Filed: 2/4/2026ACC: 0001085146-26-000143
📋 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 $564.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
336
Positions
$564.77M
Total AUM (reported)
7.76M
Total Shares
Allocation by class
COM$323.62M57.3%
CL A$30.79M5.5%
SHS$16.47M2.9%
SPONSORED ADS$14.32M2.5%
COMMON STOCK$12.30M2.2%
CL B NEW$11.98M2.1%
INTER TERM TREAS$10.98M1.9%
Portfolio Concentration
Top 3$66.46M11.8%
4–10$82.20M14.6%
11–25$92.57M16.4%
Rest$323.53M57.3%
Top 3 weight
11.8%
Top 10 weight
26.3%
Voting Authority Distribution
Total shares with voting rights: 7.76M
Sole
Full voting authority
7.76M
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)
Sole293
Shared0
Other43
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings336
Rows:
APPLE INC
SOLEShares101.83K
TypeSH
Market value$25.93M
4.59%
Sole
101.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.50K
TypeSH
Market value$23.57M
4.17%
Sole
45.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares90.93K
TypeSH
Market value$16.97M
3.00%
Sole
90.93K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares51.08K
TypeSH
Market value$16.11M
2.85%
Sole
51.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares60.13K
TypeSH
Market value$13.20M
2.34%
Sole
60.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares23.83K
TypeSH
Market value$11.98M
2.12%
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
1.82%
Sole
107.41K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.54K
TypeSH
Market value$9.94M
1.76%
Sole
13.54K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares165.35K
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
1.69%
Sole
58.83K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares28.65K
TypeSH
Market value$8.00M
1.42%
Sole
28.65K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares23.46K
TypeSH
Market value$7.74M
1.37%
Sole
23.46K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares165.98K
TypeSH
Market value$7.29M
1.29%
Sole
165.98K
Shared
0.00
None
0.00
CBL & ASSOC PPTYS INC
DFNDShares207.19K
TypeSH
Market value$6.34M
1.12%
Sole
207.19K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
DFNDShares119.46K
TypeSH
Market value$6.07M
1.07%
Sole
119.46K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares18.35K
TypeSH
Market value$5.93M
1.05%
Sole
18.35K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares58.97K
TypeSH
Market value$5.91M
1.05%
Sole
58.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.05K
TypeSH
Market value$5.86M
1.04%
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
0.94%
Sole
15.49K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares37.51K
TypeSH
Market value$5.27M
0.93%
Sole
37.51K
Shared
0.00
None
0.00
ALEXANDERS INC
DFNDShares20.29K
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
0.82%
Sole
68.50K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares60.31K
TypeSH
Market value$4.61M
0.82%
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 4.59% | 101.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.50K | SH | $23.57M 4.17% | 45.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 90.93K | SH | $16.97M 3.00% | 90.93K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 51.08K | SH | $16.11M 2.85% | 51.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.13K | SH | $13.20M 2.34% | 60.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 23.83K | SH | $11.98M 2.12% | 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 1.82% | 107.41K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.54K | SH | $9.94M 1.76% | 13.54K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | 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 1.69% | 58.83K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 28.65K | SH | $8.00M 1.42% | 28.65K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 23.46K | SH | $7.74M 1.37% | 23.46K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COM | 165.98K | SH | $7.29M 1.29% | 165.98K | 0.00 | 0.00 |
CBL & ASSOC PPTYS INCDFND | COMMON STOCK | 207.19K | SH | $6.34M 1.12% | 207.19K | 0.00 | 0.00 |
JANUS DETROIT STR TRDFND | HENDRSON AAA CL | 119.46K | SH | $6.07M 1.07% | 119.46K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 18.35K | SH | $5.93M 1.05% | 18.35K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 58.97K | SH | $5.91M 1.05% | 58.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 24.05K | SH | $5.86M 1.04% | 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 0.94% | 15.49K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 37.51K | SH | $5.27M 0.93% | 37.51K | 0.00 | 0.00 |
ALEXANDERS INCDFND | COM | 20.29K | SH | $4.76M 0.84% | 20.29K | 0.00 | 0.00 |
KROGER COSOLE | COM | 68.50K | SH | $4.62M 0.82% | 68.50K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 60.31K | SH | $4.61M 0.82% | 60.31K | 0.00 | 0.00 |
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