Beverly Hills Private Wealth, LLC 13F Holdings

CIK 0001965710 · BEVERLY HILLS, CA

As of Sep 30, 2025, Beverly Hills Private Wealth, LLC reported 1,004 positions worth $458.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology98,897$25.2M5.49%
MICROSOFT CORPMSFTTechnology44,174$22.9M4.99%
NVIDIA CORPNVDATechnology87,156 6.3M3.55%
JPMORGAN CHASE & COJPMFinancial Services48,058 5.2M3.31%
AMAZON.COM INCAMZNEquity58,262 2.8M2.79%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services23,037 1.6M2.53%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—182,836 1.0M2.39%
SCHWAB CHARLES CORPSCHWEquity104,431 0.0M2.17%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—165,352$9.7M2.12%
META PLATFORMS INCMETACommunication Services12,634$9.3M2.02%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive52,228$8.5M1.85%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology26,255$7.3M1.60%
BROADCOM INCAVGOTechnology22,018$7.3M1.58%
VERIZON COMMUNICATIONS INCBACCommunication Services156,993$6.9M1.50%
CBL & ASSOCIATES PROPERTIES INCCBLReal Estate207,193$6.3M1.38%
JANUS HENDERSON AAA CLO ETFJAAA—119,456$6.1M1.32%
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFGBIL—58,971$5.9M1.29%
ELEVANCE HEALTH INCELVHealthcare16,980$5.5M1.20%
ISHARES GNMA BOND ETFGNMA—120,869$5.4M1.17%
ALPHABET INCGOOGEquity21,428$5.2M1.14%
PEPSICO INCPEPConsumer Defensive33,917$4.8M1.04%
VISA INC-CLASS A SHARESVFinancial Services13,736$4.7M1.02%
VANECK GOLD MINERS ETFGDX—60,307$4.6M1.00%
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDVMBS—93,374$4.4M0.96%
ALEXANDERS INCALXReal Estate18,637$4.4M0.95%