Box Hill Private Wealth LLC

Est. AUM

$124.7M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	LARGE CAP ETF	$20.4M	59252	16.35%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$17.2M	22988	13.81%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$9.0M	12191	7.20%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	18975	4.61%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$5.0M	51540	3.99%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$4.9M	59156	3.93%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.2M	16648	2.54%	SOLE
8	APPLE INC	COM	$3.1M	10551	2.45%	SOLE
9	NVIDIA CORPORATION	COM	$3.0M	15226	2.44%	SOLE
10	ISHARES TR	RUS 1000 ETF	$3.0M	7296	2.40%	SOLE
11	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.8M	53606	2.25%	SOLE
12	VANECK ETF TRUST	SEMICONDUCTR ETF	$2.7M	4098	2.16%	SOLE
13	ALPHABET INC	CAP STK CL C	$2.5M	7129	2.02%	SOLE
14	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.5M	8102	1.97%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4507	1.81%	SOLE
16	TIDAL TRUST II	ROUNDHILL GENER	$2.2M	22537	1.78%	SOLE
17	ISHARES TR	CORE S&P TTL STK	$2.1M	12647	1.67%	SOLE
18	TESLA INC	COM	$2.1M	4931	1.66%	SOLE
19	BROADCOM INC	COM	$1.9M	4991	1.51%	SOLE
20	ISHARES TR	MSCI INTL QUALTY	$1.7M	33987	1.35%	SOLE
21	MICROSOFT CORP	COM	$1.6M	4272	1.28%	SOLE
22	ALPHABET INC	CAP STK CL A	$1.6M	4384	1.26%	SOLE
23	ISHARES INC	MSCI EMRG CHN	$1.4M	14032	1.15%	SOLE
24	AMAZON COM INC	COM	$1.4M	5836	1.12%	SOLE
25	MICRON TECHNOLOGY INC	COM	$1.3M	1126	1.04%	SOLE
26	ISHARES TR	CORE S&P MCP ETF	$1.2M	15447	0.96%	SOLE
27	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.1M	25240	0.92%	SOLE
28	META PLATFORMS INC	CL A	$970K	1722	0.78%	SOLE
29	COSTCO WHOLESALE CORPORATION	COM	$863K	923	0.69%	SOLE
30	GAMESTOP CORP	CL A	$838K	37969	0.67%	SOLE
31	MARVELL TECHNOLOGY INC	COM	$821K	2756	0.66%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$776K	2098	0.62%	SOLE
33	BLACKROCK ETF TRUST	ISHARES A I INNO	$772K	14651	0.62%	SOLE
34	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$630K	1319	0.51%	SOLE
35	ELI LILLY & CO	COM	$624K	520	0.50%	SOLE
36	JPMORGAN CHASE & CO	COM	$605K	1849	0.49%	SOLE
37	VANGUARD INDEX FDS	REAL ESTATE ETF	$574K	5952	0.46%	SOLE
38	ISHARES TR	MSCI USA QLT FCT	$556K	2535	0.45%	SOLE
39	EATON CORP PLC	SHS	$525K	1231	0.42%	SOLE
40	VISA INC	COM CL A	$485K	1413	0.39%	SOLE
41	ISHARES TR	RUS 1000 GRW ETF	$482K	3880	0.39%	SOLE
42	ADVANCED MICRO DEVICES INC	COM	$450K	775	0.36%	SOLE
43	ISHARES TR	RUS 1000 VAL ETF	$431K	1778	0.35%	SOLE
44	VANGUARD WORLD FD	MEGA CAP INDEX	$413K	1508	0.33%	SOLE
45	INTEL CORP	COM	$401K	2869	0.32%	SOLE
46	ISHARES TR	IBOXX HI YD ETF	$393K	4915	0.32%	SOLE
47	EXXON MOBIL CORP	COM	$373K	2725	0.30%	SOLE
48	ISHARES TR	ISHARES SEMICDTR	$372K	580	0.30%	SOLE
49	GLOBAL X FDS	GLOBAL X COPPER	$367K	4768	0.29%	SOLE
50	ISHARES TR	CORE 60/40 BALAN	$364K	5234	0.29%	SOLE

1–50 of 67

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