Beverly Hills Private Wealth, LLC

Q3 2025 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
343
Total value ($000)
$566,797
Net value change ($000)
+33,337 (6.2%)
New positions
29
Sold out positions
26
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/29/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JMTG 4,481 NEW
AAPL 4,057 18.5%
ACWI 2,794 NEW
NVDA 2,582 18.0%
GDX 1,740 60.7%
SIL 1,737 150.3%
CBL 1,472 30.3%
TSM 1,347 20.2%
BABA 1,332 63.9%
VGIT 1,301 13.4%
Top Reduces (Value $000, Stocks/ETFs)
PM -1,441 -13.1%
NWSA -1,255 -32.4%
META -1,143 -10.3%
VTEB -1,060 -100.0%
SBUX -689 -29.7%
VGSH -634 -6.1%
CMCSA -607 -13.5%
TXN -607 -16.2%
VTI -557 -100.0%
NVO -551 -17.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 695 (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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type