Box Hill Private Wealth LLC
67 holdingsFiling period: 2026-03-31Current AUM: $115.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 57.4K | $17.2M | $19.7M | 17.06% | -318 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 22.1K | $14.4M | $16.6M | 14.34% | -293 | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 11.7K | $6.7M | $8.0M | 6.95% | +1.1K | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 19.1K | $5.0M | $5.6M | 4.87% | -209 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 49.9K | $4.5M | $4.9M | 4.24% | +10.6K | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 63.9K | $4.5M | $5.0M | 4.29% | +13.0K | 2026-03-31 |
| 7 | BINC | BLACKROCK ETF TRUST II | 56.9K | $3.0M | $3.0M | 2.56% | +24.3K | 2026-03-31 |
| 8 | IWB | ISHARES TR | 7.0K | $2.5M | $2.8M | 2.46% | +2.1K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 9.6K | $2.4M | $3.0M | 2.55% | -36 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 13.5K | $2.4M | $2.7M | 2.35% | +288 | 2026-03-31 |
| 11 | TSLA | TESLA INC | 6.2K | $2.3M | $1.9M | 1.67% | +271 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.8K | $2.3M | $2.3M | 1.99% | -- | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 6.8K | $1.9M | $2.4M | 2.09% | +458 | 2026-03-31 |
| 14 | XLK | SELECT SECTOR SPDR TR | 13.6K | $1.8M | $2.4M | 2.06% | +1.1K | 2026-03-31 |
| 15 | ITOT | ISHARES TR | 12.6K | $1.8M | $2.1M | 1.78% | -57 | 2026-03-31 |
| 16 | SMH | VANECK ETF TRUST | 4.6K | $1.8M | $2.5M | 2.13% | +581 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.0M | 1.71% | -17 | 2026-03-31 |
| 18 | IQLT | ISHARES TR | 32.6K | $1.5M | $1.6M | 1.41% | +5.3K | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 4.8K | $1.5M | $1.9M | 1.63% | +67 | 2026-03-31 |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | 6.0K | $1.4M | $1.7M | 1.47% | -509 | 2026-03-31 |
| 21 | FBND | FIDELITY MERRIMACK STR TR | 27.4K | $1.2M | $1.2M | 1.06% | +5.1K | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 4.3K | $1.2M | $1.5M | 1.33% | +3 | 2026-03-31 |
| 23 | CHAT | TIDAL TRUST II | 19.8K | $1.2M | $1.6M | 1.40% | +694 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 5.1K | $1.1M | $1.4M | 1.21% | +403 | 2026-03-31 |
| 25 | IJH | ISHARES TR | 14.6K | $988K | $1.1M | 0.95% | -4,242 | 2026-03-31 |
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