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Beverly Hills Private Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $579,497,002
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $27,828,392
- MICROSOFT CORP · COM · 594918104 · shares: $22,579,783
- NVIDIA CORPORATION · COM · 67066G104 · shares: $17,939,463
- AMAZON COM INC · COM · 023135106 · shares: $16,497,971
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $15,122,884
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $14,091,593
- META PLATFORMS INC · CL A · 30303M102 · shares: $14,021,402
- CHARLES SCHWAB CORP (THE) · COM · 808513105 · shares: $13,221,951
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $12,447,087
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $11,776,466
Reported holdings
430 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 126650100 | — | 100 shares | $8,569 |
| ANALOG DEVICES INC | COM | 032654105 | — | 18 shares | $7,141 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 71 shares | $7,017 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 30 shares | $6,316 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 22 shares | $5,824 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 4 shares | $5,661 |
| UNION PAC CORP | COM | 907818108 | — | 19 shares | $5,140 |
| AMGEN INC | COM | 031162100 | — | 12 shares | $5,058 |
| CORTEVA INC | COM | 22052L104 | — | 64 shares | $4,980 |
| CISCO SYS INC | COM | 17275R102 | — | 41 shares | $4,413 |
| LOWES COS INC | COM | 548661107 | — | 23 shares | $4,239 |
| LINDE PLC | SHS | G54950103 | — | 8 shares | $3,797 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 11 shares | $3,399 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 111 shares | $3,264 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 5 shares | $3,059 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 6 shares | $1,971 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1 shares | $1,812 |
| INTEL CORP | COM | 458140100 | — | 14 shares | $1,683 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 8 shares | $1,496 |
| VIRTUS TOTAL RETURN FD INC | COM | 92835W107 | — | 194 shares | $1,169 |
| SERIES PORTFOLIOS TR | ELDR AAA CLO ETF | 81752T486 | — | 44 shares | $1,127 |
| TEXAS INSTRS INC | COM | 882508104 | — | 4 shares | $1,120 |
| DAVITA INC | COM | 23918K108 | — | 6 shares | $1,050 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 3 shares | $1,019 |
| AMPHENOL CORP | CL A | 032095101 | — | 4 shares | $337 |
| WOODWARD INC | COM | 980745103 | — | 1 shares | $329 |
| ARROW ELECTRS INC | COM | 042735100 | — | 1 shares | $227 |
| GATX CORP | COM | 361448103 | — | 1 shares | $170 |
| HERSHEY CO | COM | 427866108 | — | 1 shares | $158 |
| BLACK STONE MINERALS L P | COM UNIT | 09225M101 | — | 0 shares | $4 |