Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

Beverly Hills Private Wealth, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $567 Billion distributed in 1004 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.9B, Microsoft Corp with a value of $23.6B, Nvidia Corp with a value of $17B, Jpmorgan Chase & CO with a value of $16.1B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $33.3B in the current position value, from $533B to 567B.

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 $567 Billion
Technology: $118 Billion
Financial Services: $94.9 Billion
ETFs: $81.2 Billion
Consumer Cyclical: $39.5 Billion
Communication Services: $37.4 Billion
Healthcare: $37.3 Billion
Consumer Defensive: $34.9 Billion
Industrials: $33 Billion
Other: $56.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.9B
$1.46 Billion 0.26% of portfolio
3,454
Q3 2025 Reduced 8.96%
$26.1B
$1.43 Billion 0.25% of portfolio
9,034
Q3 2025 Reduced 5.36%
$413B
$1.42 Billion 0.25% of portfolio
27,514
Q3 2025 Reduced 0.39%
$197B
$1.41 Billion 0.25% of portfolio
6,862
Q3 2025 Added 4.25%
$114B
$1.43 Billion 0.25% of portfolio
12,525
Q3 2025 Reduced 2.43%
$181B
$1.42 Billion 0.25% of portfolio
50,453
Q3 2025 Added 13.22%
$730M
$1.44 Billion 0.25% of portfolio
19,433
Q3 2025 Reduced 7.63%
$270B
$1.35 Billion 0.24% of portfolio
8,491
Q3 2025 Reduced 24.94%
$89.7B
$1.35 Billion 0.24% of portfolio
6,719
Q3 2025 Reduced 3.25%
$124B
$1.34 Billion 0.24% of portfolio
32,792
Q3 2025 Reduced 14.14%
$99.7B
$1.29 Billion 0.23% of portfolio
6,668
Q3 2025 Reduced 1.58%
$121B
$1.22 Billion 0.22% of portfolio
1,583
Q3 2025 Added 2.06%
$0
$1.26 Billion 0.22% of portfolio
50,323
Q3 2025 Reduced 16.48%
$593B
$1.27 Billion 0.22% of portfolio
4,522
Q3 2025 Added 1.64%
$132B
$1.18 Billion 0.21% of portfolio
5,606
Q3 2025 Reduced 3.38%
$123B
$1.18 Billion 0.21% of portfolio
4,186
Q3 2025 Reduced 14.73%
$76.2B
$1.09 Billion 0.19% of portfolio
17,385
Q3 2025 Reduced 3.0%
$291B
$1.08 Billion 0.19% of portfolio
2,274
Q3 2025 Reduced 9.9%
$36B
$1.05 Billion 0.19% of portfolio
36,461
Q3 2025 Added 0.37%
$159B
$1.06 Billion 0.19% of portfolio
2,175
Q3 2025 Reduced 4.52%
$971B
$1 Billion 0.18% of portfolio
1,313
Q3 2025 Reduced 4.58%
$152B
$1.04 Billion 0.18% of portfolio
4,201
Q3 2025 Reduced 17.95%
Granite Real Estate Invt Tr
-
$1 Billion 0.18% of portfolio
-
Q3 2025 Added 17.24%
$0
$1.03 Billion 0.18% of portfolio
50,503
Q3 2025 Reduced 0.16%
$84B
$1.01 Billion 0.18% of portfolio
5,262
Q3 2025 Reduced 3.87%
$266B
$1.02 Billion 0.18% of portfolio
3,632
Q3 2025 Reduced 1.73%
$283B
$1.04 Billion 0.18% of portfolio
8,141
Q3 2025 Reduced 4.92%
$39.2B
$978 Million 0.17% of portfolio
10,134
Q3 2025 Reduced 8.7%
$136B
$949 Million 0.17% of portfolio
4,013
Q3 2025 Reduced 5.95%
$92.7B
$963 Million 0.17% of portfolio
3,698
Q3 2025 Added 0.85%
$258B
$943 Million 0.17% of portfolio
5,639
Q3 2025 Reduced 11.1%
$0
$897 Million 0.16% of portfolio
24,675
Q2 2025 Reduced 0.4%
$0
$906 Million 0.16% of portfolio
10,376
Q3 2025 Added 12.17%
$187B
$927 Million 0.16% of portfolio
5,572
Q3 2025 Added 0.41%
$96.7B
$885 Million 0.16% of portfolio
17,546
Q3 2025 Reduced 2.31%
$72.4B
$861 Million 0.15% of portfolio
2,414
Q3 2025 Reduced 1.15%
$404B
$840 Million 0.15% of portfolio
907
Q3 2025 Reduced 18.07%
$70.2B
$859 Million 0.15% of portfolio
27,484
Q3 2025 Added 0.52%
Ftai Aviation LTD
-
$877 Million 0.15% of portfolio
-
Q3 2025 Reduced 5.4%
$24.4B
$848 Million 0.15% of portfolio
5,301
Q3 2025 Reduced 3.18%
$174B
$776 Million 0.14% of portfolio
5,224
Q3 2025 Reduced 2.3%
$72.7B
$783 Million 0.14% of portfolio
3,998
Q3 2025 Reduced 9.61%
Kimco Rlty Corp
-
$766 Million 0.14% of portfolio
-
Q3 2025 Added 44.86%
$1.26B
$738 Million 0.13% of portfolio
73,980
Q3 2025 Added 8.59%
$49.4B
$717 Million 0.13% of portfolio
4,552
Q3 2025 Reduced 3.54%
$141B
$712 Million 0.13% of portfolio
27,955
Q3 2025 Added 1.53%
$0
$712 Million 0.13% of portfolio
1,520
Q3 2025 Reduced 2.56%
$55.6B
$709 Million 0.13% of portfolio
4,845
Q3 2025 Reduced 25.0%
$82.2B
$662 Million 0.12% of portfolio
2,935
Q3 2025 Added 2.16%

Summary

  • Portfolio
  • No. of Stocks 1,004
  • Current Value $567 Billion
  • Prior Value $533 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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