Beverly Hills Private Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
347
Total value ($000)
$600,323
Net value change ($000)
+15,835 (2.7%)
New positions
33
Sold out positions
20
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VZ 3,139 48.9%
MUC 2,617 NEW
VGSH 2,435 34.1%
CVX 2,041 54.1%
CRC 2,041 NEW
SIL 1,956 42.8%
V 1,881 29.6%
APD 1,683 503.9%
AVB 1,473 242.7%
CMCSA 1,348 45.5%
Top Reduces (Value $000, Stocks/ETFs)
ACWI -18,450 -100.0%
MSFT -3,733 -17.1%
GBIL -2,789 -55.5%
AAPL -1,544 -5.7%
NVDA -1,436 -8.7%
JPM -1,379 -9.2%
GRP-UN -1,238 -100.0%
KMI -1,146 -24.4%
KLAC -1,001 -72.6%
AVGO -958 -12.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 632 (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