Filed: 7/29/2025ACC: 0001085146-25-004273
📋 What this filing means
BEVERLY HILLS PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 337 equity positions with a total reported market value of $533.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
337
Positions
$533.46M
Total AUM (reported)
7.63M
Total Shares
Allocation by class
COM$308.96M57.9%
CL A$32.51M6.1%
SHS$16.54M3.1%
SPONSORED ADS$12.64M2.4%
CL B NEW$12.01M2.3%
COMMON STOCK$11.06M2.1%
SHORT TERM TREAS$10.36M1.9%
Portfolio Concentration
Top 3$60.32M11.3%
4–10$81.53M15.3%
11–25$86.53M16.2%
Rest$305.08M57.2%
Top 3 weight
11.3%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 7.63M
Sole
Full voting authority
7.63M
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)
Sole290
Shared0
Other47
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings337
Rows:
MICROSOFT CORP
SOLEShares45.97K
TypeSH
Market value$22.87M
4.29%
Sole
45.97K
Shared
0.00
None
0.00
APPLE INC
SOLEShares106.61K
TypeSH
Market value$21.87M
4.10%
Sole
106.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares53.74K
TypeSH
Market value$15.58M
2.92%
Sole
53.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares91.05K
TypeSH
Market value$14.38M
2.70%
Sole
91.04K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares59.42K
TypeSH
Market value$13.04M
2.44%
Sole
59.42K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.71K
TypeSH
Market value$12.01M
2.25%
Sole
24.71K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15.02K
TypeSH
Market value$11.08M
2.08%
Sole
15.02K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares60.30K
TypeSH
Market value$10.98M
2.06%
Sole
60.29K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares176.33K
TypeSH
Market value$10.36M
1.94%
Sole
176.33K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares161.76K
TypeSH
Market value$9.67M
1.81%
Sole
161.76K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares105.40K
TypeSH
Market value$9.62M
1.80%
Sole
105.40K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares27.42K
TypeSH
Market value$7.56M
1.42%
Sole
27.42K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares29.38K
TypeSH
Market value$6.65M
1.25%
Sole
29.38K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
DFNDShares129.06K
TypeSH
Market value$6.55M
1.23%
Sole
129.06K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares147.82K
TypeSH
Market value$6.40M
1.20%
Sole
147.82K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares61.58K
TypeSH
Market value$6.17M
1.16%
Sole
61.58K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares14.55K
TypeSH
Market value$5.66M
1.06%
Sole
14.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares28.72K
TypeSH
Market value$5.09M
0.96%
Sole
28.72K
Shared
0.00
None
0.00
VISA INC
SOLEShares14.28K
TypeSH
Market value$5.07M
0.95%
Sole
14.28K
Shared
0.00
None
0.00
CBL & ASSOC PPTYS INC
DFNDShares191.58K
TypeSH
Market value$4.86M
0.91%
Sole
191.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares110.42K
TypeSH
Market value$4.85M
0.91%
Sole
110.42K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares35.48K
TypeSH
Market value$4.69M
0.88%
Sole
35.48K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares126.12K
TypeSH
Market value$4.50M
0.84%
Sole
126.12K
Shared
0.00
None
0.00
ALBERTSONS COS INC
SOLEShares208.59K
TypeSH
Market value$4.49M
0.84%
Sole
208.59K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares94.39K
TypeSH
Market value$4.37M
0.82%
Sole
94.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 45.97K | SH | $22.87M 4.29% | 45.97K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 106.61K | SH | $21.87M 4.10% | 106.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 53.74K | SH | $15.58M 2.92% | 53.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 91.05K | SH | $14.38M 2.70% | 91.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 59.42K | SH | $13.04M 2.44% | 59.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.71K | SH | $12.01M 2.25% | 24.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.02K | SH | $11.08M 2.08% | 15.02K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 60.30K | SH | $10.98M 2.06% | 60.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 176.33K | SH | $10.36M 1.94% | 176.33K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 161.76K | SH | $9.67M 1.81% | 161.76K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 105.40K | SH | $9.62M 1.80% | 105.40K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 27.42K | SH | $7.56M 1.42% | 27.42K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 29.38K | SH | $6.65M 1.25% | 29.38K | 0.00 | 0.00 |
JANUS DETROIT STR TRDFND | HENDRSON AAA CL | 129.06K | SH | $6.55M 1.23% | 129.06K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 147.82K | SH | $6.40M 1.20% | 147.82K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 61.58K | SH | $6.17M 1.16% | 61.58K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 14.55K | SH | $5.66M 1.06% | 14.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 28.72K | SH | $5.09M 0.96% | 28.72K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 14.28K | SH | $5.07M 0.95% | 14.28K | 0.00 | 0.00 |
CBL & ASSOC PPTYS INCDFND | COMMON STOCK | 191.58K | SH | $4.86M 0.91% | 191.58K | 0.00 | 0.00 |
ISHARES TRSOLE | GNMA BOND ETF | 110.42K | SH | $4.85M 0.91% | 110.42K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 35.48K | SH | $4.69M 0.88% | 35.48K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 126.12K | SH | $4.50M 0.84% | 126.12K | 0.00 | 0.00 |
ALBERTSONS COS INCSOLE | COMMON STOCK | 208.59K | SH | $4.49M 0.84% | 208.59K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | MTG-BKD SECS ETF | 94.39K | SH | $4.37M 0.82% | 94.39K | 0.00 | 0.00 |
Page 1 of 14
…