Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2026) About Beverly Hills Private Wealth, LLCInvestment ActivityBeverly Hills Private Wealth, LLC has $600.32 million in total holdings as of March 31, 2026.Beverly Hills Private Wealth, LLC owns shares of 343 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 10.65% of the portfolio was purchased this quarter.About 7.52% of the portfolio was sold this quarter.This quarter, Beverly Hills Private Wealth, LLC has purchased 330 new stocks and bought additional shares in 128 stocks.Beverly Hills Private Wealth, LLC sold shares of 158 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $25,441,007Microsoft $18,147,382NVIDIA $15,061,139JPMorgan Chase & Co. $13,658,667Amazon.com $13,559,626 Largest New Holdings this Quarter 09254L107 - BlackRock MuniHoldings California Quality Fund $2,617,233 Holding13057Q305 - California Resources $2,040,820 Holding03027X100 - American Tower $877,058 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $817,444 Holding81752T486 - SERIES PORTFOLIOS TR $725,344 Holding Largest Purchases this Quarter Visa 9,130 shares (about $2.76M)BlackRock MuniHoldings California Quality Fund 251,657 shares (about $2.62M)Vanguard Short-Term Treasury ETF 41,992 shares (about $2.46M)California Resources 29,483 shares (about $2.04M)Meta Platforms 3,492 shares (about $2.00M) Largest Sales this Quarter Goldman Sachs Access Treasury 0-1 Year ETF 27,968 shares (about $2.80M)EL PASO ENERGY CAP TR I 25,599 shares (about $1.30M)KLA 878 shares (about $1.29M)Cenovus Energy 48,681 shares (about $1.29M)Corning 8,614 shares (about $1.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeverly Hills Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$25,441,007$249,730 ▲1.0%100,2444.2%Computer and TechnologyMSFTMicrosoft$18,147,382$1,399,996 ▲8.4%49,0243.0%Computer and TechnologyNVDANVIDIA$15,061,139$365,367 ▼-2.4%86,3602.5%Computer and TechnologyJPMJPMorgan Chase & Co.$13,658,667$70,010 ▼-0.5%46,4332.3%FinanceAMZNAmazon.com$13,559,626$911,598 ▲7.2%65,1062.3%Retail/WholesaleVGITVanguard Intermediate-Term Treasury ETF$11,800,251$344,735 ▲3.0%198,1572.0%ETFSCHWCharles Schwab$11,348,766$796,106 ▲7.5%120,7571.9%FinanceMETAMeta Platforms$10,056,006$1,997,927 ▲24.8%17,5761.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$9,768,247$450,832 ▼-4.4%28,9041.6%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$9,580,172$2,458,208 ▲34.5%163,6521.6%ETFVZVerizon Communications$9,553,346$1,647,561 ▲20.8%190,3061.6%Computer and TechnologyBRK.BBerkshire Hathaway$9,528,892$131,301 ▼-1.4%19,8851.6%FinancePMPhilip Morris International$9,444,292$203,697 ▼-2.1%57,1211.6%Consumer StaplesCBLCBL & Associates Properties$8,732,069$540,672 ▲6.6%227,2201.5%FinanceVVisa$8,238,789$2,759,461 ▲50.4%27,2591.4%Business ServicesJ P MORGAN EXCHANGE TRADED F$7,638,580$757,605 ▲11.0%149,7761.3%MORTGAGE BACKEDGOOGAlphabet$6,891,767$152,895 ▲2.3%24,0251.1%Computer and TechnologyAVGOBroadcom$6,633,640$155,372 ▼-2.3%21,4331.1%Computer and TechnologyGDXVanEck Gold Miners ETF$6,596,840$695,163 ▲11.8%71,8841.1%ETFSILGlobal X Silver Miners ETF$6,523,366$1,598,120 ▲32.4%72,4171.1%ETFJAAAJanus Henderson AAA CLO ETF$6,521,697$25,890 ▲0.4%129,4761.1%ETFKRKroger$6,481,318$134,735 ▲2.1%89,5701.1%Retail/WholesalePEPPepsiCo$6,292,598$636,683 ▲11.3%40,5221.0%Consumer StaplesGNMAiShares GNMA Bond ETF$6,165,810$217,882 ▲3.7%139,0891.0%ETFCVXChevron$5,854,819$734,283 ▲14.3%28,2981.0%EnergyELVElevance Health$5,730,654$789,850 ▲16.0%19,5751.0%MedicalJNJJohnson & Johnson$5,627,449$47,910 ▼-0.8%23,0220.9%MedicalALXAlexander's$5,599,851$583,416 ▲11.6%23,7080.9%FinanceMGMMGM Resorts International$5,558,162$416,363 ▲8.1%150,1800.9%Consumer DiscretionaryGOOGLAlphabet$5,468,023$121,639 ▲2.3%19,0150.9%Computer and TechnologyBTTBlackrock Municipal 2030 Target Term Trust$5,177,089$1,211,588 ▲30.6%228,0660.9%Financial ServicesUNHUnitedHealth Group$4,796,527$1,443,612 ▲43.1%17,7260.8%MedicalGDXJVanEck Junior Gold Miners ETF$4,645,049$1,003,050 ▲27.5%38,6960.8%ETFTFSLTFS Financial$4,591,993$492,664 ▲12.0%326,8320.8%FinanceSFStifel Financial$4,536,768$1,952,967 ▲75.6%61,3740.8%FinanceXOMExxonMobil$4,349,224$92,464 ▼-2.1%25,6350.7%EnergyEDVVanguard Extended Duration Treasury ETF$4,324,174$799,015 ▲22.7%66,5770.7%ETFCMCSAComcast$4,310,086$1,465,472 ▲51.5%150,1250.7%Consumer DiscretionaryAERAercap$4,185,654$381,088 ▲10.0%30,5120.7%TransportationACIAlbertsons Companies$4,112,948$917,656 ▲28.7%241,3700.7%Consumer StaplesVMBSVanguard Mortgage-Backed Securities ETF$4,110,142$153,667 ▼-3.6%87,5430.7%ETFIVViShares Core S&P 500 ETF$4,066,409$85,574 ▲2.1%6,2250.7%ETFSUSuncor Energy$4,015,830$528,877 ▼-11.6%60,7450.7%EnergyCBChubb$4,008,382$968,361 ▲31.9%12,2980.7%FinanceCSCOCisco Systems$3,940,752$121,352 ▲3.2%50,7890.7%Computer and TechnologySMURFIT WESTROCK PLC$3,858,220$874,425 ▲29.3%96,8190.6%SHSDTFDTF Tax-Free Income 2028 Term Fund$3,851,113$16,225 ▲0.4%336,3420.6%FinanceGLOBAL X FDS$3,837,161$1,037,922 ▲37.1%38,2340.6%1-3 MONTH T-BILLEL PASO ENERGY CAP TR I$3,544,701$1,299,155 ▼-26.8%69,8460.6%PFD CV TR SEC 28MCDMcDonald's$3,399,419$144,517 ▼-4.1%10,9380.6%Retail/WholesaleGLWCorning$3,398,659$1,171,229 ▼-25.6%24,9960.6%Computer and TechnologyETEnergy Transfer$3,347,116$14,089 ▲0.4%173,4260.6%EnergyCVECenovus Energy$3,286,849$1,291,505 ▼-28.2%123,8920.5%EnergyBLACKROCK INC$3,227,099$4,808 ▼-0.1%3,3560.5%COMLOWLowe's Companies$3,207,855$236,052 ▼-6.9%13,5760.5%Retail/WholesaleBDXBecton, Dickinson and Company$3,028,275$285,060 ▲10.4%19,2600.5%MedicalRINGiShares MSCI Global Gold Miners ETF$3,026,897$33,408 ▼-1.1%38,3250.5%ETFNSCNorfolk Southern$2,902,586$61,989 ▲2.2%10,1140.5%TransportationMORGAN STANLEY ETF TRUST$2,890,537$97,333 ▼-3.3%58,2070.5%EATON VANCE INCOKYNKayne Anderson Energy Infrastructure Fund$2,742,688$2,128 ▲0.1%192,0650.5%Financial ServicesBABAAlibaba Group$2,733,964$288,175 ▲11.8%21,7920.5%Retail/WholesaleABBVAbbVie$2,713,068$128,976 ▼-4.5%12,4740.5%MedicalPHGKoninklijke Philips$2,711,766$255,120 ▲10.4%98,9700.5%MedicalMUCBlackRock MuniHoldings California Quality Fund$2,617,233$2,617,233 ▲New Holding251,6570.4%FinanceWALMART INC$2,574,734$460,959 ▼-15.2%20,7170.4%COMTXNTexas Instruments$2,568,881$165,603 ▼-6.1%13,2320.4%Computer and TechnologyNOCNorthrop Grumman$2,549,360$313,127 ▼-10.9%3,7370.4%AerospaceGREENFIRE RES LTD NEW$2,359,397$738,954 ▲45.6%373,3220.4%COM SHSDDominion Energy$2,342,292$433,481 ▲22.7%37,8890.4%UtilitiesGSKGSK$2,341,831$287,486 ▲14.0%42,4320.4%MedicalEPR PPTYS$2,316,164$143,241 ▲6.6%76,2400.4%CONV PFD 9% SR EAMATApplied Materials$2,265,870$14,014 ▲0.6%6,6290.4%Computer and TechnologyBKBNY$2,249,961$72,602 ▲3.3%18,9660.4%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,236,754$2,802,129 ▼-55.6%22,3250.4%ETFBRK.ABerkshire Hathaway$2,154,4200.0%30.4%FinanceLINDE PLC$2,087,509$209,693 ▼-9.1%4,2110.3%SHSAVBAvalonBay Communities$2,080,099$1,533,530 ▲280.6%12,7340.3%FinanceCRCCalifornia Resources$2,040,820$2,040,820 ▲New Holding29,4830.3%EnergyNEENextEra Energy$2,030,576$74,770 ▼-3.6%21,8620.3%UtilitiesAXPAmerican Express$2,025,211$114,646 ▼-5.4%6,6950.3%FinanceAIVApartment Investment and Management$2,023,026$677,394 ▲50.3%497,0580.3%FinanceOPYOppenheimer$2,021,712$217,004 ▲12.0%22,6670.3%FinanceAPDAir Products and Chemicals$2,017,485$1,625,027 ▲414.1%6,9450.3%Basic MaterialsMAMastercard$1,961,138$137,904 ▼-6.6%3,9250.3%Business ServicesSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,943,578$371,458 ▲23.6%78,0240.3%ETFPGRProgressive$1,942,883$24,977 ▼-1.3%9,8010.3%FinanceCMICummins$1,904,518$351,314 ▲22.6%3,5400.3%Auto/Tires/TrucksFASTFastenal$1,904,494$250,236 ▼-11.6%41,0450.3%Retail/WholesaleNVONovo Nordisk A/S$1,850,123$270,556 ▲17.1%50,3430.3%MedicalMSIMotorola Solutions$1,829,383$85,501 ▼-4.5%4,2150.3%Computer and TechnologySBUXStarbucks$1,805,911$963,965 ▲114.5%20,1580.3%Retail/WholesaleETNEaton$1,804,484$38,987 ▼-2.1%5,0450.3%IndustrialsTJXTJX Companies$1,791,861$187,012 ▼-9.5%11,2200.3%Retail/WholesaleAPHAmphenol$1,790,206$190,531 ▼-9.6%14,1690.3%Computer and TechnologyTE CONNECTIVITY PLC$1,784,121$198,143 ▼-10.0%8,5360.3%ORD SHSMOAltria Group$1,782,661$165,240 ▼-8.5%27,0140.3%Consumer StaplesCATCaterpillar$1,734,740$129,627 ▲8.1%2,4490.3%IndustrialsWECWEC Energy Group$1,719,621$62,399 ▼-3.5%14,8540.3%UtilitiesHPQHP$1,718,731$273,665 ▲18.9%89,4710.3%Computer and TechnologyPKGPackaging Corporation of America$1,690,925$119,052 ▼-6.6%7,9680.3%IndustrialsShowing largest 100 holdings. 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