Box Hill Private Wealth LLC
68 holdingsFiling period: 2026-06-30Current AUM: $117.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Index Fds | 59.3K | $20.4M | $20.1M | 17.04% | +1.8K | 2026-06-30 |
| 2 | IVV | iShares TR | 23.0K | $17.2M | $17.0M | 14.42% | +891 | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 12.2K | $9.0M | $8.0M | 6.79% | +516 | 2026-06-30 |
| 4 | VB | Vanguard Index Fds | 19.0K | $5.8M | $5.4M | 4.60% | -119 | 2026-06-30 |
| 5 | IEFA | iShares TR | 51.5K | $5.0M | $4.9M | 4.15% | +1.6K | 2026-06-30 |
| 6 | IEMG | iShares Inc | 59.2K | $4.9M | $4.3M | 3.63% | -4,781 | 2026-06-30 |
| 7 | XLK | Select Sector Spdr TR | 16.6K | $3.2M | $2.7M | 2.33% | +3.1K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 10.6K | $3.1M | $3.6M | 3.07% | +989 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 15.2K | $3.0M | $2.8M | 2.41% | +1.7K | 2026-06-30 |
| 10 | IWB | iShares TR | 7.3K | $3.0M | $2.9M | 2.49% | +331 | 2026-06-30 |
| 11 | BINC | BlackRock ETF Trust II | 53.6K | $2.8M | $2.7M | 2.31% | -3,310 | 2026-06-30 |
| 12 | SMH | VanEck ETF Trust | 4.1K | $2.7M | $1.9M | 1.61% | -470 | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 7.1K | $2.5M | $2.0M | 1.72% | +361 | 2026-06-30 |
| 14 | QQQM | Invesco Exch Traded FD TR II | 8.1K | $2.5M | $2.2M | 1.86% | +2.1K | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc Del | 4.5K | $2.3M | $2.3M | 1.92% | -291 | 2026-06-30 |
| 16 | CHAT | Tidal Trust II | 22.5K | $2.2M | $1.5M | 1.29% | +2.8K | 2026-06-30 |
| 17 | ITOT | iShares TR | 12.6K | $2.1M | $2.0M | 1.72% | +32 | 2026-06-30 |
| 18 | TSLA | Tesla Inc | 4.9K | $2.1M | $1.8M | 1.50% | -1,280 | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 5.0K | $1.9M | $1.5M | 1.24% | +157 | 2026-06-30 |
| 20 | IQLT | iShares TR | 34.0K | $1.7M | $1.7M | 1.43% | +1.4K | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 4.3K | $1.6M | $2.3M | 1.92% | +21 | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc | 4.4K | $1.6M | $1.2M | 1.06% | +62 | 2026-06-30 |
| 23 | EMXC | iShares Inc | 14.0K | $1.4M | $1.2M | 1.02% | +11.4K | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 5.8K | $1.4M | $1.5M | 1.28% | +691 | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 1.1K | $1.3M | $777K | 0.66% | +291 | 2026-06-30 |
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