Filed: 5/4/2026ACC: 0001085146-26-000375
📋 What this filing means
BEVERLY HILLS PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 343 equity positions with a total reported market value of $600.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
343
Positions
$600.32M
Total AUM (reported)
9.15M
Total Shares
Allocation by class
COM$338.22M56.3%
CL A$28.64M4.8%
SHS$16.04M2.7%
SPONSORED ADS$15.17M2.5%
COMMON STOCK$14.38M2.4%
INTER TERM TREAS$11.80M2.0%
SHORT TERM TREAS$9.58M1.6%
Portfolio Concentration
Top 3$58.65M9.8%
4–10$79.77M13.3%
11–25$111.10M18.5%
Rest$350.80M58.4%
Top 3 weight
9.8%
Top 10 weight
23.1%
Voting Authority Distribution
Total shares with voting rights: 9.15M
Sole
Full voting authority
9.15M
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)
Sole266
Shared0
Other77
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings343
Rows:
APPLE INC
DFNDShares100.24K
TypeSH
Market value$25.44M
4.24%
Sole
100.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares49.02K
TypeSH
Market value$18.15M
3.02%
Sole
49.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares86.36K
TypeSH
Market value$15.06M
2.51%
Sole
86.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares46.43K
TypeSH
Market value$13.66M
2.28%
Sole
46.43K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares65.11K
TypeSH
Market value$13.56M
2.26%
Sole
65.11K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares198.16K
TypeSH
Market value$11.80M
1.97%
Sole
198.16K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares120.76K
TypeSH
Market value$11.35M
1.89%
Sole
120.76K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares17.58K
TypeSH
Market value$10.06M
1.68%
Sole
17.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares28.90K
TypeSH
Market value$9.77M
1.63%
Sole
28.90K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares163.65K
TypeSH
Market value$9.58M
1.60%
Sole
163.65K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares190.31K
TypeSH
Market value$9.55M
1.59%
Sole
190.31K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares19.89K
TypeSH
Market value$9.53M
1.59%
Sole
19.89K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares57.12K
TypeSH
Market value$9.44M
1.57%
Sole
57.12K
Shared
0.00
None
0.00
CBL & ASSOC PPTYS INC
DFNDShares227.22K
TypeSH
Market value$8.73M
1.45%
Sole
227.22K
Shared
0.00
None
0.00
VISA INC
DFNDShares27.26K
TypeSH
Market value$8.24M
1.37%
Sole
27.26K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares149.78K
TypeSH
Market value$7.64M
1.27%
Sole
149.78K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares24.02K
TypeSH
Market value$6.89M
1.15%
Sole
24.02K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares21.43K
TypeSH
Market value$6.63M
1.11%
Sole
21.43K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares71.88K
TypeSH
Market value$6.60M
1.10%
Sole
71.88K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares72.42K
TypeSH
Market value$6.52M
1.09%
Sole
72.42K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares129.48K
TypeSH
Market value$6.52M
1.09%
Sole
129.48K
Shared
0.00
None
0.00
KROGER CO
SOLEShares89.57K
TypeSH
Market value$6.48M
1.08%
Sole
89.57K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares40.52K
TypeSH
Market value$6.29M
1.05%
Sole
40.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares139.09K
TypeSH
Market value$6.17M
1.03%
Sole
139.09K
Shared
0.00
None
0.00
CHEVRON CORPORATION
DFNDShares28.30K
TypeSH
Market value$5.85M
0.98%
Sole
28.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 100.24K | SH | $25.44M 4.24% | 100.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 49.02K | SH | $18.15M 3.02% | 49.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 86.36K | SH | $15.06M 2.51% | 86.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 46.43K | SH | $13.66M 2.28% | 46.43K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 65.11K | SH | $13.56M 2.26% | 65.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 198.16K | SH | $11.80M 1.97% | 198.16K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 120.76K | SH | $11.35M 1.89% | 120.76K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 17.58K | SH | $10.06M 1.68% | 17.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 28.90K | SH | $9.77M 1.63% | 28.90K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 163.65K | SH | $9.58M 1.60% | 163.65K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 190.31K | SH | $9.55M 1.59% | 190.31K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 19.89K | SH | $9.53M 1.59% | 19.89K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 57.12K | SH | $9.44M 1.57% | 57.12K | 0.00 | 0.00 |
CBL & ASSOC PPTYS INCDFND | COMMON STOCK | 227.22K | SH | $8.73M 1.45% | 227.22K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 27.26K | SH | $8.24M 1.37% | 27.26K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 149.78K | SH | $7.64M 1.27% | 149.78K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 24.02K | SH | $6.89M 1.15% | 24.02K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 21.43K | SH | $6.63M 1.11% | 21.43K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 71.88K | SH | $6.60M 1.10% | 71.88K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X SILVER | 72.42K | SH | $6.52M 1.09% | 72.42K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 129.48K | SH | $6.52M 1.09% | 129.48K | 0.00 | 0.00 |
KROGER COSOLE | COM | 89.57K | SH | $6.48M 1.08% | 89.57K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 40.52K | SH | $6.29M 1.05% | 40.52K | 0.00 | 0.00 |
ISHARES TRSOLE | GNMA BOND ETF | 139.09K | SH | $6.17M 1.03% | 139.09K | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COM | 28.30K | SH | $5.85M 0.98% | 28.30K | 0.00 | 0.00 |
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