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
$4.12B
$346 Million 0.06% of portfolio
6,869
Q2 2025 Reduced 5.61%
$26.6B
$331 Million 0.06% of portfolio
1,628
Q2 2025 Reduced 0.31%
$89.3B
$313 Million 0.06% of portfolio
5,767
Q2 2025 Reduced 5.01%
$0
$343 Million 0.06% of portfolio
18,099
Q1 2025 Added 0.61%
$4.77B
$333 Million 0.06% of portfolio
3,560
Q1 2025 Added 0.14%
$63.4B
$299 Million 0.06% of portfolio
10,154
Q2 2025 Added 0.01%
$80.1B
$316 Million 0.06% of portfolio
1,696
Q2 2025 Reduced 3.2%
$4.34B
$304 Million 0.06% of portfolio
3,578
Q2 2025 Reduced 4.71%
$17B
$319 Million 0.06% of portfolio
4,899
Q2 2025 Reduced 5.3%
$17.5B
$323 Million 0.06% of portfolio
8,001
Q2 2025 Reduced 10.29%
$11.3B
$302 Million 0.06% of portfolio
21,594
Q2 2025 Reduced 6.08%
$67.7B
$328 Million 0.06% of portfolio
17,727
Q2 2025 Added 0.73%
$190B
$306 Million 0.06% of portfolio
22,287
Q2 2025 Reduced 7.33%
$93.6B
$334 Million 0.06% of portfolio
1,146
Q2 2025 Reduced 11.51%
$7.44B
$346 Million 0.06% of portfolio
2,400
Q2 2025 Reduced 8.22%
$4.76B
$296 Million 0.06% of portfolio
6,831
Q2 2025 Reduced 4.78%
$11.9B
$274 Million 0.05% of portfolio
4,067
Q2 2025 Reduced 8.17%
$138B
$260 Million 0.05% of portfolio
2,420
Q2 2025 Reduced 16.87%
$4.26B
$267 Million 0.05% of portfolio
3,556
Q2 2025 Reduced 9.24%
$60.2B
$260 Million 0.05% of portfolio
6,039
Q2 2025 Reduced 18.87%
$1.58B
$249 Million 0.05% of portfolio
25,799
Q2 2025 Reduced 4.88%
$97.2B
$254 Million 0.05% of portfolio
5,496
Q2 2025 Reduced 30.68%
$71.2B
$259 Million 0.05% of portfolio
5,723
Q2 2025 Reduced 11.7%
$81.8B
$268 Million 0.05% of portfolio
14,439
Q2 2025 Reduced 8.14%
$7.95B
$261 Million 0.05% of portfolio
2,102
Q2 2025 Reduced 8.21%
$10.4B
$290 Million 0.05% of portfolio
5,308
Q2 2025 Reduced 12.38%
$76.4B
$253 Million 0.05% of portfolio
59,450
Q2 2025 Reduced 7.21%
$120B
$282 Million 0.05% of portfolio
914
Q2 2025 Added 0.11%
$4.06B
$247 Million 0.05% of portfolio
10,255
Q1 2025 Added 0.26%
$36.5B
$280 Million 0.05% of portfolio
3,975
Q2 2025 New
$2.68B
$286 Million 0.05% of portfolio
4,070
Q2 2025 Reduced 4.46%
$26.1B
$270 Million 0.05% of portfolio
2,530
Q2 2025 Reduced 5.14%
$21.1B
$274 Million 0.05% of portfolio
5,221
Q2 2025 Reduced 7.56%
$37.1B
$256 Million 0.05% of portfolio
4,445
Q2 2025 Added 0.05%
$27.8B
$260 Million 0.05% of portfolio
1,564
Q1 2025 Added 0.39%
$5.39B
$272 Million 0.05% of portfolio
4,819
Q2 2025 Reduced 9.47%
$14.8B
$266 Million 0.05% of portfolio
2,630
Q2 2025 Added 4.86%
$3.37B
$259 Million 0.05% of portfolio
3,731
Q2 2025 Reduced 6.89%
$2.35B
$283 Million 0.05% of portfolio
19,316
Q2 2025 Reduced 14.59%
$119B
$254 Million 0.05% of portfolio
2,833
Q2 2025 Reduced 7.81%
$4.03B
$265 Million 0.05% of portfolio
2,670
Q1 2025 Added 0.04%
$8.92B
$262 Million 0.05% of portfolio
1,728
Q2 2025 Reduced 9.67%
$54.2B
$257 Million 0.05% of portfolio
2,015
Q2 2024 Added 0.2%
$4.49B
$267 Million 0.05% of portfolio
4,700
Q4 2024 Reduced 32.86%
$10.4B
$288 Million 0.05% of portfolio
3,906
Q2 2025 Added 0.26%
$9.28B
$196 Million 0.04% of portfolio
14,589
Q2 2025 New
$11.8B
$191 Million 0.04% of portfolio
10,434
Q1 2025 Added 1.15%
$89.1B
$205 Million 0.04% of portfolio
597
Q1 2025 Reduced 1.32%
$6.93B
$237 Million 0.04% of portfolio
1,616
Q2 2025 Reduced 88.77%

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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