Beverly Hills Private Wealth, LLC
CIK
1965710
City
BEVERLY HILLS
State / Country
CA
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% |
Portfolio Trend
Holdings in KYN
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,742,688 | 192,065 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,375,920 | 191,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,403,058 | 194,265 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,486,187 | 195,455 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,505,827 | 195,310 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,730,044 | 214,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,402,092 | 218,372 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,377,904 | 230,194 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,505,943 | 250,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,149,862 | 244,859 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,108,126 | 250,669 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,991,605 | 244,669 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,766,352 | 204,439 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,465,249 | 171,174 | Shares | Sole | 2023-02-13 | |
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