Beverly Hills Private Wealth, LLC

13F filer · CIK 0001965710

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$525MU.S. long equity reported on 13F

Positions19813 new · 100 closed

Net flow last quarter-$120MBuys minus sells

Top 10 positions weight25.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026198 positions
AAPLApple Inc.	$23M	4.38%	0.00%	-20.7%	Q4 2022
NVDANvidia Corp	$15.6M	2.96%	0.00%	-9.9%	Q4 2022
AMZNAmazon Com Inc	$15.4M	2.92%	0.00%	-1.1%	Q4 2022
MSFTMicrosoft Corp	$15M	2.87%	0.00%	-17.7%	Q4 2022
JPMJPMorgan Chase & Co	$13.5M	2.58%	0.00%	-11.0%	Q4 2022
SCHWSchwab Charles Corp	$11.5M	2.19%	0.01%	+6.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.3M	2.15%	0.00%	-18.1%	Q4 2022
VVisa Inc.	$10.1M	1.92%	0.00%	+7.7%	Q1 2023
METAMeta Platforms, Inc.	$9.89M	1.88%	Not reported	-0.1%	Q1 2023
VZVerizon Communications Inc	$9.04M	1.72%	0.01%	+12.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$8.44M	1.61%	Not reported	-15.2%	Q4 2022
CBLCBL & Associates Properties Inc	$8.08M	1.54%	0.49%	-33.1%	Q4 2023
GOOGAlphabet Inc.	$8.07M	1.54%	Not reported	-5.0%	Q4 2022
ELVElevance Health, Inc.	$7.87M	1.50%	0.01%	+4.0%	Q4 2022
ALXAlexanders Inc	$7.14M	1.36%	0.51%	+9.3%	Q1 2025
GOOGLAlphabet Inc.	$6.93M	1.32%	0.00%	+2.0%	Q4 2022
TFSLTFS Financial CORP	$6.63M	1.26%	0.13%	+14.5%	Q4 2025
PEPPepsico Inc	$6.51M	1.24%	0.00%	+18.7%	Q4 2022
UNHUnitedhealth Group Inc	$6.23M	1.19%	0.00%	-15.4%	Q4 2022
BTTBlackRock Municipal 2030 Target Term Trust	$5.76M	1.10%	Not reported	+11.1%	Q4 2023
SWSmurfit Westrock plc	$5.72M	1.09%	0.02%	+27.7%	Q3 2024
SILGolden Minerals Co	$5.56M	1.06%	Not reported	-0.9%	Q4 2024
KRKroger Co	$5.5M	1.05%	0.02%	+10.6%	Q3 2023
PMPhilip Morris International Inc.	$5.34M	1.02%	0.00%	-48.3%	Q4 2022
AVGOBroadcom Inc.	$5.11M	0.97%	0.00%	-36.9%	Q4 2022
AVBCAvidia Bancorp, Inc.	$4.99M	0.95%	0.13%	+107.8%	Q1 2024
VSTVistra Corp.	$4.89M	0.93%	0.01%	+706.7%	Q4 2023
CMCSAComcast Corp	$4.74M	0.90%	0.00%	+28.6%	Q4 2022
AMATApplied Materials Inc	$4.57M	0.87%	0.00%	-4.7%	Q4 2023
AERAerCap Holdings N.V.	$4.15M	0.79%	0.02%	-6.6%	Q4 2023
MGMMGM Resorts International	$4.13M	0.79%	0.03%	-42.0%	Q1 2025
SFStifel Financial Corp	$3.9M	0.74%	0.04%	-9.0%	Q4 2023
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.88M	0.74%	Not reported	-0.1%	Q1 2024
ACIAlbertsons Companies, Inc.	$3.7M	0.71%	0.06%	+13.4%	Q3 2023
JNJJohnson & Johnson	$3.61M	0.69%	0.00%	-38.2%	Q4 2022
CBChubb Ltd	$3.52M	0.67%	0.00%	-15.9%	Q4 2022
BDXBecton Dickinson & Co	$3.35M	0.64%	0.01%	+15.0%	Q1 2023
ETEnergy Transfer LP	$3.31M	0.63%	0.01%	0.0%	Q4 2022
CSCOCisco Systems, Inc.	$3.2M	0.61%	0.00%	-46.3%	Q4 2022
SUSuncor Energy Inc	$3.1M	0.59%	0.00%	-4.9%	Q4 2023
NVONovo Nordisk A S	$3.05M	0.58%	Not reported	+26.3%	Q4 2022
PHGKoninklijke Philips NV	$3.02M	0.58%	0.01%	+12.3%	Q4 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.8M	0.53%	Not reported	+1.1%	Q1 2026
CVECenovus Energy Inc.	$2.68M	0.51%	0.01%	-12.9%	Q4 2023
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$2.64M	0.50%	Not reported	-0.7%	Q4 2022
CATCaterpillar Inc	$2.63M	0.50%	0.00%	+0.9%	Q1 2023
CVXChevron Corp	$2.51M	0.48%	0.00%	-46.0%	Q4 2022
DELLDell Technologies Inc.	$2.5M	0.48%	0.00%	-37.2%	Q1 2023
GFRGreenfire Resources Ltd.	$2.35M	0.45%	0.33%	+11.4%	Q1 2025
BRK.ABerkshire Hathaway Inc	$2.25M	0.43%	Not reported	Not reported	Q4 2022

Q1 2026Reported May 4, 2026284 positions
AAPLApple Inc.	$25.4M	4.24%	0.00%	+1.0%	Q4 2022
MSFTMicrosoft Corp	$18.1M	3.02%	0.00%	+8.4%	Q4 2022
NVDANvidia Corp	$15.1M	2.51%	0.00%	-2.4%	Q4 2022
JPMJPMorgan Chase & Co	$13.7M	2.28%	0.00%	-0.5%	Q4 2022
AMZNAmazon Com Inc	$13.6M	2.26%	0.00%	+7.2%	Q4 2022
SCHWSchwab Charles Corp	$11M	1.84%	0.01%	+7.3%	Q4 2022
METAMeta Platforms, Inc.	$10.1M	1.68%	Not reported	+24.8%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.77M	1.63%	0.00%	-4.4%	Q4 2022
VZVerizon Communications Inc	$9.55M	1.59%	0.00%	+20.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$9.53M	1.59%	Not reported	-1.4%	Q4 2022
PMPhilip Morris International Inc.	$9.44M	1.57%	0.00%	-2.1%	Q4 2022
CBLCBL & Associates Properties Inc	$8.73M	1.45%	0.73%	+6.6%	Q4 2023
VVisa Inc.	$8.24M	1.37%	0.00%	+50.4%	Q1 2023
GOOGAlphabet Inc.	$6.89M	1.15%	Not reported	+2.3%	Q4 2022
AVGOBroadcom Inc.	$6.63M	1.11%	0.00%	-2.3%	Q4 2022
SILGolden Minerals Co	$6.52M	1.09%	Not reported	+32.5%	Q4 2024
KRKroger Co	$6.48M	1.08%	0.01%	+2.1%	Q3 2023
PEPPepsico Inc	$6.29M	1.05%	0.00%	+11.3%	Q4 2022
CVXChevron Corp	$5.81M	0.97%	0.00%	+13.5%	Q4 2022
ELVElevance Health, Inc.	$5.73M	0.95%	0.01%	+16.0%	Q4 2022
JNJJohnson & Johnson	$5.63M	0.94%	0.00%	-0.8%	Q4 2022
ALXAlexanders Inc	$5.6M	0.93%	0.46%	+11.6%	Q1 2025
MGMMGM Resorts International	$5.51M	0.92%	0.06%	+8.2%	Q1 2025
GOOGLAlphabet Inc.	$5.47M	0.91%	0.00%	+2.3%	Q4 2022
BTTBlackRock Municipal 2030 Target Term Trust	$5.18M	0.86%	Not reported	+30.6%	Q4 2023
UNHUnitedhealth Group Inc	$4.8M	0.80%	0.00%	+43.1%	Q4 2022
TFSLTFS Financial CORP	$4.59M	0.76%	0.12%	+12.0%	Q4 2025
SFStifel Financial Corp	$4.54M	0.76%	0.04%	+17.1%	Q4 2023
XOMExxonMobil Holdings Corp	$4.35M	0.72%	0.00%	-2.1%	Q4 2022
CMCSAComcast Corp	$4.31M	0.72%	0.00%	+51.5%	Q4 2022
AERAerCap Holdings N.V.	$4.19M	0.70%	0.02%	+10.0%	Q4 2023
ACIAlbertsons Companies, Inc.	$4.11M	0.69%	0.05%	+28.7%	Q3 2023
SUSuncor Energy Inc	$4.02M	0.67%	0.01%	-11.6%	Q4 2023
CBChubb Ltd	$4.01M	0.67%	0.00%	+31.9%	Q4 2022
CSCOCisco Systems, Inc.	$3.94M	0.66%	0.00%	+3.2%	Q4 2022
SWSmurfit Westrock plc	$3.86M	0.64%	0.02%	+29.3%	Q3 2024
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.85M	0.64%	Not reported	+0.4%	Q1 2024
MCDMcdonalds Corp	$3.4M	0.57%	0.00%	-4.1%	Q4 2022
GLWCorning Inc	$3.4M	0.57%	0.00%	-25.6%	Q1 2025
ETEnergy Transfer LP	$3.35M	0.56%	0.01%	+0.4%	Q4 2022
CVECenovus Energy Inc.	$3.29M	0.55%	0.01%	-28.2%	Q4 2023
BLKBlackRock, Inc.	$3.23M	0.54%	0.00%	-0.2%	Q4 2022
LOWLowes Companies Inc	$3.21M	0.53%	0.00%	-6.9%	Q4 2022
BDXBecton Dickinson & Co	$3.03M	0.50%	0.01%	+10.4%	Q1 2023
NSCNorfolk Southern Corp	$2.9M	0.48%	0.00%	+2.2%	Q4 2022
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$2.74M	0.46%	Not reported	+0.1%	Q4 2022
BABAAlibaba Group Holding Ltd	$2.73M	0.46%	0.00%	+11.8%	Q1 2024
ABBVAbbVie Inc.	$2.71M	0.45%	0.00%	-4.5%	Q4 2022
PHGKoninklijke Philips NV	$2.71M	0.45%	0.01%	+10.4%	Q4 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.62M	0.44%	Not reported	New	Q1 2026

Q4 2025Reported Feb 17, 2026276 positions
AAPLApple Inc.	$27M	4.62%	0.00%	-2.5%	Q4 2022
MSFTMicrosoft Corp	$21.9M	3.74%	0.00%	-0.6%	Q4 2022
NVDANvidia Corp	$16.5M	2.82%	0.00%	-2.7%	Q4 2022
JPMJPMorgan Chase & Co	$15M	2.57%	0.00%	-8.6%	Q4 2022
AMZNAmazon Com Inc	$14M	2.40%	0.00%	+1.0%	Q4 2022
SCHWSchwab Charles Corp	$10.9M	1.87%	0.01%	+4.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$10.1M	1.73%	Not reported	-15.4%	Q4 2022
PMPhilip Morris International Inc.	$9.36M	1.60%	0.00%	-0.8%	Q4 2022
METAMeta Platforms, Inc.	$9.3M	1.59%	Not reported	+4.1%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.19M	1.57%	0.00%	+5.5%	Q4 2022
CBLCBL & Associates Properties Inc	$7.89M	1.35%	0.70%	+2.9%	Q4 2023
AVGOBroadcom Inc.	$7.59M	1.30%	0.00%	-6.5%	Q4 2022
GOOGAlphabet Inc.	$7.37M	1.26%	Not reported	-2.3%	Q4 2022
VZVerizon Communications Inc	$6.41M	1.10%	0.00%	-5.1%	Q4 2022
VVisa Inc.	$6.36M	1.09%	0.00%	+17.0%	Q1 2023
ELVElevance Health, Inc.	$5.92M	1.01%	0.01%	-8.0%	Q4 2022
GOOGLAlphabet Inc.	$5.82M	1.00%	0.00%	+2.1%	Q4 2022
KRKroger Co	$5.48M	0.94%	0.01%	+28.1%	Q3 2023
PEPPepsico Inc	$5.23M	0.89%	0.00%	-2.9%	Q4 2022
MGMMGM Resorts International	$5.03M	0.86%	0.05%	+4.6%	Q1 2025
JNJJohnson & Johnson	$4.81M	0.82%	0.00%	-1.4%	Q4 2022
ALXAlexanders Inc	$4.63M	0.79%	0.42%	+4.7%	Q1 2025
SILGolden Minerals Co	$4.57M	0.78%	Not reported	+35.4%	Q4 2024
SFStifel Financial Corp	$4.38M	0.75%	0.03%	+2.5%	Q4 2023
UNHUnitedhealth Group Inc	$4.09M	0.70%	0.00%	+27.8%	Q4 2022
AERAerCap Holdings N.V.	$3.99M	0.68%	0.02%	-2.7%	Q4 2023
BTTBlackRock Municipal 2030 Target Term Trust	$3.99M	0.68%	Not reported	+8.5%	Q4 2023
TFSLTFS Financial CORP	$3.9M	0.67%	0.10%	New	Q4 2025
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.82M	0.65%	Not reported	+8.5%	Q1 2024
CSCOCisco Systems, Inc.	$3.79M	0.65%	0.00%	+2.7%	Q4 2022
CVXChevron Corp	$3.77M	0.65%	0.00%	-0.3%	Q4 2022
BLKBlackRock, Inc.	$3.6M	0.62%	0.00%	-7.3%	Q4 2022
LOWLowes Companies Inc	$3.51M	0.60%	0.00%	-2.7%	Q4 2022
MCDMcdonalds Corp	$3.49M	0.60%	0.00%	-2.8%	Q4 2022
BDXBecton Dickinson & Co	$3.39M	0.58%	0.01%	+29.0%	Q1 2023
ACIAlbertsons Companies, Inc.	$3.22M	0.55%	0.03%	-21.1%	Q3 2023
XOMExxonMobil Holdings Corp	$3.15M	0.54%	0.00%	-3.3%	Q4 2022
SUSuncor Energy Inc	$3.05M	0.52%	0.01%	-9.0%	Q4 2023
ABBVAbbVie Inc.	$2.99M	0.51%	0.00%	-2.5%	Q4 2022
CMCSAComcast Corp	$2.96M	0.51%	0.00%	-20.1%	Q4 2022
GLWCorning Inc	$2.94M	0.50%	0.00%	-0.2%	Q1 2025
CVECenovus Energy Inc.	$2.92M	0.50%	0.01%	-9.7%	Q4 2023
CBChubb Ltd	$2.91M	0.50%	0.00%	+122.8%	Q4 2022
SWSmurfit Westrock plc	$2.9M	0.50%	0.01%	-15.6%	Q3 2024
NSCNorfolk Southern Corp	$2.86M	0.49%	0.00%	-0.2%	Q4 2022
BABAAlibaba Group Holding Ltd	$2.86M	0.49%	0.00%	+2.0%	Q1 2024
ETEnergy Transfer LP	$2.85M	0.49%	0.01%	Not reported	Q4 2022
WMTWalmart Inc.	$2.72M	0.47%	0.00%	-10.7%	Q4 2022
AXPAmerican Express Co	$2.62M	0.45%	0.00%	-2.1%	Q4 2022
TXNTexas Instruments Inc	$2.44M	0.42%	0.00%	-17.5%	Q4 2022

Q3 2025Reported Nov 10, 2025285 positions
AAPLApple Inc.	$25.9M	4.57%	0.00%	-4.5%	Q4 2022
MSFTMicrosoft Corp	$23.6M	4.16%	0.00%	-1.0%	Q4 2022
NVDANvidia Corp	$17M	2.99%	0.00%	-0.1%	Q4 2022
JPMJPMorgan Chase & Co	$16.1M	2.84%	0.00%	-5.0%	Q4 2022
AMZNAmazon Com Inc	$13.2M	2.33%	0.00%	+1.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$12M	2.11%	Not reported	-3.6%	Q4 2022
SCHWSchwab Charles Corp	$9.98M	1.76%	0.01%	+2.0%	Q4 2022
METAMeta Platforms, Inc.	$9.94M	1.75%	Not reported	-9.9%	Q1 2023
PMPhilip Morris International Inc.	$9.54M	1.68%	0.00%	-2.4%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8M	1.41%	0.00%	-2.5%	Q4 2022
AVGOBroadcom Inc.	$7.74M	1.37%	0.00%	-14.5%	Q4 2022
VZVerizon Communications Inc	$7.29M	1.29%	0.00%	+12.3%	Q4 2022
CBLCBL & Associates Properties Inc	$6.34M	1.12%	0.67%	+8.2%	Q4 2023
ELVElevance Health, Inc.	$5.93M	1.05%	0.01%	+26.1%	Q4 2022
GOOGAlphabet Inc.	$5.86M	1.03%	Not reported	-16.3%	Q4 2022
VVisa Inc.	$5.29M	0.93%	0.00%	+8.5%	Q1 2023
PEPPepsico Inc	$5.27M	0.93%	0.00%	+5.7%	Q4 2022
ALXAlexanders Inc	$4.76M	0.84%	0.40%	+13.0%	Q1 2025
KRKroger Co	$4.62M	0.81%	0.01%	+17.3%	Q3 2023
MGMMGM Resorts International	$4.57M	0.81%	0.05%	+6.7%	Q1 2025
GOOGLAlphabet Inc.	$4.43M	0.78%	0.00%	-8.6%	Q4 2022
JNJJohnson & Johnson	$4.37M	0.77%	0.00%	-5.7%	Q4 2022
BLKBlackRock, Inc.	$4.23M	0.75%	0.00%	-11.5%	Q4 2022
ACIAlbertsons Companies, Inc.	$4.16M	0.73%	0.04%	+14.0%	Q3 2023
CMCSAComcast Corp	$3.89M	0.69%	0.00%	-1.7%	Q4 2022
SFStifel Financial Corp	$3.87M	0.68%	0.03%	-6.8%	Q4 2023
CVXChevron Corp	$3.85M	0.68%	0.00%	-2.6%	Q4 2022
SWSmurfit Westrock plc	$3.78M	0.67%	0.02%	-0.5%	Q3 2024
LOWLowes Companies Inc	$3.77M	0.66%	0.00%	-3.7%	Q4 2022
BTTBlackRock Municipal 2030 Target Term Trust	$3.61M	0.64%	Not reported	-2.4%	Q4 2023
MCDMcdonalds Corp	$3.56M	0.63%	0.00%	-2.2%	Q4 2022
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.53M	0.62%	Not reported	-1.4%	Q1 2024
AERAerCap Holdings N.V.	$3.45M	0.61%	0.02%	+5.6%	Q4 2023
BABAAlibaba Group Holding Ltd	$3.42M	0.60%	0.00%	+4.0%	Q1 2024
UNHUnitedhealth Group Inc	$3.35M	0.59%	0.00%	-4.4%	Q4 2022
CSCOCisco Systems, Inc.	$3.28M	0.58%	0.00%	-2.4%	Q4 2022
SUSuncor Energy Inc	$3.16M	0.56%	0.01%	+3.8%	Q4 2023
TXNTexas Instruments Inc	$3.14M	0.55%	0.00%	-5.3%	Q4 2022
CVECenovus Energy Inc.	$3.12M	0.55%	0.01%	+1.2%	Q4 2023
ABBVAbbVie Inc.	$3.1M	0.55%	0.00%	-2.8%	Q4 2022
XOMExxonMobil Holdings Corp	$3.05M	0.54%	0.00%	-1.8%	Q4 2022
NSCNorfolk Southern Corp	$2.98M	0.53%	0.00%	-5.3%	Q4 2022
ETEnergy Transfer LP	$2.96M	0.52%	0.01%	Not reported	Q4 2022
SILGolden Minerals Co	$2.89M	0.51%	Not reported	+68.1%	Q4 2024
WMTWalmart Inc.	$2.82M	0.50%	0.00%	-5.7%	Q4 2022
GLWCorning Inc	$2.76M	0.49%	0.00%	+4.8%	Q1 2025
NOCNorthrop Grumman Corp	$2.64M	0.47%	0.00%	-0.9%	Q4 2022
NWSNews Corp	$2.62M	0.46%	Not reported	-32.9%	Q4 2023
AIVApartment Investment & Management Co	$2.58M	0.45%	0.23%	+8.4%	Q3 2023
NVONovo Nordisk A S	$2.55M	0.45%	Not reported	+2.3%	Q4 2022

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