Filed: 4/30/2025ACC: 0001085146-25-002465
📋 What this filing means
BEVERLY HILLS PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 336 equity positions with a total reported market value of $505.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
336
Positions
$505.63M
Total AUM (reported)
7.30M
Total Shares
Allocation by class
COM$293.17M58.0%
CL A$29.70M5.9%
SHS$14.93M3.0%
CL B NEW$14.38M2.8%
INTER TERM TREAS$10.92M2.2%
SPONSORED ADS$10.74M2.1%
SHORT TERM TREAS$10.56M2.1%
Portfolio Concentration
Top 3$56.89M11.3%
4–10$74.80M14.8%
11–25$80.95M16.0%
Rest$292.99M57.9%
Top 3 weight
11.3%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 7.30M
Sole
Full voting authority
7.30M
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)
Sole287
Shared0
Other49
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings336
Rows:
APPLE INC
SOLEShares113.56K
TypeSH
Market value$25.22M
4.99%
Sole
113.56K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares46.05K
TypeSH
Market value$17.29M
3.42%
Sole
46.05K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares27K
TypeSH
Market value$14.38M
2.84%
Sole
27K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares54.08K
TypeSH
Market value$13.27M
2.62%
Sole
54.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares59.17K
TypeSH
Market value$11.26M
2.23%
Sole
59.17K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares183.81K
TypeSH
Market value$10.92M
2.16%
Sole
183.81K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares67.91K
TypeSH
Market value$10.78M
2.13%
Sole
67.91K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares179.85K
TypeSH
Market value$10.56M
2.09%
Sole
179.85K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares95.55K
TypeSH
Market value$10.36M
2.05%
Sole
95.55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.30K
TypeSH
Market value$7.67M
1.52%
Sole
13.30K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares96.84K
TypeSH
Market value$7.58M
1.50%
Sole
96.84K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares65.67K
TypeSH
Market value$6.58M
1.30%
Sole
65.67K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares134.65K
TypeSH
Market value$6.11M
1.21%
Sole
134.65K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares13.55K
TypeSH
Market value$5.89M
1.17%
Sole
13.55K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares10.65K
TypeSH
Market value$5.58M
1.10%
Sole
10.65K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares147.25K
TypeSH
Market value$5.43M
1.07%
Sole
147.25K
Shared
0.00
None
0.00
VISA INC
SOLEShares15.22K
TypeSH
Market value$5.33M
1.05%
Sole
15.22K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
DFNDShares99.63K
TypeSH
Market value$5.05M
1.00%
Sole
99.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares32.27K
TypeSH
Market value$5.04M
1.00%
Sole
32.27K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares33.42K
TypeSH
Market value$5.01M
0.99%
Sole
33.42K
Shared
0.00
None
0.00
KROGER CO
DFNDShares72.66K
TypeSH
Market value$4.92M
0.97%
Sole
72.66K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares29.48K
TypeSH
Market value$4.89M
0.97%
Sole
29.48K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares28.63K
TypeSH
Market value$4.79M
0.95%
Sole
28.63K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares94.65K
TypeSH
Market value$4.38M
0.87%
Sole
94.65K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares26.01K
TypeSH
Market value$4.35M
0.86%
Sole
26.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 113.56K | SH | $25.22M 4.99% | 113.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 46.05K | SH | $17.29M 3.42% | 46.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27K | SH | $14.38M 2.84% | 27K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 54.08K | SH | $13.27M 2.62% | 54.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 59.17K | SH | $11.26M 2.23% | 59.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 183.81K | SH | $10.92M 2.16% | 183.81K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 67.91K | SH | $10.78M 2.13% | 67.91K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | SHORT TERM TREAS | 179.85K | SH | $10.56M 2.09% | 179.85K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 95.55K | SH | $10.36M 2.05% | 95.55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.30K | SH | $7.67M 1.52% | 13.30K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 96.84K | SH | $7.58M 1.50% | 96.84K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 65.67K | SH | $6.58M 1.30% | 65.67K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 134.65K | SH | $6.11M 1.21% | 134.65K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 13.55K | SH | $5.89M 1.17% | 13.55K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 10.65K | SH | $5.58M 1.10% | 10.65K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 147.25K | SH | $5.43M 1.07% | 147.25K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 15.22K | SH | $5.33M 1.05% | 15.22K | 0.00 | 0.00 |
JANUS DETROIT STR TRDFND | HENDRSON AAA CL | 99.63K | SH | $5.05M 1.00% | 99.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 32.27K | SH | $5.04M 1.00% | 32.27K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 33.42K | SH | $5.01M 0.99% | 33.42K | 0.00 | 0.00 |
KROGER CODFND | COM | 72.66K | SH | $4.92M 0.97% | 72.66K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 29.48K | SH | $4.89M 0.97% | 29.48K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 28.63K | SH | $4.79M 0.95% | 28.63K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 94.65K | SH | $4.38M 0.87% | 94.65K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 26.01K | SH | $4.35M 0.86% | 26.01K | 0.00 | 0.00 |
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