Beverly Hills Private Wealth, LLC
Long book
$599.7M
Q1 2026
Positions
343
Top-10 weight
23%
concentration
Last quarter
+9.0%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsBeverly Hills Private Wealth, LLC is an institutional manager, running a $599.7M US long book across 343 positions.
The portfolio is broadly diversified across 343 positions (top 10 only 23%). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, MICROSOFT CORP, NVIDIA CORP, JPMORGAN CHASE & CO, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+7.5%
Q3 2024
+0.8%
Q4 2024
+0.0%
Q1 2025
+6.4%
Q2 2025
+6.8%
Q3 2025
+1.8%
Q4 2025
+0.3%
Q1 2026
+9.0%
Sector allocation
Technology 28%
Financials 20%
Consumer discretionary 11%
Services media 7%
Energy 6%
Industrials 6%
Healthcare 5%
Consumer staples 5%
Long book by quarter
What does Beverly Hills own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 100.2K | $25.4M | 4.2% | +1.0% |
| MSFT MICROSOFT CORP | Technology | 49.0K | $18.1M | 3.0% | +8.4% |
| NVDA NVIDIA CORP | Technology | 86.4K | $15.1M | 2.5% | -2.4% |
| JPM JPMORGAN CHASE & CO | Financials | 46.4K | $13.7M | 2.3% | -0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 65.1K | $13.6M | 2.3% | +7.2% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 117.4K | $11.0M | 1.8% | +7.3% |
| META META PLATFORMS INC-CLASS A | Technology | 17.6K | $10.1M | 1.7% | +24.8% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 190.3K | $9.6M | 1.6% | +20.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 19.9K | $9.5M | 1.6% | -1.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 57.1K | $9.4M | 1.6% | -2.1% |
| V VISA INC-CLASS A SHARES | Services media | 27.3K | $8.2M | 1.4% | +50.4% |
| GOOG ALPHABET INC-CL C | Technology | 24.0K | $6.9M | 1.1% | +2.3% |
| AVGO BROADCOM INC | Technology | 21.4K | $6.6M | 1.1% | -2.3% |
| KR KROGER CO | Consumer discretionary | 89.6K | $6.5M | 1.1% | +2.1% |
| PEP PEPSICO INC | Consumer staples | 40.5K | $6.3M | 1.0% | +11.3% |
| CVX CHEVRON CORP | Energy | 28.1K | $5.8M | 1.0% | +13.5% |
| ELV ELEVANCE HEALTH INC | Financials | 19.6K | $5.7M | 1.0% | +16.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 23.0K | $5.6M | 0.9% | -0.8% |
| MGM MGM RESORTS INTERNATIONAL | Services media | 149.0K | $5.5M | 0.9% | +8.2% |
| GOOGL ALPHABET INC-CL A | Technology | 19.0K | $5.5M | 0.9% | +2.3% |
| UNH UNITEDHEALTH GROUP INC | Financials | 17.7K | $4.8M | 0.8% | +43.1% |
| TFSL TFS FINANCIAL CORP | Financials | 326.8K | $4.6M | 0.8% | +12.0% |
| SF STIFEL FINANCIAL CORP | Financials | 61.4K | $4.5M | 0.8% | +75.6% |
| XOM EXXON MOBIL CORP | Energy | 25.6K | $4.3M | 0.7% | -2.1% |
| CMCSA COMCAST CORP-CLASS A | Communications | 150.1K | $4.3M | 0.7% | +51.5% |
| AER AERCAP HOLDINGS NV | Services media | 30.5K | $4.2M | 0.7% | +10.0% |
| ACI ALBERTSONS COS INC - CLASS A | Consumer discretionary | 241.4K | $4.1M | 0.7% | +28.7% |
| SU SUNCOR ENERGY INC | Energy | 60.7K | $4.0M | 0.7% | -11.6% |
| CB CHUBB LTD | Financials | 12.3K | $4.0M | 0.7% | +31.9% |
| CSCO CISCO SYSTEMS INC | Technology | 50.8K | $3.9M | 0.7% | +3.2% |
| SW SMURFIT WESTROCK PLC | Other | 96.8K | $3.9M | 0.6% | +29.3% |
| KMI 4.75 03/31/28 EL PASO ENERGY CAP TRST | — | 69.8K | $3.5M | 0.6% | -26.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 10.9K | $3.4M | 0.6% | -4.1% |
| GLW CORNING INC | Industrials | 25.0K | $3.4M | 0.6% | -25.6% |
| ET ENERGY TRANSFER LP | Utilities | 173.4K | $3.3M | 0.6% | +0.4% |
| CVE CENOVUS ENERGY INC | Energy | 123.9K | $3.3M | 0.5% | -28.2% |
| BLK BLACKROCK INC | Financials | 3.4K | $3.2M | 0.5% | -0.1% |
| LOW LOWE'S COS INC | Consumer discretionary | 13.6K | $3.2M | 0.5% | -6.9% |
| BDX BECTON DICKINSON AND CO | Healthcare | 19.3K | $3.0M | 0.5% | +10.4% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 10.1K | $2.9M | 0.5% | +2.2% |
| ABBV ABBVIE INC | Healthcare | 12.5K | $2.7M | 0.5% | -4.5% |
| PHG KONINKLIJKE PHILIPS NVR- NY | Healthcare | 99.0K | $2.7M | 0.5% | +10.4% |
| WMT WALMART INC | Consumer discretionary | 20.7K | $2.6M | 0.4% | -15.2% |
| TXN TEXAS INSTRUMENTS INC | Technology | 13.2K | $2.6M | 0.4% | -6.1% |
| NOC NORTHROP GRUMMAN CORP | Technology | 3.7K | $2.5M | 0.4% | -10.9% |
| GFR GREENFIRE RESOURCES LTD | Energy | 373.3K | $2.4M | 0.4% | +45.6% |
| D DOMINION ENERGY INC | Utilities | 37.9K | $2.3M | 0.4% | +22.7% |
| EPR EPR PROPERTIES | Real estate | 76.2K | $2.3M | 0.4% | +6.6% |
| AMAT APPLIED MATERIALS INC | Technology | 6.6K | $2.3M | 0.4% | +0.6% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 19.0K | $2.2M | 0.4% | +3.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 499 | $600.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ARESTATEMENT | Feb 17, 2026 | 487 | $584.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 989 | $564.8M | SEC ↗ | |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 1004 | $566.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 1050 | $533.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 1046 | $505.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 1036 | $495.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 1061 | $494.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 1083 | $460.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 1075 | $433.0M | canonical | SEC ↗ |
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