Beverly Hills Private Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$600.3M
Q ending 2026-03-31
Prior quarter
$584.5M
Q ending 2025-12-31
Change
+2.7% QoQ · +18.7% YoY
Positions
347
reported holdings
Largest positions
Top 100 of 347 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $25.4M | 100K |
| Microsoft Corp | MSFT | Shares | $18.1M | 49K |
| Nvidia Corporation | NVDA | Shares | $15.1M | 86K |
| Jpmorgan Chase & Co | JPM | Shares | $13.7M | 46K |
| Amazon Com Inc | AMZN | Shares | $13.6M | 65K |
| Vanguard Scottsdale Fds | VGIT | Shares | $11.8M | 198K |
| Schwab Charles Corp | SCHW | Shares | $11.0M | 117K |
| Meta Platforms Inc | META | Shares | $10.1M | 18K |
| Taiwan Semiconductor Manufac | TSM | Shares | $9.8M | 29K |
| Vanguard Scottsdale Fds | VGSH | Shares | $9.6M | 164K |
| Verizon Communications Inc | VZ | Shares | $9.6M | 190K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.5M | 20K |
| Philip Morris Intl Inc | PM | Shares | $9.4M | 57K |
| Cbl & Assoc Pptys Inc | CBL | Shares | $8.7M | 227K |
| Visa Inc | V | Shares | $8.2M | 27K |
| J P Morgan Exchange Traded F | JMTG | Shares | $7.6M | 150K |
| Alphabet Inc | GOOG | Shares | $6.9M | 24K |
| Broadcom Inc | AVGO | Shares | $6.6M | 21K |
| Vaneck Etf Trust | GDX | Shares | $6.6M | 72K |
| Global X Fds | SIL | Shares | $6.5M | 72K |
| Janus Detroit Str Tr | JAAA | Shares | $6.5M | 129K |
| Kroger Co | KR | Shares | $6.5M | 90K |
| Pepsico Inc | PEP | Shares | $6.3M | 41K |
| Ishares Tr | GNMA | Shares | $6.2M | 139K |
| Chevron Corporation | CVX | Shares | $5.8M | 28K |
| Elevance Health Inc Formerly | ELV | Shares | $5.7M | 20K |
| Johnson & Johnson | JNJ | Shares | $5.6M | 23K |
| Alexanders Inc | ALX | Shares | $5.6M | 24K |
| Mgm Resorts International | MGM | Shares | $5.5M | 149K |
| Alphabet Inc | GOOGL | Shares | $5.5M | 19K |
| Blackrock Mun Target Term Tr | BTT | Shares | $5.2M | 228K |
| Unitedhealth Group Inc | UNH | Shares | $4.8M | 18K |
| Vaneck Etf Trust | GDXJ | Shares | $4.6M | 39K |
| Tfs Finl Corp | TFSL | Shares | $4.6M | 327K |
| Stifel Finl Corp | SF | Shares | $4.5M | 61K |
| Exxon Mobil Corp | XOM | Shares | $4.3M | 26K |
| Vanguard World Fd | EDV | Shares | $4.3M | 67K |
| Comcast Corp New | CMCSA | Shares | $4.3M | 150K |
| Aercap Holdings Nv | Shares | $4.2M | 31K | |
| Albertsons Cos Inc | ACI | Shares | $4.1M | 241K |
| Vanguard Scottsdale Fds | VMBS | Shares | $4.1M | 88K |
| Ishares Tr | IVV | Shares | $4.1M | 6K |
| Suncor Energy Inc New | SU | Shares | $4.0M | 61K |
| Chubb Ltd Switz | Shares | $4.0M | 12K | |
| Cisco Sys Inc | CSCO | Shares | $3.9M | 51K |
| Smurfit Westrock Plc | Shares | $3.9M | 97K | |
| Dtf Tax-Free Income 2028 Ter | DTF | Shares | $3.9M | 336K |
| Global X Fds | CLIP | Shares | $3.8M | 38K |
| El Paso Energy Cap Tr I | KMI 4.75 03/31/28 | Shares | $3.5M | 70K |
| Mcdonalds Corp | MCD | Shares | $3.4M | 11K |
| Corning Inc | GLW | Shares | $3.4M | 25K |
| Energy Transfer L P | ET | Shares | $3.3M | 173K |
| Cenovus Energy Inc | CVE | Shares | $3.3M | 124K |
| Blackrock Inc | BLK | Shares | $3.2M | 3K |
| Lowes Cos Inc | LOW | Shares | $3.2M | 14K |
| Becton Dickinson & Co | BDX | Shares | $3.0M | 19K |
| Ishares Inc | RING | Shares | $3.0M | 38K |
| Norfolk Southn Corp | NSC | Shares | $2.9M | 10K |
| Morgan Stanley Etf Trust | XAGG | Shares | $2.9M | 58K |
| Kayne Anderson Energy Infrst | KYN | Shares | $2.7M | 192K |
| Alibaba Group Hldg Ltd | BABA | Shares | $2.7M | 22K |
| Abbvie Inc | ABBV | Shares | $2.7M | 12K |
| Koninklijke Philips N V | PHG | Shares | $2.7M | 99K |
| Blackrock Munihldngs Cali | MUC | Shares | $2.6M | 252K |
| Walmart Inc | WMT | Shares | $2.6M | 21K |
| Texas Instrs Inc | TXN | Shares | $2.6M | 13K |
| Northrop Grumman Corp | NOC | Shares | $2.5M | 4K |
| Greenfire Res Ltd New | GFR | Shares | $2.4M | 373K |
| Dominion Energy Inc | D | Shares | $2.3M | 38K |
| Gsk Plc | GSK | Shares | $2.3M | 42K |
| Epr Pptys | EPR 9 PERP E | Shares | $2.3M | 76K |
| Applied Matls Inc | AMAT | Shares | $2.3M | 7K |
| Bank New York Mellon Corp | BNY | Shares | $2.2M | 19K |
| Goldman Sachs Etf Tr | GBIL | Shares | $2.2M | 22K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Linde Plc | Shares | $2.1M | 4K | |
| Avalonbay Cmntys Inc | AVB | Shares | $2.1M | 13K |
| California Res Corp | CRC | Shares | $2.0M | 29K |
| Nextera Energy Inc | NEE | Shares | $2.0M | 22K |
| American Express Co | AXP | Shares | $2.0M | 7K |
| Apartment Invt & Mgmt Co | AIV | Shares | $2.0M | 497K |
| Oppenheimer Hldgs Inc | OPY | Shares | $2.0M | 23K |
| Air Products And Chemicals I | APD | Shares | $2.0M | 7K |
| Mastercard Incorporated | MA | Shares | $2.0M | 4K |
| Schwab Strategic Tr | SCHR | Shares | $1.9M | 78K |
| Progressive Corp | PGR | Shares | $1.9M | 10K |
| Cummins Inc | CMI | Shares | $1.9M | 4K |
| Fastenal Co | FAST | Shares | $1.9M | 41K |
| Novo-Nordisk A S | NVO | Shares | $1.9M | 50K |
| Motorola Solutions Inc | MSI | Shares | $1.8M | 4K |
| Starbucks Corp | SBUX | Shares | $1.8M | 20K |
| Eaton Corp Plc | Shares | $1.8M | 5K | |
| Tjx Cos Inc New | TJX | Shares | $1.8M | 11K |
| Amphenol Corp | APH | Shares | $1.8M | 14K |
| Te Connectivity Plc | Shares | $1.8M | 9K | |
| Altria Group Inc | MO | Shares | $1.8M | 27K |
| Caterpillar Inc | CAT | Shares | $1.7M | 2K |
| Wec Energy Group Inc | WEC | Shares | $1.7M | 15K |
| Hp Inc | HPQ | Shares | $1.7M | 89K |
| Packaging Corp Amer | PKG | Shares | $1.7M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.