Funds › Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC
13F for Q3 2026, filed Nov 4, 2026. 271 positions worth $579.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$579.5M
+$54.5M (10.4%) vs Q2 2026
Positions
271
249 in Q2 2026
Top 10 share
28.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 83,564 | $27.8M | 4.8% | +5.1% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 44,023 | $22.6M | 3.9% | +9.1% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 78,551 | $17.9M | 3.1% | +1.0% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 66,217 | $16.5M | 2.8% | +2.8% | 13F ↗ |
| 5 | Vanguard Scottsdale Fds Inter Term Treas | 266,906 | $15.1M | 2.6% | +13.0% | 13F ↗ |
| 6 | JPM JPMorgan Chase & Co. | 42,595 | $14.1M | 2.4% | +3.1% | 13F ↗ |
| 7 | META Meta Platforms, Inc. | 19,335 | $14.0M | 2.4% | +10.1% | 13F ↗ |
| 8 | SCHW Charles Schwab Corporation | 135,277 | $13.2M | 2.3% | +8.6% | 13F ↗ |
| 9 | Vanguard Scottsdale Fds Short Term Treas | 216,245 | $12.4M | 2.1% | +27.5% | 13F ↗ |
| 10 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 25,815 | $11.8M | 2.0% | +9.0% | 13F ↗ |
| 11 | V Visa Inc. | 29,931 | $10.8M | 1.9% | +1.9% | 13F ↗ |
| 12 | BRK-B Berkshire Hathaway Inc. Class B | 21,349 | $10.6M | 1.8% | +26.6% | 13F ↗ |
| 13 | VZ Verizon Communications Inc. | 226,068 | $10.4M | 1.8% | +5.9% | 13F ↗ |
| 14 | J P Morgan Exchange Traded F Etf | 189,437 | $9.2M | 1.6% | +13.5% | 13F ↗ |
| 15 | GOOG Alphabet Inc. Class C | 24,202 | $8.2M | 1.4% | +6.0% | 13F ↗ |
| 16 | GOOGL Alphabet Inc. Class A | 22,173 | $7.6M | 1.3% | +14.3% | 13F ↗ |
| 17 | ELV Elevance Health, Inc. | 19,507 | $7.6M | 1.3% | -4.1% | 13F ↗ |
| 18 | VST Vistra Corp. | 50,781 | $7.0M | 1.2% | +64.7% | 13F ↗ |
| 19 | BTT BlackRock Municipal 2030 Target Term Trust · Com Shs Ben In | 312,029 | $6.8M | 1.2% | +23.2% | 13F ↗ |
| 20 | TEL TE Connectivity plc | 32,067 | $6.8M | 1.2% | +220% | 13F ↗ |
| 21 | iShares Tr Gnma Bond Etf | 158,886 | $6.7M | 1.1% | +2.9% | 13F ↗ |
| 22 | PEP PepsiCo, Inc. | 51,456 | $6.5M | 1.1% | +7.0% | 13F ↗ |
| 23 | Vaneck ETF Trust Gold Miners Etf | 73,079 | $6.4M | 1.1% | +2.5% | 13F ↗ |
| 24 | Global X Fds Global X Silver | 74,177 | $6.4M | 1.1% | +3.3% | 13F ↗ |
| 25 | TFSL TFS Financial Corporation | 391,245 | $6.3M | 1.1% | +4.6% | 13F ↗ |
| 26 | ALX Alexander's, Inc. · Reit | 25,157 | $6.2M | 1.1% | -2.9% | 13F ↗ |
| 27 | PM Philip Morris International Inc | 32,332 | $6.2M | 1.1% | +9.6% | 13F ↗ |
| 28 | GFR Greenfire Resources Ltd. | 1.09M | $6.1M | 1.1% | +161% | 13F ↗ |
| 29 | KR Kroger Company | 99,308 | $5.8M | 1.0% | +0.3% | 13F ↗ |
| 30 | SW Smurfit WestRock plc | 120,062 | $5.3M | 0.9% | -2.9% | 13F ↗ |
| 31 | AVGO Broadcom Inc. | 14,933 | $5.2M | 0.9% | +10.4% | 13F ↗ |
| 32 | VMRK Vivmark Residential · Sh Ben Int | 79,540 | $4.8M | 0.8% | New | 13F ↗ |
| 33 | iShares Tr Core S&P500 Etf | 6,182 | $4.7M | 0.8% | +3.0% | 13F ↗ |
| 34 | UNH UnitedHealth Group Incorporated | 12,378 | $4.5M | 0.8% | -17.5% | 13F ↗ |
| 35 | Vaneck ETF Trust Junior Gold Mine | 39,486 | $4.5M | 0.8% | +2.6% | 13F ↗ |
| 36 | SITC SITE Centers Corp. · Reit | 1.32M | $4.5M | 0.8% | New | 13F ↗ |
| 37 | CMCSA Comcast Corporation | 201,679 | $4.4M | 0.8% | +4.5% | 13F ↗ |
| 38 | BDX Becton, Dickinson and Company | 23,243 | $4.2M | 0.7% | +4.9% | 13F ↗ |
| 39 | JNJ Johnson & Johnson | 14,822 | $3.9M | 0.7% | +4.2% | 13F ↗ |
| 40 | Vanguard Scottsdale Fds MTG-BKD Secs Etf | 85,895 | $3.8M | 0.7% | -0.4% | 13F ↗ |
| 41 | DTF DTF Tax-Free Income 2028 Term Fund Inc. | 334,227 | $3.8M | 0.6% | -0.5% | 13F ↗ |
| 42 | CB Chubb Limited | 11,404 | $3.7M | 0.6% | +10.3% | 13F ↗ |
| 43 | AER AerCap Holdings N.V. | 25,671 | $3.7M | 0.6% | -9.9% | 13F ↗ |
| 44 | CVX Chevron Corporation | 17,138 | $3.5M | 0.6% | +13.0% | 13F ↗ |
| 45 | Global X Fds 1 3 Mo T Bi Et | 34,817 | $3.5M | 0.6% | +24.2% | 13F ↗ |
| 46 | XOM ExxonMobil Holdings Corporation | 21,392 | $3.5M | 0.6% | New | 13F ↗ |
| 47 | ET Energy Transfer LP · Com Ut Ltd Ptn | 173,373 | $3.4M | 0.6% | Unchanged | 13F ↗ |
| 48 | CSCO Cisco Systems, Inc. | 31,560 | $3.4M | 0.6% | +15.7% | 13F ↗ |
| 49 | Vanguard World Fd Extended Dur | 59,370 | $3.3M | 0.6% | -25.3% | 13F ↗ |
| 50 | AMAT Applied Materials, Inc. | 6,285 | $3.2M | 0.6% | -0.5% | 13F ↗ |
Showing the top 50 of 271 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
33 new, 148 added to, 64 trimmed, 11 exited, 26 unchanged. By estimated dollars.
New positions (33)
| VMRK Vivmark Residential · Sh Ben Int | 79,540 | New | $4.8M |
| SITC SITE Centers Corp. · Reit | 1.32M | New | $4.5M |
| XOM ExxonMobil Holdings Corporation | 21,392 | New | $3.5M |
| iShares Tr Ishares 25 Plus | 48,184 | New | $1.5M |
| First Tr Exchng Traded Fd Vi Etf | 123,226 | New | $1.2M |
| BGB Blackstone Strategic Credit 2027 Term Fund · Com Shs Ben In | 90,343 | New | $1.0M |
| KTF DWS Municipal Income Trust | 78,707 | New | $637.5K |
| SNDK Sandisk Corporation | 179 | New | $312.0K |
| iShares Tr Trs Flt Rt Bd | 6,157 | New | $312.0K |
| NTAP NetApp, Inc. | 1,311 | New | $275.5K |
Added to (148)
| TEL TE Connectivity plc | 32,067 | +220% | $4.7M |
| GFR Greenfire Resources Ltd. | 1.09M | +161% | $3.8M |
| VST Vistra Corp. | 50,781 | +64.7% | $2.8M |
| Vanguard Scottsdale Fds Short Term Treas | 216,245 | +27.5% | $2.7M |
| BRK-B Berkshire Hathaway Inc. Class B | 21,349 | +26.6% | $2.2M |
| AON Aon plc | 10,549 | +257% | $2.1M |
| MSFT Microsoft Corporation | 44,023 | +9.1% | $1.9M |
| Vanguard Scottsdale Fds Inter Term Treas | 266,906 | +13.0% | $1.7M |
| AAPL Apple Inc. | 83,564 | +5.1% | $1.3M |
| META Meta Platforms, Inc. | 19,335 | +10.1% | $1.3M |
Trimmed (64)
| CBL CBL & Associates Properties, Inc. · Reit | 59,223 | -61.1% | -$5.0M |
| Janus Detroit Str Tr Hendrson Aaa Cl | 43,748 | -55.9% | -$2.8M |
| SU Suncor Energy Inc. | 35,651 | -38.3% | -$1.5M |
| CVE Cenovus Energy Inc | 61,125 | -43.4% | -$1.5M |
| SF Stifel Financial Corporation | 38,989 | -30.2% | -$1.2M |
| Vanguard World Fd Extended Dur | 59,370 | -25.3% | -$1.1M |
| UNH UnitedHealth Group Incorporated | 12,378 | -17.5% | -$962.1K |
| Goldman Sachs ETF Tr Acces Treasury | 11,778 | -37.2% | -$698.9K |
| BNY The Bank of New York Mellon Corporation | 8,735 | -31.8% | -$590.1K |
| AER AerCap Holdings N.V. | 25,671 | -9.9% | -$404.3K |
Exited (11)
| Avalonbay Communities Inc Reit | 26,465 | Exited | -$5.0M |
| AMP Ameriprise Financial, Inc. | 3,524 | Exited | -$1.6M |
| First Tr Sr Fltg Rate Income | 71,217 | Exited | -$688.0K |
| Bank of America Corp 7.25%CNV Pfd L | 271 | Exited | -$339.9K |
| PG Procter & Gamble Company | 1,811 | Exited | -$265.5K |
| STM STMicroelectronics N.V. | 3,002 | Exited | -$224.8K |
| PSA Public Storage | 688 | Exited | -$219.1K |
| iShares Tr Rus 2000 Grw Etf | 530 | Exited | -$208.8K |
| Vanguard World Fd Consum Stp Etf | 905 | Exited | -$204.1K |
| MFM Aberdeen Municipal Income Fund · Sh Ben Int | 22,900 | Exited | -$128.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 277 | $579.5M | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 255 | $524.9M | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 347 | $600.3M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR/A (restatement) | 334 | $584.5M | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 339 | $564.8M | Replaced | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 343 | $566.8M | Current | SEC ↗ |
| Q2 2025 | Jul 29, 2025 | 13F-HR | 340 | $533.5M | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 338 | $505.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer