Beverly Hills Private Wealth, LLC

Q3 2025 13F-HR Detailed Holdings

Location
Beverly Hills, CA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
1,004
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

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