Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2026) About Beverly Hills Private Wealth, LLCInvestment ActivityBeverly Hills Private Wealth, LLC has $579.50 million in total holdings as of June 30, 2026.Beverly Hills Private Wealth, LLC owns shares of 271 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 12.90% of the portfolio was purchased this quarter.About 4.81% of the portfolio was sold this quarter.This quarter, Beverly Hills Private Wealth, LLC has purchased 249 new stocks and bought additional shares in 148 stocks.Beverly Hills Private Wealth, LLC sold shares of 64 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $27,828,392Microsoft $22,579,783NVIDIA $19,081,363JPMorgan Chase & Co. $17,399,893Amazon.com $16,497,971 Largest New Holdings this Quarter 29476L107 - Equity Residential $4,832,862 Holding82981J851 - SITE CTRS CORP $4,460,546 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $3,481,580 Holding46438T200 - ISHARES TR $1,487,432 Holding33740U257 - FIRST TR EXCHNG TRADED FD VI $1,157,092 Holding Largest Purchases this Quarter Equity Residential 79,540 shares (about $4.83M)TE CONNECTIVITY PLC 22,056 shares (about $4.66M)SITE CTRS CORP 1,323,604 shares (about $4.46M)GREENFIRE RES LTD NEW 670,909 shares (about $3.79M)EXXONMOBIL HOLDINGS CORP 21,392 shares (about $3.48M) Largest Sales this Quarter CBL & Associates Properties 92,901 shares (about $4.96M)Janus Henderson AAA CLO ETF 55,529 shares (about $2.80M)Suncor Energy 22,121 shares (about $1.50M)Cenovus Energy 46,798 shares (about $1.45M)Stifel Financial 16,860 shares (about $1.18M) 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$27,828,392$1,339,402 ▲5.1%83,5644.8%TechnologyMSFTMicrosoft$22,579,783$1,889,043 ▲9.1%44,0233.9%TechnologyNVDANVIDIA$19,081,363$174,711 ▲0.9%83,5513.3%TechnologyJPMJPMorgan Chase & Co.$17,399,893$426,106 ▲2.5%52,5953.0%FinanceAMZNAmazon.com$16,497,971$451,709 ▲2.8%66,2172.8%Consumer DiscretionaryVGITVanguard Intermediate-Term Treasury ETF$15,122,884$1,739,971 ▲13.0%266,9062.6%ETFMETAMeta Platforms$14,021,402$1,287,924 ▲10.1%19,3352.4%Communication ServicesSCHWCharles Schwab$13,710,651$1,107,295 ▲8.8%140,2772.4%FinanceVGSHVanguard Short-Term Treasury ETF$12,447,087$2,683,453 ▲27.5%216,2452.1%ETFTSMTaiwan Semiconductor Manufacturing$11,776,466$974,415 ▲9.0%25,8152.0%TechnologyVVisa$10,755,147$204,819 ▲1.9%29,9311.9%FinanceBRK.BBerkshire Hathaway$10,630,735$2,233,306 ▲26.6%21,3491.8%FinanceVZVerizon Communications$10,369,732$575,576 ▲5.9%226,0681.8%Communication ServicesJ P MORGAN EXCHANGE TRADED F$9,157,381$1,092,339 ▲13.5%189,4371.6%MORTGAGE BACKEDGOOGAlphabet$8,246,655$466,818 ▲6.0%24,2021.4%Communication ServicesGOOGLAlphabet$7,629,350$955,518 ▲14.3%22,1731.3%Communication ServicesELVElevance Health$7,584,560$327,769 ▼-4.1%19,5071.3%HealthcareVSTVistra$7,025,496$2,758,677 ▲64.7%50,7811.2%UtilitiesBTTBlackrock Municipal 2030 Target Term Trust$6,814,715$1,282,489 ▲23.2%312,0291.2%FinanceTE CONNECTIVITY PLC$6,768,740$4,655,606 ▲220.3%32,0671.2%ORD SHSGNMAiShares GNMA Bond ETF$6,650,964$188,579 ▲2.9%158,8861.1%ETFPEPPepsiCo$6,520,526$424,513 ▲7.0%51,4561.1%Consumer StaplesGDXVanEck Gold Miners ETF$6,416,379$156,548 ▲2.5%73,0791.1%ETFSILGlobal X Silver Miners ETF$6,380,004$204,791 ▲3.3%74,1771.1%ETFTFSLTFS Financial$6,338,161$276,355 ▲4.6%391,2451.1%FinanceALXAlexander's$6,201,321$186,358 ▼-2.9%25,1571.1%Real EstatePMPhilip Morris International$6,169,558$538,491 ▲9.6%32,3321.1%Consumer StaplesGREENFIRE RES LTD NEW$6,140,607$3,790,636 ▲161.3%1,086,8331.1%COM SHSKRKroger$5,821,427$15,827 ▲0.3%99,3081.0%Consumer StaplesSMURFIT WESTROCK PLC$5,294,750$156,026 ▼-2.9%120,0620.9%SHSAVGOBroadcom$5,244,464$494,840 ▲10.4%14,9330.9%TechnologyEQREquity Residential$4,832,862$4,832,862 ▲New Holding79,5400.8%Real EstateIVViShares Core S&P 500 ETF$4,734,691$138,625 ▲3.0%6,1820.8%ETFUNHUnitedHealth Group$4,543,855$962,146 ▼-17.5%12,3780.8%HealthcareGDXJVanEck Junior Gold Miners ETF$4,499,412$115,431 ▲2.6%39,4860.8%ETFSITE CTRS CORP$4,460,546$4,460,546 ▲New Holding1,323,6040.8%COMCMCSAComcast$4,388,526$187,288 ▲4.5%201,6790.8%Communication ServicesBDXBecton, Dickinson and Company$4,160,418$194,569 ▲4.9%23,2430.7%HealthcareJNJJohnson & Johnson$3,923,882$158,046 ▲4.2%14,8220.7%HealthcareVMBSVanguard Mortgage-Backed Securities ETF$3,814,595$15,455 ▼-0.4%85,8950.7%ETFDTFDTF Tax-Free Income 2028 Term Fund$3,763,398$19,074 ▼-0.5%334,2270.6%FinanceCBChubb$3,708,993$345,076 ▲10.3%11,4040.6%FinanceAERAerCap$3,684,329$404,299 ▼-9.9%25,6710.6%IndustrialsCVXChevron$3,540,646$402,912 ▲12.8%17,3380.6%EnergyGLOBAL X FDS$3,493,497$681,000 ▲24.2%34,8170.6%1 3 MO T BI ETEXXONMOBIL HOLDINGS CORP$3,481,580$3,481,580 ▲New Holding21,3920.6%COM SHSENERGY TRANSFER L P$3,427,5830.0%173,3730.6%COM UT LTD PTNCSCOCisco Systems$3,396,845$461,954 ▲15.7%31,5600.6%TechnologyEDVVanguard Extended Duration Treasury ETF$3,292,091$1,114,442 ▼-25.3%59,3700.6%ETFAMATApplied Materials$3,214,239$17,388 ▼-0.5%6,2850.6%TechnologyCBLCBL & Associates Properties$3,160,150$4,957,214 ▼-61.1%59,2230.5%Real EstateHPQHP$3,151,478$688 ▲0.0%100,7510.5%TechnologyEGOEldorado Gold$3,031,321$1,178,834 ▲63.6%78,7560.5%MaterialsDELLDell Technologies$2,981,926$132,877 ▼-4.3%5,5430.5%TechnologyEPR PPTYS$2,980,005$314,278 ▲11.8%95,2380.5%CONV PFD 9% SR EMUCBlackRock MuniHoldings California Quality Fund$2,937,256$457,275 ▲18.4%301,2570.5%FinanceAONAON$2,919,647$2,101,238 ▲256.7%10,5490.5%FinanceRINGiShares MSCI Global Gold Miners ETF$2,915,3820.0%38,0550.5%ETFACIAlbertsons Companies$2,894,850$282,982 ▼-8.9%249,3410.5%Consumer StaplesPHGKoninklijke Philips$2,859,817$143,624 ▲5.3%117,0620.5%HealthcareMGMMGM Resorts International$2,773,169$55,611 ▲2.0%89,3130.5%Consumer DiscretionarySFStifel Financial$2,730,807$1,180,882 ▼-30.2%38,9890.5%FinanceNVONovo Nordisk A/S$2,641,228$231,592 ▲9.6%69,6710.5%HealthcareKYNKayne Anderson Energy Infrastructure Fund$2,562,411$32,626 ▼-1.3%188,4130.4%FinanceOPYOppenheimer$2,504,470$35,269 ▲1.4%21,2320.4%FinanceSUSuncor Energy$2,419,626$1,501,348 ▼-38.3%35,6510.4%EnergyBLACKROCK INC$2,285,829$362,981 ▲18.9%2,1600.4%COMBRK.ABerkshire Hathaway$2,241,0150.0%30.4%FinanceJAAAJanus Henderson AAA CLO ETF$2,207,943$2,802,525 ▼-55.9%43,7480.4%ETFBENFranklin Resources$2,201,537$583,235 ▲36.0%68,5410.4%FinanceBABAAlibaba Group$2,165,803$48,822 ▲2.3%20,1400.4%Consumer DiscretionaryCATCaterpillar$2,110,168$107,008 ▲5.3%2,6030.4%IndustrialsMPCMarathon Petroleum$2,045,445$26,097 ▲1.3%5,1730.4%EnergyCRCCalifornia Resources$2,009,258$184,609 ▲10.1%39,5520.3%EnergyPKGPackaging Corporation of America$1,983,057$39,203 ▲2.0%8,6500.3%MaterialsABBVAbbVie$1,919,088$306,594 ▲19.0%7,3360.3%HealthcareMORGAN STANLEY ETF TRUST$1,912,149$334,342 ▼-14.9%39,7080.3%EAT INC OPP ETFCVECenovus Energy$1,899,755$1,454,474 ▼-43.4%61,1250.3%EnergyPYPLPayPal$1,796,382$120,767 ▲7.2%34,1970.3%FinanceNBXGNeuberger Berman Next Generation Connectivity Fund$1,789,598$81,556 ▼-4.4%114,0600.3%TXNTexas Instruments$1,748,180$512,885 ▲41.5%6,2410.3%TechnologyKIMCO REALTY CORP$1,692,782$2,958 ▼-0.2%28,0400.3%DP CV CL N 7.25%MCKMcKesson$1,642,734$40,129 ▲2.5%1,9240.3%HealthcareGLWCorning$1,637,733$428,538 ▲35.4%10,6510.3%TechnologyEMBRAER S.A.$1,593,169$1,657 ▼-0.1%21,1520.3%SPONSORED ADSGSKGSK$1,590,404$8,912 ▼-0.6%33,0160.3%HealthcareMCDMcDonald's$1,529,963$56,349 ▼-3.6%6,6250.3%Consumer DiscretionaryAIVApartment Investment and Management$1,506,941$485,053 ▲47.5%761,0810.3%Real EstateISHARES TR$1,487,432$1,487,432 ▲New Holding48,1840.3%ISHARES 25 PLUSMARMarriott International$1,465,721$32,722 ▲2.3%4,1210.3%Consumer DiscretionaryTMETencent Music Entertainment Group$1,439,018$144,001 ▲11.1%181,4650.2%Communication ServicesNSCNorfolk Southern$1,425,494$209,822 ▲17.3%4,6130.2%IndustrialsSCHOSchwab Short-Term U.S. Treasury ETF$1,350,333$17,299 ▼-1.3%56,5940.2%ETFLLYEli Lilly and Company$1,326,386$176,929 ▲15.4%1,1470.2%HealthcareSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,314,947$462,387 ▲54.2%55,4830.2%ETFAXPAmerican Express$1,270,129$207,126 ▲19.5%4,1760.2%FinanceLINDE PLC$1,269,693$218,340 ▲20.8%2,6750.2%SHSLOWLowe's Companies$1,267,120$270,894 ▲27.2%6,8760.2%Consumer DiscretionaryMSMorgan Stanley$1,265,544$125,821 ▲11.0%6,7290.2%FinanceBANK OF NY MELLON CORP$1,263,377$590,106 ▼-31.8%8,7350.2%COMShowing largest 100 holdings. 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