Beverly Hills Private Wealth, LLC
All 13F Filings
- Location
- Beverly Hills, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 584,488
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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):
741
(0.1% of total reported value)
· QoQ Δ:
+47
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 534.1 K | 91.5% | 0 | 1.288 K | -1.288 K |
| ETFs | 43.44 K | 7.4% | 18.64 K | 0 | 18.64 K |
| Debt | 5.976 K | 1.0% | 615 | 0 | 615 |
| Other | 223 | 0.0% | 0 | 9 | -9 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
584,488
Holdings
334
QoQ value change ($000)
17,691
(3.1%)
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.