§ 13F · FUND PROFILE
Beverly Hills Private Wealth, LLC.
AUM · $525M (13F)Positions · 406Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 74K | $22M | 4.1% | −21% |
| 2 | NVDA | NVIDIA CORPORATION | 78K | $16M | 3.0% | −4% |
| 3 | AMZN | AMAZON COM INC | 61K | $14M | 2.8% | −1% |
| 4 | MSFT | MICROSOFT CORP | 38K | $14M | 2.7% | −18% |
| 5 | JPM | JPMORGAN CHASE & CO | 40K | $13M | 2.5% | +11% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 208K | $12M | 2.3% | +19% |
| 7 | SCHW | SCHWAB CHARLES CORP | 114K | $10M | 2.0% | +7% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 21K | $10M | 2.0% | −18% |
| 9 | V | VISA INC | 27K | $9M | 1.8% | +8% |
| 10 | META | META PLATFORMS INC | 16K | $9M | 1.7% | ±0% |
§ 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 $525 million in assets. The fund runs a broad portfolio of 406 positions.
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