Beverly Hills Private Wealth, LLC
Q2 2026 13F filing
Updated 34 days ago406 disclosed positions worth $524.9M
Full holdings
Every line item disclosed in 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% | — |
| 21 | T TFSL TFS FINL CORP | $6.1M | 343.1K | 1.16% | — |
| 22 | U UNH UNITEDHEALTH GROUP INC | $5.8M | 13.9K | 1.10% | — |
| 23 | ? N/A GLOBAL X FDS | $5.6M | 71.8K | 1.06% | — |
| 24 | H HODL VANECK ETF TRUST | $5.4M | 71.3K | 1.02% | — |
| 25 | S SW SMURFIT WESTROCK PLC | $5.3M | 114.6K | 1.01% | — |
| 26 | B BSTZ BLACKROCK MUN TARGET TERM TR | $5.2M | 230.1K | 1.00% | — |
| 27 | P PM PHILIP MORRIS INTL INC | $5.2M | 28.9K | 1.00% | — |
| 28 | K KR KROGER CO | $5M | 90.8K | 0.96% | — |
| 29 | A AVGO BROADCOM INC | $5M | 13.3K | 0.96% | — |
| 30 | ? N/A VANGUARD WORLD FD | $4.7M | 72.4K | 0.90% | — |
| 31 | A AVB AVALONBAY CMNTYS INC | $4.6M | 24.4K | 0.88% | — |
| 32 | ? N/A ISHARES TR | $4.6M | 102.9K | 0.87% | — |
| 33 | C CCZ COMCAST CORP NEW | $4.5M | 181.3K | 0.85% | — |
| 34 | V VST VISTRA CORP | $4.3M | 27.3K | 0.83% | — |
| 35 | N NOC JANUS DETROIT STR TR | $4.2M | 82.9K | 0.80% | — |
| 36 | A AMAT APPLIED MATLS INC | $3.9M | 5.4K | 0.75% | — |
| 37 | H HODL VANECK ETF TRUST | $3.8M | 38.5K | 0.72% | — |
| 38 | A AER AERCAP HOLDINGS NV | $3.8M | 25.8K | 0.72% | — |
| 39 | M MGM MGM RESORTS INTERNATIONAL | $3.7M | 77.7K | 0.71% | — |
| 40 | J JNJ JOHNSON & JOHNSON | $3.6M | 14.2K | 0.69% | — |
| 41 | S SFB STIFEL FINL CORP | $3.6M | 51.2K | 0.68% | — |
| 42 | A ACI ALBERTSONS COMPANIES INC | $3.4M | 251.6K | 0.65% | — |
| 43 | D DTF DTF TAX-FREE INCOME 2028 TER | $3.3M | 289.0K | 0.64% | — |
| 44 | E ET-PI ENERGY TRANSFER L P | $3.3M | 173.4K | 0.63% | — |
| 45 | V VGES VANGUARD SCOTTSDALE FDS | $3.3M | 70.3K | 0.63% | — |
| 46 | J JPM-PM JPMORGAN CHASE & CO | $3.3M | 10.0K | 0.62% | — |
| 47 | C CB CHUBB LIMITED | $3.2M | 9.5K | 0.62% | — |
| 48 | C CSCO CISCO SYS INC | $3.2M | 27.2K | 0.61% | — |
| 49 | B BDX BECTON DICKINSON & CO | $3.1M | 20.6K | 0.59% | — |
| 50 | N NONOF NOVO-NORDISK A S | $2.8M | 58.9K | 0.54% | — |