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
$497B
$3.05 Billion 0.54% of portfolio
27,074
Q3 2025 Reduced 1.76%
$65.7B
$2.98 Billion 0.53% of portfolio
9,913
Q3 2025 Reduced 5.34%
$52.5B
$2.96 Billion 0.52% of portfolio
172,696
Q2 2025 Added 0.86%
$0
$2.89 Billion 0.51% of portfolio
40,387
Q3 2025 Added 68.14%
$278B
$2.82 Billion 0.5% of portfolio
27,349
Q3 2025 Reduced 5.66%
$0
$2.79 Billion 0.49% of portfolio
20,213
Q3 2025 New
$69.4B
$2.76 Billion 0.49% of portfolio
33,687
Q3 2025 Added 4.82%
$35B
$2.8 Billion 0.49% of portfolio
164,584
Q3 2025 Added 1.45%
$85.9B
$2.64 Billion 0.47% of portfolio
4,338
Q3 2025 Reduced 0.89%
$5.75B
$2.62 Billion 0.46% of portfolio
75,745
Q3 2025 Reduced 32.88%
$25.4B
$2.52 Billion 0.45% of portfolio
92,632
Q3 2025 Added 3.01%
$109B
$2.55 Billion 0.45% of portfolio
45,901
Q3 2025 Added 2.27%
$861M
$2.58 Billion 0.45% of portfolio
325,116
Q3 2025 Added 8.37%
$55.1B
$2.53 Billion 0.45% of portfolio
13,529
Q3 2025 Added 30.19%
$132B
$2.49 Billion 0.44% of portfolio
10,103
Q3 2025 Reduced 4.55%
$0
$2.5 Billion 0.44% of portfolio
25,290
Q3 2025 Added 30.97%
$521B
$2.38 Billion 0.42% of portfolio
4,188
Q3 2025 Added 0.94%
$267B
$2.4 Billion 0.42% of portfolio
7,223
Q3 2025 Reduced 6.82%
$25.4B
$2.36 Billion 0.42% of portfolio
86,635
Q3 2025 Added 3.46%
$0
$2.4 Billion 0.42% of portfolio
194,265
Q3 2025 Reduced 0.61%
$23.2B
$2.32 Billion 0.41% of portfolio
47,357
Q3 2025 Reduced 3.91%
Linde PLC
-
$2.3 Billion 0.41% of portfolio
-
Q3 2025 Reduced 3.76%
$458B
$2.26 Billion 0.4% of portfolio
3
Q4 2024 Reduced 25.0%
Global X Fds
-
$2.23 Billion 0.39% of portfolio
-
Q3 2025 Added 28.85%
$57.5B
$2.15 Billion 0.38% of portfolio
7,888
Q3 2025 Reduced 5.9%
$63.4B
$2.09 Billion 0.37% of portfolio
4,561
Q3 2025 Reduced 4.98%
Te Connectivity PLC
-
$2.12 Billion 0.37% of portfolio
-
Q3 2025 Reduced 5.88%
$35B
$1.96 Billion 0.35% of portfolio
17,146
Q3 2025 Reduced 2.51%
$79.6B
$1.96 Billion 0.35% of portfolio
15,819
Q3 2025 Added 8.05%
$140B
$2 Billion 0.35% of portfolio
5,332
Q3 2025 Reduced 3.7%
$89.3B
$2.01 Billion 0.35% of portfolio
18,458
Q3 2025 Reduced 20.95%
$33.2B
$1.96 Billion 0.35% of portfolio
19,952
Q3 2025 Added 1.83%
$104B
$1.96 Billion 0.35% of portfolio
29,723
Q3 2025 Reduced 4.51%
$50.4B
$1.91 Billion 0.34% of portfolio
31,161
Q3 2025 Reduced 3.42%
$72.6B
$1.9 Billion 0.34% of portfolio
28,366
Q3 2025 Added 2.66%
$170B
$1.85 Billion 0.33% of portfolio
12,803
Q3 2025 Reduced 1.29%
$40.4B
$1.79 Billion 0.32% of portfolio
14,085
Q3 2025 Reduced 3.37%
$0
$1.81 Billion 0.32% of portfolio
117,403
Q2 2025 Reduced 0.11%
$229B
$1.83 Billion 0.32% of portfolio
13,667
Q3 2025 Reduced 2.93%
$342B
$1.77 Billion 0.31% of portfolio
9,679
Q3 2025 Added 0.07%
$165B
$1.73 Billion 0.31% of portfolio
22,969
Q3 2025 Reduced 5.58%
$161B
$1.69 Billion 0.3% of portfolio
1,566
Q3 2025 Reduced 2.06%
-
$1.69 Billion 0.3% of portfolio
-
Q3 2025 Added 41.87%
Gsk PLC
-
$1.68 Billion 0.3% of portfolio
-
Q3 2025 Added 3.88%
$97.3B
$1.63 Billion 0.29% of portfolio
19,228
Q3 2025 Reduced 23.92%
$53.9B
$1.58 Billion 0.28% of portfolio
16,524
Q3 2025 Reduced 11.52%
$11.5B
$1.58 Billion 0.28% of portfolio
26,158
Q3 2025 Reduced 3.83%
$18.5B
$1.55 Billion 0.27% of portfolio
7,100
Q3 2025 Added 0.55%
$39.1B
$1.52 Billion 0.27% of portfolio
23,047
Q3 2025 Reduced 5.54%

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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