account_balance
Investment manager · 13F filer · SEC CIK 2094120
Box Hill Private Wealth LLC
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Reported value$138Mas of Sep 30, 2026
Positions75 12 new, 4 sold out
Top 10 weight60.3%VV alone is 16%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
16.5%Added +9%
IVViShares Tr
14.3%Added +12%
QQQInvesco QQQ Tr
7.2%Added +10%
VBVanguard Index FDS
4.3%Added +9%
IEFAiShares Tr
4.1%Added +12%
IEMGiShares Inc
3.6%Added +3%
BINCBlackRock ETF Trust II
2.8%Added +42%
AAPLApple Inc.
2.6%Added +2%
NVDANVIDIA Corp
2.5%Trimmed −2%
XLKSelect Sector SPDR Tr
2.5%Added +4%
IWBiShares Tr
2.3%Added +6%
QQQMInvesco Exch Traded Fd Tr II
2.1%Added +16%
VVVanguard Index FDS
16.5%Added +9%
IVViShares Tr
14.3%Added +12%
QQQInvesco QQQ Tr
7.2%
VBVanguard Index FDS
4.3%
IEFA4.1%
IEMG3.6%
BINC2.8%
AAPL2.6%NVDA2.5%XLK2.5%
IWB2.3%
QQQM
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
VV Vanguard Index FDS 16.5% Added +9%
IVV iShares Tr 14.3% Added +12%
QQQ Invesco QQQ Tr 7.2% Added +10%
VB Vanguard Index FDS 4.3% Added +9%
IEFA iShares Tr 4.1% Added +12%
IEMG iShares Inc 3.6% Added +3%
BINC BlackRock ETF Trust II 2.8% Added +42%
AAPL Apple Inc. 2.6% Added +2%NVDA NVIDIA Corp 2.5% Trimmed −2%XLK Select Sector SPDR Tr 2.5% Added +4%
IWB iShares Tr 2.3% Added +6%
QQQM Invesco Exch Traded Fd Tr II 2.1% Added +16%
What changed
Biggest moves since Jun 30, 2026
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