Beverly Hills Private Wealth, LLC
344 holdingsFiling period: 2026-03-31Current AUM: $655.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 100.2K | $25.4M | $31.0M | 4.72% | -1,591 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 49.0K | $18.1M | $22.8M | 3.47% | +3.5K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 86.4K | $15.1M | $17.3M | 2.64% | -4,571 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 46.4K | $13.7M | $16.3M | 2.49% | -4,644 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 65.1K | $13.6M | $17.7M | 2.70% | +5.0K | 2026-03-31 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 198.2K | $11.8M | $11.6M | 1.76% | +15.3K | 2026-03-31 |
| 7 | SCHW | SCHWAB CHARLES CORP | 120.8K | $11.3M | $12.7M | 1.94% | +13.4K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 17.6K | $10.1M | $9.8M | 1.49% | +4.0K | 2026-03-31 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 28.9K | $9.8M | $11.7M | 1.78% | +254 | 2026-03-31 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 163.7K | $9.6M | $9.5M | 1.45% | -1,700 | 2026-03-31 |
| 11 | VZ | VERIZON COMMUNICATIONS INC | 190.3K | $9.6M | $8.9M | 1.36% | +24.3K | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.9K | $9.5M | $9.5M | 1.45% | -3,948 | 2026-03-31 |
| 13 | PM | PHILIP MORRIS INTL INC | 57.1K | $9.4M | $10.9M | 1.66% | -1,704 | 2026-03-31 |
| 14 | CBL | CBL & ASSOC PPTYS INC | 227.2K | $8.7M | $13.3M | 2.03% | +20.0K | 2026-03-31 |
| 15 | V | VISA INC | 27.3K | $8.2M | $10.0M | 1.52% | +11.8K | 2026-03-31 |
| 16 | JMTG | J P MORGAN EXCHANGE TRADED F | 149.8K | $7.6M | $7.5M | 1.14% | +61.9K | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 24.0K | $6.9M | $8.6M | 1.31% | -22 | 2026-03-31 |
| 18 | AVGO | BROADCOM INC | 21.4K | $6.6M | $8.3M | 1.27% | -2,026 | 2026-03-31 |
| 19 | GDX | VANECK ETF TRUST | 71.9K | $6.6M | $5.3M | 0.81% | +11.6K | 2026-03-31 |
| 20 | SIL | GLOBAL X FDS | 72.4K | $6.5M | $5.3M | 0.81% | +32.0K | 2026-03-31 |
| 21 | JAAA | JANUS DETROIT STR TR | 129.5K | $6.5M | $6.5M | 1.00% | +10.0K | 2026-03-31 |
| 22 | KR | KROGER CO | 89.6K | $6.5M | $5.2M | 0.79% | +21.1K | 2026-03-31 |
| 23 | PEP | PEPSICO INC | 40.5K | $6.3M | $5.7M | 0.86% | +3.0K | 2026-03-31 |
| 24 | GNMA | ISHARES TR | 139.1K | $6.2M | $6.0M | 0.92% | +18.2K | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 28.3K | $5.9M | $5.6M | 0.85% | +3.5K | 2026-03-31 |
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