEL FINL CORP | SF | 860630102 | $4.1M | 0.69% | 56,101 | SH |
| 36 | COMCAST CORP NEW | CMCSA | 20030N101 | $4.1M | 0.68% | 141,587 | SH |
| 37 | CISCO SYS INC | CSCO | 17275R102 | $3.9M | 0.66% | 50,748 | SH |
| 38 | VANGUARD WORLD FD | EDV | 921910709 | $3.9M | 0.65% | 60,497 | SH |
| 39 | ISHARES TR | GNMA | 46429B333 | $3.9M | 0.65% | 87,595 | SH |
| 40 | AERCAP HOLDINGS NV | AER | N00985106 | $3.8M | 0.63% | 27,621 | SH |
| 41 | ALBERTSONS COS INC | ACI | 013091103 | $3.8M | 0.63% | 221,505 | SH |
| 42 | CHUBB LTD SWITZ | CB | H1467J104 | $3.7M | 0.62% | 11,378 | SH |
| 43 | SMURFIT WESTROCK PLC | SW | G8267P108 | $3.6M | 0.61% | 91,312 | SH |
| 44 | GLOBAL X FDS | CLIP | 37960A438 | $3.6M | 0.60% | 35,643 | SH |
| 45 | SUNCOR ENERGY INC NEW | SU | 867224107 | $3.5M | 0.59% | 53,235 | SH |
| 46 | CORNING INC | GLW | 219350105 | $3.4M | 0.57% | 24,996 | SH |
| 47 | MCDONALDS CORP | MCD | 580135101 | $3.4M | 0.56% | 10,889 | SH |
| 48 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $3.4M | 0.56% | 71,522 | SH |
| 49 | ENERGY TRANSFER L P | ET | 29273V100 | $3.3M | 0.56% | 173,426 | SH |
| 50 | DTF TAX-FREE INCOME 2028 TER | DTF | 23334J107 | $3.3M | 0.55% | 289,314 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $600.3M | 499 | 0001085146-26-000375 |
| 2025-12-31 | 2026-02-17 | $584.5M | 487 | 0001085146-26-000231 |