Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beverly Hills Private Wealth, LLC (CIK 1965710) reported $600.3M across 339 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($25.4M, 4.24%), MSFT ($18.1M, 3.02%), NVDA ($15.1M, 2.51%), JPM ($13.7M, 2.28%), AMZN ($13.6M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $25.4M | 4.24% | 100,244 | Added |
| 2 | MSFT | MICROSOFT CORP | $18.1M | 3.02% | 49,024 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $15.1M | 2.51% | 86,360 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $13.7M | 2.28% | 46,433 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $13.6M | 2.26% | 65,106 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $11.8M | 1.97% | 198,157 | Added |
| 7 | SCHW | SCHWAB CHARLES CORP | $11.3M | 1.89% | 120,757 | Added |
| 8 | META | META PLATFORMS INC | $10.1M | 1.68% | 17,576 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.8M | 1.63% | 28,904 | Trimmed |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $9.6M | 1.60% | 163,652 | Added |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $9.6M | 1.59% | 190,306 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.5M | 1.59% | 19,885 | Trimmed |
| 13 | PM | PHILIP MORRIS INTL INC | $9.4M | 1.57% | 57,121 | Trimmed |
| 14 | CBL | CBL & ASSOC PPTYS INC | $8.7M | 1.45% | 227,220 | Added |
| 15 | V | VISA INC | $8.2M | 1.37% | 27,259 | Added |
| 16 | JMTG | J P MORGAN EXCHANGE TRADED F | $7.6M | 1.27% | 149,776 | Added |
| 17 | GOOG | ALPHABET INC | $6.9M | 1.15% | 24,025 | Added |
| 18 | AVGO | BROADCOM INC | $6.6M | 1.11% | 21,433 | Trimmed |
| 19 | GDX | VANECK ETF TRUST | $6.6M | 1.10% | 71,884 | Added |
| 20 | JAAA | JANUS DETROIT STR TR | $6.5M | 1.09% | 129,476 | Added |
| 21 | SIL | GLOBAL X FDS | $6.5M | 1.09% | 72,417 | Added |
| 22 | KR | KROGER CO | $6.5M | 1.08% | 89,570 | Added |
| 23 | PEP | PEPSICO INC | $6.3M | 1.05% | 40,522 | Added |
| 24 | GNMA | ISHARES TR | $6.2M | 1.03% | 139,089 | Added |
| 25 | CVX | CHEVRON CORPORATION | $5.9M | 0.98% | 28,298 | Added |
Source: SEC Form 13F filings · as of 2026-03-31