Beverly Hills Private Wealth, LLC

Est. AUM

$600.3M

13F long equity, this entity only

Positions

499

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$24.3M	95570	4.04%	SOLE
2	NVIDIA CORPORATION	COM	$15.1M	86330	2.51%	SOLE
3	JPMORGAN CHASE & CO	COM	$13.4M	45574	2.23%	SOLE
4	AMAZON COM INC	COM	$12.9M	61712	2.14%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.3M	173553	1.72%	SOLE
6	SCHWAB CHARLES CORP	COM	$10.1M	107531	1.68%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.2M	19167	1.53%	SOLE
8	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$9.1M	26799	1.51%	SOLE
9	CBL & ASSOC PPTYS INC	COMMON STOCK	$7.9M	206671	1.32%	SOLE
10	VISA INC	COM CL A	$7.6M	25193	1.27%	SOLE
11	VANECK ETF TRUST	GOLD MINERS ETF	$6.6M	71884	1.10%	SOLE
12	GLOBAL X FDS	GLOBAL X SILVER	$6.5M	72417	1.09%	SOLE
13	ALPHABET INC	CAP STK CL C	$6.5M	22700	1.08%	SOLE
14	PEPSICO INC	COM	$5.9M	37925	0.98%	SOLE
15	CHEVRON CORPORATION	COM	$5.8M	28088	0.97%	SOLE
16	JOHNSON & JOHNSON	COM	$5.6M	23000	0.94%	SOLE
17	ELEVANCE HEALTH INC FORMERLY	COM	$5.3M	18239	0.89%	SOLE
18	ALPHABET INC	CAP STK CL A	$5.3M	18291	0.88%	SOLE
19	ALEXANDERS INC	COM	$5.2M	21843	0.86%	SOLE
20	MGM RESORTS INTERNATIONAL	COM	$4.9M	133401	0.82%	SOLE
21	VANECK ETF TRUST	JUNIOR GOLD MINE	$4.6M	38696	0.77%	SOLE
22	UNITEDHEALTH GROUP INC	COM	$4.5M	16677	0.75%	SOLE
23	EXXON MOBIL CORP	COM	$4.3M	25635	0.72%	SOLE
24	CISCO SYS INC	COM	$3.9M	50748	0.66%	SOLE
25	ISHARES TR	GNMA BOND ETF	$3.9M	87595	0.65%	DFND
26	CHUBB LTD SWITZ	COM	$3.7M	11378	0.62%	SOLE
27	SUNCOR ENERGY INC NEW	COM	$3.5M	53235	0.59%	SOLE
28	CORNING INC	COM	$3.4M	24996	0.57%	SOLE
29	ENERGY TRANSFER L P	COM UT LTD PTN	$3.3M	173426	0.56%	SOLE
30	EL PASO ENERGY CAP TR I	PFD CV TR SEC 28	$3.3M	64269	0.54%	SOLE
31	BLACKROCK INC	COM	$3.2M	3293	0.53%	SOLE
32	ISHARES INC	MSCI GBL GOLD MN	$3.0M	38325	0.50%	SOLE
33	MORGAN STANLEY ETF TRUST	EATON VANCE INCO	$2.9M	58207	0.48%	SOLE
34	BECTON DICKINSON & CO	COM	$2.8M	17892	0.47%	SOLE
35	KAYNE ANDERSON ENERGY INFRST	COM	$2.7M	192065	0.46%	SOLE
36	BLACKROCK MUNIHLDNGS CALI	COM	$2.6M	251657	0.44%	SOLE
37	TEXAS INSTRS INC	COM	$2.6M	13232	0.43%	SOLE
38	KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$2.5M	90739	0.41%	SOLE
39	DOMINION ENERGY INC	COM	$2.3M	37889	0.39%	SOLE
40	GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.2M	22325	0.37%	SOLE
41	GSK PLC	SPONSORED ADR	$2.2M	39906	0.37%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$2.2M	3336	0.36%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.36%	SOLE
44	GREENFIRE RES LTD NEW	COM SHS	$2.1M	337544	0.36%	SOLE
45	LINDE PLC	SHS	$2.1M	4203	0.35%	SOLE
46	EPR PPTYS	CONV PFD 9% SR E	$2.1M	68421	0.35%	SOLE
47	AIR PRODUCTS AND CHEMICALS I	COM	$2.0M	6937	0.34%	SOLE
48	AMERICAN EXPRESS CO	COM	$2.0M	6511	0.33%	SOLE
49	APPLIED MATLS INC	COM	$1.9M	5703	0.32%	SOLE
50	PROGRESSIVE CORP	COM	$1.9M	9801	0.32%	SOLE

1–50 of 347

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.