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Beverly Hills Private Wealth, LLC
hedge fundUpdated 34 days agoManaged by Beverly Hills Private Wealth, Llc • Latest filing Q2 2026
Portfolio value
$524.9M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.0%
Weight of largest holdings
Annualized return
25.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $322.5M |
| Q2 2023 | $608.3M |
| Q3 2023 | $336.2M |
| Q4 2023 | $383M |
| Q1 2024 | $433M |
| Q2 2024 | $460.2M |
| Q3 2024 | $494.9M |
| Q4 2024 | $495.1M |
| Q1 2025 | $505.6M |
| Q2 2025 | $533.5M |
| Q3 2025 | $566.8M |
| Q4 2025 | $564.8M |
| Q1 2026 | $600.3M |
| Q2 2026 | $524.9M |
Top holdings
406 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $21.5M | 74.5K | 4.10% | — |
| 2 | N NVDA NVIDIA CORPORATION | $15.5M | 77.7K | 2.96% | — |
| 3 | A AMZN AMAZON COM INC | $14.5M | 60.8K | 2.76% | — |
| 4 | M MSFT MICROSOFT CORP | $14.1M | 37.7K | 2.68% | — |
| 5 | J JPM-PM JPMORGAN CHASE & CO | $13.1M | 40.1K | 2.50% | — |
| 6 | V VGES VANGUARD SCOTTSDALE FDS | $12.3M | 208.3K | 2.34% | — |
| 7 | S SCHW-PJ SCHWAB CHARLES CORP | $10.5M | 113.6K | 2.00% | — |
| 8 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $10.3M | 21.5K | 1.96% | — |
| 9 | V V VISA INC | $9.2M | 26.9K | 1.76% | — |
| 10 | M META META PLATFORMS INC | $9.2M | 16.3K | 1.74% | — |
| 11 | V VGES VANGUARD SCOTTSDALE FDS | $8.6M | 147.6K | 1.64% | — |
| 12 | V VZ VERIZON COMMUNICATIONS INC | $8.2M | 194.8K | 1.57% | — |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $8.1M | 16.1K | 1.54% | — |
| 14 | ? N/A J P MORGAN EXCHANGE TRADED F | $7.8M | 153.1K | 1.48% | — |
| 15 | G GOOGN ALPHABET INC | $7.6M | 21.5K | 1.45% | — |
| 16 | C CBL CBL & ASSOC PPTYS INC | $7.3M | 136.6K | 1.38% | — |
| 17 | E ELV ELEVANCE HEALTH INC FORMERLY | $7.2M | 18.7K | 1.38% | — |
| 18 | G GOOGN ALPHABET INC | $6.6M | 18.6K | 1.26% | — |
| 19 | A ALX ALEXANDERS INC | $6.6M | 23.9K | 1.26% | — |
| 20 | P PEP PEPSICO INC | $6.1M | 44.9K | 1.16% | — |