Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2026) About Beverly Hills Private Wealth, LLCInvestment ActivityBeverly Hills Private Wealth, LLC has $524.95 million in total holdings as of June 30, 2026.Beverly Hills Private Wealth, LLC owns shares of 249 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 8.00% of the portfolio was purchased this quarter.About 30.35% of the portfolio was sold this quarter.This quarter, Beverly Hills Private Wealth, LLC has purchased 343 new stocks and bought additional shares in 54 stocks.Beverly Hills Private Wealth, LLC sold shares of 150 stocks and completely divested from 115 stocks this quarter.Largest Holdings Apple $23,016,223JPMorgan Chase & Co. $16,794,193NVIDIA $16,564,634Amazon.com $15,350,055Microsoft $15,047,730 Largest New Holdings this Quarter 354613101 - Franklin Resources $1,676,243 Holding03076C106 - Ameriprise Financial $1,616,765 Holding284902509 - Eldorado Gold $1,496,333 Holding88034P109 - Tencent Music Entertainment Group $1,363,605 Holding592835102 - Mexico Fund $802,235 Holding Largest Purchases this Quarter Vistra 27,018 shares (about $4.29M)AvalonBay Communities 13,731 shares (about $2.59M)Vanguard Intermediate-Term Treasury ETF 38,040 shares (about $2.24M)Franklin Resources 50,383 shares (about $1.68M)Ameriprise Financial 3,524 shares (about $1.62M) Largest Sales this Quarter Apple 20,702 shares (about $5.99M)Philip Morris International 27,611 shares (about $5.00M)Corning 17,132 shares (about $4.38M)CBL & Associates Properties 75,096 shares (about $3.99M)Microsoft 8,684 shares (about $3.24M) 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$23,016,223$5,990,318 â–¼-20.7%79,5424.4%TechnologyJPMJPMorgan Chase & Co.$16,794,193$1,595,394 â–²10.5%51,3073.2%FinanceNVDANVIDIA$16,564,634$715,121 â–¼-4.1%82,7863.2%TechnologyAMZNAmazon.com$15,350,055$167,315 â–¼-1.1%64,4042.9%Consumer DiscretionaryMSFTMicrosoft$15,047,730$3,239,328 â–¼-17.7%40,3402.9%TechnologyVGITVanguard Intermediate-Term Treasury ETF$13,930,877$2,243,596 â–²19.2%236,1972.7%ETFSCHWCharles Schwab$11,898,000$755,782 â–²6.8%128,9482.3%FinanceTSMTaiwan Semiconductor Manufacturing$11,308,456$2,495,320 â–¼-18.1%23,6792.2%TechnologyVVisa$10,073,504$721,178 â–²7.7%29,3611.9%FinanceMETAMeta Platforms$9,890,830$9,576 â–¼-0.1%17,5591.9%Communication ServicesVGSHVanguard Short-Term Treasury ETF$9,872,190$347,629 â–²3.6%169,6251.9%ETFVZVerizon Communications$9,040,416$982,878 â–²12.2%213,5201.7%Communication ServicesJ P MORGAN EXCHANGE TRADED F$8,455,437$864,802 â–²11.4%166,8401.6%MORTGAGE BACKEDBRK.BBerkshire Hathaway$8,438,577$1,511,678 â–¼-15.2%16,8641.6%FinanceCBLCBL & Associates Properties$8,076,287$3,986,858 â–¼-33.0%152,1241.5%Real EstateGOOGAlphabet$8,067,330$421,528 â–¼-5.0%22,8321.5%Communication ServicesELVElevance Health$7,870,100$299,721 â–²4.0%20,3501.5%HealthcareALXAlexander's$7,140,720$607,621 â–²9.3%25,9131.4%Real EstateGOOGLAlphabet$6,931,615$136,159 â–²2.0%19,3961.3%Communication ServicesGNMAiShares GNMA Bond ETF$6,828,267$676,365 â–²11.0%154,3811.3%ETFTFSLTFS Financial$6,630,568$839,112 â–²14.5%374,1861.3%FinancePEPPepsiCo$6,513,603$1,026,882 â–²18.7%48,1061.2%Consumer StaplesUNHUnitedHealth Group$6,233,995$1,133,416 â–¼-15.4%14,9991.2%HealthcareBTTBlackrock Municipal 2030 Target Term Trust$5,762,727$574,232 â–²11.1%253,3071.1%FinanceSMURFIT WESTROCK PLC$5,717,751$1,238,892 â–²27.7%123,6001.1%SHSSILGlobal X Silver Miners ETF$5,561,355$48,103 â–¼-0.9%71,7961.1%ETFKRKroger$5,499,572$525,757 â–²10.6%99,0381.0%Consumer StaplesGDXVanEck Gold Miners ETF$5,379,320$44,365 â–¼-0.8%71,2961.0%ETFPMPhilip Morris International$5,338,639$4,995,092 â–¼-48.3%29,5101.0%Consumer StaplesEDVVanguard Extended Duration Treasury ETF$5,171,788$838,948 â–²19.4%79,4681.0%ETFAVGOBroadcom$5,108,753$2,987,661 â–¼-36.9%13,5241.0%TechnologyJAAAJanus Henderson AAA CLO ETF$5,012,516$1,524,754 â–¼-23.3%99,2771.0%ETFAVBAvalonBay Communities$4,993,698$2,590,911 â–²107.8%26,4651.0%Real EstateVSTVistra$4,892,241$4,285,807 â–²706.7%30,8410.9%UtilitiesCMCSAComcast$4,739,908$1,054,347 â–²28.6%193,0720.9%Communication ServicesAMATApplied Materials$4,568,943$224,145 â–¼-4.7%6,3190.9%TechnologyIVViShares Core S&P 500 ETF$4,494,291$167,759 â–¼-3.6%6,0010.9%ETFMGMMGM Resorts International$4,184,427$2,995,679 â–¼-41.7%87,5220.8%Consumer DiscretionaryAERAercap$4,153,008$295,061 â–¼-6.6%28,4880.8%IndustrialsVMBSVanguard Mortgage-Backed Securities ETF$4,037,034$60,853 â–¼-1.5%86,2430.8%ETFSFStifel Financial$3,896,604$385,481 â–¼-9.0%55,8490.7%FinanceDTFDTF Tax-Free Income 2028 Term Fund$3,879,890$4,863 â–¼-0.1%335,9210.7%FinanceGDXJVanEck Junior Gold Miners ETF$3,779,957$21,910 â–¼-0.6%38,4730.7%ETFACIAlbertsons Companies$3,703,365$437,628 â–²13.4%273,7150.7%Consumer StaplesJNJJohnson & Johnson$3,612,712$2,234,167 â–¼-38.2%14,2250.7%HealthcareCBChubb$3,524,283$666,148 â–¼-15.9%10,3430.7%FinanceBDXBecton, Dickinson and Company$3,352,930$438,260 â–²15.0%22,1560.6%HealthcareETEnergy Transfer$3,314,891$1,013 â–¼0.0%173,3730.6%EnergyCSCOCisco Systems$3,202,953$2,762,823 â–¼-46.3%27,2680.6%TechnologySUSuncor Energy$3,101,195$159,590 â–¼-4.9%57,7720.6%EnergyNVONovo Nordisk A/S$3,047,163$633,719 â–²26.3%63,5620.6%HealthcarePHGKoninklijke Philips$3,023,058$332,071 â–²12.3%111,1830.6%HealthcareGLOBAL X FDS$2,812,580$1,023,887 â–¼-26.7%28,0300.5%1 3 MO T BI ETMUCBlackRock MuniHoldings California Quality Fund$2,795,383$29,673 â–²1.1%254,3570.5%FinanceEPR PPTYS$2,706,622$284,469 â–²11.7%85,1940.5%CONV PFD 9% SR ECVECenovus Energy$2,677,574$396,192 â–¼-12.9%107,9230.5%EnergyKYNKayne Anderson Energy Infrastructure Fund$2,638,926$17,329 â–¼-0.7%190,8120.5%FinanceCATCaterpillar$2,630,949$23,424 â–²0.9%2,4710.5%IndustrialsCVXChevron$2,546,954$2,143,818 â–¼-45.7%15,3650.5%EnergyDELLDell Technologies$2,497,946$1,478,059 â–¼-37.2%5,7900.5%TechnologyRINGiShares MSCI Global Gold Miners ETF$2,458,344$17,442 â–¼-0.7%38,0550.5%ETFGREENFIRE RES LTD NEW$2,349,971$240,701 â–²11.4%415,9240.4%COM SHSMORGAN STANLEY ETF TRUST$2,332,094$577,687 â–¼-19.9%46,6510.4%EAT INC OPP ETFBRK.ABerkshire Hathaway$2,246,5500.0%30.4%FinanceHPQHP$2,209,988$247,000 â–²12.6%100,7290.4%TechnologyOPYOppenheimer$2,209,217$183,002 â–¼-7.6%20,9330.4%FinancePKGPackaging Corporation of America$2,020,333$121,758 â–²6.4%8,4790.4%MaterialsTE CONNECTIVITY PLC$2,018,217$297,360 â–²17.3%10,0110.4%ORD SHSGLWCorning$2,008,732$4,376,093 â–¼-68.5%7,8640.4%TechnologyNBXGNeuberger Berman Next Generation Connectivity Fund$1,972,5240.0%119,2580.4%CRCCalifornia Resources$1,899,001$340,221 â–²21.8%35,9180.4%EnergyBABAAlibaba Group$1,889,415$202,129 â–¼-9.7%19,6860.4%Consumer DiscretionaryGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,878,946$357,179 â–¼-16.0%18,7590.4%ETFMCDMcDonald's$1,856,800$1,099,915 â–¼-37.2%6,8690.4%Consumer DiscretionaryBANK OF NY MELLON CORP$1,853,212$889,513 â–¼-32.4%12,8150.4%COMKIMCO REALTY CORP$1,754,166$122,965 â–²7.5%28,0890.3%DP CV CL N 7.25%BLACKROCK INC$1,747,063$1,479,763 â–¼-45.9%1,8170.3%COMGSKGSK$1,740,411$483,893 â–¼-21.8%33,2010.3%HealthcareBENFranklin Resources$1,676,243$1,676,243 â–²New Holding50,3830.3%FinanceAMPAmeriprise Financial$1,616,765$1,616,765 â–²New Holding3,5240.3%FinanceABBVAbbVie$1,551,203$1,587,945 â–¼-50.6%6,1640.3%HealthcareAIVApartment Investment and Management$1,532,833$56,570 â–²3.8%516,1050.3%Real EstateEGOEldorado Gold$1,496,333$1,496,333 â–²New Holding48,1290.3%MaterialsMARMarriott International$1,493,110$10,747 â–²0.7%4,0290.3%Consumer DiscretionaryMCKMcKesson$1,418,264$327,175 â–²30.0%1,8770.3%HealthcareSCHOSchwab Short-Term U.S. Treasury ETF$1,383,680$1,156,136 â–²508.1%57,3190.3%ETFPYPLPayPal$1,377,367$139,386 â–²11.3%31,8980.3%FinanceTMETencent Music Entertainment Group$1,363,605$1,363,605 â–²New Holding163,3060.3%Communication ServicesEMBRAER S.A.$1,350,902$273,702 â–¼-16.8%21,1740.3%SPONSORED ADSTXNTexas Instruments$1,314,572$2,629,740 â–¼-66.7%4,4100.3%TechnologyMPCMarathon Petroleum$1,305,6660.0%5,1070.2%EnergyMSMorgan Stanley$1,266,730$130,018 â–¼-9.3%6,0600.2%FinanceNSCNorfolk Southern$1,237,440$1,943,919 â–¼-61.1%3,9340.2%IndustrialsPCARPACCAR$1,210,329$41,081 â–²3.5%10,0760.2%IndustrialsFTAI AVIATION LTD$1,209,4950.0%4,4710.2%SHSLLYEli Lilly and Company$1,192,382$160,744 â–¼-11.9%9940.2%HealthcareLOWLowe's Companies$1,191,858$1,801,236 â–¼-60.2%5,4060.2%Consumer DiscretionaryAXPAmerican Express$1,182,113$1,082,335 â–¼-47.8%3,4950.2%FinanceLINDE PLC$1,149,437$1,035,791 â–¼-47.4%2,2150.2%SHSWALMART INC$1,126,589$1,219,801 â–¼-52.0%9,9470.2%COMShowing largest 100 holdings. 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