Beverly Hills Private Wealth, LLC
CIK 1965710 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- AAPL4.43%
- NVDA2.99%
- AMZN2.95%
- MSFT2.89%
- VGIT2.68%
- JPM2.60%
- SCHW2.21%
- TSM2.17%
- V1.94%
- META1.90%
Share classes counted separately26.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGITWeight increased · +0.71 pp1.97% → 2.68%Shares +38.04K (+19.20%)
- AMZNWeight increased · +0.69 pp2.26% → 2.95%Shares -702 (-1.08%)
- VWeight increased · +0.57 pp1.37% → 1.94%Shares +2.10K (+7.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $23.02M | 4.43% | 79.54K shares | 4.24% → 4.43%+0.19 pp -20.70K (-20.65%) | Reduced | ▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $15.56M | 2.99% | 77.79K shares | 2.51% → 2.99%+0.48 pp -8.57K (-9.93%) | Reduced | ▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $15.35M | 2.95% | 64.40K shares | 2.26% → 2.95%+0.69 pp -702 (-1.08%) | Reduced | ▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $15.05M | 2.89% | 40.34K shares | 3.03% → 2.89%-0.14 pp -8.68K (-17.71%) | Reduced | ▾ |
| 05 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $13.93M | 2.68% | 236.20K shares | 1.97% → 2.68%+0.71 pp +38.04K (+19.20%) | Added | ▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $13.52M | 2.60% | 41.31K shares | 2.28% → 2.60%+0.32 pp -5.13K (-11.04%) | Reduced | ▾ |
| 07 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $11.49M | 2.21% | 124.55K shares | 1.84% → 2.21%+0.37 pp +7.19K (+6.13%) | Added | ▾ |
| 08 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $11.31M | 2.17% | 23.68K shares | 1.63% → 2.17%+0.54 pp -5.22K (-18.08%) | Reduced | ▾ |
| 09 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $10.07M | 1.94% | 29.36K shares | 1.37% → 1.94%+0.57 pp +2.10K (+7.71%) | Added | ▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $9.89M | 1.90% | 17.56K shares | 1.68% → 1.90%+0.22 pp -17 (-0.10%) | Reduced | ▾ |
Options overlay 6
$4.99M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
JPMJPMORGAN CHASE & CO View history and evidence | Put | 10.00K | $3.27M | +10.00K | ▾ |
NVDANVIDIA CORP View history and evidence | Put | 5.00K | $1.00M | +5.00K | ▾ |
SCHWSCHWAB (CHARLES) CORP View history and evidence | Call | 4.40K | $405.99K | +1.00K (+29.41%) | ▾ |
3 / 6 options · preview only
Exited positions 114
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -25,635 | -$4.35M | SEC filing ↗ | SEC filing ↗ |
| QSR RESTAURANT BRANDS INTERN | Non-derivative | -18,861 | -$1.39M | SEC filing ↗ | SEC filing ↗ |
| ACN ACCENTURE PLC-CL A | Non-derivative | -5,001 | -$991.67K | SEC filing ↗ | SEC filing ↗ |
3 / 114 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965710 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 524949596
}Research all 255 reported holdings.
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