Beverly Hills Private Wealth, LLC
Follow13F filer, CIK 1965710, BEVERLY HILLS, CA
Beverly Hills Private Wealth, LLC reported $524,949,596 across 255 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 26.77% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965710-26-000005
- Period
- 2026-06-30
- Reported value
- $525M
- Holdings
- 255
- Top 10 weight
- 26.77%
- New
- 23
- Sold out
- 115
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VSTadded | +27,018 | $4.29M |
| AVBadded | +13,731 | $2.59M |
| VGITadded | +38,040 | $2.24M |
| BENnew | +50,383 | $1.68M |
| AMPnew | +3,524 | $1.62M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AAPLreduced | -20,702 | -$5.99M |
| PMreduced | -27,611 | -$5M |
| GLWreduced | -17,132 | -$4.38M |
| XOMexited | -25,635 | -$4.35M |
| CBLreduced | -75,096 | -$3.99M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 249 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| XOMEXXON MOBIL CORP | 25,635 | $4.35M | shares |
| HONHONEYWELL INTL INC | 6,749 | $1.53M | shares |
| QSRRESTAURANT BRANDS INTL INC | 18,861 | $1.39M | shares |
| ACNACCENTURE PLC IRELAND | 5,001 | $992K | shares |
| AMTAMERICAN TOWER CORP | 5,082 | $877K | shares |
| SPGIS&P GLOBAL INC | 1,985 | $844K | shares |
| DHRDANAHER CORP DEL | 3,976 | $754K | shares |
| CCICROWN CASTLE INC | 9,177 | $746K | shares |
| SNYSANOFI SA | 14,891 | $717K | shares |
| ARESARES MANAGEMENT CORPORATION | 6,435 | $702K | shares |
| NDAQNASDAQ INC | 7,636 | $648K | shares |
| BTIBRITISH AMERN TOB PLC | 10,650 | $623K | shares |
| ZTSZOETIS INC | 5,074 | $600K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 1,403 | $533K | shares |
| TRPTC ENERGY CORP | 8,505 | $532K | shares |
| LMTLOCKHEED MARTIN CORP | 879 | $531K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 874 | $529K | shares |
| GOVZISHARES TR | 56,522 | $518K | shares |
| TSLATESLA INC | 1,342 | $499K | shares |
| DWXSPDR INDEX SHS FDS | 10,910 | $498K | shares |
| AEPAMERICAN ELEC PWR CO INC | 3,788 | $496K | shares |
| NGGNATIONAL GRID PLC | 5,848 | $495K | shares |
| VIVTELEFONICA BRASIL SA | 30,090 | $479K | shares |
| ULUNILEVER PLC | 8,379 | $477K | shares |
| CBRECBRE GROUP INC | 3,495 | $473K | shares |
| SNOWSNOWFLAKE INC | 3,138 | $473K | shares |
| RGAREINSURANCE GROUP AMER INC | 2,301 | $470K | shares |
| SNASNAP ON INC | 1,276 | $463K | shares |
| PFEPFIZER INC | 16,264 | $457K | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 5,022 | $455K | shares |
| RYROYAL BK CDA | 2,808 | $454K | shares |
| GATXGATX CORP | 2,626 | $448K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 6,900 | $446K | shares |
| HASHASBRO INC | 4,562 | $427K | shares |
| CRUSCIRRUS LOGIC INC | 2,887 | $418K | shares |
| IVEISHARES TR | 1,939 | $409K | shares |
| DYNFBLACKROCK ETF TRUST | 6,951 | $404K | shares |
| IRMIRON MTN INC DEL | 3,956 | $404K | shares |
| MDTMEDTRONIC PLC | 4,526 | $392K | shares |
| IEMGISHARES INC | 5,602 | $391K | shares |
| TAKTAKEDA PHARMACEUTICAL CO LTD | 19,973 | $370K | shares |
| HXLHEXCEL CORP NEW | 4,442 | $359K | shares |
| CMCANADIAN IMPERIAL BANK OF CO | 3,748 | $355K | shares |
| FTSFORTIS INC | 6,293 | $351K | shares |
| OKEONEOK INC NEW | 3,881 | $351K | shares |
| GDGENERAL DYNAMICS CORP | 1,019 | $350K | shares |
| MPLXMPLX LP | 6,101 | $348K | shares |
| BWABORGWARNER INC | 6,381 | $346K | shares |
| AMCRAMCOR PLC | 8,634 | $343K | shares |
| HLIHOULIHAN LOKEY INC | 2,386 | $343K | shares |
| DUKDUKE ENERGY CORP NEW | 2,616 | $343K | shares |
| KOCOCA COLA CO | 4,491 | $342K | shares |
| IVWISHARES TR | 3,003 | $340K | shares |
| SMFGSUMITOMO MITSUI FIN GRP INC | 17,177 | $339K | shares |
| EFVISHARES TR | 4,554 | $339K | shares |
| WBSWEBSTER FINL CORP | 4,857 | $337K | shares |
| NINISOURCE INC | 7,162 | $334K | shares |
| ALBALBEMARLE CORP | 1,839 | $330K | shares |
| DRIDARDEN RESTAURANTS INC | 1,681 | $330K | shares |
| BBVABANCO BILBAO VIZCAYA ARGENTA | 15,066 | $326K | shares |
| MDUMDU RES GROUP INC | 15,748 | $326K | shares |
| HOLXHOLOGIC INC | 4,269 | $323K | shares |
| NTRNUTRIEN LTD | 4,212 | $318K | shares |
| MSMMSC INDL DIRECT INC | 3,406 | $314K | shares |
| AVIGAMERICAN CENTY ETF TR | 7,556 | $314K | shares |
| ARWARROW ELECTRS INC | 2,185 | $313K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 18,390 | $312K | shares |
| AOSSMITH A O CORP | 4,711 | $311K | shares |
| USBUS BANCORP | 5,861 | $305K | shares |
| PBAPEMBINA PIPELINE CORP | 6,747 | $302K | shares |
| BMOBANK OF MONTREAL | 2,217 | $300K | shares |
| ASMLASML HLDG NV | 224 | $296K | shares |
| EMEEMCOR GROUP INC | 389 | $287K | shares |
| CXHMFS INVT GRADE MUN TR | 35,345 | $282K | shares |
| CMECME GROUP INC | 953 | $281K | shares |
| GFIGOLD FIELDS LTD | 6,096 | $277K | shares |
| MIDDMIDDLEBY CORP | 2,073 | $275K | shares |
| DHID R HORTON INC | 1,966 | $270K | shares |
| QUALISHARES TR | 1,390 | $267K | shares |
| WTFCWINTRUST FINL CORP | 1,917 | $266K | shares |
| BVNCOMPANIA DE MINAS BUENAVENTU | 7,300 | $263K | shares |
| TMTOYOTA MOTOR CORP | 1,267 | $261K | shares |
| CRLCHARLES RIV LABS INTL INC | 1,505 | $260K | shares |
| CACICACI INTL INC | 476 | $259K | shares |
| EQNREQUINOR ASA | 6,099 | $257K | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 2,234 | $257K | shares |
| EWBCEAST WEST BANCORP INC | 2,402 | $256K | shares |
| TFCTRUIST FINL CORP | 5,556 | $255K | shares |
| VICIVICI PPTYS INC | 9,238 | $252K | shares |
| HMYHARMONY GOLD MNG LTD | 15,232 | $234K | shares |
| SONSONOCO PRODS CO | 4,318 | $234K | shares |
| CBTCABOT CORP | 3,101 | $234K | shares |
| NTAPNETAPP INC | 2,256 | $231K | shares |
| QGENQIAGEN NV | 5,728 | $229K | shares |
| CGMSCAPITAL GRP FIXED INCM ETF T | 8,222 | $224K | shares |
| BIOBIO RAD LABS INC | 803 | $224K | shares |
| BOXBOX INC | 9,398 | $222K | shares |
| CYDCHINA YUCHAI INTL LTD | 5,614 | $216K | shares |
| BCSBARCLAYS PLC | 10,201 | $216K | shares |
| IUSBISHARES TR | 4,589 | $212K | shares |
| WEXWEX INC | 1,382 | $212K | shares |
| LYGLLOYDS BANKING GROUP PLC | 41,680 | $210K | shares |
| LAZLAZARD INC | 4,921 | $209K | shares |
| CDPCOPT DEFENSE PROPERTIES | 6,831 | $209K | shares |
| EMNEASTMAN CHEM CO | 2,703 | $206K | shares |
| SDYSPDR SERIES TRUST | 1,409 | $206K | shares |
| SBACSBA COMMUNICATIONS CORP | 1,181 | $203K | shares |
| TLHISHARES TR | 1,991 | $201K | shares |
| SBSWSIBANYE STILLWATER LTD | 15,325 | $189K | shares |
| VNETVNET GROUP INC | 20,612 | $173K | shares |
| CXCEMEX SAB DE CV | 14,878 | $170K | shares |
| KEPKOREA ELEC PWR CORP | 10,656 | $152K | shares |
| TUTELUS CORPORATION | 11,271 | $145K | shares |
| VLRSCONTROLADORA VUELA COMP DE A | 15,999 | $116K | shares |
| AVTRAVANTOR INC | 14,153 | $111K | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001965710-26-000005 | base | 2026-08-07 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965710-26-000005 | Quarter ended 2026-06-30 | 2026-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-26-000375 | Quarter ended 2026-03-31 | 2026-05-04 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-26-000231 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-26-000143 | Quarter ended 2025-12-31 | 2026-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-005976 | Quarter ended 2025-09-30 | 2025-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-004273 | Quarter ended 2025-06-30 | 2025-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-002465 | Quarter ended 2025-03-31 | 2025-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-001381 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-005494 | Quarter ended 2024-09-30 | 2024-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-003546 | Quarter ended 2024-06-30 | 2024-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-002346 | Quarter ended 2024-03-31 | 2024-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-000550 | Quarter ended 2023-12-31 | 2024-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-004222 | Quarter ended 2023-09-30 | 2023-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-003201 | Quarter ended 2023-06-30 | 2023-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-002033 | Quarter ended 2023-03-31 | 2023-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-001141 | Quarter ended 2022-12-31 | 2023-02-13 | acceptance time not in the bulk data set |