Beverly Hills Private Wealth, LLC - Portfolio Stock Holdings
Beverly Hills Private Wealth, LLC disclosed 275 stock positions in a recent SEC 13F filing. $568,171,662 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $912,247,090 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
275Est. Stock Holding Value:
$568,171,662Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Beverly Hills Private Wealth, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Beverly Hills Private Wealth, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...