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
$54.9B
$464 Million 0.09% of portfolio
9,510
Q2 2025 Reduced 6.77%
$27.3B
$480 Million 0.09% of portfolio
936
Q2 2025 Reduced 8.95%
$65.6B
$465 Million 0.09% of portfolio
1,738
Q2 2025 Reduced 12.44%
$18.6B
$419 Million 0.08% of portfolio
1,348
Q2 2025 Reduced 8.61%
$43.7B
$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%
$139B
$417 Million 0.08% of portfolio
1,055
Q2 2025 Reduced 1.4%
$103B
$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%
$87.9B
$402 Million 0.08% of portfolio
3,636
Q2 2025 Reduced 6.22%
$23.7B
$401 Million 0.08% of portfolio
1,841
Q2 2025 Reduced 9.04%
$70.3B
$444 Million 0.08% of portfolio
1,800
Q2 2025 Reduced 8.86%
$102B
$418 Million 0.08% of portfolio
6,065
Q2 2025 Added 30.6%
$30B
$437 Million 0.08% of portfolio
4,265
Q2 2025 Reduced 12.73%
$41.4B
$423 Million 0.08% of portfolio
3,281
Q2 2025 Added 8.28%
$38.2B
$446 Million 0.08% of portfolio
3,634
Q2 2025 Added 11.06%
$259B
$426 Million 0.08% of portfolio
6,089
Q2 2025 Reduced 10.03%
$204B
$418 Million 0.08% of portfolio
3,374
Q2 2025 Reduced 6.1%
$19B
$433 Million 0.08% of portfolio
5,210
Q2 2025 Reduced 14.66%
$131B
$426 Million 0.08% of portfolio
920
Q2 2025 Reduced 3.66%
$327B
$431 Million 0.08% of portfolio
1,676
Q2 2025 Reduced 8.21%
$44.9B
$351 Million 0.07% of portfolio
22,704
Q2 2025 Reduced 8.37%
$11.3B
$352 Million 0.07% of portfolio
1,456
Q2 2025 Reduced 6.31%
$61B
$377 Million 0.07% of portfolio
1,151
Q2 2025 Reduced 7.18%
$6.98B
$360 Million 0.07% of portfolio
2,665
Q2 2025 Reduced 4.48%
$20.7B
$369 Million 0.07% of portfolio
5,572
Q2 2025 Reduced 6.04%
$204B
$398 Million 0.07% of portfolio
3,025
Q2 2025 Reduced 8.5%
$9.33B
$348 Million 0.07% of portfolio
5,312
Q2 2025 Reduced 9.15%
$73B
$372 Million 0.07% of portfolio
5,247
Q2 2025 Reduced 7.62%
$44.8B
$397 Million 0.07% of portfolio
689
Q2 2024 Reduced 7.64%
$4.63B
$363 Million 0.07% of portfolio
10,637
Q2 2025 Reduced 7.9%
$117B
$349 Million 0.07% of portfolio
7,383
Q2 2025 Added 12.44%
$58.3B
$379 Million 0.07% of portfolio
3,656
Q2 2025 Reduced 7.75%
$24.1B
$368 Million 0.07% of portfolio
7,708
Q2 2025 Reduced 7.92%
$318B
$323 Million 0.06% of portfolio
1,061
Q2 2025 Reduced 3.37%
$32.6B
$341 Million 0.06% of portfolio
971
Q2 2025 Reduced 10.42%
$78.7B
$340 Million 0.06% of portfolio
2,551
Q2 2025 Reduced 9.31%
$31.5B
$329 Million 0.06% of portfolio
10,087
Q2 2025 Reduced 11.98%
$0
$298 Million 0.06% of portfolio
47,904
Q2 2025 Added 2.06%
$78.1B
$302 Million 0.06% of portfolio
4,812
Q2 2025 Reduced 4.54%
$9.36B
$301 Million 0.06% of portfolio
9,586
Q2 2025 Reduced 5.27%
$20.7B
$306 Million 0.06% of portfolio
1,302
Q2 2025 Reduced 9.65%
$93.6B
$337 Million 0.06% of portfolio
2,857
Q2 2025 Reduced 9.76%
$7.86B
$304 Million 0.06% of portfolio
2,388
Q2 2025 Reduced 9.65%
$7.08B
$326 Million 0.06% of portfolio
3,124
Q2 2025 Reduced 9.19%
$286B
$340 Million 0.06% of portfolio
4,811
Q2 2025 Reduced 4.05%
$59.6B
$329 Million 0.06% of portfolio
2,548
Q2 2025 Reduced 8.51%
$8.39B
$346 Million 0.06% of portfolio
1,058
Q2 2025 Reduced 9.5%
$115B
$315 Million 0.06% of portfolio
20,513
Q2 2025 Reduced 7.24%

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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