13F Insight
DOSSIER · 13F-HR · Q2 2026

Beverly Hills Private Wealth, LLC

$525M in tracked AUM across 406 positions as of Q2 2026.

BH
CIK 0001965710 · last filed Jun 30, 2026
Total AUM
$525M
as of Q2 2026
Holdings
406
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Beverly Hills Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$23M80K4.4%02
JPM
JPMORGAN CHASE & CO
$17M51K3.2%03
NVDA
NVIDIA CORPORATION
$17M83K3.2%04
AMZN
AMAZON COM INC
$15M64K2.9%05
MSFT
MICROSOFT CORP
$15M40K2.9%06
VGIT
VANGUARD SCOTTSDALE FDS
$14M236K2.7%07
SCHW
SCHWAB CHARLES CORP
$12M129K2.3%08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$11M24K2.2%09
V
VISA INC
$10M29K1.9%10
META
META PLATFORMS INC
$10M18K1.9%

Filing history

2026Q2Jun 30
$525M▼ 12.6%
406 positionsView →2026Q1Mar 31
$600M▲ 2.7%
499 positionsView →2025Q4Dec 31
$584M▲ 3.1%
487 positionsView →2025Q3Sep 30
$567M▲ 6.2%
1,004 positionsView →2025Q2Jun 30
$533M▲ 5.5%
1,050 positionsLocked2025Q1Mar 31
$506M▲ 2.1%
1,046 positionsLocked2024Q4Dec 31
$495M▲ 0.0%
1,036 positionsLocked2024Q3Sep 30
$495M▲ 7.5%
1,061 positionsLocked2024Q2Jun 30
$460M▲ 6.3%
1,083 positionsLocked2024Q1Mar 31
$433M▲ 13.1%
1,075 positionsLocked2023Q4Dec 31
$383M▲ 13.9%
1,036 positionsLocked2023Q3Sep 30
$336M▼ 44.7%
837 positionsLocked
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