Box Hill Private Wealth LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 137,522
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 75 | 137,522 | 13F-HR | Box Hill Private Wealth LLC |
| Q2 2026 | 7/2/2026 | 67 | 124,657 | 13F-HR | Box Hill Private Wealth LLC |
| Q1 2026 | 4/3/2026 | 66 | 101,166 | 13F-HR | Box Hill Private Wealth LLC |
| Q4 2025 | 2/9/2026 | 55 | 98,793 | 13F-HR | Box Hill Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.56 K | 25.9% | 1.63 K | 0 | 1.63 K |
| ETFs | 102 K | 74.1% | 11.24 K | 0 | 11.24 K |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
137,522
Holdings
75
QoQ value change ($000)
12,865
(10.3%)
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.