Beverly Hills Private Wealth, LLC
All 13F Filings
- Location
- Beverly Hills, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 600,323
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 347 | 600,323 | 13F-HR | Beverly Hills Private Wealth, LLC |
| Q4 2025 | 2/17/2026 | 334 | 584,488 | 13F-HR/A - RESTATEMENT | Beverly Hills Private Wealth, LLC |
| Q4 2025 | 2/4/2026 | 339 | 564,767 | 13F-HR | Beverly Hills Private Wealth, LLC |
| Q3 2025 | 11/10/2025 | 343 | 566,797 | 13F-HR | Beverly Hills Private Wealth, LLC |
| Q2 2025 | 7/29/2025 | 340 | 533,460 | 13F-HR | Beverly Hills Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
633
(0.1% of total reported value)
· QoQ Δ:
-108
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 504.7 K | 84.2% | 0 | 29.43 K | -29.43 K |
| ETFs | 88.85 K | 14.8% | 45.4 K | 0 | 45.4 K |
| Debt | 6.166 K | 1.0% | 190 | 0 | 190 |
| Other | 0 | 0.0% | 0 | 223 | -223 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
600,323
Holdings
347
QoQ value change ($000)
15,835
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.