13F Insight
DOSSIER · 13F-HR · Q1 2026

Beverly Hills Private Wealth, LLC

$600M in tracked AUM across 499 positions as of Q1 2026.

BH
CIK 0001965710 · last filed Mar 31, 2026
Total AUM
$600M
as of Q1 2026
Holdings
499
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Beverly Hills Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$25M100K4.2%02
MSFT
MICROSOFT CORP
$18M49K3.0%03
NVDA
NVIDIA CORPORATION
$15M86K2.5%04
JPM
JPMORGAN CHASE & CO
$14M46K2.3%05
AMZN
AMAZON COM INC
$14M65K2.3%06
VGIT
VANGUARD SCOTTSDALE FDS
$12M198K2.0%07
SCHW
SCHWAB CHARLES CORP
$11M121K1.9%08
META
META PLATFORMS INC
$10M18K1.7%09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$10M29K1.6%10
VGSH
VANGUARD SCOTTSDALE FDS
$10M164K1.6%

Filing history

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 positionsLocked2023Q2Jun 30
$608M▲ 88.6%
318 positionsLocked
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