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
$0
$662 Million 0.12% of portfolio
1,560
Q4 2024 Reduced 1.08%
$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%
$126B
$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%
$415B
$568 Million 0.11% of portfolio
1,549
Q2 2025 Reduced 5.61%
$150B
$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%
Kimco Rlty Corp
-
$537 Million 0.1% of portfolio
-
Q2 2025 New
$151B
$550 Million 0.1% of portfolio
1,969
Q2 2025 Added 1.92%
-
$509 Million 0.1% of portfolio
-
Q2 2025 Reduced 8.73%
$0
$557 Million 0.1% of portfolio
1,832
Q1 2025 Reduced 1.13%
$6.5B
$514 Million 0.1% of portfolio
5,437
Q2 2025 Reduced 4.14%
$65.7B
$525 Million 0.1% of portfolio
6,533
Q2 2025 Reduced 2.62%
$0
$510 Million 0.1% of portfolio
6,152
Q1 2025 Reduced 0.97%
$0
$515 Million 0.1% of portfolio
7,774
Q2 2025 Reduced 14.7%
$9.48B
$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%
$0
$523 Million 0.1% of portfolio
9,396
Q2 2025 Added 0.01%
$0
$517 Million 0.1% of portfolio
2,826
Q2 2025 Reduced 0.18%
$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%
$237B
$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%
$213B
$466 Million 0.09% of portfolio
5,892
Q2 2025 Reduced 5.83%
$58.8B
$456 Million 0.09% of portfolio
14,261
Q2 2025 Reduced 7.69%
$364B
$493 Million 0.09% of portfolio
3,092
Q2 2025 Reduced 4.63%
$0
$466 Million 0.09% of portfolio
2,564
Q4 2024 Added 23.63%
$53.2B
$489 Million 0.09% of portfolio
6,567
Q2 2025 Reduced 1.05%
$55.1B
$464 Million 0.09% of portfolio
9,510
Q2 2025 Reduced 6.77%
$0
$480 Million 0.09% of portfolio
11,389
Q2 2025 Reduced 2.1%
$0
$463 Million 0.09% of portfolio
4,207
Q2 2025 Reduced 9.66%
$0
$469 Million 0.09% of portfolio
48,826
Q2 2025 New
$27.5B
$480 Million 0.09% of portfolio
936
Q2 2025 Reduced 8.95%
$65.4B
$465 Million 0.09% of portfolio
1,738
Q2 2025 Reduced 12.44%
$0
$458 Million 0.09% of portfolio
7,222
Q2 2025 Added 33.91%
$0
$494 Million 0.09% of portfolio
9,708
Q2 2025 New
$18.4B
$419 Million 0.08% of portfolio
1,348
Q2 2025 Reduced 8.61%
$43.2B
$425 Million 0.08% of portfolio
581
Q2 2025 Reduced 8.93%
$0
$438 Million 0.08% of portfolio
24,766
Q2 2025 Added 9.38%
$140B
$417 Million 0.08% of portfolio
1,055
Q2 2025 Reduced 1.4%
$100B
$401 Million 0.08% of portfolio
2,505
Q2 2025 Reduced 3.54%
$127B
$417 Million 0.08% of portfolio
4,783
Q2 2025 Reduced 11.36%
$87.8B
$402 Million 0.08% of portfolio
3,636
Q2 2025 Reduced 6.22%
$23.3B
$401 Million 0.08% of portfolio
1,841
Q2 2025 Reduced 9.04%
$72.5B
$444 Million 0.08% of portfolio
1,800
Q2 2025 Reduced 8.86%

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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