Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $23M | 4.4% |
| Nvidia CorporationCOM | COM | $15.6M | 3.0% |
| Amazon Com Inc.COM | COM | $15.4M | 2.9% |
| Microsoft Corp.COM | COM | $15M | 2.9% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $13.9M | 2.7% |
| JPMORGAN Chase & COCOM | COM | $13.5M | 2.6% |
| Schwab Charles Corp.COM | COM | $11.5M | 2.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $11.3M | 2.2% |
| Visa Inc.COM CL A | COM CL A | $10.1M | 1.9% |
| Meta Platforms Inc.CL A | CL A | $9.89M | 1.9% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $9.87M | 1.9% |
| Verizon Communications Inc.COM | COM | $9.04M | 1.7% |
| J P Morgan Exchange Traded FMORTGAGE BACKED | MORTGAGE BACKED | $8.46M | 1.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $8.44M | 1.6% |
| Cbl & Assoc Pptys Inc.COMMON STOCK | COMMON STOCK | $8.08M | 1.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $8.07M | 1.5% |
| Elevance Health Inc. FormerlyCOM | COM | $7.87M | 1.5% |
| Alexanders Inc.COM | COM | $7.14M | 1.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $6.93M | 1.3% |
| iShares TRGNMA BOND ETF | GNMA BOND ETF | $6.83M | 1.3% |
| Tfs Finl Corp.COM | COM | $6.63M | 1.3% |
| Pepsico Inc.COM | COM | $6.51M | 1.2% |
| Unitedhealth Group Inc.COM | COM | $6.23M | 1.2% |
| Blackrock Mun Target Term TRCOM SHS BEN IN | COM SHS BEN IN | $5.76M | 1.1% |
| Smurfit Westrock PLCSHS | SHS | $5.72M | 1.1% |
| Global X FdsGLOBAL X SILVER | GLOBAL X SILVER | $5.56M | 1.1% |
| Kroger COCOM | COM | $5.5M | 1.0% |
| Vaneck ETF TrustGOLD MINERS ETF | GOLD MINERS ETF | $5.38M | 1.0% |
| Philip Morris Intl Inc.COM | COM | $5.34M | 1.0% |
| Vanguard World FDEXTENDED DUR | EXTENDED DUR | $5.17M | 1.0% |
| Broadcom Inc.COM | COM | $5.11M | 1.0% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $5.01M | 1.0% |
| Avalonbay Cmntys Inc.COM | COM | $4.99M | 1.0% |
| Vistra Corp.COM | COM | $4.89M | 0.9% |
| Comcast Corp. NewCL A | CL A | $4.74M | 0.9% |
| Applied Matls Inc.COM | COM | $4.57M | 0.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $4.49M | 0.9% |
| Aercap Holdings NVSHS | SHS | $4.15M | 0.8% |
| MGM Resorts InternationalCOM | COM | $4.13M | 0.8% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $4.04M | 0.8% |
| Stifel Finl Corp.COM | COM | $3.9M | 0.7% |
| Dtf Tax-free Income 2028 TerCOM | COM | $3.88M | 0.7% |
| Vaneck ETF TrustJUNIOR GOLD MINE | JUNIOR GOLD MINE | $3.78M | 0.7% |
| Albertsons Companies Inc.COMMON STOCK | COMMON STOCK | $3.7M | 0.7% |
| Johnson & JohnsonCOM | COM | $3.61M | 0.7% |
| Chubb LimitedCOM | COM | $3.52M | 0.7% |
| Becton Dickinson & COCOM | COM | $3.35M | 0.6% |
| Energy Transfer L PCOM UT LTD PTN | COM UT LTD PTN | $3.31M | 0.6% |
| JPMORGAN Chase & CO (put option)COM | COM | $3.27M | 0.6% |
| Cisco Sys Inc.COM | COM | $3.2M | 0.6% |
Apple Inc.COM$23M
- Class
- COM
- Share
- 4.4%
Nvidia CorporationCOM$15.6M
- Class
- COM
- Share
- 3.0%
Amazon Com Inc.COM$15.4M
- Class
- COM
- Share
- 2.9%
Microsoft Corp.COM$15M
- Class
- COM
- Share
- 2.9%
Vanguard Scottsdale FdsINTER TERM TREAS$13.9M
- Class
- INTER TERM TREAS
- Share
- 2.7%
JPMORGAN Chase & COCOM$13.5M
- Class
- COM
- Share
- 2.6%
Schwab Charles Corp.COM$11.5M
- Class
- COM
- Share
- 2.2%
Taiwan Semiconductor ManufacSPONSORED ADS$11.3M
- Class
- SPONSORED ADS
- Share
- 2.2%
Visa Inc.COM CL A$10.1M
- Class
- COM CL A
- Share
- 1.9%
Meta Platforms Inc.CL A$9.89M
- Class
- CL A
- Share
- 1.9%
Vanguard Scottsdale FdsSHORT TERM TREAS$9.87M
- Class
- SHORT TERM TREAS
- Share
- 1.9%
Verizon Communications Inc.COM$9.04M
- Class
- COM
- Share
- 1.7%
J P Morgan Exchange Traded FMORTGAGE BACKED$8.46M
- Class
- MORTGAGE BACKED
- Share
- 1.6%
Berkshire Hathaway Inc. DelCL B NEW$8.44M
- Class
- CL B NEW
- Share
- 1.6%
Cbl & Assoc Pptys Inc.COMMON STOCK$8.08M
- Class
- COMMON STOCK
- Share
- 1.5%
Alphabet Inc.CAP STK CL C$8.07M
- Class
- CAP STK CL C
- Share
- 1.5%
Elevance Health Inc. FormerlyCOM$7.87M
- Class
- COM
- Share
- 1.5%
Alexanders Inc.COM$7.14M
- Class
- COM
- Share
- 1.4%
Alphabet Inc.CAP STK CL A$6.93M
- Class
- CAP STK CL A
- Share
- 1.3%
iShares TRGNMA BOND ETF$6.83M
- Class
- GNMA BOND ETF
- Share
- 1.3%
Tfs Finl Corp.COM$6.63M
- Class
- COM
- Share
- 1.3%
Pepsico Inc.COM$6.51M
- Class
- COM
- Share
- 1.2%
Unitedhealth Group Inc.COM$6.23M
- Class
- COM
- Share
- 1.2%
Blackrock Mun Target Term TRCOM SHS BEN IN$5.76M
- Class
- COM SHS BEN IN
- Share
- 1.1%
Smurfit Westrock PLCSHS$5.72M
- Class
- SHS
- Share
- 1.1%
Global X FdsGLOBAL X SILVER$5.56M
- Class
- GLOBAL X SILVER
- Share
- 1.1%
Kroger COCOM$5.5M
- Class
- COM
- Share
- 1.0%
Vaneck ETF TrustGOLD MINERS ETF$5.38M
- Class
- GOLD MINERS ETF
- Share
- 1.0%
Philip Morris Intl Inc.COM$5.34M
- Class
- COM
- Share
- 1.0%
Vanguard World FDEXTENDED DUR$5.17M
- Class
- EXTENDED DUR
- Share
- 1.0%
Broadcom Inc.COM$5.11M
- Class
- COM
- Share
- 1.0%
Janus Detroit Str TRHENDRSON AAA CL$5.01M
- Class
- HENDRSON AAA CL
- Share
- 1.0%
Avalonbay Cmntys Inc.COM$4.99M
- Class
- COM
- Share
- 1.0%
Vistra Corp.COM$4.89M
- Class
- COM
- Share
- 0.9%
Comcast Corp. NewCL A$4.74M
- Class
- CL A
- Share
- 0.9%
Applied Matls Inc.COM$4.57M
- Class
- COM
- Share
- 0.9%
iShares TRCORE S&P500 ETF$4.49M
- Class
- CORE S&P500 ETF
- Share
- 0.9%
Aercap Holdings NVSHS$4.15M
- Class
- SHS
- Share
- 0.8%
MGM Resorts InternationalCOM$4.13M
- Class
- COM
- Share
- 0.8%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$4.04M
- Class
- MTG-BKD SECS ETF
- Share
- 0.8%
Stifel Finl Corp.COM$3.9M
- Class
- COM
- Share
- 0.7%
Dtf Tax-free Income 2028 TerCOM$3.88M
- Class
- COM
- Share
- 0.7%
Vaneck ETF TrustJUNIOR GOLD MINE$3.78M
- Class
- JUNIOR GOLD MINE
- Share
- 0.7%
Albertsons Companies Inc.COMMON STOCK$3.7M
- Class
- COMMON STOCK
- Share
- 0.7%
Johnson & JohnsonCOM$3.61M
- Class
- COM
- Share
- 0.7%
Chubb LimitedCOM$3.52M
- Class
- COM
- Share
- 0.7%
Becton Dickinson & COCOM$3.35M
- Class
- COM
- Share
- 0.6%
Energy Transfer L PCOM UT LTD PTN$3.31M
- Class
- COM UT LTD PTN
- Share
- 0.6%
JPMORGAN Chase & CO (put option)COM$3.27M
- Class
- COM
- Share
- 0.6%
Cisco Sys Inc.COM$3.2M
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 255 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1965710
- File number
- 028-22944
- Options
- 3 call, 3 put
- In the 25 largest
- 47.8%
- Prior quarter
- $600M at 31 March 2026
- Positions opened
- 23
- Positions closed
- 115
Common questions
What are Beverly Hills Private Wealth’s 13F holdings worth?
$525 million across 255 positions for the quarter ended 30 June 2026.
What is Beverly Hills Private Wealth’s largest 13F holding?
APPLE INC (COM) was the largest position at $23 million, or 4.4% of reported 13F value, as of 30 June 2026.
How concentrated is Beverly Hills Private Wealth’s 13F portfolio?
The ten largest positions accounted for 26.5% of reported value and the twenty-five largest for 47.8%, across 255 positions as of 30 June 2026.
Does Form 13F show everything Beverly Hills Private Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Beverly Hills Private Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.