§ 13F · FUND PROFILE
Beverly Hills Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $567M (13F)Positions · 1004Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 96K | $24M | 4.0% | −50% |
| 2 | MSFT | MICROSOFT CORP | 47K | $17M | 2.9% | −46% |
| 3 | NVDA | NVIDIA CORPORATION | 86K | $15M | 2.5% | −52% |
| 4 | JPM | JPMORGAN CHASE & CO | 46K | $13M | 2.2% | −52% |
| 5 | AMZN | AMAZON COM INC | 62K | $13M | 2.1% | −46% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 174K | $10M | 1.7% | −47% |
| 7 | SCHW | SCHWAB CHARLES CORP | 108K | $10M | 1.7% | −45% |
| 8 | META | META PLATFORMS INC | 16K | $9M | 1.6% | −36% |
| 9 | PM | PHILIP MORRIS INTL INC | 57K | $9M | 1.6% | −51% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19K | $9M | 1.5% | −55% |
§ 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 $567 million in assets. The fund runs a massive portfolio of 1,004 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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