Beverly Hills Private Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
255
Total value ($000)
$524,950
Net value change ($000)
-75,373 (-12.6%)
New positions
21
Sold out positions
115
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VST 4,317 750.8%
AVB 2,914 140.1%
AMAT 2,303 101.6%
ELV 2,139 37.3%
VGIT 2,131 18.1%
TFSL 2,039 44.4%
SW 1,860 48.2%
V 1,835 22.3%
AMZN 1,790 13.2%
BEN 1,676 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,349 -100.0%
PM -4,105 -43.5%
CVX -3,299 -56.8%
MSFT -3,099 -17.1%
KMI -2,883 -81.3%
AAPL -2,425 -9.5%
NOC -2,281 -89.5%
LOW -2,016 -62.8%
JNJ -2,014 -35.8%
APD -1,693 -83.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,994 (1.0% 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