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
$41.3B
$1.14 Billion 0.21% of portfolio
11,100
Q2 2025 Reduced 5.72%
$0
$1.11 Billion 0.21% of portfolio
50,584
Q2 2025 Reduced 0.66%
$257B
$1.09 Billion 0.2% of portfolio
3,696
Q2 2025 Reduced 10.2%
$779B
$1.07 Billion 0.2% of portfolio
1,376
Q2 2025 Reduced 6.46%
$68.6B
$1.01 Billion 0.19% of portfolio
6,460
Q2 2025 Reduced 6.88%
$86.5B
$1 Billion 0.19% of portfolio
3,667
Q2 2025 Added 4.65%
$282B
$1.04 Billion 0.19% of portfolio
8,562
Q2 2025 Reduced 1.44%
$779B
$973 Million 0.18% of portfolio
4,449
Q2 2025 Reduced 2.86%
$144B
$982 Million 0.18% of portfolio
4,267
Q2 2025 Reduced 3.42%
$25.9B
$948 Million 0.18% of portfolio
5,475
Q2 2025 Added 60.28%
$259B
$980 Million 0.18% of portfolio
2,524
Q2 2025 Reduced 0.28%
$34.8B
$946 Million 0.18% of portfolio
36,325
Q2 2025 Reduced 11.41%
$245B
$926 Million 0.17% of portfolio
6,343
Q2 2025 Reduced 8.09%
$190B
$884 Million 0.17% of portfolio
5,549
Q2 2025 Reduced 1.53%
$68.4B
$848 Million 0.16% of portfolio
27,343
Q2 2025 Added 0.5%
$81.6B
$857 Million 0.16% of portfolio
4,423
Q2 2025 Reduced 14.12%
$126B
$795 Million 0.15% of portfolio
16,460
Q2 2025 Reduced 3.31%
$517B
$825 Million 0.15% of portfolio
616
Q2 2025 Added 16.45%
$101B
$814 Million 0.15% of portfolio
17,960
Q2 2025 Reduced 4.69%
$113B
$808 Million 0.15% of portfolio
309
Q2 2025 Reduced 2.83%
$173B
$686 Million 0.13% of portfolio
11,172
Q2 2025 Reduced 26.43%
$1.57B
$704 Million 0.13% of portfolio
68,125
Q2 2025 Added 11.54%
$15.2B
$671 Million 0.13% of portfolio
2,738
Q2 2025 Reduced 7.69%
$152B
$667 Million 0.13% of portfolio
27,534
Q2 2025 Reduced 2.92%
$77B
$643 Million 0.12% of portfolio
2,873
Q2 2025 Added 13.78%
$41.3B
$621 Million 0.12% of portfolio
6,696
Q2 2025 Reduced 10.51%
$177B
$617 Million 0.12% of portfolio
5,347
Q2 2025 Reduced 13.8%
$124B
$616 Million 0.12% of portfolio
2,588
Q2 2025 Reduced 9.42%
$4.11B
$645 Million 0.12% of portfolio
25,991
Q2 2025 Reduced 7.03%
$50.6B
$661 Million 0.12% of portfolio
4,719
Q2 2025 Reduced 6.87%
$404B
$568 Million 0.11% of portfolio
1,549
Q2 2025 Reduced 5.61%
$149B
$591 Million 0.11% of portfolio
9,663
Q2 2025 Added 1.2%
$17.9B
$610 Million 0.11% of portfolio
6,633
Q2 2025 Reduced 7.4%
$159B
$550 Million 0.1% of portfolio
1,969
Q2 2025 Added 1.92%
-
$509 Million 0.1% of portfolio
-
Q2 2025 Reduced 8.73%
$6.5B
$514 Million 0.1% of portfolio
5,437
Q2 2025 Reduced 4.14%
$64.9B
$525 Million 0.1% of portfolio
6,533
Q2 2025 Reduced 2.62%
$9.57B
$539 Million 0.1% of portfolio
3,393
Q2 2025 Reduced 8.12%
$10.2B
$549 Million 0.1% of portfolio
3,049
Q2 2025 Reduced 12.51%
$12.9B
$516 Million 0.1% of portfolio
2,600
Q2 2025 Reduced 7.93%
$255B
$551 Million 0.1% of portfolio
7,821
Q2 2025 Reduced 4.06%
$37.1B
$534 Million 0.1% of portfolio
3,485
Q2 2025 Reduced 8.39%
$6.15B
$552 Million 0.1% of portfolio
3,596
Q2 2025 Reduced 5.49%
$239B
$468 Million 0.09% of portfolio
1,716
Q2 2025 Added 2.33%
$31.6B
$457 Million 0.09% of portfolio
22,337
Q2 2025 Reduced 5.38%
$227B
$466 Million 0.09% of portfolio
5,892
Q2 2025 Reduced 5.83%
$59.3B
$456 Million 0.09% of portfolio
14,261
Q2 2025 Reduced 7.69%
$360B
$493 Million 0.09% of portfolio
3,092
Q2 2025 Reduced 4.63%
$53.1B
$489 Million 0.09% of portfolio
6,567
Q2 2025 Reduced 1.05%

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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