Filed: 2/14/2025ACC: 0001085146-25-001381
📋 What this filing means
BEVERLY HILLS PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 333 equity positions with a total reported market value of $495.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
333
Positions
$495.08M
Total AUM (reported)
6.81M
Total Shares
Allocation by class
COM$289.44M58.5%
CL A$29.78M6.0%
SHS$16.25M3.3%
CL B NEW$12.50M2.5%
SPONSORED ADS$10.98M2.2%
SHORT TERM TREAS$9.17M1.9%
COMMON STOCK$8.35M1.7%
Portfolio Concentration
Top 3$61.90M12.5%
4–10$71.13M14.4%
11–25$79.86M16.1%
Rest$282.19M57.0%
Top 3 weight
12.5%
Top 10 weight
26.9%
Voting Authority Distribution
Total shares with voting rights: 6.81M
Sole
Full voting authority
6.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole301
Shared0
Other32
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings333
Rows:
APPLE INC
SOLEShares115.35K
TypeSH
Market value$28.89M
5.83%
Sole
115.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.55K
TypeSH
Market value$19.20M
3.88%
Sole
45.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares102.85K
TypeSH
Market value$13.81M
2.79%
Sole
102.85K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares54.31K
TypeSH
Market value$13.02M
2.63%
Sole
54.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares57.48K
TypeSH
Market value$12.61M
2.55%
Sole
57.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.58K
TypeSH
Market value$12.50M
2.52%
Sole
27.58K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares157.61K
TypeSH
Market value$9.17M
1.85%
Sole
157.61K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares141.66K
TypeSH
Market value$8.22M
1.66%
Sole
141.66K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares66.72K
TypeSH
Market value$8.03M
1.62%
Sole
66.72K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.95K
TypeSH
Market value$7.58M
1.53%
Sole
12.95K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares72.38K
TypeSH
Market value$7.23M
1.46%
Sole
72.38K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares30.29K
TypeSH
Market value$7.02M
1.42%
Sole
30.29K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.41K
TypeSH
Market value$6.36M
1.29%
Sole
33.41K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares85.31K
TypeSH
Market value$6.31M
1.28%
Sole
85.31K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares119.09K
TypeSH
Market value$6.04M
1.22%
Sole
119.09K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares28.80K
TypeSH
Market value$5.69M
1.15%
Sole
28.80K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares139.18K
TypeSH
Market value$5.22M
1.06%
Sole
139.17K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares10.11K
TypeSH
Market value$5.11M
1.03%
Sole
10.11K
Shared
0.00
None
0.00
VISA INC
SOLEShares14.82K
TypeSH
Market value$4.69M
0.95%
Sole
14.82K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares100.58K
TypeSH
Market value$4.56M
0.92%
Sole
100.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.51K
TypeSH
Market value$4.42M
0.89%
Sole
7.51K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares108.92K
TypeSH
Market value$4.36M
0.88%
Sole
108.92K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
DFNDShares11.80K
TypeSH
Market value$4.35M
0.88%
Sole
11.80K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares28.32K
TypeSH
Market value$4.31M
0.87%
Sole
28.32K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares4.08K
TypeSH
Market value$4.18M
0.85%
Sole
4.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 115.35K | SH | $28.89M 5.83% | 115.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.55K | SH | $19.20M 3.88% | 45.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 102.85K | SH | $13.81M 2.79% | 102.85K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 54.31K | SH | $13.02M 2.63% | 54.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 57.48K | SH | $12.61M 2.55% | 57.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.58K | SH | $12.50M 2.52% | 27.58K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 157.61K | SH | $9.17M 1.85% | 157.61K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 141.66K | SH | $8.22M 1.66% | 141.66K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 66.72K | SH | $8.03M 1.62% | 66.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.95K | SH | $7.58M 1.53% | 12.95K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 72.38K | SH | $7.23M 1.46% | 72.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30.29K | SH | $7.02M 1.42% | 30.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 33.41K | SH | $6.36M 1.29% | 33.41K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 85.31K | SH | $6.31M 1.28% | 85.31K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 119.09K | SH | $6.04M 1.22% | 119.09K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 28.80K | SH | $5.69M 1.15% | 28.80K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 139.18K | SH | $5.22M 1.06% | 139.17K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 10.11K | SH | $5.11M 1.03% | 10.11K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 14.82K | SH | $4.69M 0.95% | 14.82K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | MTG-BKD SECS ETF | 100.58K | SH | $4.56M 0.92% | 100.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.51K | SH | $4.42M 0.89% | 7.51K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 108.92K | SH | $4.36M 0.88% | 108.92K | 0.00 | 0.00 |
ELEVANCE HEALTH INCDFND | COM | 11.80K | SH | $4.35M 0.88% | 11.80K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 28.32K | SH | $4.31M 0.87% | 28.32K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 4.08K | SH | $4.18M 0.85% | 4.08K | 0.00 | 0.00 |
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