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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.31 Billion 0.24% of portfolio
19,310
Q2 2025 Added 9.32%
$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%
$0
$1.16 Billion 0.22% of portfolio
24,020
Q2 2025 Added 43.08%
-
$1.18 Billion 0.22% of portfolio
-
Q2 2025 Added 133.0%
$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%
$41.8B
$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%
$253B
$1.09 Billion 0.2% of portfolio
3,696
Q2 2025 Reduced 10.2%
$725B
$1.07 Billion 0.2% of portfolio
1,376
Q2 2025 Reduced 6.46%
$0
$1.06 Billion 0.2% of portfolio
21,611
Q1 2025 Reduced 0.26%
$68.5B
$1.01 Billion 0.19% of portfolio
6,460
Q2 2025 Reduced 6.88%
$84.5B
$1 Billion 0.19% of portfolio
3,667
Q2 2025 Added 4.65%
$276B
$1.04 Billion 0.19% of portfolio
8,562
Q2 2025 Reduced 1.44%
$758B
$973 Million 0.18% of portfolio
4,449
Q2 2025 Reduced 2.86%
$145B
$982 Million 0.18% of portfolio
4,267
Q2 2025 Reduced 3.42%
$27.5B
$948 Million 0.18% of portfolio
5,475
Q2 2025 Added 60.28%
$252B
$980 Million 0.18% of portfolio
2,524
Q2 2025 Reduced 0.28%
$35.7B
$946 Million 0.18% of portfolio
36,325
Q2 2025 Reduced 11.41%
$246B
$926 Million 0.17% of portfolio
6,343
Q2 2025 Reduced 8.09%
$187B
$884 Million 0.17% of portfolio
5,549
Q2 2025 Reduced 1.53%
$0
$853 Million 0.16% of portfolio
24,675
Q2 2025 Reduced 0.4%
$68B
$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%
$73.8B
$871 Million 0.16% of portfolio
2,442
Q2 2025 Added 6.41%
$118B
$795 Million 0.15% of portfolio
16,460
Q2 2025 Reduced 3.31%
$534B
$825 Million 0.15% of portfolio
616
Q2 2025 Added 16.45%
Granite Real Estate Invt Tr
-
$777 Million 0.15% of portfolio
-
Q2 2025 Added 21.39%
$102B
$814 Million 0.15% of portfolio
17,960
Q2 2025 Reduced 4.69%
$118B
$808 Million 0.15% of portfolio
309
Q2 2025 Reduced 2.83%
$0
$772 Million 0.14% of portfolio
9,250
Q2 2025 Added 0.02%
$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%
$143B
$667 Million 0.13% of portfolio
27,534
Q2 2025 Reduced 2.92%
$72.2B
$643 Million 0.12% of portfolio
2,873
Q2 2025 Added 13.78%
Ftai Aviation LTD
-
$639 Million 0.12% of portfolio
-
Q1 2025 Reduced 57.88%

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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