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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$22.9 Billion 4.29% of portfolio
45,972
Q2 2025 Reduced 0.17%
$3.69T
$21.9 Billion 4.1% of portfolio
106,613
Q2 2025 Reduced 6.12%
$859B
$15.6 Billion 2.92% of portfolio
53,737
Q2 2025 Reduced 0.63%
$456B
$14.4 Billion 2.7% of portfolio
91,045
Q2 2025 Reduced 4.72%
$2.26T
$13 Billion 2.44% of portfolio
59,425
Q2 2025 Added 0.43%
$621B
$12 Billion 2.25% of portfolio
24,714
Q2 2025 Reduced 8.46%
$1.78T
$11.1 Billion 2.08% of portfolio
15,017
Q2 2025 Added 12.91%
$261B
$11 Billion 2.06% of portfolio
60,297
Q2 2025 Reduced 11.21%
$179B
$9.35 Billion 1.75% of portfolio
102,503
Q2 2025 Added 9.11%
$127B
$7.56 Billion 1.42% of portfolio
27,422
Q2 2025 Reduced 4.22%
$1.27T
$6.65 Billion 1.25% of portfolio
29,381
Q2 2025 Reduced 0.33%
$182B
$6.4 Billion 1.2% of portfolio
147,820
Q2 2025 Added 9.78%
$70.7B
$5.66 Billion 1.06% of portfolio
14,546
Q2 2025 Added 7.33%
$1.24T
$5.09 Billion 0.96% of portfolio
28,722
Q2 2025 Reduced 10.99%
$551B
$5.07 Billion 0.95% of portfolio
14,284
Q2 2025 Reduced 6.14%
$945M
$4.86 Billion 0.91% of portfolio
191,577
Q2 2025 Added 48.11%
$10.4B
$4.49 Billion 0.84% of portfolio
208,586
Q2 2025 Added 5.95%
$141B
$4.5 Billion 0.84% of portfolio
126,119
Q2 2025 Reduced 14.35%
$13.9B
$4.24 Billion 0.8% of portfolio
123,406
Q2 2025 Added 178.98%
$52.6B
$4.19 Billion 0.78% of portfolio
58,374
Q2 2025 Reduced 19.66%
$1.13B
$4.05 Billion 0.76% of portfolio
17,954
Q2 2025 Added 170.72%
$6.41B
$3.87 Billion 0.73% of portfolio
112,846
Q2 2025 Added 3.95%
$452B
$3.82 Billion 0.72% of portfolio
24,983
Q2 2025 Reduced 2.1%
$12.1B
$3.8 Billion 0.71% of portfolio
36,582
Q2 2025 Added 5.48%
$177B
$3.75 Billion 0.7% of portfolio
18,040
Q2 2025 Reduced 2.81%
$0
$3.61 Billion 0.68% of portfolio
164,879
Q2 2025 Reduced 4.79%
$302B
$3.65 Billion 0.68% of portfolio
25,488
Q2 2025 Reduced 2.02%
$1.21T
$3.51 Billion 0.66% of portfolio
19,935
Q2 2025 Added 27.44%
$0
$3.5 Billion 0.66% of portfolio
313,043
Q2 2025 Added 2.27%
-
$3.54 Billion 0.66% of portfolio
-
Q2 2025 Added 11.7%
$222B
$3.5 Billion 0.66% of portfolio
11,984
Q2 2025 Reduced 0.56%
$152B
$3.45 Billion 0.65% of portfolio
15,569
Q2 2025 Reduced 3.88%
$293B
$3.41 Billion 0.64% of portfolio
49,115
Q2 2025 Reduced 4.28%
$245B
$3.16 Billion 0.59% of portfolio
10,141
Q2 2025 Reduced 4.82%
$28B
$3.16 Billion 0.59% of portfolio
27,012
Q2 2025 Added 16.42%
$53.7B
$3.13 Billion 0.59% of portfolio
172,696
Q2 2025 Added 0.86%
$112B
$3.1 Billion 0.58% of portfolio
44,882
Q2 2025 Added 3.89%
$442B
$2.97 Billion 0.56% of portfolio
27,559
Q2 2025 Reduced 0.84%
$281B
$2.83 Billion 0.53% of portfolio
28,989
Q2 2025 Reduced 10.68%
$142B
$2.82 Billion 0.53% of portfolio
10,585
Q2 2025 Reduced 3.01%
$53B
$2.72 Billion 0.51% of portfolio
72,752
Q2 2025 Added 6.33%
$64.4B
$2.68 Billion 0.5% of portfolio
10,472
Q2 2025 Added 16.07%
$1.16B
$2.59 Billion 0.49% of portfolio
299,995
Q2 2025 Added 8.85%
$351B
$2.56 Billion 0.48% of portfolio
13,781
Q2 2025 Added 0.47%
$0
$2.49 Billion 0.47% of portfolio
195,455
Q2 2025 Added 0.07%
$227B
$2.47 Billion 0.46% of portfolio
7,752
Q2 2025 Added 3.32%
$548B
$2.33 Billion 0.44% of portfolio
4,149
Q2 2025 Reduced 0.95%
$64.2B
$2.36 Billion 0.44% of portfolio
8,383
Q2 2025 Reduced 5.36%
$108B
$2.32 Billion 0.43% of portfolio
25,272
Q2 2025 Reduced 4.85%

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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