Holders — by stockHoldings — by fund
Beverly Hills Private Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965710
$524.9M
disclosed book value
249
positions
4.4%
largest position share
Positions, as of 2026-06-30
top 100 of 249 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 79,542 | $23.0M | 4.4% |
| 2 | NVDANVIDIA CORPORATION | 77,786 | $15.6M | 3% |
| 3 | AMZNAMAZON COM INC | 64,404 | $15.4M | 2.9% |
| 4 | MSFTMICROSOFT CORP | 40,340 | $15.0M | 2.9% |
| 5 | VGITVANGUARD SCOTTSDALE FDS | 236,197 | $13.9M | 2.7% |
| 6 | JPMJPMORGAN CHASE & CO | 41,307 | $13.5M | 2.6% |
| 7 | SCHWSCHWAB CHARLES CORP | 124,548 | $11.5M | 2.2% |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 23,679 | $11.3M | 2.2% |
| 9 | VVISA INC | 29,361 | $10.1M | 1.9% |
| 10 | METAMETA PLATFORMS INC | 17,559 | $9.9M | 1.9% |
| 11 | VGSHVANGUARD SCOTTSDALE FDS | 169,625 | $9.9M | 1.9% |
| 12 | VZVERIZON COMMUNICATIONS INC | 213,520 | $9.0M | 1.7% |
| 13 | JMTGJ P MORGAN EXCHANGE TRADED F | 166,840 | $8.5M | 1.6% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,864 | $8.4M | 1.6% |
| 15 | CBLCBL & ASSOC PPTYS INC | 152,124 | $8.1M | 1.5% |
| 16 | GOOGALPHABET INC | 22,832 | $8.1M | 1.5% |
| 17 | ELVELEVANCE HEALTH INC FORMERLY | 20,350 | $7.9M | 1.5% |
| 18 | ALXALEXANDERS INC | 25,913 | $7.1M | 1.4% |
| 19 | GOOGLALPHABET INC | 19,396 | $6.9M | 1.3% |
| 20 | GNMAISHARES TR | 154,381 | $6.8M | 1.3% |
| 21 | TFSLTFS FINL CORP | 374,186 | $6.6M | 1.3% |
| 22 | PEPPEPSICO INC | 48,106 | $6.5M | 1.2% |
| 23 | UNHUNITEDHEALTH GROUP INC | 14,999 | $6.2M | 1.2% |
| 24 | BTTBLACKROCK MUN TARGET TERM TR | 253,307 | $5.8M | 1.1% |
| 25 | SMURFIT WESTROCK PLC | 123,600 | $5.7M | 1.1% |
| 26 | SILGLOBAL X FDS | 71,796 | $5.6M | 1.1% |
| 27 | KRKROGER CO | 99,038 | $5.5M | 1% |
| 28 | GDXVANECK ETF TRUST | 71,296 | $5.4M | 1% |
| 29 | PMPHILIP MORRIS INTL INC | 29,510 | $5.3M | 1% |
| 30 | EDVVANGUARD WORLD FD | 79,468 | $5.2M | 1% |
| 31 | AVGOBROADCOM INC | 13,524 | $5.1M | 1% |
| 32 | JAAAJANUS DETROIT STR TR | 99,277 | $5.0M | 1% |
| 33 | AVBAVALONBAY CMNTYS INC | 26,465 | $5.0M | 1% |
| 34 | VSTVISTRA CORP | 30,841 | $4.9M | 0.9% |
| 35 | CMCSACOMCAST CORP NEW | 193,072 | $4.7M | 0.9% |
| 36 | AMATAPPLIED MATLS INC | 6,319 | $4.6M | 0.9% |
| 37 | IVVISHARES TR | 6,001 | $4.5M | 0.9% |
| 38 | AERCAP HOLDINGS NV | 28,488 | $4.2M | 0.8% |
| 39 | MGMMGM RESORTS INTERNATIONAL | 86,422 | $4.1M | 0.8% |
| 40 | VMBSVANGUARD SCOTTSDALE FDS | 86,243 | $4.0M | 0.8% |
| 41 | SFSTIFEL FINL CORP | 55,849 | $3.9M | 0.7% |
| 42 | DTFDTF TAX-FREE INCOME 2028 TER | 335,921 | $3.9M | 0.7% |
| 43 | GDXJVANECK ETF TRUST | 38,473 | $3.8M | 0.7% |
| 44 | ACIALBERTSONS COMPANIES INC | 273,715 | $3.7M | 0.7% |
| 45 | JNJJOHNSON & JOHNSON | 14,225 | $3.6M | 0.7% |
| 46 | CHUBB LIMITED | 10,343 | $3.5M | 0.7% |
| 47 | BDXBECTON DICKINSON & CO | 22,156 | $3.4M | 0.6% |
| 48 | ETENERGY TRANSFER L P | 173,373 | $3.3M | 0.6% |
| 49 | JPMJPMORGAN CHASE & COPUT | 10,000 | $3.3M | 0.6% |
| 50 | CSCOCISCO SYS INC | 27,268 | $3.2M | 0.6% |
| 51 | SUSUNCOR ENERGY INC NEW | 57,772 | $3.1M | 0.6% |
| 52 | NVONOVO-NORDISK A S | 63,562 | $3.0M | 0.6% |
| 53 | PHGKONINKLIJKE PHILIPS N V | 111,183 | $3.0M | 0.6% |
| 54 | CLIPGLOBAL X FDS | 28,030 | $2.8M | 0.5% |
| 55 | MUCBLACKROCK MUNIHLDNGS CALI | 254,357 | $2.8M | 0.5% |
| 56 | EPR 9 PERP EEPR PPTYS | 85,194 | $2.7M | 0.5% |
| 57 | CVECENOVUS ENERGY INC | 107,923 | $2.7M | 0.5% |
| 58 | KYNKAYNE ANDERSON ENERGY INFRST | 190,812 | $2.6M | 0.5% |
| 59 | CATCATERPILLAR INC | 2,471 | $2.6M | 0.5% |
| 60 | CVXCHEVRON CORPORATION | 15,165 | $2.5M | 0.5% |
| 61 | DELLDELL TECHNOLOGIES INC | 5,790 | $2.5M | 0.5% |
| 62 | RINGISHARES INC | 38,055 | $2.5M | 0.5% |
| 63 | GFRGREENFIRE RES LTD NEW | 415,924 | $2.3M | 0.4% |
| 64 | XAGGMORGAN STANLEY ETF TRUST | 46,651 | $2.3M | 0.4% |
| 65 | BRK/ABERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 0.4% |
| 66 | HPQHP INC | 100,729 | $2.2M | 0.4% |
| 67 | OPYOPPENHEIMER HLDGS INC | 20,933 | $2.2M | 0.4% |
| 68 | PKGPACKAGING CORP AMER | 8,479 | $2.0M | 0.4% |
| 69 | TE CONNECTIVITY PLC | 10,011 | $2.0M | 0.4% |
| 70 | GLWCORNING INC | 7,864 | $2.0M | 0.4% |
| 71 | NBXGNEUBERGER NEXT GENERATION | 119,258 | $2.0M | 0.4% |
| 72 | CRCCALIFORNIA RES CORP | 35,918 | $1.9M | 0.4% |
| 73 | BABAALIBABA GROUP HLDG LTD | 19,686 | $1.9M | 0.4% |
| 74 | GBILGOLDMAN SACHS ETF TR | 18,759 | $1.9M | 0.4% |
| 75 | MCDMCDONALDS CORP | 6,869 | $1.9M | 0.4% |
| 76 | BNYBANK OF NY MELLON CORP | 12,815 | $1.9M | 0.4% |
| 77 | KIM 7.25 PERP NKIMCO REALTY CORP | 28,089 | $1.8M | 0.3% |
| 78 | BLKBLACKROCK INC | 1,817 | $1.7M | 0.3% |
| 79 | GSKGSK PLC | 33,201 | $1.7M | 0.3% |
| 80 | BENFRANKLIN RESOURCES INC | 50,383 | $1.7M | 0.3% |
| 81 | AMPAMERIPRISE FINL INC | 3,524 | $1.6M | 0.3% |
| 82 | ABBVABBVIE INC | 6,164 | $1.6M | 0.3% |
| 83 | AIVAPARTMENT INVT & MGMT CO | 516,105 | $1.5M | 0.3% |
| 84 | EGOELDORADO GOLD CORP NEW | 48,129 | $1.5M | 0.3% |
| 85 | MARMARRIOTT INTL INC NEW | 4,029 | $1.5M | 0.3% |
| 86 | MCKMCKESSON CORP | 1,877 | $1.4M | 0.3% |
| 87 | SCHOSCHWAB STRATEGIC TR | 57,319 | $1.4M | 0.3% |
| 88 | PYPLPAYPAL HLDGS INC | 31,898 | $1.4M | 0.3% |
| 89 | TMETENCENT MUSIC ENTMT GROUP | 163,306 | $1.4M | 0.3% |
| 90 | EMBJEMBRAER S.A. | 21,174 | $1.4M | 0.3% |
| 91 | TXNTEXAS INSTRS INC | 4,410 | $1.3M | 0.3% |
| 92 | MPCMARATHON PETE CORP | 5,107 | $1.3M | 0.2% |
| 93 | MSMORGAN STANLEY | 6,060 | $1.3M | 0.2% |
| 94 | NSCNORFOLK SOUTHN CORP | 3,934 | $1.2M | 0.2% |
| 95 | PCARPACCAR INC | 10,076 | $1.2M | 0.2% |
| 96 | FTAI AVIATION LTD | 4,471 | $1.2M | 0.2% |
| 97 | LLYELI LILLY & CO | 994 | $1.2M | 0.2% |
| 98 | LOWLOWES COS INC | 5,406 | $1.2M | 0.2% |
| 99 | AXPAMERICAN EXPRESS CO | 3,495 | $1.2M | 0.2% |
| 100 | LINDE PLC | 2,215 | $1.1M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.