Box Hill Private Wealth LLC 13F Holdings · Q3 2026
Box Hill Private Wealth LLC reported 75 securities worth $137.52M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VV (16.46%), IVV (14.33%), QQQ (7.19%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $22.6M | 16.46% | 64,323 | Added |
| 2 | IVV | ISHARES TR | $19.7M | 14.33% | 25,738 | Added |
| 3 | QQQ | INVESCO QQQ TR | $9.9M | 7.19% | 13,368 | Added |
| 4 | VB | VANGUARD INDEX FDS | $5.9M | 4.27% | 20,623 | Added |
| 5 | IEFA | ISHARES TR | $5.6M | 4.08% | 57,907 | Added |
| 6 | IEMG | ISHARES INC | $5.0M | 3.61% | 61,147 | Added |
| 7 | BINC | BLACKROCK ETF TRUST II | $3.9M | 2.81% | 76,127 | Added |
| 8 | AAPL | APPLE INC | $3.6M | 2.61% | 10,775 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $3.4M | 2.47% | 14,900 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $3.4M | 2.47% | 17,368 | Added |
| 11 | IWB | ISHARES TR | $3.2M | 2.34% | 7,744 | Added |
| 12 | QQQM | INVESCO EXCH TRADED FD TR II | $2.9M | 2.07% | 9,367 | Added |
| 13 | GOOG | ALPHABET INC | $2.4M | 1.78% | 7,168 | Added |
| 14 | SMH | VANECK ETF TRUST | $2.4M | 1.73% | 3,917 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.3M | 1.64% | 4,409 | Added |
| 16 | CHAT | TIDAL TRUST II | $2.2M | 1.57% | 23,420 | Added |
| 17 | ITOT | ISHARES TR | $2.1M | 1.55% | 12,833 | Added |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.47% | 4,057 | Trimmed |
| 19 | IQLT | ISHARES TR | $2.0M | 1.44% | 39,955 | Added |
| 20 | EMXC | ISHARES INC | $1.8M | 1.29% | 17,945 | Added |
| 21 | AVGO | BROADCOM INC | $1.7M | 1.25% | 4,903 | Trimmed |
| 22 | TSLA | TESLA INC | $1.7M | 1.22% | 4,716 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $1.5M | 1.07% | 5,933 | Added |
| 24 | GOOGL | ALPHABET INC | $1.4M | 1.05% | 4,208 | Trimmed |
| 25 | IJH | ISHARES TR | $1.4M | 1.03% | 19,733 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR