Beverly Hills Private Wealth, LLC
Q2 2025 13F-HR Detailed Holdings
Net value change ($000)
—
New positions
335
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings
You are on the SEC detailed breakdown page.
Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields),
and are not merged like the standard holdings view.
Switch to aggregated holdings.
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
685
(0.1% of total reported value)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
|---|
Other Managers
| Num | Name | File Number |
|---|---|---|
| 1 | BLACKROCK ADVISORS LLC | 028-04295 |
| 10 | Lazard Asset Management LLC | |
| 11 | Dorsey, Wright & Associates, LLC | |
| 12 | NEUBERGER BERMAN BD LLC | |
| 13 | Nuveen Asset Management, LLC | 028-14498 |
| 14 | RENAISSANCE GROUP LLC | 028-04884 |
| 15 | SCHAFER CULLEN CAPITAL MANAGEMENT INC | 028-04691 |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | |
| 17 | TCW Investment Management Company LLC | |
| 18 | The London Company of Virginia, LLC | |
| 19 | VANGUARD GROUP INC | |
| 2 | CLEARBRIDGE, LLC | 028-01701 |
| 20 | Winslow Capital Management, LLC | 028-03676 |
| 21 | Equalis Financial | |
| 3 | EARNEST PARTNERS LLC | 028-05269 |
| 4 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | |
| 5 | FEDERATED INVESTMENT COUNSELING | 028-01454 |
| 6 | Invesco Advisers, Inc. | |
| 7 | JP MORGAN INVESTMENT MANAGEMENT INC /ADV | |
| 8 | JANUS HENDERSON INVESTORS US LLC | 028-01343 |
| 9 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC |