Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $533 Billion
  • Q2 2025

Beverly Hills Private Wealth, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $533 Billion distributed in 1050 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.9B, Apple Inc. with a value of $21.9B, Jpmorgan Chase & CO with a value of $15.6B, Nvidia Corp with a value of $14.4B, and Amazon Com Inc with a value of $13B.

Examining the 13F form we can see an increase of $27.8B in the current position value, from $506B to 533B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $533 Billion
Technology: $109 Billion
Financial Services: $94.7 Billion
ETFs: $71.9 Billion
Communication Services: $38.2 Billion
Consumer Cyclical: $37.4 Billion
Consumer Defensive: $36.3 Billion
Healthcare: $35.1 Billion
Industrials: $32 Billion
Other: $52.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$452B
$2.19 Billion 0.41% of portfolio
3
Q4 2024 Reduced 25.0%
$32.8B
$2.21 Billion 0.41% of portfolio
162,235
Q2 2025 Reduced 4.1%
$28.2B
$2.2 Billion 0.41% of portfolio
89,927
Q2 2025 Added 54.75%
$93.8B
$2.19 Billion 0.41% of portfolio
4,377
Q2 2025 Reduced 5.28%
$45.7B
$2.12 Billion 0.4% of portfolio
14,576
Q2 2025 Reduced 4.92%
$88.1B
$2.13 Billion 0.4% of portfolio
23,349
Q2 2025 Added 25.92%
$473B
$2.08 Billion 0.39% of portfolio
18,378
Q2 2025 Added 5.2%
$28.1B
$2.07 Billion 0.39% of portfolio
49,283
Q2 2025 Added 91.14%
$77.6B
$2.05 Billion 0.38% of portfolio
27,631
Q2 2025 Reduced 3.08%
$24.1B
$2.01 Billion 0.38% of portfolio
83,736
Q2 2025 Added 5.78%
$76.3B
$2.02 Billion 0.38% of portfolio
4,800
Q2 2025 Reduced 4.95%
$40.1B
$1.99 Billion 0.37% of portfolio
24,398
Q2 2025 Reduced 4.74%
$149B
$1.98 Billion 0.37% of portfolio
5,537
Q2 2025 Reduced 3.99%
$235B
$1.91 Billion 0.36% of portfolio
14,079
Q2 2025 Reduced 4.09%
$54.3B
$1.88 Billion 0.35% of portfolio
18,676
Q2 2025 Reduced 1.35%
$34.2B
$1.86 Billion 0.35% of portfolio
19,593
Q2 2025 Added 11.95%
$118B
$1.82 Billion 0.34% of portfolio
31,126
Q2 2025 Reduced 4.11%
$53.4B
$1.79 Billion 0.34% of portfolio
10,392
Q2 2025 Added 9.6%
$36.1B
$1.83 Billion 0.34% of portfolio
17,587
Q2 2025 Added 3.19%
$0
$1.71 Billion 0.32% of portfolio
117,403
Q2 2025 Reduced 0.11%
$148B
$1.69 Billion 0.32% of portfolio
24,326
Q2 2025 Reduced 4.49%
$69.4B
$1.69 Billion 0.32% of portfolio
32,138
Q2 2025 Added 9.45%
$97.8B
$1.66 Billion 0.31% of portfolio
3,794
Q2 2025 Reduced 5.53%
$168B
$1.6 Billion 0.3% of portfolio
12,970
Q2 2025 Reduced 4.4%
$269B
$1.59 Billion 0.3% of portfolio
11,313
Q2 2025 Reduced 0.27%
$11.1B
$1.55 Billion 0.29% of portfolio
27,199
Q2 2025 Reduced 0.28%
$155B
$1.53 Billion 0.29% of portfolio
5,120
Q2 2025 Reduced 6.86%
$100B
$1.52 Billion 0.28% of portfolio
6,945
Q2 2025 Reduced 2.81%
$73.6B
$1.45 Billion 0.27% of portfolio
14,641
Q2 2025 Reduced 3.48%
$153B
$1.43 Billion 0.27% of portfolio
1,599
Q2 2025 Reduced 2.97%
$25.2B
$1.42 Billion 0.27% of portfolio
9,546
Q2 2025 Reduced 3.95%
$117B
$1.42 Billion 0.27% of portfolio
4,909
Q2 2025 Added 305.37%
$824M
$1.38 Billion 0.26% of portfolio
21,038
Q2 2025 Reduced 27.53%
$358B
$1.32 Billion 0.25% of portfolio
9,672
Q2 2025 Added 0.17%
$106B
$1.35 Billion 0.25% of portfolio
12,837
Q2 2025 Reduced 3.39%
$142B
$1.35 Billion 0.25% of portfolio
5,802
Q2 2025 Reduced 5.07%
$20.4B
$1.33 Billion 0.25% of portfolio
7,061
Q2 2025 Reduced 5.79%
$192B
$1.31 Billion 0.25% of portfolio
1,668
Q2 2025 Added 6.79%
$414B
$1.31 Billion 0.25% of portfolio
27,623
Q2 2025 Reduced 5.72%
$201B
$1.29 Billion 0.24% of portfolio
44,561
Q2 2025 Reduced 3.83%
$130B
$1.29 Billion 0.24% of portfolio
38,192
Q2 2025 Reduced 10.83%
$85.6B
$1.21 Billion 0.23% of portfolio
17,923
Q2 2025 Reduced 4.94%
$89.5B
$1.21 Billion 0.23% of portfolio
5,474
Q2 2025 Reduced 4.88%
$176B
$1.21 Billion 0.23% of portfolio
6,582
Q2 2025 Added 7.6%
$159B
$1.2 Billion 0.23% of portfolio
2,278
Q2 2025 Reduced 4.89%
-
$1.18 Billion 0.22% of portfolio
-
Q2 2025 Added 133.0%
$96.1B
$1.13 Billion 0.21% of portfolio
6,775
Q2 2025 Added 0.53%
$111B
$1.14 Billion 0.21% of portfolio
1,551
Q2 2025 Reduced 45.48%
$410B
$1.1 Billion 0.21% of portfolio
1,107
Q2 2025 Reduced 4.16%

Summary

  • Portfolio
  • No. of Stocks 1,050
  • Current Value $533 Billion
  • Prior Value $506 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 220 stocks
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