Beverly Hills Private Wealth, Llc Portfolio Stock Holdings
Beverly Hills Private Wealth, Llc disclosed 343 stock positions valued at approximately $599.7 million in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 343
- Portfolio Value
- $599.7M
Holdings by Sector
Beverly Hills Private Wealth, Llc Portfolio Holdings in Q1 2026
331 holdings in the latest reporting period.
Page 1 of 4
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.24% | 100,244 | -1,591 | -1.56% | $25,441,007 |
| MICROSOFT CORP | MSFT | Technology | 3.03% | 49,024 | +3,526 | +7.75% | $18,147,382 |
| NVIDIA CORPORATION | NVDA | Technology | 2.51% | 86,360 | -4,571 | -5.03% | $15,061,139 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.28% | 46,433 | -4,644 | -9.09% | $13,658,667 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.26% | 65,106 | +4,980 | +8.28% | $13,559,626 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.97% | 198,157 | +15,321 | +8.38% | $11,800,251 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.84% | 117,357 | +12,852 | +12.30% | $11,029,234 |
| META PLATFORMS INC | META | Communication Services | 1.68% | 17,576 | +4,040 | +29.85% | $10,056,006 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.63% | 28,904 | +254 | +0.89% | $9,768,247 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.60% | 163,652 | -1,700 | -1.03% | $9,580,172 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.59% | 190,306 | +24,326 | +14.66% | $9,553,346 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.59% | 19,885 | -3,948 | -16.57% | $9,528,892 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.57% | 57,121 | -1,704 | -2.90% | $9,444,292 |
| CBL & ASSOC PPTYS INC | CBL | Real Estate | 1.46% | 227,220 | +20,027 | +9.67% | $8,732,069 |
| VISA INC | V | Financial Services | 1.37% | 27,259 | +11,764 | +75.92% | $8,238,789 |
| ALPHABET INC | GOOG | Communication Services | 1.15% | 24,025 | -22 | -0.09% | $6,891,767 |
| BROADCOM INC | AVGO | Technology | 1.11% | 21,433 | -2,026 | -8.64% | $6,633,640 |
| VANECK ETF TRUST | GDX | Other | 1.10% | 71,884 | +11,577 | +19.20% | $6,596,840 |
| GLOBAL X FDS | SIL | Other | 1.09% | 72,417 | +32,030 | +79.31% | $6,523,366 |
| JANUS DETROIT STR TR | JAAA | Other | 1.09% | 129,476 | +10,020 | +8.39% | $6,521,697 |
| KROGER CO | KR | Consumer Defensive | 1.08% | 89,570 | +21,075 | +30.77% | $6,481,318 |
| PEPSICO INC | PEP | Consumer Defensive | 1.05% | 40,522 | +3,017 | +8.04% | $6,292,598 |
| ISHARES TR | GNMA | Other | 1.03% | 139,089 | +18,220 | +15.07% | $6,165,810 |
| CHEVRON CORPORATION | CVX | Energy | 0.97% | 28,098 | +3,280 | +13.22% | $5,813,439 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.96% | 19,575 | +1,229 | +6.70% | $5,730,654 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.94% | 23,022 | -527 | -2.24% | $5,627,449 |
| ALEXANDERS INC | ALX | Real Estate | 0.93% | 23,708 | +3,422 | +16.87% | $5,599,851 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 0.92% | 148,980 | +17,253 | +13.10% | $5,513,750 |
| ALPHABET INC | GOOGL | Communication Services | 0.91% | 19,015 | +801 | +4.40% | $5,468,023 |
| BLACKROCK MUN TARGET TERM TR | BTT | Financial Services | 0.86% | 228,066 | +67,124 | +41.71% | $5,177,089 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.80% | 17,726 | +8,033 | +82.87% | $4,796,527 |
| VANECK ETF TRUST | GDXJ | Other | 0.77% | 38,696 | +13,406 | +53.01% | $4,645,049 |
| TFS FINL CORP | TFSL | Financial Services | 0.77% | 326,832 | +326,832 | +100.00% | $4,591,993 |
| STIFEL FINL CORP | SF | Financial Services | 0.76% | 61,374 | +27,286 | +80.05% | $4,536,768 |
| EXXON MOBIL CORP | XOM | Energy | 0.73% | 25,635 | -1,439 | -5.32% | $4,349,224 |
| VANGUARD WORLD FD | EDV | Other | 0.72% | 66,577 | +13,996 | +26.62% | $4,324,174 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.72% | 150,125 | +26,191 | +21.13% | $4,310,086 |
| AERCAP HOLDINGS NV | AER | Other | 0.70% | 30,512 | +1,999 | +7.01% | $4,185,654 |
| ALBERTSONS COS INC | ACI | Consumer Defensive | 0.69% | 241,370 | +3,691 | +1.55% | $4,112,948 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.69% | 87,543 | -5,862 | -6.28% | $4,110,142 |
| ISHARES TR | IVV | Other | 0.68% | 6,225 | +175 | +2.89% | $4,066,409 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.67% | 60,745 | -14,763 | -19.55% | $4,015,830 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.67% | 12,298 | +8,112 | +193.79% | $4,008,382 |
| CISCO SYS INC | CSCO | Technology | 0.66% | 50,789 | +2,850 | +5.95% | $3,940,752 |
| SMURFIT WESTROCK PLC | SW | Other | 0.64% | 96,819 | +8,084 | +9.11% | $3,858,220 |
| DTF TAX-FREE INCOME 2028 TER | DTF | Financial Services | 0.64% | 336,342 | +27,744 | +8.99% | $3,851,113 |
| GLOBAL X FDS | CLIP | Other | 0.64% | 38,234 | +16,033 | +72.22% | $3,837,161 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.57% | 10,938 | -787 | -6.71% | $3,399,419 |
| CORNING INC | GLW | Technology | 0.57% | 24,996 | -8,691 | -25.80% | $3,398,659 |
| ENERGY TRANSFER L P | ET | Energy | 0.56% | 173,426 | +730 | +0.42% | $3,347,116 |
| CENOVUS ENERGY INC | CVE | Energy | 0.55% | 123,892 | -40,692 | -24.72% | $3,286,849 |
| BLACKROCK INC | BLK | Other | 0.54% | 3,356 | -271 | -7.47% | $3,227,099 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.53% | 13,576 | -1,410 | -9.41% | $3,207,855 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.50% | 19,260 | +5,731 | +42.36% | $3,028,275 |
| ISHARES INC | RING | Other | 0.50% | 38,325 | +27 | +0.07% | $3,026,897 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.48% | 10,114 | +201 | +2.03% | $2,902,586 |
| KAYNE ANDERSON ENERGY INFRST | KYN | Financial Services | 0.46% | 192,065 | -2,200 | -1.13% | $2,742,688 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.46% | 21,792 | +2,680 | +14.02% | $2,733,964 |
| ABBVIE INC | ABBV | Healthcare | 0.45% | 12,474 | -923 | -6.89% | $2,713,068 |
| KONINKLIJKE PHILIPS N V | PHG | Healthcare | 0.45% | 98,970 | +12,335 | +14.24% | $2,711,766 |
| BLACKROCK MUNIHLDNGS CALI | MUC | Financial Services | 0.44% | 251,657 | +251,657 | +100.00% | $2,617,233 |
| WALMART INC | WMT | Consumer Defensive | 0.43% | 20,717 | -6,632 | -24.25% | $2,574,734 |
| TEXAS INSTRS INC | TXN | Technology | 0.43% | 13,232 | -3,850 | -22.54% | $2,568,881 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.43% | 3,737 | -601 | -13.85% | $2,549,360 |
| GREENFIRE RES LTD NEW | GFR | Energy | 0.39% | 373,322 | +293,991 | +370.59% | $2,359,397 |
| DOMINION ENERGY INC | D | Utilities | 0.39% | 37,889 | +6,728 | +21.59% | $2,342,292 |
| GSK PLC | GSK | Healthcare | 0.39% | 42,432 | +3,411 | +8.74% | $2,341,831 |
| APPLIED MATLS INC | AMAT | Technology | 0.38% | 6,629 | -233 | -3.40% | $2,265,870 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.38% | 18,966 | +508 | +2.75% | $2,249,961 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.37% | 22,325 | -36,646 | -62.14% | $2,236,754 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.36% | 3 | - | - | $2,154,420 |
| LINDE PLC | LIN | Other | 0.35% | 4,211 | -630 | -13.01% | $2,087,509 |
| AVALONBAY CMNTYS INC | AVB | Real Estate | 0.35% | 12,734 | +11,524 | +952.40% | $2,080,099 |
| CALIFORNIA RES CORP | CRC | Energy | 0.34% | 29,483 | +29,483 | +100.00% | $2,040,820 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.34% | 21,862 | -1,107 | -4.82% | $2,030,576 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.34% | 6,695 | -528 | -7.31% | $2,025,211 |
| APARTMENT INVT & MGMT CO | AIV | Real Estate | 0.34% | 497,058 | +171,942 | +52.89% | $2,023,026 |
| OPPENHEIMER HLDGS INC | OPY | Financial Services | 0.34% | 22,667 | +3,234 | +16.64% | $2,021,712 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.34% | 6,945 | -943 | -11.95% | $2,017,485 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.33% | 3,925 | -263 | -6.28% | $1,961,138 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.32% | 78,024 | +27,701 | +55.05% | $1,943,578 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.32% | 9,801 | -302 | -2.99% | $1,942,883 |
| CUMMINS INC | CMI | Industrials | 0.32% | 3,540 | +2,486 | +235.86% | $1,904,518 |
| FASTENAL CO | FAST | Industrials | 0.32% | 41,045 | -6,312 | -13.33% | $1,904,494 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.31% | 50,343 | +4,442 | +9.68% | $1,850,123 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.31% | 4,215 | -346 | -7.59% | $1,829,383 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.30% | 20,158 | +930 | +4.84% | $1,805,911 |
| EATON CORP PLC | ETN | Other | 0.30% | 5,045 | -287 | -5.38% | $1,804,484 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.30% | 11,220 | -1,583 | -12.36% | $1,791,861 |
| AMPHENOL CORP | APH | Technology | 0.30% | 14,169 | -1,650 | -10.43% | $1,790,206 |
| TE CONNECTIVITY PLC | TEL | Other | 0.30% | 8,536 | -1,102 | -11.43% | $1,784,121 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.30% | 27,014 | -2,709 | -9.11% | $1,782,661 |
| CATERPILLAR INC | CAT | Industrials | 0.29% | 2,449 | +175 | +7.70% | $1,734,740 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.29% | 14,854 | -2,292 | -13.37% | $1,719,621 |
| HP INC | HPQ | Technology | 0.29% | 89,471 | -3,161 | -3.41% | $1,718,731 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.28% | 7,968 | +868 | +12.23% | $1,690,925 |
| MERCK & CO INC | MRK | Healthcare | 0.28% | 13,899 | +8,177 | +142.90% | $1,671,969 |
| NEUBERGER NEXT GENERATION | NBXG | Other | 0.26% | 119,258 | +1,855 | +1.58% | $1,534,848 |
| HONEYWELL INTL INC | HON | Industrials | 0.25% | 6,749 | +1,143 | +20.39% | $1,525,435 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.25% | 9,216 | +5,091 | +123.42% | $1,512,590 |
Beverly Hills Private Wealth, Llc Options Holdings in Q1 2026
4 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SCHW | Charles Schwab Corporation (The | CALL | 3,400 | $319,532 |
| Q1 2026 | PFF | iShares Preferred and Income Se | PUT | 7,500 | $227,400 |
| Q1 2026 | MGM | MGM Resorts International | CALL | 1,200 | $44,412 |
| Q1 2026 | CVX | Chevron Corporation | CALL | 200 | $41,380 |
Notional value represents the total exposure of the options position.