Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2026)

About Beverly Hills Private Wealth, LLC

Investment Activity

Beverly 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: $25,441,007
Microsoft: $18,147,382
NVIDIA: $15,061,139
JPMorgan Chase & Co.: $13,658,667
Amazon.com: $13,559,626

Largest New Holdings this Quarter

09254L107 - BlackRock MuniHoldings California Quality Fund: $2,617,233 Holding
13057Q305 - California Resources: $2,040,820 Holding
03027X100 - American Tower: $877,058 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $817,444 Holding
81752T486 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$25,441,007	$249,730 â–²	1.0%	100,244	4.2%	Computer and Technology
MSFT Microsoft	$18,147,382	$1,399,996 â–²	8.4%	49,024	3.0%	Computer and Technology
NVDA NVIDIA	$15,061,139	$365,367 â–¼	-2.4%	86,360	2.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,658,667	$70,010 â–¼	-0.5%	46,433	2.3%	Finance
AMZN Amazon.com	$13,559,626	$911,598 â–²	7.2%	65,106	2.3%	Retail/Wholesale
VGIT Vanguard Intermediate-Term Treasury ETF	$11,800,251	$344,735 â–²	3.0%	198,157	2.0%	ETF
SCHW Charles Schwab	$11,348,766	$796,106 â–²	7.5%	120,757	1.9%	Finance
META Meta Platforms	$10,056,006	$1,997,927 â–²	24.8%	17,576	1.7%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$9,768,247	$450,832 â–¼	-4.4%	28,904	1.6%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$9,580,172	$2,458,208 â–²	34.5%	163,652	1.6%	ETF
VZ Verizon Communications	$9,553,346	$1,647,561 â–²	20.8%	190,306	1.6%	Computer and Technology
BRK.B Berkshire Hathaway	$9,528,892	$131,301 â–¼	-1.4%	19,885	1.6%	Finance
PM Philip Morris International	$9,444,292	$203,697 â–¼	-2.1%	57,121	1.6%	Consumer Staples
CBL CBL & Associates Properties	$8,732,069	$540,672 â–²	6.6%	227,220	1.5%	Finance
V Visa	$8,238,789	$2,759,461 â–²	50.4%	27,259	1.4%	Business Services
J P MORGAN EXCHANGE TRADED F	$7,638,580	$757,605 â–²	11.0%	149,776	1.3%	MORTGAGE BACKED
GOOG Alphabet	$6,891,767	$152,895 â–²	2.3%	24,025	1.1%	Computer and Technology
AVGO Broadcom	$6,633,640	$155,372 â–¼	-2.3%	21,433	1.1%	Computer and Technology
GDX VanEck Gold Miners ETF	$6,596,840	$695,163 â–²	11.8%	71,884	1.1%	ETF
SIL Global X Silver Miners ETF	$6,523,366	$1,598,120 â–²	32.4%	72,417	1.1%	ETF
JAAA Janus Henderson AAA CLO ETF	$6,521,697	$25,890 â–²	0.4%	129,476	1.1%	ETF
KR Kroger	$6,481,318	$134,735 â–²	2.1%	89,570	1.1%	Retail/Wholesale
PEP PepsiCo	$6,292,598	$636,683 â–²	11.3%	40,522	1.0%	Consumer Staples
GNMA iShares GNMA Bond ETF	$6,165,810	$217,882 â–²	3.7%	139,089	1.0%	ETF
CVX Chevron	$5,854,819	$734,283 â–²	14.3%	28,298	1.0%	Energy
ELV Elevance Health	$5,730,654	$789,850 â–²	16.0%	19,575	1.0%	Medical
JNJ Johnson & Johnson	$5,627,449	$47,910 â–¼	-0.8%	23,022	0.9%	Medical
ALX Alexander's	$5,599,851	$583,416 â–²	11.6%	23,708	0.9%	Finance
MGM MGM Resorts International	$5,558,162	$416,363 â–²	8.1%	150,180	0.9%	Consumer Discretionary
GOOGL Alphabet	$5,468,023	$121,639 â–²	2.3%	19,015	0.9%	Computer and Technology
BTT Blackrock Municipal 2030 Target Term Trust	$5,177,089	$1,211,588 â–²	30.6%	228,066	0.9%	Financial Services
UNH UnitedHealth Group	$4,796,527	$1,443,612 â–²	43.1%	17,726	0.8%	Medical
GDXJ VanEck Junior Gold Miners ETF	$4,645,049	$1,003,050 â–²	27.5%	38,696	0.8%	ETF
TFSL TFS Financial	$4,591,993	$492,664 â–²	12.0%	326,832	0.8%	Finance
SF Stifel Financial	$4,536,768	$1,952,967 â–²	75.6%	61,374	0.8%	Finance
XOM ExxonMobil	$4,349,224	$92,464 â–¼	-2.1%	25,635	0.7%	Energy
EDV Vanguard Extended Duration Treasury ETF	$4,324,174	$799,015 â–²	22.7%	66,577	0.7%	ETF
CMCSA Comcast	$4,310,086	$1,465,472 â–²	51.5%	150,125	0.7%	Consumer Discretionary
AER Aercap	$4,185,654	$381,088 â–²	10.0%	30,512	0.7%	Transportation
ACI Albertsons Companies	$4,112,948	$917,656 â–²	28.7%	241,370	0.7%	Consumer Staples
VMBS Vanguard Mortgage-Backed Securities ETF	$4,110,142	$153,667 â–¼	-3.6%	87,543	0.7%	ETF
IVV iShares Core S&P 500 ETF	$4,066,409	$85,574 â–²	2.1%	6,225	0.7%	ETF
SU Suncor Energy	$4,015,830	$528,877 â–¼	-11.6%	60,745	0.7%	Energy
CB Chubb	$4,008,382	$968,361 â–²	31.9%	12,298	0.7%	Finance
CSCO Cisco Systems	$3,940,752	$121,352 â–²	3.2%	50,789	0.7%	Computer and Technology
SMURFIT WESTROCK PLC	$3,858,220	$874,425 â–²	29.3%	96,819	0.6%	SHS
DTF DTF Tax-Free Income 2028 Term Fund	$3,851,113	$16,225 â–²	0.4%	336,342	0.6%	Finance
GLOBAL X FDS	$3,837,161	$1,037,922 â–²	37.1%	38,234	0.6%	1-3 MONTH T-BILL
EL PASO ENERGY CAP TR I	$3,544,701	$1,299,155 â–¼	-26.8%	69,846	0.6%	PFD CV TR SEC 28
MCD McDonald's	$3,399,419	$144,517 â–¼	-4.1%	10,938	0.6%	Retail/Wholesale
GLW Corning	$3,398,659	$1,171,229 â–¼	-25.6%	24,996	0.6%	Computer and Technology
ET Energy Transfer	$3,347,116	$14,089 â–²	0.4%	173,426	0.6%	Energy
CVE Cenovus Energy	$3,286,849	$1,291,505 â–¼	-28.2%	123,892	0.5%	Energy
BLACKROCK INC	$3,227,099	$4,808 â–¼	-0.1%	3,356	0.5%	COM
LOW Lowe's Companies	$3,207,855	$236,052 â–¼	-6.9%	13,576	0.5%	Retail/Wholesale
BDX Becton, Dickinson and Company	$3,028,275	$285,060 â–²	10.4%	19,260	0.5%	Medical
RING iShares MSCI Global Gold Miners ETF	$3,026,897	$33,408 â–¼	-1.1%	38,325	0.5%	ETF
NSC Norfolk Southern	$2,902,586	$61,989 â–²	2.2%	10,114	0.5%	Transportation
MORGAN STANLEY ETF TRUST	$2,890,537	$97,333 â–¼	-3.3%	58,207	0.5%	EATON VANCE INCO
KYN Kayne Anderson Energy Infrastructure Fund	$2,742,688	$2,128 â–²	0.1%	192,065	0.5%	Financial Services
BABA Alibaba Group	$2,733,964	$288,175 â–²	11.8%	21,792	0.5%	Retail/Wholesale
ABBV AbbVie	$2,713,068	$128,976 â–¼	-4.5%	12,474	0.5%	Medical
PHG Koninklijke Philips	$2,711,766	$255,120 â–²	10.4%	98,970	0.5%	Medical
MUC BlackRock MuniHoldings California Quality Fund	$2,617,233	$2,617,233 â–²	New Holding	251,657	0.4%	Finance
WALMART INC	$2,574,734	$460,959 â–¼	-15.2%	20,717	0.4%	COM
TXN Texas Instruments	$2,568,881	$165,603 â–¼	-6.1%	13,232	0.4%	Computer and Technology
NOC Northrop Grumman	$2,549,360	$313,127 â–¼	-10.9%	3,737	0.4%	Aerospace
GREENFIRE RES LTD NEW	$2,359,397	$738,954 â–²	45.6%	373,322	0.4%	COM SHS
D Dominion Energy	$2,342,292	$433,481 â–²	22.7%	37,889	0.4%	Utilities
GSK GSK	$2,341,831	$287,486 â–²	14.0%	42,432	0.4%	Medical
EPR PPTYS	$2,316,164	$143,241 â–²	6.6%	76,240	0.4%	CONV PFD 9% SR E
AMAT Applied Materials	$2,265,870	$14,014 â–²	0.6%	6,629	0.4%	Computer and Technology
BANK NEW YORK MELLON CORP	$2,249,961	$72,602 â–²	3.3%	18,966	0.4%	COM
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$2,236,754	$2,802,129 â–¼	-55.6%	22,325	0.4%	ETF
BRK.A Berkshire Hathaway	$2,154,420		0.0%	3	0.4%	Finance
LINDE PLC	$2,087,509	$209,693 â–¼	-9.1%	4,211	0.3%	SHS
AVB AvalonBay Communities	$2,080,099	$1,533,530 â–²	280.6%	12,734	0.3%	Finance
CRC California Resources	$2,040,820	$2,040,820 â–²	New Holding	29,483	0.3%	Energy
NEE NextEra Energy	$2,030,576	$74,770 â–¼	-3.6%	21,862	0.3%	Utilities
AXP American Express	$2,025,211	$114,646 â–¼	-5.4%	6,695	0.3%	Finance
AIV Apartment Investment and Management	$2,023,026	$677,394 â–²	50.3%	497,058	0.3%	Finance
OPY Oppenheimer	$2,021,712	$217,004 â–²	12.0%	22,667	0.3%	Finance
APD Air Products and Chemicals	$2,017,485	$1,625,027 â–²	414.1%	6,945	0.3%	Basic Materials
MA Mastercard	$1,961,138	$137,904 â–¼	-6.6%	3,925	0.3%	Business Services
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$1,943,578	$371,458 â–²	23.6%	78,024	0.3%	ETF
PGR Progressive	$1,942,883	$24,977 â–¼	-1.3%	9,801	0.3%	Finance
CMI Cummins	$1,904,518	$351,314 â–²	22.6%	3,540	0.3%	Auto/Tires/Trucks
FAST Fastenal	$1,904,494	$250,236 â–¼	-11.6%	41,045	0.3%	Retail/Wholesale
NVO Novo Nordisk A/S	$1,850,123	$270,556 â–²	17.1%	50,343	0.3%	Medical
MSI Motorola Solutions	$1,829,383	$85,501 â–¼	-4.5%	4,215	0.3%	Computer and Technology
SBUX Starbucks	$1,805,911	$963,965 â–²	114.5%	20,158	0.3%	Retail/Wholesale
ETN Eaton	$1,804,484	$38,987 â–¼	-2.1%	5,045	0.3%	Industrials
TJX TJX Companies	$1,791,861	$187,012 â–¼	-9.5%	11,220	0.3%	Retail/Wholesale
APH Amphenol	$1,790,206	$190,531 â–¼	-9.6%	14,169	0.3%	Computer and Technology
TE CONNECTIVITY PLC	$1,784,121	$198,143 â–¼	-10.0%	8,536	0.3%	ORD SHS
MO Altria Group	$1,782,661	$165,240 â–¼	-8.5%	27,014	0.3%	Consumer Staples
CAT Caterpillar	$1,734,740	$129,627 â–²	8.1%	2,449	0.3%	Industrials
WEC WEC Energy Group	$1,719,621	$62,399 â–¼	-3.5%	14,854	0.3%	Utilities
HPQ HP	$1,718,731	$273,665 â–²	18.9%	89,471	0.3%	Computer and Technology
PKG Packaging Corporation of America	$1,690,925	$119,052 â–¼	-6.6%	7,968	0.3%	Industrials

Showing largest 100 holdings. View all holdings.

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Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2026)

About Beverly Hills Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2026)

About Beverly Hills Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeverly Hills Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools