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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.61 Billion 0.68% of portfolio
164,879
Q2 2025 Reduced 4.79%
$0
$3.5 Billion 0.66% of portfolio
313,043
Q2 2025 Added 2.27%
$0
$2.49 Billion 0.47% of portfolio
195,455
Q2 2025 Added 0.07%
$0
$1.71 Billion 0.32% of portfolio
117,403
Q2 2025 Reduced 0.11%
$0
$1.11 Billion 0.21% of portfolio
50,584
Q2 2025 Reduced 0.66%
$0
$438 Million 0.08% of portfolio
24,766
Q2 2025 Added 9.38%
$0
$298 Million 0.06% of portfolio
47,904
Q2 2025 Added 2.06%
$0
$343 Million 0.06% of portfolio
18,099
Q1 2025 Added 0.61%
$0
$227 Million 0.04% of portfolio
12,615
Q2 2025 New
$0
$122 Million 0.02% of portfolio
19,248
Q2 2025 New

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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