Beverly Hills Private Wealth, LLC

CIK

1965710

Location

BEVERLY HILLS, CA

Portfolio Value

Small $481,511,102

Diversification

Diversified

Filing Date

Global Rank

#2,673 / 8,622 ▲ 131 · as of Mar 2026

Top Industry

Semiconductors 7.8%

3Y Alpha vs SPY

-1.3%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.4%

SPY

+67.9%

Annualised alpha

-1.3%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

280 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.7 pts

Top 5

17.8%

−2.9 pts

Top 10

28.3%

−3.3 pts

HHI

138

Diversified−20

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.7%	$109,381,302	41
Financial Services	22.1%	$106,414,383	57
Consumer Cyclical	9.3%	$44,572,565	24
Healthcare	8.8%	$42,513,334	31
Consumer Defensive	7.4%	$35,602,960	16
Industrials	7.2%	$34,591,261	37
Energy	7.0%	$33,603,284	22
Communication Services	6.8%	$32,756,293	9
Real Estate	4.8%	$23,162,801	14
Utilities	2.0%	$9,684,866	12
Basic Materials	1.6%	$7,563,213	13
Unclassified	0.3%	$1,664,840	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AIV	Apartment Investment & Management Co	+166,436	497,058	$2,023,025
GFR	Greenfire Resources Ltd.	+116,923	373,322	$2,359,394
ACI	Albertsons Companies, Inc.	+53,853	241,370	$4,112,944
BTT	BlackRock Municipal 2030 Target Term Trust	+53,374	228,066	$5,177,097
CMCSA	Comcast Corp	+51,044	150,125	$4,310,087
TFSL	TFS Financial CORP	+35,065	326,832	$4,591,989
VZ	Verizon Communications Inc	+32,820	190,306	$9,553,360
SF	Stifel Financial Corp	+26,420	61,374	$4,536,765
SW	Smurfit Westrock plc	+21,943	96,819	$3,858,236
STEW	SRH Total Return Fund, Inc.	+21,742	50,831	$869,209
HPQ	Hp Inc	+14,246	89,471	$1,718,737
CBL	Cbl & Associates Properties Inc	+14,069	227,220	$8,732,064
QSR	Restaurant Brands International Inc.	+13,553	18,861	$1,393,827
MGM	MGM Resorts International	+11,250	150,180	$5,558,161
SBUX	Starbucks Corp	+10,760	20,158	$1,805,955
AVB	Avalonbay Communities Inc	+9,388	12,734	$2,080,098
PHG	Koninklijke Philips NV	+9,311	98,970	$2,711,777
V	Visa Inc.	+9,130	27,259	$8,238,759
SCHW	Schwab Charles Corp	+8,471	120,757	$11,348,742
MRK	Merck & Co., Inc.	+8,347	13,899	$1,671,910
SNY	Sanofi	+8,051	14,891	$717,448
ENVX	Enovix Corp	+7,800	66,305	$343,459
NVO	Novo Nordisk A S	+7,362	50,343	$1,850,104
D	Dominion Energy, Inc	+7,012	37,889	$2,342,297
CCI	Crown Castle Inc.	+6,497	9,177	$746,181
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVE	Cenovus Energy Inc.	−48,681	123,892	$3,286,854
T	At&T Inc.	−14,700	50,083	$1,451,905
PCAR	Paccar Inc	−8,653	9,734	$1,124,276
GLW	Corning Inc /Ny	−8,614	24,996	$3,398,706
SU	Suncor Energy Inc	−8,000	60,745	$4,015,851
PFE	Pfizer Inc	−7,173	16,264	$456,692
FAST	Fastenal Co	−5,393	41,045	$1,904,488
PLTR	Palantir Technologies Inc.	−4,782	5,397	$789,473
CX	Cemex Sab De CV	−3,986	14,878	$170,204
SBSW	Sibanye Stillwater Ltd	−3,774	15,325	$188,804
WMT	Walmart Inc.	−3,709	20,717	$2,574,708
LYG	Lloyds Banking Group plc	−3,615	41,680	$209,650
ARCC	Ares Capital Corp	−3,613	45,361	$817,405
HMY	Harmony Gold Mining Co Ltd	−2,860	15,232	$234,115
ZTR	Virtus Total Return Fund Inc.	−2,544	24,403	$161,547
VNET	VNET Group, Inc.	−2,532	20,612	$172,934
UBS	UBS Group AG	−2,523	12,955	$506,151
MO	Altria Group, Inc.	−2,504	27,014	$1,782,653
NVDA	Nvidia Corp	−2,095	86,360	$15,061,184
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−2,014	15,066	$326,328
BCS	Barclays PLC	−1,966	10,201	$215,853
MUFG	Mitsubishi Ufj Financial Group Inc	−1,872	18,390	$312,077
RTX	RTX Corp	−1,724	3,896	$751,537
BVN	Buenaventura Mining Co Inc	−1,662	7,300	$263,092
MS	Morgan Stanley	−1,615	6,682	$1,099,655
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MUC	Blackrock Muniholdings California Quality Fund, Inc.	251,657	$2,617,232
CRC	California Resources Corp	29,483	$2,040,812
AMT	American Tower Corp /Ma/	5,082	$877,051
CCAP	Crescent Capital BDC, Inc.	54,662	$664,142
ZTS	Zoetis Inc.	5,074	$599,797
AMCR	Amcor plc	8,634	$343,201
MIDD	MIDDLEBY Corp	2,073	$341,623
MDU	Mdu Resources Group Inc	15,748	$326,298
ASML	Asml Holding NV	224	$295,865
CXH	Mfs Investment Grade Municipal Trust	35,345	$282,405
VRT	Vertiv Holdings Co	1,086	$272,129
CRL	Charles River Laboratories International, Inc.	1,505	$259,612
EQNR	Equinor ASA	6,099	$257,377
AKAM	Akamai Technologies Inc	2,234	$256,574
VICI	Vici Properties Inc.	9,238	$252,382
INTC	Intel Corp	5,383	$237,551
SON	Sonoco Products Co	4,318	$233,560
QGEN	Qiagen N.V.	5,728	$229,349
BIO	Bio-Rad Laboratories, Inc.	803	$223,836
WEX	WEX Inc.	1,382	$211,501
EMN	Eastman Chemical Co	2,703	$206,292
SBAC	Sba Communications Corp	1,181	$203,261
BSM	Black Stone Minerals, L.P.	13,100	$198,072
TU	Telus Corp	11,271	$144,606
VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	15,999	$115,832
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
GRTUF	Granite Real Estate Investment Trust	20,924	$1,238,491
IP	International Paper Co /New/	8,748	$344,583
CHTR	Charter Communications, Inc. /Mo/	1,539	$321,265
SONY	Sony Group Corp	12,249	$313,574
SE	Sea Ltd	2,207	$281,546
ADP	Automatic Data Processing Inc	963	$247,712
ABVX	Abivax S.A.	1,743	$235,052
BSX	Boston Scientific Corp	2,432	$231,891
BXP	BXP, Inc.	3,360	$226,732
O	Realty Income Corp	3,985	$224,634
RYAAY	Ryanair Holdings PLC	2,980	$215,126
TIGR	UP Fintech Holding Ltd	22,243	$212,642
ASND	Ascendis Pharma A/S	958	$204,283
KVUE	Kenvue Inc.	10,927	$188,490
AEG	Aegon Ltd.	17,851	$137,631
RLJ	RLJ Lodging Trust	10,419	$77,621
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

280 tracked positions · $481,511,102 total · filing declares 499 positions · $600,323,324 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 280 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	100,244	+984	$25,440,924	−5.7%	5.28%
MSFT	Microsoft Corp Technology	Added	49,024	+3,782	$18,147,213	−17.1%	3.77%
NVDA	Nvidia Corp Technology	Reduced	86,360	-2,095	$15,061,184	−8.7%	3.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	46,433	-238	$13,658,730	−9.2%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	65,106	+4,377	$13,559,626	−3.3%	2.82%
SCHW	Schwab Charles Corp CALL + SHARES Financial Services	Added	120,757	+8,471	$11,348,742	+1.2%	2.36%
META	Meta Platforms, Inc. Communication Services	Added	17,576	+3,492	$10,055,756	+8.2%	2.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	28,904	-1,334	$9,768,106	+6.3%	2.03%
VZ	Verizon Communications Inc Communication Services	Added	190,306	+32,820	$9,553,360	+48.9%	1.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,885	-274	$9,528,891	−6.0%	1.98%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	57,121	-1,232	$9,444,385	+0.9%	1.96%
CBL	Cbl & Associates Properties Inc Real Estate	Added	227,220	+14,069	$8,732,064	+10.7%	1.81%
V	Visa Inc. Financial Services	Added	27,259	+9,130	$8,238,759	+29.6%	1.71%
AVGO	Broadcom Inc. Technology	Reduced	21,433	-502	$6,633,727	−12.6%	1.38%
KR	Kroger Co Consumer Defensive	Added	89,570	+1,862	$6,481,284	+18.3%	1.35%
PEP	Pepsico Inc Consumer Defensive	Added	40,522	+4,100	$6,292,661	+20.4%	1.31%
CVX	Chevron Corp CALL + SHARES Energy	Added	28,298	+3,549	$5,854,856	+55.2%	1.22%
ELV	Elevance Health, Inc. Healthcare	Added	19,575	+2,698	$5,730,581	−3.1%	1.19%
JNJ	Johnson & Johnson Healthcare	Reduced	23,022	-196	$5,627,497	+17.1%	1.17%
ALX	Alexanders Inc Real Estate	Added	23,708	+2,470	$5,599,829	+21.0%	1.16%
MGM	MGM Resorts International CALL + SHARES Consumer Cyclical	Added	150,180	+11,250	$5,558,161	+9.6%	1.15%
GOOGL	Alphabet Inc. Communication Services	Added	19,015	+423	$5,467,952	−6.0%	1.14%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Added	228,066	+53,374	$5,177,097	+29.9%	1.08%
UNH	Unitedhealth Group Inc Healthcare	Added	17,726	+5,335	$4,796,477	+17.3%	1.00%
TFSL	TFS Financial CORP Financial Services	Added	326,832	+35,065	$4,591,989	+17.6%	0.95%
SF	Stifel Financial Corp Financial Services	Added	61,374	+26,420	$4,536,765	+3.7%	0.94%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,635	-545	$4,349,234	+38.0%	0.90%
CMCSA	Comcast Corp Communication Services	Added	150,125	+51,044	$4,310,087	+45.5%	0.90%
AER	AerCap Holdings N.V. Industrials	Added	30,512	+2,778	$4,185,635	+5.0%	0.87%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	241,370	+53,853	$4,112,944	+27.7%	0.85%
SU	Suncor Energy Inc Energy	Reduced	60,745	-8,000	$4,015,851	+31.7%	0.83%
CB	Chubb Ltd Financial Services	Added	12,298	+2,971	$4,008,286	+37.7%	0.83%
CSCO	Cisco Systems, Inc. Technology	Added	50,789	+1,564	$3,940,718	+3.9%	0.82%
SW	Smurfit Westrock plc Consumer Cyclical	Added	96,819	+21,943	$3,858,236	+33.3%	0.80%
DTF	Dtf Tax-Free Income 2028 Term Fund Inc Financial Services	Added	336,342	+1,417	$3,851,115	+0.7%	0.80%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,938	-465	$3,399,420	−2.5%	0.71%
GLW	Corning Inc /Ny Technology	Reduced	24,996	-8,614	$3,398,706	+15.5%	0.71%
ET	Energy Transfer LP Energy	Added	173,426	+730	$3,347,121	+17.5%	0.70%
CVE	Cenovus Energy Inc. Energy	Reduced	123,892	-48,681	$3,286,854	+12.6%	0.68%
BLK	BlackRock, Inc. Financial Services	Reduced	3,356	-5	$3,227,498	−10.3%	0.67%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	13,576	-999	$3,207,736	−8.7%	0.67%
BDX	Becton Dickinson & Co Healthcare	Added	19,260	+1,813	$3,028,249	−10.6%	0.63%
NSC	Norfolk Southern Corp Industrials	Added	10,114	+216	$2,902,718	+1.6%	0.60%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	192,065	+149	$2,742,688	+15.4%	0.57%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	21,792	+2,297	$2,734,023	−4.3%	0.57%
ABBV	AbbVie Inc. Healthcare	Reduced	12,474	-593	$2,712,969	−9.1%	0.56%
PHG	Koninklijke Philips NV Healthcare	Added	98,970	+9,311	$2,711,777	+11.7%	0.56%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	NEW	251,657	NEW	$2,617,232	NEW	0.54%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,717	-3,709	$2,574,708	−5.4%	0.53%
TXN	Texas Instruments Inc Technology	Reduced	13,232	-853	$2,568,860	+5.1%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.