13F filer
Beverly Hills Private Wealth
13F Value
$524.9M
Positions
255
Top Position
AAPL4.4%
Top 5
15.8%
Latest filing changes
vs Mar 31, 2026Holdings255
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 4.4% | $23.0M | -20.7% | 79.5K | 4.2% | Common Stock | |
| 2 | NVDA | 3.0% | $15.6M | -9.9% | 77.8K | 2.5% | Common Stock | |
| 3 | AMZN | 2.9% | $15.4M | -1.1% | 64.4K | 2.3% | Common Stock | |
| 4 | MSFT | 2.9% | $15.0M | -17.7% | 40.3K | 3.0% | Common Stock | |
| 5 | VGIT | 2.7% | $13.9M | +19.2% | 236.2K | 2.0% | ETF | |
| 6 | JPM | 2.6% | $13.5M | -11.0% | 41.3K | 2.3% | Common Stock | |
| 7 | SCHW | 2.2% | $11.5M | +6.1% | 124.5K | 1.8% | Common Stock | |
| 8 | TSM | 2.2% | $11.3M | -18.1% | 23.7K | 1.6% | ADR | |
| 9 | V | 1.9% | $10.1M | +7.7% | 29.4K | 1.4% | Common Stock | |
| 10 | META | 1.9% | $9.9M | -0.1% | 17.6K | 1.7% | Common Stock | |
| 11 | VGSH | 1.9% | $9.9M | +3.6% | 169.6K | 1.6% | ETF | |
| 12 | VZ | 1.7% | $9.0M | +12.2% | 213.5K | 1.6% | Common Stock | |
| 13 | JMTG | 1.6% | $8.5M | +11.4% | 166.8K | 1.3% | ETF | |
| 14 | BRK.BFiling details
|
1.6% | $8.4M | -15.2% | 16.9K | 1.6% | Common Stock | |
| 15 | CBL | 1.5% | $8.1M | -33.0% | 152.1K | 1.5% | Common Stock | |
| 16 | GOOG | 1.5% | $8.1M | -5.0% | 22.8K | 1.1% | Common Stock | |
| 17 | ELV | 1.5% | $7.9M | +4.0% | 20.4K | 1.0% | Common Stock | |
| 18 | ALX | 1.4% | $7.1M | +9.3% | 25.9K | 0.9% | Common Stock | |
| 19 | GOOGLFiling details
|
1.3% | $6.9M | +2.0% | 19.4K | 0.9% | Common Stock | |
| 20 | GNMA | 1.3% | $6.8M | +11.0% | 154.4K | 1.0% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing114
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.