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Filers›Pension Fund›Box Hill Private Wealth LLC
DOSSIER · 13F-HR · Q2 2026

Box Hill Private Wealth LLC

Box Hill Private Wealth's pension fund based in Greenwich, CT — $125M in tracked AUM across 67 positions as of Q2 2026.

BH
Box Hill Private Wealth·Greenwich, CT·Pension Fund
CIK 0002094120 · last filed Jun 30, 2026
Total AUM
$125M
▼ 8.7%
vs prior
Holdings
67
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q2 2026 · Q2 2026

Box Hill 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
VV
VANGUARD INDEX FDS
$20M59K16.3%
02
IVV
ISHARES TR
$17M23K13.8%
03
QQQ
INVESCO QQQ TR
$9M12K7.2%
04
VB
VANGUARD INDEX FDS
$6M19K4.6%
05
IEFA
ISHARES TR
$5M52K4.0%
06
IEMG
ISHARES INC
$5M59K3.9%
07
XLK
SELECT SECTOR SPDR TR
$3M17K2.5%
08
AAPL
APPLE INC
$3M11K2.4%
09
NVDA
NVIDIA CORPORATION
$3M15K2.4%
10
IWB
ISHARES TR
$3M7K2.4%

Filing history

Filing history loading…
AI Agent · grounded in Box
haiku-4-5 · 67 positions indexed
Sector mix
  • Financials13%
  • Health Care40%
  • Communications25%
  • Industrials6%
  • Energy11%
  • Other5%
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