Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beverly Hills Private Wealth, LLC (CIK 1965710) reported $524.9M across 249 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($23.0M, 4.38%), JPM ($16.8M, 3.20%), NVDA ($16.6M, 3.16%), AMZN ($15.4M, 2.92%), MSFT ($15.0M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $23.0M | 4.38% | 79,542 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $16.8M | 3.20% | 51,307 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $16.6M | 3.16% | 82,786 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $15.4M | 2.92% | 64,404 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $15.0M | 2.87% | 40,340 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $13.9M | 2.65% | 236,197 | Added |
| 7 | SCHW | SCHWAB CHARLES CORP | $11.9M | 2.27% | 128,948 | Added |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.3M | 2.15% | 23,679 | Trimmed |
| 9 | V | VISA INC | $10.1M | 1.92% | 29,361 | Added |
| 10 | META | META PLATFORMS INC | $9.9M | 1.88% | 17,559 | Trimmed |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $9.9M | 1.88% | 169,625 | Added |
| 12 | VZ | VERIZON COMMUNICATIONS INC | $9.0M | 1.72% | 213,520 | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.4M | 1.61% | 16,864 | Trimmed |
| 14 | JMTG | J P MORGAN EXCHANGE TRADED F | $8.5M | 1.61% | 166,840 | Added |
| 15 | CBL | CBL & ASSOC PPTYS INC | $8.1M | 1.54% | 152,124 | Trimmed |
| 16 | GOOG | ALPHABET INC | $8.1M | 1.54% | 22,832 | Trimmed |
| 17 | ELV | ELEVANCE HEALTH INC FORMERLY | $7.9M | 1.50% | 20,350 | Added |
| 18 | ALX | ALEXANDERS INC | $7.1M | 1.36% | 25,913 | Added |
| 19 | GOOGL | ALPHABET INC | $6.9M | 1.32% | 19,396 | Added |
| 20 | GNMA | ISHARES TR | $6.8M | 1.30% | 154,381 | Added |
| 21 | TFSL | TFS FINL CORP | $6.6M | 1.26% | 374,186 | Added |
| 22 | PEP | PEPSICO INC | $6.5M | 1.24% | 48,106 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC | $6.2M | 1.19% | 14,999 | Trimmed |
| 24 | BTT | BLACKROCK MUN TARGET TERM TR | $5.8M | 1.10% | 253,307 | Added |
| 25 | SW | SMURFIT WESTROCK PLC | $5.7M | 1.09% | 123,600 | Added |
Source: SEC Form 13F filings · as of 2026-06-30