§ 13F · FUND PROFILE
Beverly Hills Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $533.5T (13F)Positions · 1050Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 95K | $25.7T | 2.2% | +39% |
| 2 | MSFT | MICROSOFT CORP | 43K | $21.0T | 1.8% | — |
| 3 | ACWI | ISHARES TR | 130K | $18.4T | 1.6% | — |
| 4 | AAPL | APPLE INC | 68K | $17.4T | 1.5% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 88K | $16.5T | 1.4% | +1% |
| 6 | NVDA | NVIDIA CORPORATION | 87K | $16.3T | 1.4% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO. | 46K | $14.8T | 1.3% | — |
| 8 | MSFT | MICROSOFT CORP | 27K | $13.8T | 1.2% | — |
| 9 | AMZN | AMAZON COM INC | 57K | $13.3T | 1.2% | +4% |
| 10 | JPM | JPMORGAN CHASE & CO. | 40K | $12.6T | 1.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEVERLY SIGNAL
AC read
Beverly Hills Private Wealth, LLC is a Other fund managing $533460.5 trillion in assets. The fund runs a massive portfolio of 1,050 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed