Filed: 11/10/2025ACC: 0001085146-25-005976
📋 What this filing means
BEVERLY HILLS PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 340 equity positions with a total reported market value of $566.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
340
Positions
$566.80M
Total AUM (reported)
7.86M
Total Shares
Allocation by class
COM$324.43M57.2%
CL A$30.79M5.4%
SHS$16.47M2.9%
SPONSORED ADS$14.98M2.6%
COMMON STOCK$12.30M2.2%
CL B NEW$11.98M2.1%
INTER TERM TREAS$10.98M1.9%
Portfolio Concentration
Top 3$66.46M11.7%
4–10$82.20M14.5%
11–25$92.57M16.3%
Rest$325.56M57.4%
Top 3 weight
11.7%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 7.86M
Sole
Full voting authority
7.86M
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
Other39
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings340
Rows:
APPLE INC
SOLEShares101.83K
TypeSH
Market value$25.93M
4.57%
Sole
101.83K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares45.50K
TypeSH
Market value$23.57M
4.16%
Sole
45.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares90.93K
TypeSH
Market value$16.97M
2.99%
Sole
90.93K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares51.08K
TypeSH
Market value$16.11M
2.84%
Sole
51.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares60.13K
TypeSH
Market value$13.20M
2.33%
Sole
60.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares23.83K
TypeSH
Market value$11.98M
2.11%
Sole
23.83K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares182.84K
TypeSH
Market value$10.98M
1.94%
Sole
182.84K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares107.41K
TypeSH
Market value$10.25M
1.81%
Sole
107.41K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.54K
TypeSH
Market value$9.94M
1.75%
Sole
13.54K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares165.35K
TypeSH
Market value$9.73M
1.72%
Sole
165.35K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares58.83K
TypeSH
Market value$9.54M
1.68%
Sole
58.82K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares28.65K
TypeSH
Market value$8.00M
1.41%
Sole
28.65K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares23.46K
TypeSH
Market value$7.74M
1.37%
Sole
23.46K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares165.98K
TypeSH
Market value$7.29M
1.29%
Sole
165.98K
Shared
0.00
None
0.00
CBL & ASSOC PPTYS INC
SOLEShares207.19K
TypeSH
Market value$6.34M
1.12%
Sole
207.19K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares119.46K
TypeSH
Market value$6.07M
1.07%
Sole
119.45K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
DFNDShares18.35K
TypeSH
Market value$5.93M
1.05%
Sole
18.34K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares58.97K
TypeSH
Market value$5.91M
1.04%
Sole
58.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.05K
TypeSH
Market value$5.86M
1.03%
Sole
24.05K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares120.87K
TypeSH
Market value$5.36M
0.95%
Sole
120.87K
Shared
0.00
None
0.00
VISA INC
SOLEShares15.49K
TypeSH
Market value$5.29M
0.93%
Sole
15.49K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares37.51K
TypeSH
Market value$5.27M
0.93%
Sole
37.50K
Shared
0.00
None
0.00
ALEXANDERS INC
SOLEShares20.29K
TypeSH
Market value$4.76M
0.84%
Sole
20.29K
Shared
0.00
None
0.00
KROGER CO
SOLEShares68.50K
TypeSH
Market value$4.62M
0.81%
Sole
68.50K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares60.31K
TypeSH
Market value$4.61M
0.81%
Sole
60.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 101.83K | SH | $25.93M 4.57% | 101.83K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 45.50K | SH | $23.57M 4.16% | 45.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 90.93K | SH | $16.97M 2.99% | 90.93K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 51.08K | SH | $16.11M 2.84% | 51.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.13K | SH | $13.20M 2.33% | 60.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 23.83K | SH | $11.98M 2.11% | 23.83K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 182.84K | SH | $10.98M 1.94% | 182.84K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 107.41K | SH | $10.25M 1.81% | 107.41K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.54K | SH | $9.94M 1.75% | 13.54K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 165.35K | SH | $9.73M 1.72% | 165.35K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 58.83K | SH | $9.54M 1.68% | 58.82K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 28.65K | SH | $8.00M 1.41% | 28.65K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 23.46K | SH | $7.74M 1.37% | 23.46K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 165.98K | SH | $7.29M 1.29% | 165.98K | 0.00 | 0.00 |
CBL & ASSOC PPTYS INCSOLE | COMMON STOCK | 207.19K | SH | $6.34M 1.12% | 207.19K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 119.46K | SH | $6.07M 1.07% | 119.45K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYDFND | COM | 18.35K | SH | $5.93M 1.05% | 18.34K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 58.97K | SH | $5.91M 1.04% | 58.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 24.05K | SH | $5.86M 1.03% | 24.05K | 0.00 | 0.00 |
ISHARES TRDFND | GNMA BOND ETF | 120.87K | SH | $5.36M 0.95% | 120.87K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 15.49K | SH | $5.29M 0.93% | 15.49K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 37.51K | SH | $5.27M 0.93% | 37.50K | 0.00 | 0.00 |
ALEXANDERS INCSOLE | COM | 20.29K | SH | $4.76M 0.84% | 20.29K | 0.00 | 0.00 |
KROGER COSOLE | COM | 68.50K | SH | $4.62M 0.81% | 68.50K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 60.31K | SH | $4.61M 0.81% | 60.31K | 0.00 | 0.00 |
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