StockDriftsStockDriftsTop 50 Beverly Hills Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.43% | 79.5K | $23.0M | -20.65%(-20.70K) | $146.07(+109.07%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 77.8K | $15.6M | -9.93%(-8.57K) | $14.43(+1466.77%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.95% | 64.4K | $15.4M | -1.08%(-702) | $141.20(+85.93%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.89% | 40.3K | $15.0M | -17.71%(-8.68K) | $290.99(+67.04%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.68% | 236.2K | $13.9M | +19.20%(+38.04K) | $59.12(-1.25%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.6% | 41.3K | $13.5M | -11.04%(-5.13K) | $151.16(+141.28%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 2.21% | 124.5K | $11.5M | +6.13%(+7.19K) | $71.11(+56.41%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.17% | 23.7K | $11.3M | -18.08%(-5.22K) | $135.27(+215.57%) | 2026-06-30 | |
| V | VISA INC | 1.94% | 29.4K | $10.1M | +7.71%(+2.10K) | $298.77(+21.14%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.9% | 17.6K | $9.9M | -0.10%(-17) | $472.87(+22.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.57% | +54.37% | — | — | +70.75% |
| Top 20 Holdings Unweighted | +14.49% | +50.09% | — | — | +62.08% |
Beverly Hills Private Wealth, LLC reports $524.95M in US-listed equity holdings across 249 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.4%), NVDA (3.0%) and AMZN (3.0%). The top 20 holdings account for 42.27% of reported assets. Its disclosed equity book has returned +54.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beverly Hills Private Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965710). View Beverly Hills Private Wealth, LLC’s 13F filings on SEC