StockDriftsStockDriftsTop 50 Box Hill Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 16.46% | 64.3K | $22.6M | +8.56%(+5.07K) | $314.37(+12.39%) | 2026-09-30 | |
| IVV | ISHARES TR | 14.33% | 25.7K | $19.7M | +11.96%(+2.75K) | $686.21(+12.21%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 7.19% | 13.4K | $9.9M | +9.65%(+1.18K) | $619.43(+15.97%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 4.27% | 20.6K | $5.9M | +8.69%(+1.65K) | $259.13(+9.76%) | 2026-09-30 | |
| IEFA | ISHARES TR | 4.08% | 57.9K | $5.6M | +12.35%(+6.37K) | $89.70(+6.98%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.61% | 61.1K | $5.0M | +3.37%(+1.99K) | $67.45(+14.67%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.81% | 76.1K | $3.9M | +42.01%(+22.52K) | $52.38(-3.31%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.61% | 10.8K | $3.6M | +2.12%(+224) | $264.68(+29.57%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 14.9K | $3.4M | -2.14%(-326) | $185.99(+16.72%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.47% | 17.4K | $3.4M | +4.32%(+720) | $153.53(+21.12%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.74% |
Box Hill Private Wealth LLC reports $137.52M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are VV (16.5%), IVV (14.3%) and QQQ (7.2%). The top 20 holdings account for 77.18% of reported assets. Its disclosed equity book has returned +11.85% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Box Hill Private Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Box Hill Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2094120). View Box Hill Private Wealth LLC’s 13F filings on SEC