Beverly Hills Private Wealth, LLC

Q4 2025 13F-HR/A Holdings

Location
Beverly Hills, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
334
Total value ($000)
$584,488
Net value change ($000)
+17,691 (3.1%)
New positions
17
Sold out positions
26
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ACWI 15,656 560.3%
TFSL 3,904 NEW
XAGG 3,033 NEW
JMTG 2,408 53.7%
CB 1,729 146.3%
SIL 1,674 57.9%
CBL 1,551 24.5%
GOOGL 1,515 25.9%
GOOGL 1,391 31.4%
TSM 1,187 14.8%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -2,586 -26.6%
NWSA -2,035 -77.8%
BRK-B -1,849 -15.4%
APD -1,817 -84.5%
MSFT -1,686 -7.2%
FIS -1,520 -100.0%
JPM -1,073 -6.7%
AMT -1,012 -100.0%
ACI -942 -22.6%
CMCSA -932 -23.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 742 (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