Beverly Hills Private Wealth, LLC

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CIK 1965710

13F portfolio (2026-Q1)

$600M

Positions

343

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

343

Top 5

14.3%

Top 10

23.0%

Effective N

93.4

HHI

0.011

This quarter

33 new · 0 exit →

By sector

Unclassified22.8%

Information Technology17.5%

Financials16.0%

Consumer Discretionary7.7%

Communication Services6.7%

Consumer Staples5.3%

Industrials5.1%

Health Care4.9%

Other14.1%

By market cap

Mega (>$200B)34.9%

Unknown30.3%

Large ($10–200B)27.3%

Mid ($2–10B)4.0%

Small ($300M–2B)3.5%

Micro (<$300M)0.0%

By region

North America73.2%

Other22.8%

Asia-Pacific2.3%

Europe1.6%

Africa0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	24.36%	79
Semiconductors & Semiconductor Equipment	6.93%	14
Technology Hardware & Equipment	6.20%	11
Banks	4.81%	20
Oil, Gas & Consumable Fuels	4.56%	16
Specialty Retail	4.20%	10
Capital Markets	4.10%	11
Software & IT Services	3.81%	5
Equity Real Estate Investment Trusts (REITs)	3.78%	12
Insurance	3.62%	11
Software	3.59%	7
Pharmaceuticals & Biotechnology	3.57%	16
Commercial Services & Supplies	3.21%	13
Utilities	2.59%	17
Hotels, Restaurants & Leisure	2.29%	6
Tobacco	1.98%	3
Diversified Telecommunication Services	1.94%	4
Food & Staples Retailing	1.86%	3
Aerospace & Defense	1.38%	8
Machinery	1.33%	10
Beverages	1.29%	4
Chemicals	1.19%	10
Health Care Equipment & Supplies	1.08%	4
Paper & Forest Products	1.01%	4
Media & Entertainment	0.87%	2
Metals & Mining	0.80%	6
Road & Rail	0.65%	2
Distributors	0.61%	4
Communications Equipment	0.41%	2
Automobiles & Components	0.37%	4
Electrical Equipment & Components	0.28%	3
Professional Services	0.20%	1
Food Products	0.19%	2
Construction & Engineering	0.16%	3
Leisure Products	0.13%	2
Health Care Providers & Services	0.11%	2
Life Sciences Tools & Services	0.10%	3
Real Estate Management & Development	0.09%	2
Construction Materials	0.08%	2
Transportation Infrastructure	0.07%	1
Media & Publishing	0.07%	1
Entertainment	0.07%	1
Household Durables	0.05%	1
Airlines	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	4.24%
2	MSFT	MICROSOFT CORP	Information Technology	3.03%
3	NVDA	NVIDIA CORP	Information Technology	2.51%
4	JPM	JPMORGAN CHASE & CO	Financials	2.28%
5	AMZN	AMAZON COM INC	Consumer Discretionary	2.26%
6	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	1.97%
7	SCHW	SCHWAB CHARLES CORP	Financials	1.84%
8	META	Meta Platforms, Inc.	Communication Services	1.68%
9	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	1.63%
10	VGSH	VANGUARD SHORT-TERM TREASURY ETF	Unclassified	1.60%

265/343 names classified · sector 77.2% of weight · industry 75.6% · mkt cap 69.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

Information TechnologyAAPL, MSFT, NVDA, TXN, CSCO · other

FinancialsBRK.B, JPM, SCHW, UNH, V · other

Consumer DiscretionaryAMZN, LOW, MCD, SBUX, MGM · other

IndustrialsFIS, PAYX, ETN, UPS, ACN · other

Health CareJNJ, MRK, ABBV, NVO, PFE · other

Communication ServicesCMCSA, META, VZ, GOOG, GOOGL · other

Consumer StaplesPM, PEP, KR, DEO, MO · other

MaterialsLIN, APD, PKG, SW, GLW · other

EnergyCVX, XOM, SU, CVE, PSX · other

UtilitiesET, NEE, WEC, D, EPD · other

Real EstateCBL, PLD, CCI, AIV, ALX · other

UnclassifiedGBIL, VGSH, VGIT, JAAA, ACWI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 77.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (200 classified)Beverly Hills Private Wealth, LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesConsumer StaplesIndustrialsReal EstateHealth CareMaterialsEnergyUtilities

Style box summary for Beverly Hills Private Wealth, LLC: centroid Large Core. Heaviest cells: Large Growth 19.2%, Large Core 16.9%, Large Value 13.0%.

Classified: 66.5% of book weight (200/339 names) · unclassified 33.5%: VGIT, TSM, VGSH, BRK.B, , JMTG, GDX, SIL, JAAA, GNMA +129 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 343 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	100,244	$25M	4.2%	HOLD
2	MSFTMICROSOFT CORP	49,024	$18M	3.0%	ADD 8%
3	NVDANVIDIA CORPORATION	86,360	$15M	2.5%	TRIM −2%
4	JPMJPMORGAN CHASE & CO	46,433	$14M	2.3%	HOLD
5	AMZNAMAZON COM INC	65,106	$14M	2.3%	ADD 7%
6	VGITVANGUARD SCOTTSDALE FDS	198,157	$12M	2.0%	ADD 3%
7	SCHWSCHWAB CHARLES CORP	117,357	$11M	1.8%	ADD 7%
8	METAMETA PLATFORMS INC	17,576	$10M	1.7%	ADD 25%
9	TSMTAIWAN SEMICONDUCTOR MFG LTD	28,904	$10M	1.6%	TRIM −4%
10	VGSHVANGUARD SHORT-TERM TREASURY ETF	163,652	$10M	1.6%	ADD 35%
11	VZVERIZON COMMUNICATIONS INC	190,306	$10M	1.6%	ADD 21%
12	BRK.BBERKSHIRE HATHAWAY INC DEL	19,885	$10M	1.6%	HOLD
13	PMPHILIP MORRIS INTL INC	57,121	$9M	1.6%	TRIM −2%
14	CBLCBL & ASSOC PPTYS INC	227,220	$9M	1.5%	ADD 7%
15	VVISA INC	27,259	$8M	1.4%	ADD 50%
16	JMTGJ P MORGAN EXCHANGE TRADED F	149,776	$8M	1.3%	ADD 11%
17	GOOGALPHABET INC	24,025	$7M	1.1%	ADD 2%
18	AVGOBROADCOM INC	21,433	$7M	1.1%	TRIM −2%
19	GDXVANECK ETF TRUST GOLD MINERS ETF	71,884	$7M	1.1%	ADD 12%
20	SILGLOBAL X FDS	72,417	$7M	1.1%	ADD 32%
21	JAAAJANUS DETROIT STR TR	129,476	$7M	1.1%	HOLD
22	KRKROGER CO	89,570	$6M	1.1%	ADD 2%
23	PEPPEPSICO INC	40,522	$6M	1.0%	ADD 11%
24	GNMAISHARES TR	139,089	$6M	1.0%	ADD 4%
25	CVXCHEVRON CORP NEW	28,098	$6M	1.0%	ADD 14%
26	ELVELEVANCE HEALTH INC FORMERLY	19,575	$6M	1.0%	ADD 16%
27	JNJJOHNSON & JOHNSON	23,022	$6M	0.9%	HOLD
28	ALXALEXANDERS INC	23,708	$6M	0.9%	ADD 12%
29	MGMMGM RESORTS INTERNATIONAL	148,980	$6M	0.9%	ADD 8%
30	GOOGLALPHABET INC	19,015	$5M	0.9%	ADD 2%
31	BTTBLACKROCK MUN TARGET TERM TR	228,066	$5M	0.9%	ADD 31%
32	UNHUNITEDHEALTH GROUP INC	17,726	$5M	0.8%	ADD 43%
33	GDXJVANECK ETF TRUST	38,696	$5M	0.8%	ADD 28%
34	TFSLTFS FINL CORP	326,832	$5M	0.8%	ADD 12%
35	SFSTIFEL FINL CORP	61,374	$5M	0.8%	ADD 76%
36	XOMEXXON MOBIL CORP	25,635	$4M	0.7%	TRIM −2%
37	EDVVANGUARD WORLD FD	66,577	$4M	0.7%	ADD 23%
38	CMCSACOMCAST CORP NEW	150,125	$4M	0.7%	ADD 52%
39	AERAERCAP HOLDINGS NV	30,512	$4M	0.7%	ADD 10%
40	ACIALBERTSONS COS INC	241,370	$4M	0.7%	ADD 29%
41	VMBSVANGUARD SCOTTSDALE FDS	87,543	$4M	0.7%	TRIM −4%
42	IVVISHARES TR	6,225	$4M	0.7%	ADD 2%
43	SUSUNCOR ENERGY INC NEW	60,745	$4M	0.7%	TRIM −12%
44	CBCHUBB LIMITED	12,298	$4M	0.7%	ADD 32%
45	CSCOCISCO SYS INC	50,789	$4M	0.7%	ADD 3%
46	SWSMURFIT WESTROCK PLC	96,819	$4M	0.6%	ADD 29%
47	DTFDTF TAX-FREE INCOME 2028 TER	336,342	$4M	0.6%	HOLD
48	CLIPGLOBAL X FDS	38,234	$4M	0.6%	ADD 37%
49	EL PASO ENERGY CAP TR I	69,846	$4M	0.6%	TRIM −27%
50	MCDMCDONALDS CORP	10,938	$3M	0.6%	TRIM −4%
51	GLWCORNING INC	24,996	$3M	0.6%	TRIM −26%
52	ETENERGY TRANSFER L P	173,426	$3M	0.6%	HOLD
53	CVECENOVUS ENERGY INC	123,892	$3M	0.5%	TRIM −28%
54	BLKBLACKROCK INC	3,356	$3M	0.5%	HOLD
55	LOWLOWES COS INC	13,576	$3M	0.5%	TRIM −7%
56	BDXBECTON DICKINSON & CO	19,260	$3M	0.5%	ADD 10%
57	RINGISHARES INC	38,325	$3M	0.5%	HOLD
58	NSCNORFOLK SOUTHN CORP	10,114	$3M	0.5%	ADD 2%
59	XAGGMORGAN STANLEY ETF TRUST	58,207	$3M	0.5%	TRIM −3%
60	KYNKAYNE ANDERSON ENERGY INFRST	192,065	$3M	0.5%	HOLD
61	BABAALIBABA GROUP HLDG LTD	21,792	$3M	0.5%	ADD 12%
62	ABBVABBVIE INC	12,474	$3M	0.5%	TRIM −5%
63	PHGKONINKLIJKE PHILIPS N V	98,970	$3M	0.5%	ADD 10%
64	MUCBLACKROCK MUNIHLDNGS CALI QL	251,657	$3M	0.4%	NEW
65	WMTWALMART INC	20,717	$3M	0.4%	TRIM −15%
66	TXNTEXAS INSTRS INC	13,232	$3M	0.4%	TRIM −6%
67	NOCNORTHROP GRUMMAN CORP	3,737	$3M	0.4%	TRIM −11%
68	GFRGREENFIRE RES LTD NEW	373,322	$2M	0.4%	ADD 46%
69	DDOMINION ENERGY INC	37,889	$2M	0.4%	ADD 23%
70	GSKGSK PLC	42,432	$2M	0.4%	ADD 14%
71	EPR PPTYS	76,240	$2M	0.4%	ADD 7%
72	AMATAPPLIED MATLS INC	6,629	$2M	0.4%	HOLD
73	BNYBANK NEW YORK MELLON CORP	18,966	$2M	0.4%	ADD 3%
74	GBILGOLDMAN SACHS ETF TR	22,325	$2M	0.4%	TRIM −56%
75	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.4%	HOLD
76	LINLINDE PLC	4,211	$2M	0.3%	TRIM −9%
77	AVBAVALONBAY CMNTYS INC	12,734	$2M	0.3%	ADD 281%
78	CRCCALIFORNIA RES CORP	29,483	$2M	0.3%	NEW
79	NEENEXTERA ENERGY INC	21,862	$2M	0.3%	TRIM −4%
80	AXPAMERICAN EXPRESS CO	6,695	$2M	0.3%	TRIM −5%
81	AIVAPARTMENT INVT & MGMT CO	497,058	$2M	0.3%	ADD 50%
82	OPYOPPENHEIMER HLDGS INC	22,667	$2M	0.3%	ADD 12%
83	APDAIR PRODS & CHEMS INC	6,945	$2M	0.3%	ADD 414%
84	MAMASTERCARD INCORPORATED	3,925	$2M	0.3%	TRIM −7%
85	SCHRSCHWAB STRATEGIC TR	78,024	$2M	0.3%	ADD 24%
86	PGRPROGRESSIVE CORP	9,801	$2M	0.3%	HOLD
87	CMICUMMINS INC	3,540	$2M	0.3%	ADD 23%
88	FASTFASTENAL CO	41,045	$2M	0.3%	TRIM −12%
89	NVONOVO-NORDISK A S	50,343	$2M	0.3%	ADD 17%
90	MSIMOTOROLA SOLUTIONS INC	4,215	$2M	0.3%	TRIM −4%
91	SBUXSTARBUCKS CORP	20,158	$2M	0.3%	ADD 114%
92	ETNEATON CORP PLC	5,045	$2M	0.3%	TRIM −2%
93	TJXTJX COS INC NEW	11,220	$2M	0.3%	TRIM −9%
94	APHAMPHENOL CORP	14,169	$2M	0.3%	TRIM −10%
95	TELTE CONNECTIVITY PLC	8,536	$2M	0.3%	TRIM −10%
96	MOALTRIA GROUP INC	27,014	$2M	0.3%	TRIM −8%
97	CATCATERPILLAR INC	2,449	$2M	0.3%	ADD 8%
98	WECWEC ENERGY GROUP INC	14,854	$2M	0.3%	TRIM −4%
99	HPQHP INC	89,471	$2M	0.3%	ADD 19%
100	PKGPACKAGING CORP AMER	7,968	$2M	0.3%	TRIM −7%
101	MRKMERCK & CO INC	13,899	$2M	0.3%	ADD 150%
102	KIMCO RLTY CORP	26,120	$2M	0.3%	ADD 9%
103	NBXGNEUBERGER NEXT GENERATION	119,258	$2M	0.3%	ADD 2%
104	HONHONEYWELL INTL INC	6,749	$2M	0.3%	HOLD
105	DELLDELL TECHNOLOGIES INC	9,216	$2M	0.3%	ADD 17%
106	EMBJEMBRAER S.A.	25,464	$2M	0.3%	TRIM −3%
107	PLDPROLOGIS INC.	11,260	$1M	0.2%	TRIM −8%
108	TAT&T INC	50,083	$1M	0.2%	TRIM −23%
109	QSRRESTAURANT BRANDS INTL INC	18,861	$1M	0.2%	ADD 255%
110	TTTRANE TECHNOLOGIES PLC	3,323	$1M	0.2%	TRIM −2%
111	CINFCINCINNATI FINL CORP	8,514	$1M	0.2%	TRIM −2%
112	MARMARRIOTT INTL INC NEW	4,000	$1M	0.2%	ADD 5%
113	PYPLPAYPAL HLDGS INC	28,670	$1M	0.2%	ADD 6%
114	BACBANK AMERICA CORP	25,925	$1M	0.2%	TRIM −3%
115	ABTABBOTT LABS	12,230	$1M	0.2%	TRIM −9%
116	MCKMCKESSON CORP	1,444	$1M	0.2%	TRIM −11%
117	MPCMARATHON PETE CORP	5,107	$1M	0.2%	TRIM −23%
118	PAYXPAYCHEX INC	13,124	$1M	0.2%	HOLD
119	NVSNOVARTIS AG	7,871	$1M	0.2%	ADD 5%
120	MRSHMARSH & MCLENNAN COS INC	6,622	$1M	0.2%	HOLD
121	PCARPACCAR INC	9,734	$1M	0.2%	TRIM −47%
122	MSMORGAN STANLEY	6,682	$1M	0.2%	TRIM −19%
123	FTAIFTAI AVIATION LTD	4,471	$1M	0.2%	TRIM −11%
124	LLYELI LILLY & CO	1,128	$1M	0.2%	TRIM −12%
125	ACNACCENTURE PLC IRELAND	5,001	$991,668	0.2%	ADD 16%
126	IEFAISHARES TR	10,731	$971,484	0.2%	HOLD
127	TTETotalEnergies SE	10,621	$966,332	0.2%	HOLD
128	UNPUNION PAC CORP	3,980	$965,647	0.2%	HOLD
129	DFAIDIMENSIONAL ETF TRUST	24,175	$941,858	0.2%	HOLD
130	EPDENTERPRISE PRODS PARTNERS L	24,874	$941,216	0.2%	HOLD
131	ENBENBRIDGE INC	16,717	$905,050	0.2%	HOLD
132	WWDWOODWARD INC	2,492	$891,937	0.1%	TRIM −5%
133	NFLXNETFLIX INC	9,236	$888,042	0.1%	ADD 57%
134	AONAON PLC	2,726	$879,898	0.1%	ADD 13%
135	AMTAMERICAN TOWER CORP	5,082	$877,058	0.1%	NEW
136	STEWSRH TOTAL RETURN FUND INC	50,831	$869,205	0.1%	ADD 75%
137	AMGNAMGEN INC	2,461	$865,941	0.1%	ADD 27%
138	MDLZMONDELEZ INTL INC	14,931	$860,606	0.1%	ADD 21%
139	ADIANALOG DEVICES INC	2,669	$849,236	0.1%	ADD 3%
140	SPGIS&P GLOBAL INC	1,985	$844,380	0.1%	TRIM −7%
141	CFCF INDS HLDGS INC	6,356	$825,264	0.1%	ADD 4%
142	IEFISHARES TR	8,565	$817,444	0.1%	NEW
143	ARCCARES CAPITAL CORP	45,361	$817,404	0.1%	TRIM −7%
144	IBMINTERNATIONAL BUSINESS MACHS	3,372	$817,297	0.1%	TRIM −4%
145	SPECIAL OPPORTUNITIES FD INC	31,948	$793,269	0.1%	ADD 229%
146	PLTRPALANTIR TECHNOLOGIES INC	5,397	$789,473	0.1%	TRIM −44%
147	DHRDANAHER CORP DEL	3,976	$753,877	0.1%	ADD 13%
148	RTXRTX CORPORATION	3,896	$751,536	0.1%	TRIM −31%
149	CCICROWN CASTLE INC	9,177	$746,188	0.1%	ADD 242%
150	CLOXSERIES PORTFOLIOS TR	28,367	$725,344	0.1%	NEW
151	SNYSANOFI SA	14,891	$717,431	0.1%	ADD 118%
152	COSTCOSTCO WHSL CORP NEW	709	$706,912	0.1%	TRIM −20%
153	INTUINTUIT	1,629	$704,145	0.1%	HOLD
154	ARESARES MANAGEMENT CORPORATION	6,435	$702,059	0.1%	ADD 395%
155	AROCARCHROCK INC	20,070	$698,436	0.1%	TRIM −3%
156	MOG.AMOOG INC	2,380	$696,483	0.1%	TRIM −5%
157	SHELSHELL PLC	7,393	$687,591	0.1%	HOLD
158	CCAPCRESCENT CAP BDC INC	54,662	$664,143	0.1%	NEW
159	JMSTJ P MORGAN EXCHANGE TRADED F	12,773	$651,169	0.1%	ADD 24%
160	NDAQNASDAQ INC	7,636	$648,245	0.1%	TRIM −7%
161	IWFISHARES TR	1,513	$645,133	0.1%	HOLD
162	HPEHEWLETT PACKARD ENTERPRISE C	26,979	$642,363	0.1%	ADD 3%
163	QCOMQUALCOMM INC	4,935	$635,585	0.1%	HOLD
164	DEODIAGEO PLC	8,484	$631,634	0.1%	ADD 13%
165	BTIBRITISH AMERN TOB PLC	10,650	$622,705	0.1%	ADD 3%
166	CCITIGROUP INC	5,463	$619,502	0.1%	ADD 14%
167	ZTSZOETIS INC	5,074	$599,837	0.1%	NEW
168	ORCLORACLE CORP	3,986	$586,337	0.1%	HOLD
169	SHOPSHOPIFY INC	4,911	$582,543	0.1%	TRIM −5%
170	VSTVISTRA CORP	3,823	$574,649	0.1%	TRIM −4%
171	RRYDER SYS INC	2,784	$569,913	0.1%	TRIM −2%
172	CVSCVS HEALTH CORP	7,910	$568,101	0.1%	ADD 3%
173	HIIHUNTINGTON INGALLS INDS INC	1,403	$533,000	0.1%	HOLD
174	TRPTC ENERGY CORP	8,505	$532,418	0.1%	TRIM −3%
175	LMTLOCKHEED MARTIN CORP	879	$531,065	0.1%	HOLD
176	TDYTELEDYNE TECHNOLOGIES INC	874	$528,779	0.1%	TRIM −4%
177	QQQINVESCO QQQ TR	910	$525,234	0.1%	TRIM −7%
178	ETRENTERGY CORP NEW	4,632	$520,399	0.1%	TRIM −9%
179	FORMFORMFACTOR INC	5,363	$520,157	0.1%	HOLD
180	ISHARES TR	56,522	$518,307	0.1%	TRIM −16%
181	HDHOME DEPOT INC	1,569	$515,878	0.1%	ADD 12%
182	SPYSTATE STR SPDR S&P 500 ETF T	792	$515,091	0.1%	HOLD
183	UBSUBS GROUP AG	12,955	$506,151	0.1%	TRIM −16%
184	IBBISHARES TR	2,971	$501,666	0.1%	HOLD
185	TSLATESLA INC	1,342	$498,889	0.1%	ADD 170%
186	DWXSPDR INDEX SHS FDS	10,910	$497,508	0.1%	HOLD
187	GEGE AEROSPACE	1,752	$497,244	0.1%	ADD 14%
188	AEPAMERICAN ELEC PWR CO INC	3,788	$496,477	0.1%	ADD 4%
189	NGGNATIONAL GRID PLC	5,848	$494,751	0.1%	TRIM −4%
190	TRVTRAVELERS COMPANIES INC	1,643	$479,250	0.1%	TRIM −5%
191	VIVTELEFONICA BRASIL SA	30,090	$478,730	0.1%	HOLD
192	ULUNILEVER PLC	8,379	$477,368	0.1%	HOLD
193	MFCMANULIFE FINL CORP	13,750	$473,542	0.1%	TRIM −5%
194	CBRECBRE GROUP INC	3,495	$473,433	0.1%	TRIM −10%
195	SNOWSNOWFLAKE INC	3,138	$473,273	0.1%	HOLD
196	RGAREINSURANCE GRP OF AMERICA I	2,301	$469,772	0.1%	TRIM −7%
197	IEURISHARES TR	6,673	$468,877	0.1%	TRIM −9%
198	RJFRAYMOND JAMES FINL INC	3,235	$468,398	0.1%	HOLD
199	SNASNAP ON INC	1,276	$463,469	0.1%	TRIM −3%
200	GLDSPDR GOLD TR	1,076	$462,992	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

115K

114K

107K

102K

99K

100K

$25M

MSFTMICROSOFT CORP

46K

45K

49K

$18M

NVDANVIDIA CORPORATION

103K

96K

91K

88K

86K

$15M

JPMJPMORGAN CHASE & CO

54K

51K

47K

46K

$14M

AMZNAMAZON COM INC

57K

59K

60K

61K

65K

$14M

VGITVANGUARD SCOTTSDALE FDS

142K

184K

162K

183K

192K

198K

$12M

SCHWSCHWAB CHARLES CORP

85K

94K

103K

105K

109K

117K

$11M

METAMETA PLATFORMS INC

13K

15K

14K

18K

$10M

TSMTAIWAN SEMICONDUCTOR MFG LTD

29K

30K

29K

$10M

VGSHVANGUARD SHORT-TERM TREASURY ETF

158K

180K

176K

165K

122K

164K

$10M

VZVERIZON COMMUNICATIONS INC

109K

135K

148K

166K

157K

190K

$10M

BRK.BBERKSHIRE HATHAWAY INC DEL

28K

27K

25K

24K

20K

$10M

PMPHILIP MORRIS INTL INC

67K

68K

60K

59K

58K

57K

$9M

CBLCBL & ASSOC PPTYS INC

119K

129K

192K

207K

213K

227K

$9M

VVISA INC

15K

14K

15K

18K

27K

$8M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Beverly Hills Private Wealth, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 343 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Beverly Hills Private Wealth, LLC