Beverly Hills Private Wealth, LLC
CIK
1965710
Location
BEVERLY HILLS, CA
Portfolio Value
Small
$476,784,704
Diversification
Diversified
Filing Date
Global Rank
#2,664
/ 8,603
▲ 155
· as of Mar 2026
Top Industry
Semiconductors
7.9%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.2%
SPY
+76.0%
Annualised alpha
-3.5%
Max drawdown
−15.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
279 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.3%
−0.7 pts
Top 5
18.0%
−3.1 pts
Top 10
28.6%
−3.5 pts
HHI
140
Diversified−22
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.9% | $109,042,059 |
| Financial Services | 22.3% | $106,368,853 |
| Consumer Cyclical | 9.3% | $44,572,565 |
| Healthcare | 8.9% | $42,513,334 |
| Consumer Defensive | 7.5% | $35,602,960 |
| Industrials | 7.3% | $34,598,870 |
| Communication Services | 6.9% | $32,756,293 |
| Energy | 6.1% | $29,254,050 |
| Real Estate | 4.9% | $23,162,801 |
| Utilities | 2.0% | $9,684,866 |
| Basic Materials | 1.6% | $7,563,213 |
| Unclassified | 0.3% | $1,664,840 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| MIDD | MIDDLEBY Corp | 2,073 | $274,838 | |
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
279 positions ·
$476,784,704 total
· 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 279 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 100,244 | $25,440,924 | 5.34% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 49,024 | $18,147,213 | 3.81% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 86,360 | $15,061,184 | 3.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 46,433 | $13,658,730 | 2.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 65,106 | $13,559,626 | 2.84% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 120,757 | $11,348,742 | 2.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 17,576 | $10,055,756 | 2.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 28,904 | $9,768,106 | 2.05% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 190,306 | $9,553,360 | 2.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 19,885 | $9,528,891 | 2.00% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 57,121 | $9,444,385 | 1.98% | |
| CBL |
Cbl & Associates Properties Inc
Real Estate
|
Added | 227,220 | $8,732,064 | 1.83% | |
| V |
Visa Inc.
Financial Services
|
Added | 27,259 | $8,238,759 | 1.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 21,433 | $6,633,727 | 1.39% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 89,570 | $6,481,284 | 1.36% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 40,522 | $6,292,661 | 1.32% | |
| CVX |
Chevron Corp
Energy
|
Added | 28,298 | $5,854,856 | 1.23% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 19,575 | $5,730,581 | 1.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 23,022 | $5,627,497 | 1.18% | |
| ALX |
Alexanders Inc
Real Estate
|
Added | 23,708 | $5,599,829 | 1.17% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Added | 150,180 | $5,558,161 | 1.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 19,015 | $5,467,952 | 1.15% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
Added | 228,066 | $5,177,097 | 1.09% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 17,726 | $4,796,477 | 1.01% | |
| TFSL |
TFS Financial CORP
Financial Services
|
Added | 326,832 | $4,591,989 | 0.96% | |
| SF |
Stifel Financial Corp
Financial Services
|
Added | 61,374 | $4,536,765 | 0.95% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 150,125 | $4,310,087 | 0.90% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Added | 30,512 | $4,185,635 | 0.88% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Added | 241,370 | $4,112,944 | 0.86% | |
| SU |
Suncor Energy Inc
Energy
|
Reduced | 60,745 | $4,015,851 | 0.84% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 12,298 | $4,008,286 | 0.84% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 50,789 | $3,940,718 | 0.83% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Added | 96,819 | $3,858,236 | 0.81% | |
| DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
Financial Services
|
Added | 336,342 | $3,851,115 | 0.81% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 10,938 | $3,399,420 | 0.71% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 24,996 | $3,398,706 | 0.71% | |
| ET |
Energy Transfer LP
Energy
|
Added | 173,426 | $3,347,121 | 0.70% | |
| CVE |
Cenovus Energy Inc.
Energy
|
Reduced | 123,892 | $3,286,854 | 0.69% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 3,356 | $3,227,498 | 0.68% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 13,576 | $3,207,736 | 0.67% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 19,260 | $3,028,249 | 0.64% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 10,114 | $2,902,718 | 0.61% | |
| KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
Financial Services
|
Added | 192,065 | $2,742,688 | 0.58% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 21,792 | $2,734,023 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 12,474 | $2,712,969 | 0.57% | |
| PHG |
Koninklijke Philips NV
Healthcare
|
Added | 98,970 | $2,711,777 | 0.57% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
NEW | 251,657 | $2,617,232 | 0.55% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 20,717 | $2,574,708 | 0.54% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 13,232 | $2,568,860 | 0.54% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 3,737 | $2,549,530 | 0.53% |