Beverly Hills Private Wealth, LLC
Top Portfolio Positions
278 positions ·
$471,218,943 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,244 | $25,440,924 | 5.40% |
| MSFT |
Microsoft Corp
Technology
|
49,024 | $18,147,213 | 3.85% |
| NVDA |
Nvidia Corp
Technology
|
86,360 | $15,061,184 | 3.20% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,433 | $13,658,730 | 2.90% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,106 | $13,559,626 | 2.88% |
| SCHW |
Schwab Charles Corp
Financial Services
|
120,757 | $11,348,742 | 2.41% |
| META |
Meta Platforms, Inc.
Communication Services
|
17,576 | $10,055,756 | 2.13% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
28,904 | $9,768,106 | 2.07% |
| VZ |
Verizon Communications Inc
Communication Services
|
190,306 | $9,553,360 | 2.03% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
57,121 | $9,444,385 | 2.00% |
Holdings in CCAP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $664,142 | 54,662 | Shares | Sole | 2026-05-04 | |
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