Beverly Hills Private Wealth, LLC: 13F holdings
CIK 19657102026Q2
| Positions | 249 |
|---|---|
| Reported value | $524.9m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 79,542 | $23.0m | 4.4% |
| NVDA NVIDIA CORPORATION | 77,786 | $15.6m | 3.0% |
| AMZN AMAZON COM INC | 64,404 | $15.4m | 2.9% |
| MSFT MICROSOFT CORP | 40,340 | $15.0m | 2.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 236,197 | $13.9m | 2.7% |
| JPM JPMORGAN CHASE & CO | 41,307 | $13.5m | 2.6% |
| SCHW SCHWAB CHARLES CORP | 124,548 | $11.5m | 2.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 23,679 | $11.3m | 2.2% |
| V VISA INC | 29,361 | $10.1m | 1.9% |
| META META PLATFORMS INC | 17,559 | $9.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965710")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.