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
$173B
$663 Million 0.12% of portfolio
11,107
Q3 2025 Reduced 0.58%
$161B
$671 Million 0.12% of portfolio
3,382
Q3 2025 New
$15.7B
$657 Million 0.12% of portfolio
2,599
Q3 2025 Reduced 5.08%
$3.75B
$652 Million 0.12% of portfolio
24,794
Q3 2025 Reduced 4.61%
$495B
$707 Million 0.12% of portfolio
590
Q3 2025 Reduced 4.22%
$103B
$706 Million 0.12% of portfolio
302
Q3 2025 Reduced 2.27%
$121B
$649 Million 0.11% of portfolio
2,640
Q3 2025 Added 2.01%
$0
$602 Million 0.11% of portfolio
63,400
Q3 2025 New
$371B
$623 Million 0.11% of portfolio
1,538
Q3 2025 Reduced 0.71%
$8.57B
$606 Million 0.11% of portfolio
3,212
Q3 2025 Reduced 5.33%
$131B
$642 Million 0.11% of portfolio
13,595
Q3 2025 Reduced 17.41%
$34.1B
$581 Million 0.1% of portfolio
3,364
Q3 2025 Reduced 3.47%
$270B
$540 Million 0.1% of portfolio
7,547
Q3 2025 Reduced 3.5%
$150B
$556 Million 0.1% of portfolio
9,378
Q3 2025 Reduced 2.95%
$23.5B
$544 Million 0.1% of portfolio
928
Q3 2025 Reduced 0.85%
-
$553 Million 0.1% of portfolio
-
Q3 2025 Reduced 5.4%
$0
$587 Million 0.1% of portfolio
978
Q1 2025 Reduced 1.61%
$5.54B
$542 Million 0.1% of portfolio
3,101
Q3 2025 Reduced 13.77%
$102B
$568 Million 0.1% of portfolio
7,534
Q3 2025 Added 24.22%
$8.94B
$590 Million 0.1% of portfolio
2,872
Q3 2025 Reduced 5.81%
$29.4B
$594 Million 0.1% of portfolio
24,183
Q3 2025 Added 8.26%
$180B
$559 Million 0.1% of portfolio
1,981
Q3 2025 Added 0.61%
$34.7B
$585 Million 0.1% of portfolio
4,125
Q3 2025 Added 13.51%
$194B
$485 Million 0.09% of portfolio
4,782
Q2 2025 Reduced 4.25%
$0
$486 Million 0.09% of portfolio
2,564
Q4 2024 Added 23.63%
$0
$521 Million 0.09% of portfolio
782
Q3 2025 Added 47.27%
$43.2B
$518 Million 0.09% of portfolio
562
Q3 2025 Reduced 3.27%
$121B
$537 Million 0.09% of portfolio
10,115
Q3 2025 Added 37.0%
$55.9B
$496 Million 0.09% of portfolio
9,112
Q3 2025 Reduced 4.19%
$62.7B
$531 Million 0.09% of portfolio
6,443
Q3 2025 Reduced 1.38%
$0
$482 Million 0.09% of portfolio
11,298
Q3 2025 Reduced 0.8%
$0
$499 Million 0.09% of portfolio
27,455
Q3 2025 Added 10.86%
$12.6B
$484 Million 0.09% of portfolio
2,519
Q3 2025 Reduced 3.12%
$67.3B
$485 Million 0.09% of portfolio
1,737
Q3 2025 Reduced 0.06%
$0
$538 Million 0.09% of portfolio
83,446
Q3 2025 Added 74.19%
$0
$527 Million 0.09% of portfolio
7,740
Q3 2025 Reduced 0.44%
$0
$510 Million 0.09% of portfolio
6,152
Q1 2025 Reduced 0.97%
$0
$489 Million 0.09% of portfolio
9,395
Q3 2025 Reduced 0.01%
$0
$429 Million 0.08% of portfolio
2,971
Q1 2025 Reduced 0.03%
$17.5B
$463 Million 0.08% of portfolio
1,335
Q3 2025 Reduced 0.96%
$235B
$480 Million 0.08% of portfolio
5,722
Q3 2025 Reduced 2.89%
$19.3B
$479 Million 0.08% of portfolio
5,138
Q3 2025 Reduced 1.38%
$276B
$456 Million 0.08% of portfolio
5,942
Q3 2025 Reduced 2.41%
$41.3B
$472 Million 0.08% of portfolio
5,221
Q3 2025 Reduced 22.03%
$350B
$474 Million 0.08% of portfolio
3,083
Q3 2025 Reduced 0.29%
$56.6B
$463 Million 0.08% of portfolio
6,365
Q3 2025 Reduced 3.08%
$204B
$446 Million 0.08% of portfolio
3,024
Q3 2025 Reduced 0.03%
$127B
$439 Million 0.08% of portfolio
4,614
Q3 2025 Reduced 3.53%
$21.9B
$440 Million 0.08% of portfolio
34,478
Q3 2025 Added 60.04%

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
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email