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
$4.38T
$25.9 Billion 4.57% of portfolio
101,835
Q3 2025 Reduced 4.48%
$3.8T
$23.6 Billion 4.16% of portfolio
45,498
Q3 2025 Reduced 1.03%
$474B
$17 Billion 2.99% of portfolio
90,931
Q3 2025 Reduced 0.13%
$891B
$16.1 Billion 2.84% of portfolio
51,077
Q3 2025 Reduced 4.95%
$2.39T
$13.2 Billion 2.33% of portfolio
60,126
Q3 2025 Added 1.18%
$662B
$12 Billion 2.11% of portfolio
23,833
Q3 2025 Reduced 3.56%
$0
$11 Billion 1.94% of portfolio
182,836
Q3 2025 Added 13.03%
$172B
$9.98 Billion 1.76% of portfolio
104,505
Q3 2025 Added 1.95%
$1.37T
$9.94 Billion 1.75% of portfolio
13,536
Q3 2025 Reduced 9.86%
$0
$9.73 Billion 1.72% of portfolio
165,352
Q3 2025 Reduced 6.23%
$241B
$9.54 Billion 1.68% of portfolio
58,825
Q3 2025 Reduced 2.44%
$1.48T
$8 Billion 1.41% of portfolio
28,650
Q3 2025 Reduced 2.49%
$139B
$7.74 Billion 1.37% of portfolio
23,459
Q3 2025 Reduced 14.45%
$172B
$7.29 Billion 1.29% of portfolio
165,980
Q3 2025 Added 12.29%
$1.03B
$6.34 Billion 1.12% of portfolio
207,193
Q3 2025 Added 8.15%
$0
$6.07 Billion 1.07% of portfolio
119,456
Q3 2025 Reduced 7.44%
$0
$5.91 Billion 1.04% of portfolio
58,971
Q3 2025 Reduced 4.23%
$1.69T
$5.86 Billion 1.03% of portfolio
24,047
Q3 2025 Reduced 16.28%
$0
$5.36 Billion 0.95% of portfolio
120,869
Q3 2025 Added 9.46%
$540B
$5.29 Billion 0.93% of portfolio
15,495
Q3 2025 Added 8.48%
$201B
$5.27 Billion 0.93% of portfolio
37,505
Q3 2025 Added 5.7%
$1.11B
$4.76 Billion 0.84% of portfolio
20,286
Q3 2025 Added 12.99%
$0
$4.61 Billion 0.81% of portfolio
60,307
Q3 2025 Added 9.53%
$47.8B
$4.62 Billion 0.81% of portfolio
68,495
Q3 2025 Added 17.34%
$12.8B
$4.57 Billion 0.81% of portfolio
131,727
Q3 2025 Added 6.74%
J P Morgan Exchange Traded F
-
$4.48 Billion 0.79% of portfolio
-
Q3 2025 New
$1.65T
$4.43 Billion 0.78% of portfolio
18,214
Q3 2025 Reduced 8.63%
$512B
$4.37 Billion 0.77% of portfolio
23,549
Q3 2025 Reduced 5.74%
$0
$4.39 Billion 0.77% of portfolio
93,405
Q3 2025 Reduced 1.05%
Blackrock Inc
-
$4.23 Billion 0.75% of portfolio
-
Q3 2025 Reduced 11.54%
$9.74B
$4.16 Billion 0.73% of portfolio
237,679
Q3 2025 Added 13.95%
$0
$4.05 Billion 0.71% of portfolio
6,050
Q3 2025 Reduced 1.18%
-
$4.05 Billion 0.71% of portfolio
-
Q3 2025 Added 11.81%
$121B
$3.89 Billion 0.69% of portfolio
123,934
Q3 2025 Reduced 1.73%
$309B
$3.85 Billion 0.68% of portfolio
24,818
Q3 2025 Reduced 2.63%
$12.8B
$3.87 Billion 0.68% of portfolio
34,088
Q3 2025 Reduced 6.82%
Smurfit Westrock PLC
-
$3.78 Billion 0.67% of portfolio
-
Q3 2025 Reduced 0.5%
$141B
$3.77 Billion 0.66% of portfolio
14,986
Q3 2025 Reduced 3.74%
$0
$3.61 Billion 0.64% of portfolio
160,942
Q3 2025 Reduced 2.39%
$0
$3.6 Billion 0.64% of portfolio
52,581
Q3 2025 Added 12.28%
$226B
$3.56 Billion 0.63% of portfolio
11,725
Q3 2025 Reduced 2.16%
$0
$3.53 Billion 0.62% of portfolio
308,598
Q3 2025 Reduced 1.42%
$33.6B
$3.45 Billion 0.61% of portfolio
28,513
Q3 2025 Added 5.56%
$407B
$3.42 Billion 0.6% of portfolio
19,112
Q3 2025 Added 3.99%
$301B
$3.35 Billion 0.59% of portfolio
9,693
Q3 2025 Reduced 4.42%
$320B
$3.28 Billion 0.58% of portfolio
47,939
Q3 2025 Reduced 2.39%
$60.5B
$3.16 Billion 0.56% of portfolio
75,508
Q3 2025 Added 3.79%
$177B
$3.14 Billion 0.55% of portfolio
17,082
Q3 2025 Reduced 5.31%
$411B
$3.1 Billion 0.55% of portfolio
13,397
Q3 2025 Reduced 2.79%

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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