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Beverly Hills Private Wealth, LLC — 13F Holdings & Portfolio

CIK 1965710 · latest 13F-HR filed 2026-11-04

Backtest portfolio

Beverly Hills Private Wealth, LLC manages $579.5M in 13F-reported U.S. long-equity assets across 430 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (4.51%), MSFT (3.66%), NVDA (3.09%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 33 new positions and exited 11; 115 existing positions rose in reported value and 70 fell.

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.

Loading holdings…
AUM
$579.5M

Long-equity book

Holdings
430

Distinct positions

Period
2026-09-30

Filed 2026-11-04

Q/Q Activity
+33 / −11 / ↑115 / ↓70

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL4.8% · +5%MSFT3.9% · +9%NVDA3.1% · +1%AMZN2.9% · +3%VGIT2.6% · +13%JPM2.5% · +3%META2.4% · +10%SCHW2.3% · +9%VGSH2.2% · +28%TSM2.1% · +9%V1.9% · +2%BRK.B1.9% · +27%VZ1.8% · +6%JMTG1.6% · +14%GOOG1.4% · +6%GOOGL1.3% · +14%ELV1.3% · -4%VST1.2% · +65%BTT1.2% · +23%TEL1.2% · +220%GNMA1.2% · +3%PEP1.1% · +7%GDX1.1% · +2%SIL1.1% · +3%TFSL1.1% · +5%ALX1.1% · -3%PM1.1% · +10%GFR1.1% · +161%KR1.0% · +0%SW0.9% · -3%AVGO0.9% · +10%EQR0.8% · newIVV0.8% · +3%UNH0.8% · -18%GDXJ0.8% · +3%SITC0.8% · newCMCSA0.8% · +4%BDX0.7% · +5%JNJ0.7% · +4%VMBS0.7% · -0%DTF0.7% · -0%CB0.6% · +10%AER0.6% · -10%CVX0.6% · +13%CLIP0.6% · +24%XOM0.6% · newET0.6% · 0%CSCO0.6% · +16%EDV0.6% · -25%AMAT0.6% · -0%CBL0.6% · -61%HPQ0.5% · 0%EGO0.5% · +64%DELL0.5% · -4%EPRPE0.5% · +12%MUC0.5% · +18%AON0.5% · +257%RING0.5% · 0%ACI0.5% · -9%PHG0.5% · +5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 28.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 19, 2026.

Assets Under Management
$912.2M
Discretionary
$912.2M
Employees
10
Accounts
1,330
Address
350 S. BEVERLY DRIVE
SUITE 360
BEVERLY HILLS, CA 90212
Phone
(310) 388-3800
Website
Name Title / Status Ownership Type
RAVITZ FAMILY TRUST ControlMEMBER
since Oct 2022
25–50%Domestic Entity
RAVITZ, IRA, HARRY ControlCHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR
since Oct 2022
Less than 5%Individual
SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST ControlMEMBER
since Oct 2022
50–75%Domestic Entity
SHAGRIN, SCOTT, MARSHALL ControlMANAGING DIRECTOR
since Oct 2022
Less than 5%Individual
SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUSTMEMBER
since Oct 2022
Less than 5%Domestic Entity
WESTERMARK, LISA, MADELEINEMEMBER
since Oct 2022
5–10%Individual
RAVITZ, IRA, HARRY Control
Indirect owner via RAVITZ FAMILY TRUST
TRUSTEE
since Oct 2022
General partner, trustee or managerIndividual
SHAGRIN, SCOTT, MARSHALL Control
Indirect owner via SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST
TRUSTEE
since Oct 2022
General partner, trustee or managerIndividual
SHAGRIN, SCOTT, MARSHALL Control
Indirect owner via SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST
TRUSTEE
since Oct 2022
General partner, trustee or managerIndividual
Ownership & leadership changes · 2 filings with changes since Sep 6, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 18, 2026 filing
  • ChangedWESTERMARK, LISA, MADELEINE · ownership Less than 5% → 5–10%
Oct 7, 2022 filing
  • No longer listedBEVERLY HILLS HOLDING COMPANY, LLC · OWNER · 75% or more · control person · listed since Sep 2022
  • No longer listedHAMELIN, ANDREW, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2022
  • AddedRAVITZ FAMILY TRUST · MEMBER · 25–50% · control person
  • AddedRAVITZ, IRA, HARRY · TRUSTEE · General partner, trustee or manager · indirect via RAVITZ FAMILY TRUST · control person
  • AddedRAVITZ, IRA, HARRY · CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR · Less than 5% · control person
  • AddedSANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST · MEMBER · Less than 5%
  • AddedSCOTT M. SHAGRIN SEPARATE PROPERTY TRUST · MEMBER · 50–75% · control person
  • AddedSHAGRIN, SCOTT, MARSHALL · TRUSTEE · General partner, trustee or manager · indirect via SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST · control person
  • AddedSHAGRIN, SCOTT, MARSHALL · TRUSTEE · General partner, trustee or manager · indirect via SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST · control person
  • AddedSHAGRIN, SCOTT, MARSHALL · MANAGING DIRECTOR · Less than 5% · control person
  • AddedWESTERMARK, LISA, MADELEINE · MEMBER · Less than 5%
Sep 6, 2022 filing (earliest on record)
  • ListedBEVERLY HILLS HOLDING COMPANY, LLC · OWNER · 75% or more · control person
  • ListedHAMELIN, ANDREW, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Beverly Hills Private Wealth, LLC Holdings (2026-09-30)

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 $26.1M 4.51% 78,501 SH
2 MICROSOFT CORP MSFT 594918104 $21.2M 3.66% 41,367 SH
3 NVIDIA CORPORATION NVDA 67066G104 $17.9M 3.09% 78,455 SH
4 AMAZON COM INC AMZN 023135106 $15.6M 2.70% 62,689 SH
5 JPMORGAN CHASE & CO JPM 46625H100 $13.8M 2.37% 41,564 SH
6 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $13.6M 2.35% 239,889 SH
7 META PLATFORMS INC META 30303M102 $13.1M 2.26% 18,041 SH
8 CHARLES SCHWAB CORP (THE) SCHW 808513105 $12.1M 2.09% 124,038 SH
9 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $11.1M 1.91% 192,057 SH
10 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $10.8M 1.86% 23,614 SH
11 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $10.1M 1.74% 20,240 SH
12 VISA INC V 92826C839 $9.9M 1.70% 27,441 SH
13 VERIZON COMMUNICATIONS INC VZ 92343V104 $9.5M 1.64% 207,220 SH
14 J P MORGAN EXCHANGE TRADED F JMTG 46654Q575 $8.4M 1.45% 174,285 SH
15 ALPHABET INC GOOG 02079K107 $7.8M 1.35% 22,953 SH
16 ALPHABET INC GOOGL 02079K305 $7.3M 1.26% 21,301 SH
17 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $7.0M 1.21% 18,015 SH
18 VISTRA CORP VST 92840M102 $6.4M 1.11% 46,414 SH
19 VANECK ETF TRUST GDX 92189F106 $6.4M 1.11% 73,079 SH
20 GLOBAL X FDS SIL 37954Y848 $6.4M 1.10% 74,177 SH
21 BLACKROCK MUN TARGET TERM TR BTT 09257P105 $6.3M 1.09% 289,791 SH
22 TE CONNECTIVITY PLC TEL G87052109 $6.3M 1.08% 29,765 SH
23 PEPSICO INC PEP 713448108 $6.1M 1.05% 48,151 SH
24 PHILIP MORRIS INTL INC PM 718172109 $6.1M 1.04% 31,730 SH
25 TFS FINL CORP TFSL 87240R107 $5.8M 1.01% 359,604 SH
26 ALEXANDERS INC ALX 014752109 $5.8M 1.00% 23,534 SH
27 GREENFIRE RES LTD NEW GFR 39525U107 $5.6M 0.97% 999,298 SH
28 KROGER CO KR 501044101 $5.5M 0.94% 93,207 SH
29 BROADCOM INC AVGO 11135F101 $5.2M 0.89% 14,729 SH
30 SMURFIT WESTROCK PLC SW G8267P108 $4.9M 0.85% 112,106 SH
31 VANECK ETF TRUST GDXJ 92189F791 $4.5M 0.78% 39,486 SH
32 VIVMARK RESIDENTIAL VMRK 29476L107 $4.5M 0.77% 73,781 SH
33 ISHARES TR GNMA 46429B333 $4.5M 0.77% 106,780 SH
34 UNITEDHEALTH GROUP INC UNH 91324P102 $4.3M 0.74% 11,664 SH
35 COMCAST CORP NEW CMCSA 20030N101 $4.1M 0.71% 189,963 SH
36 SITE CTRS CORP SITC 82981J851 $4.0M 0.69% 1,187,461 SH
37 JOHNSON & JOHNSON JNJ 478160104 $3.9M 0.68% 14,800 SH
38 BECTON DICKINSON & CO BDX 075887109 $3.9M 0.67% 21,691 SH
39 CHEVRON CORPORATION CVX 166764100 $3.5M 0.60% 17,138 SH
40 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $3.5M 0.60% 21,392 SH
41 CHUBB LIMITED CB H1467J104 $3.4M 0.59% 10,590 SH
42 ENERGY TRANSFER L P ET 29273V100 $3.4M 0.59% 173,373 SH
43 CISCO SYS INC CSCO 17275R102 $3.4M 0.59% 31,519 SH
44 AERCAP HOLDINGS NV AER N00985106 $3.4M 0.59% 23,636 SH
45 JPMORGAN CHASE & CO Put JPM 46625H100 $3.3M 0.57% 10,000 SH
46 DTF TAX-FREE INCOME 2028 TER DTF 23334J107 $3.3M 0.56% 290,131 SH
47 GLOBAL X FDS CLIP 37960A438 $3.2M 0.55% 31,959 SH
48 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $3.1M 0.54% 70,251 SH
49 VANGUARD WORLD FD EDV 921910709 $3.0M 0.51% 53,385 SH
50 BLACKROCK MUNIHLDNGS CALI MUC 09254L107 $2.9M 0.51% 301,257 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-04 $579.5M 430 0001085146-26-000928
2026-06-30 2026-08-07 $524.9M 406 0001965710-26-000005
2026-03-31 2026-05-04 $600.3M 499 0001085146-26-000375
2025-12-31 2026-02-17 $584.5M 487 0001085146-26-000231
Filer Information
Address
350 S. BEVERLY DRIVE
SUITE 360
BEVERLY HILLS, CA 90212
Phone
(310) 388-3800
Filing Manager
Beverly Hills Private Wealth, LLC
BEVERLY HILLS, CA
Signatory
Ira Ravitz
Chief Compliance Officer