Beverly Hills Private Wealth, LLC
CIK 1965710
13F filing for Q2 2026・No. 3,787
- Holdings
- US$524.95M
- Quarter change
- −US$75.37M
- Entries
- 406
- Net bought (estimate)
- −US$116.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 115
- Cut 152
- Added 52
- Corporate actions 2
- Unchanged 24
Largest holdings
249 stocks worth US$519.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 79,542 | US$23.02M | 4.43% |
| NVDANvidiaCOM | Cut | 77,786 | US$15.56M | 2.99% |
| AMZNAmazonCOM | Cut | 64,404 | US$15.35M | 2.95% |
| MSFTMicrosoftCOM | Cut | 40,340 | US$15.05M | 2.89% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 236,197 | US$13.93M | 2.68% |
| JPMJPMORGAN CHASE & COCOM | Cut | 41,307 | US$13.52M | 2.60% |
| SCHWSCHWAB CHARLES CORPCOM | Added | 124,548 | US$11.49M | 2.21% |
| TSMTSMC ADRSPONSORED ADS | Cut | 23,679 | US$11.31M | 2.17% |
| VVISA INCCOM CL A | Added | 29,361 | US$10.07M | 1.94% |
| METAMetaCL A | Cut | 17,559 | US$9.89M | 1.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.