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.
Box Hill Private Wealth LLC (CIK 2094120) reported $124.7M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VV ($20.4M, 16.35%), IVV ($17.2M, 13.81%), QQQ ($9.0M, 7.20%), VB ($5.8M, 4.61%), IEFA ($5.0M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $20.4M | 16.35% | 59,252 | Added |
| 2 | IVV | ISHARES TR | $17.2M | 13.81% | 22,988 | Added |
| 3 | QQQ | INVESCO QQQ TR | $9.0M | 7.20% | 12,191 | Added |
| 4 | VB | VANGUARD INDEX FDS | $5.8M | 4.61% | 18,975 | Trimmed |
| 5 | IEFA | ISHARES TR | $5.0M | 3.99% | 51,540 | Added |
| 6 | IEMG | ISHARES INC | $4.9M | 3.93% | 59,156 | Trimmed |
| 7 | XLK | SELECT SECTOR SPDR TR | $3.2M | 2.54% | 16,648 | Added |
| 8 | AAPL | APPLE INC | $3.1M | 2.45% | 10,551 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $3.0M | 2.44% | 15,226 | Added |
| 10 | IWB | ISHARES TR | $3.0M | 2.40% | 7,296 | Added |
| 11 | BINC | BLACKROCK ETF TRUST II | $2.8M | 2.25% | 53,606 | Trimmed |
| 12 | SMH | VANECK ETF TRUST | $2.7M | 2.16% | 4,098 | Trimmed |
| 13 | GOOG | ALPHABET INC | $2.5M | 2.02% | 7,129 | Added |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $2.5M | 1.97% | 8,102 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.81% | 4,507 | Trimmed |
| 16 | CHAT | TIDAL TRUST II | $2.2M | 1.78% | 22,537 | Added |
| 17 | ITOT | ISHARES TR | $2.1M | 1.67% | 12,647 | Added |
| 18 | TSLA | TESLA INC | $2.1M | 1.66% | 4,931 | Trimmed |
| 19 | AVGO | BROADCOM INC | $1.9M | 1.51% | 4,991 | Added |
| 20 | IQLT | ISHARES TR | $1.7M | 1.35% | 33,987 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.6M | 1.28% | 4,272 | Added |
| 22 | GOOGL | ALPHABET INC | $1.6M | 1.26% | 4,384 | Added |
| 23 | EMXC | ISHARES INC | $1.4M | 1.15% | 14,032 | Added |
| 24 | AMZN | AMAZON COM INC | $1.4M | 1.12% | 5,836 | Added |
| 25 | MU | MICRON TECHNOLOGY INC | $1.3M | 1.04% | 1,126 | Added |
Source: SEC Form 13F filings · as of 2026-06-30