Beverly Hills Private Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Beverly Hills Private Wealth, Llc disclosed 239 stock positions valued at approximately $519.96M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 239
- Portfolio Value
- $519.96M
Holdings by Sector
Beverly Hills Private Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.43% | 79,542 | -20,702 | -20.65% | $23,016,223 |
| NVIDIA CORPORATION | NVDA | Technology | 2.99% | 77,786 | -8,574 | -9.93% | $15,564,184 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.95% | 64,404 | -702 | -1.08% | $15,350,055 |
| MICROSOFT CORP | MSFT | Technology | 2.89% | 40,340 | -8,684 | -17.71% | $15,047,730 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.68% | 236,197 | +38,040 | +19.20% | $13,930,877 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.60% | 41,307 | -5,126 | -11.04% | $13,520,893 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 2.21% | 124,548 | +7,191 | +6.13% | $11,492,012 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.17% | 23,679 | -5,225 | -18.08% | $11,308,456 |
| VISA INC | V | Financial Services | 1.94% | 29,361 | +2,102 | +7.71% | $10,073,504 |
| META PLATFORMS INC | META | Communication Services | 1.90% | 17,559 | -17 | -0.10% | $9,890,830 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.90% | 169,625 | +5,973 | +3.65% | $9,872,190 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.74% | 213,520 | +23,214 | +12.20% | $9,040,416 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.62% | 16,864 | -3,021 | -15.19% | $8,438,577 |
| CBL & ASSOC PPTYS INC | CBL | Real Estate | 1.55% | 152,124 | -75,096 | -33.05% | $8,076,287 |
| ALPHABET INC | GOOG | Communication Services | 1.55% | 22,832 | -1,193 | -4.97% | $8,067,330 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 1.51% | 20,350 | +775 | +3.96% | $7,870,100 |
| ALEXANDERS INC | ALX | Real Estate | 1.37% | 25,913 | +2,205 | +9.30% | $7,140,720 |
| ALPHABET INC | GOOGL | Communication Services | 1.33% | 19,396 | +381 | +2.00% | $6,931,615 |
| ISHARES TR | GNMA | Other | 1.31% | 154,381 | +15,292 | +10.99% | $6,828,267 |
| TFS FINL CORP | TFSL | Financial Services | 1.28% | 374,186 | +47,354 | +14.49% | $6,630,568 |
| PEPSICO INC | PEP | Consumer Defensive | 1.25% | 48,106 | +7,584 | +18.72% | $6,513,603 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.20% | 14,999 | -2,727 | -15.38% | $6,233,995 |
| BLACKROCK MUN TARGET TERM TR | BTT | Financial Services | 1.11% | 253,307 | +25,241 | +11.07% | $5,762,727 |
| SMURFIT WESTROCK PLC | SW | Other | 1.10% | 123,600 | +26,781 | +27.66% | $5,717,751 |
| GLOBAL X FDS | SIL | Other | 1.07% | 71,796 | -621 | -0.86% | $5,561,355 |
| KROGER CO | KR | Consumer Defensive | 1.06% | 99,038 | +9,468 | +10.57% | $5,499,572 |
| VANECK ETF TRUST | GDX | Other | 1.03% | 71,296 | -588 | -0.82% | $5,379,320 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.03% | 29,510 | -27,611 | -48.34% | $5,338,639 |
| VANGUARD WORLD FD | EDV | Other | 0.99% | 79,468 | +12,891 | +19.36% | $5,171,788 |
| BROADCOM INC | AVGO | Technology | 0.98% | 13,524 | -7,909 | -36.90% | $5,108,753 |
Showing 30 of 239 holdings in the latest reporting period.
Beverly Hills Private Wealth, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | JPM | JP Morgan Chase & Co. | PUT | 10,000 | $3,273,300 |
| Q2 2026 | NVDA | NVIDIA Corporation | PUT | 5,000 | $1,000,450 |
| Q2 2026 | SCHW | Charles Schwab Corporation (The | CALL | 4,400 | $405,988 |
| Q2 2026 | PFF | iShares Preferred and Income Se | PUT | 7,500 | $228,675 |
| Q2 2026 | MGM | MGM Resorts International | CALL | 1,100 | $52,591 |
| Q2 2026 | CVX | Chevron Corporation | CALL | 200 | $33,152 |
Showing 6 of 6 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.