§ 13F · FUND PROFILE
Box Hill Private Wealth LLC.
AUM · $125M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 59K | $20M | 16.3% | +3% |
| 2 | IVV | ISHARES TR | 23K | $17M | 13.8% | +4% |
| 3 | QQQ | INVESCO QQQ TR | 12K | $9M | 7.2% | +4% |
| 4 | VB | VANGUARD INDEX FDS | 19K | $6M | 4.6% | −1% |
| 5 | IEFA | ISHARES TR | 52K | $5M | 4.0% | +3% |
| 6 | IEMG | ISHARES INC | 59K | $5M | 3.9% | −7% |
| 7 | XLK | SELECT SECTOR SPDR TR | 17K | $3M | 2.5% | +23% |
| 8 | AAPL | APPLE INC | 11K | $3M | 2.4% | +10% |
| 9 | NVDA | NVIDIA CORPORATION | 15K | $3M | 2.4% | +12% |
| 10 | IWB | ISHARES TR | 7K | $3M | 2.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOX SIGNAL
AC read
Box Hill Private Wealth LLC is a Other fund managing $125 million in assets. The fund runs a portfolio of 67 positions.
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