DOSSIER · 13F-HR · Q3 2026

Box Hill Private Wealth LLC

$138M in tracked AUM across 75 positions as of Q3 2026.

BH
CIK 0002094120 · last filed Sep 30, 2026
Total AUM
$138M
as of Q3 2026
Holdings
75
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Box Hill Private Wealth LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$23M64K16.5%
02
IVV
ISHARES TR
$20M26K14.3%
03
QQQ
INVESCO QQQ TR
$10M13K7.2%
04
VB
VANGUARD INDEX FDS
$6M21K4.3%
05
IEFA
ISHARES TR
$6M58K4.1%
06
IEMG
ISHARES INC
$5M61K3.6%
07
BINC
BLACKROCK ETF TRUST II
$4M76K2.8%
08
AAPL
APPLE INC
$4M11K2.6%
09
NVDA
NVIDIA CORPORATION
$3M15K2.5%
10
XLK
SELECT SECTOR SPDR TR
$3M17K2.5%

Filing history

2026Q3Sep 30
$138M▲ 10.3%
75 positionsView →
2026Q2Jun 30
$125M▲ 23.2%
67 positionsView →
2026Q1Mar 31
$101M▲ 2.4%
66 positionsView →
2025Q4Dec 31
$99M—
55 positionsView →