Beverly Hills Private Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
277
Total value ($000)
$579,497
Net value change ($000)
+54,547 (10.4%)
New positions
33
Sold out positions
11
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 7,532 50.1%
EQR 4,833 NEW
AAPL 4,812 20.9%
TEL 4,751 235.4%
SITC 4,461 NEW
META 4,130 41.8%
GFR 3,791 161.3%
XOM 3,482 NEW
VGSH 2,575 26.1%
NVDA 2,375 15.3%
Top Reduces (Value $000, Stocks/ETFs)
AVB -4,994 -100.0%
CBL -4,916 -60.9%
JAAA -2,805 -56.0%
EDV -1,880 -36.3%
UNH -1,690 -27.1%
AMP -1,617 -100.0%
MGM -1,393 -33.7%
AMAT -1,355 -29.7%
SF -1,166 -29.9%
ALX -940 -13.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,235 (0.9% 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