Beverly Hills Private Wealth, LLC
249 holdingsFiling period: 2026-06-30Current AUM: $537.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 79.5K | $23.0M | $27.3M | 5.09% | -20,702 | 2026-06-30 |
| 2 | JPM | JPMorgan Chase & Co | 51.3K | $16.8M | $17.4M | 3.24% | +4.9K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 82.8K | $16.6M | $17.8M | 3.32% | -3,574 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 64.4K | $15.3M | $16.4M | 3.05% | -702 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 40.3K | $15.0M | $21.4M | 3.99% | -8,684 | 2026-06-30 |
| 6 | VGIT | Vanguard Scottsdale Fds | 236.2K | $13.9M | $13.5M | 2.52% | +38.0K | 2026-06-30 |
| 7 | SCHW | Schwab Charles Corp | 128.9K | $11.9M | $11.4M | 2.13% | +8.2K | 2026-06-30 |
| 8 | TSM | Taiwan Semiconductor Manufac | 23.7K | $11.3M | $10.4M | 1.94% | -5,225 | 2026-06-30 |
| 9 | V | Visa Inc | 29.4K | $10.1M | $11.8M | 2.19% | +2.1K | 2026-06-30 |
| 10 | META | Meta Platforms Inc | 17.6K | $9.9M | $10.8M | 2.00% | -17 | 2026-06-30 |
| 11 | VGSH | Vanguard Scottsdale Fds | 169.6K | $9.9M | $9.8M | 1.82% | +6.0K | 2026-06-30 |
| 12 | VZ | Verizon Communications Inc | 213.5K | $9.0M | $9.2M | 1.72% | +23.2K | 2026-06-30 |
| 13 | JMTG | J P Morgan Exchange Traded F | 166.8K | $8.5M | $8.2M | 1.52% | +17.1K | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 16.9K | $8.4M | $8.4M | 1.57% | -3,021 | 2026-06-30 |
| 15 | CBL | Cbl & Assoc Pptys Inc | 152.1K | $8.1M | $7.5M | 1.40% | -75,096 | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 22.8K | $8.1M | $7.3M | 1.37% | -1,193 | 2026-06-30 |
| 17 | ELV | Elevance Health Inc Formerly | 20.4K | $7.9M | $8.4M | 1.57% | +775 | 2026-06-30 |
| 18 | ALX | Alexanders Inc | 25.9K | $7.1M | $6.4M | 1.20% | +2.2K | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 19.4K | $6.9M | $6.3M | 1.17% | +381 | 2026-06-30 |
| 20 | GNMA | iShares TR | 154.4K | $6.8M | $6.6M | 1.22% | +15.3K | 2026-06-30 |
| 21 | TFSL | Tfs Finl Corp | 374.2K | $6.6M | $6.2M | 1.16% | +47.4K | 2026-06-30 |
| 22 | PEP | Pepsico Inc | 48.1K | $6.5M | $6.4M | 1.19% | +7.6K | 2026-06-30 |
| 23 | UNH | Unitedhealth Group Inc | 15.0K | $6.2M | $6.1M | 1.14% | -2,727 | 2026-06-30 |
| 24 | BTT | BlackRock Mun Target Term TR | 253.3K | $5.8M | $5.6M | 1.04% | +25.2K | 2026-06-30 |
| 25 | — | Smurfit Westrock PLC | 123.6K | $5.7M | $5.7M | 1.06% | +26.8K | 2026-06-30 |
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