Box Hill Private Wealth LLC Top Holdings and 13F Report (2026) About Box Hill Private Wealth LLCInvestment ActivityBox Hill Private Wealth LLC has $101.17 million in total holdings as of March 31, 2026.Box Hill Private Wealth LLC owns shares of 66 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.11% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Box Hill Private Wealth LLC has purchased 55 new stocks and bought additional shares in 27 stocks.Box Hill Private Wealth LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $17,162,280iShares Core S&P 500 ETF $14,434,061Invesco QQQ $6,738,419Vanguard Small-Cap ETF $5,001,137iShares Core MSCI EAFE ETF $4,520,024 Largest New Holdings this Quarter 46432F339 - iShares MSCI USA Quality Factor ETF $485,383 Holding464287614 - iShares Russell 1000 Growth ETF $413,305 Holding464289867 - iShares Core 60/40 Balanced Allocation ETF $380,888 Holding464287598 - iShares Russell 1000 Value ETF $378,705 Holding37954Y830 - Global X Copper Miners ETF $364,037 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 24,267 shares (about $1.26M)iShares Core MSCI EAFE ETF 10,613 shares (about $960.80K)iShares Core MSCI Emerging Markets ETF 12,974 shares (about $904.93K)iShares Russell 1000 ETF 2,129 shares (about $759.08K)Invesco QQQ 1,113 shares (about $642.39K) Largest Sales this Quarter Vanguard Real Estate ETF 11,059 shares (about $980.98K)iShares Core S&P Mid-Cap ETF 4,242 shares (about $286.47K)iShares Core S&P 500 ETF 293 shares (about $191.39K)Invesco NASDAQ 100 ETF 509 shares (about $120.95K)Vanguard Large-Cap ETF 318 shares (about $95.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBox Hill Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$17,162,280$95,034 ▼-0.6%57,42817.0%ETFIVViShares Core S&P 500 ETF$14,434,061$191,392 ▼-1.3%22,09714.3%ETFQQQInvesco QQQ$6,738,419$642,386 ▲10.5%11,6756.7%FinanceVBVanguard Small-Cap ETF$5,001,137$54,742 ▼-1.1%19,0944.9%ETFIEFAiShares Core MSCI EAFE ETF$4,520,024$960,804 ▲27.0%49,9284.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,459,589$904,933 ▲25.5%63,9374.4%ETFBINCiShares Flexible Income Active ETF$2,955,635$1,260,180 ▲74.3%56,9162.9%ETFIWBiShares Russell 1000 ETF$2,483,328$759,082 ▲44.0%6,9652.5%ETFAAPLApple$2,426,852$9,137 ▼-0.4%9,5622.4%Computer and TechnologyNVDANVIDIA$2,361,183$50,227 ▲2.2%13,5392.3%Computer and TechnologyTSLATesla$2,308,939$100,744 ▲4.6%6,2112.3%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,299,2020.0%4,7982.3%FinanceGOOGAlphabet$1,941,572$131,389 ▲7.3%6,7681.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,804,280$148,585 ▲9.0%13,5761.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,796,790$8,119 ▼-0.4%12,6151.8%ETFSMHVanEck Semiconductor ETF$1,751,439$222,764 ▲14.6%4,5681.7%ManufacturingMSFTMicrosoft$1,573,664$6,293 ▼-0.4%4,2511.6%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$1,507,913$245,895 ▲19.5%32,6181.5%ETFAVGOBroadcom$1,496,214$20,738 ▲1.4%4,8341.5%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$1,422,125$120,946 ▼-7.8%5,9851.4%ETFFBNDFidelity Total Bond ETF$1,248,648$231,792 ▲22.8%27,3711.2%ETFGOOGLAlphabet$1,242,798$863 ▲0.1%4,3221.2%Computer and TechnologyCHATRoundhill Generative AI & Technology ETF$1,222,275$42,924 ▲3.6%19,7621.2%ETFAMZNAmazon.com$1,071,549$83,933 ▲8.5%5,1451.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$988,257$286,469 ▼-22.5%14,6341.0%ETFCOSTCostco Wholesale$941,230$1,992 ▲0.2%9450.9%Retail/WholesaleMETAMeta Platforms$938,625$12,584 ▲1.4%1,6410.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$671,097$2,246 ▲0.3%2,0920.7%ETFJPMJPMorgan Chase & Co.$537,866$2,354 ▲0.4%1,8280.5%FinanceVNQVanguard Real Estate ETF$525,217$980,979 ▼-65.1%5,9210.5%ETFNFLXNetflix$522,671$57,113 ▼-9.9%5,4360.5%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$485,383$485,383 ▲New Holding2,5310.5%ETFLLYEli Lilly and Company$462,730$920 ▲0.2%5030.5%MedicalHYGiShares iBoxx $ High Yield Corporate Bond ETF$459,034$60,144 ▼-11.6%5,7700.5%ETFXOMExxonMobil$454,022$13,912 ▼-3.0%2,6760.4%EnergyETNEaton$447,8030.0%1,2520.4%IndustrialsVVisa$447,461$39,909 ▼-8.2%1,4800.4%Business ServicesIWFiShares Russell 1000 Growth ETF$413,305$413,305 ▲New Holding9690.4%ETFAORiShares Core 60/40 Balanced Allocation ETF$380,888$380,888 ▲New Holding5,9190.4%ETFIWDiShares Russell 1000 Value ETF$378,705$378,705 ▲New Holding1,7720.4%ETFCOPXGlobal X Copper Miners ETF$364,037$364,037 ▲New Holding4,7680.4%ETFWEDBUSH SER TR$360,298$71,038 ▲24.6%12,7000.4%DAN IVES WEDBUSHMGCVanguard Mega Cap ETF$355,470$355,470 ▲New Holding1,5040.4%ETFTSMTaiwan Semiconductor Manufacturing$354,172$19,263 ▲5.8%1,0480.4%Computer and TechnologyKTOSKratos Defense & Security Solutions$352,5500.0%5,0000.3%AerospaceFALNiShares Fallen Angels USD Bond ETF$337,592$46,013 ▼-12.0%12,6340.3%ManufacturingBKNGBooking$317,147$29,600 ▼-8.5%750.3%Retail/WholesaleUBERUber Technologies$285,490$9,207 ▲3.3%3,9690.3%Computer and TechnologyMUMicron Technology$282,2270.0%8350.3%Computer and TechnologyCBChubb$279,990$978 ▲0.4%8590.3%FinanceSPROTT ASSET MANAGEMENT LP$274,660$274,660 ▲New Holding7,7500.3%PHYSICAL GOLD TRMRVLMarvell Technology$272,833$13,770 ▼-4.8%2,7540.3%Computer and TechnologyBLACKROCK ETF TRUST$256,089$256,089 ▲New Holding7,7720.3%ISHARES A I INNOPALANTIR TECHNOLOGIES INC$250,724$7,168 ▼-2.8%1,7140.2%CL ABITWISE 10 CRYPTO INDEX ETF$248,550$248,550 ▲New Holding5,5720.2%UNIT BENEFICIALGEGE Aerospace$245,130$9,930 ▲4.2%8640.2%AerospaceSPLGSPDR Portfolio S&P 500 ETF$244,806$244,806 ▲New Holding3,1980.2%ETFISRGIntuitive Surgical$240,637$58,546 ▼-19.6%5220.2%MedicalSPHYSPDR Portfolio High Yield Bond ETF$234,818$31,343 ▼-11.8%10,0690.2%ETFMAMastercard$221,715$49,936 ▼-18.4%4440.2%Business ServicesCVXChevron$220,015$220,015 ▲New Holding1,0630.2%EnergyXLEEnergy Select Sector SPDR Fund$213,971$213,971 ▲New Holding3,4930.2%ETFABBVAbbVie$212,439$1,305 ▲0.6%9770.2%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$206,011$206,011 ▲New Holding2,6190.2%ManufacturingXARSPDR S&P Aerospace & Defense ETF$205,810$205,810 ▲New Holding8100.2%ETFNYXHNyxoah$44,425$44,425 ▲New Holding15,2140.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$0$649,349 ▼-100.0%00.0%FinanceNOWServiceNow$0$289,529 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$239,379 ▼-100.0%00.0%Retail/WholesaleSLViShares Silver Trust$0$227,403 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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