Beverly Hills Private Wealth, LLC
CIK
1965710
City
BEVERLY HILLS
State / Country
CA
Top Portfolio Positions
280 positions ·
$481,444,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,244 | $25,440,924 | 5.28% | |
| MSFT |
Microsoft Corp
Technology
|
49,024 | $18,147,213 | 3.77% | |
| NVDA |
Nvidia Corp
Technology
|
86,360 | $15,061,184 | 3.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,433 | $13,658,730 | 2.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,106 | $13,559,626 | 2.82% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
120,757 | $11,348,742 | 2.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
17,576 | $10,055,756 | 2.09% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
28,904 | $9,768,106 | 2.03% | |
| VZ |
Verizon Communications Inc
Communication Services
|
190,306 | $9,553,360 | 1.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,885 | $9,528,891 | 1.98% |
Portfolio Trend
14 quarters · across all stocks
Holdings in DTF
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,851,115 | 336,342 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,824,843 | 334,925 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,527,274 | 308,598 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,502,951 | 313,043 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,431,245 | 306,088 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,793,185 | 248,947 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,137,514 | 100,933 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $641,181 | 58,502 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $306,504 | 28,512 | Shares | Sole | 2024-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||