account_balance
Investment manager · 13F filer · SEC CIK 1965710
Beverly Hills Private Wealth, LLC
Reported value$574Mas of Sep 30, 2026
Positions271 33 new, 11 sold out
Top 10 weight28.8%AAPL alone is 5%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.8%Added +5%
MSFTMicrosoft Corp
3.9%Added +9%
NVDANVIDIA Corp
3.1%
AMZNAmazon.com Inc
2.9%Added +3%
VGITVanguard Scottsdale FDS
2.6%Added +13%
JPMJPMorgan Chase & Co
2.5%Added +3%
METAMeta Platforms, Inc.
2.4%Added +10%
SCHWCharles Schwab Corp
2.3%Added +9%
VGSHVanguard Scottsdale FDS
2.2%Added +27%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.1%Added +9%
VVisa Inc.
1.9%
BRK-BBerkshire Hathaway Inc
1.9%+27%
AAPLApple Inc.
4.8%Added +5%
MSFTMicrosoft Corp
3.9%Added +9%
NVDANVIDIA Corp
3.1%
AMZNAmazon.com Inc
2.9%+3%
VGITVanguard Scottsdale FDS
2.6%+13%
JPMJPMorgan Chase & Co
2.5%
METAMeta Platforms, Inc.
2.4%
SCHWCharles Schwab Corp
2.3%
VGSHVanguard Scottsdale FDS
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.8% Added +5%MSFT Microsoft Corp 3.9% Added +9%NVDA NVIDIA Corp 3.1% HeldAMZN Amazon.com Inc 2.9% Added +3%
VGIT Vanguard Scottsdale FDS 2.6% Added +13%
JPM JPMorgan Chase & Co 2.5% Added +3%META Meta Platforms, Inc. 2.4% Added +10%SCHW Charles Schwab Corp 2.3% Added +9%VGSH Vanguard Scottsdale FDS 2.2% Added +27%
TSM Taiwan Semiconductor Manufacturing Co Ltd 2.1% Added +9%V Visa Inc. 1.9% HeldBRK-B Berkshire Hathaway Inc 1.9% Added +27%What changed
Biggest moves since Jun 30, 2026
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