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 Market Cap. of $10 Billions to $200 Billions
