Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

Beverly Hills Private Wealth, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $567 Billion distributed in 1004 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.9B, Microsoft Corp with a value of $23.6B, Nvidia Corp with a value of $17B, Jpmorgan Chase & CO with a value of $16.1B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $33.3B in the current position value, from $533B to 567B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $567 Billion
Technology: $118 Billion
Financial Services: $94.9 Billion
ETFs: $81.2 Billion
Consumer Cyclical: $39.5 Billion
Communication Services: $37.4 Billion
Healthcare: $37.3 Billion
Consumer Defensive: $34.9 Billion
Industrials: $33 Billion
Other: $56.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$2.49 Billion 0.44% of portfolio
10,103
Q3 2025 Reduced 4.55%
$512B
$2.38 Billion 0.42% of portfolio
4,188
Q3 2025 Added 0.94%
$255B
$2.4 Billion 0.42% of portfolio
7,223
Q3 2025 Reduced 6.82%
$25.4B
$2.36 Billion 0.42% of portfolio
86,635
Q3 2025 Added 3.46%
$0
$2.4 Billion 0.42% of portfolio
194,265
Q3 2025 Reduced 0.61%
$23.2B
$2.32 Billion 0.41% of portfolio
47,357
Q3 2025 Reduced 3.91%
$453B
$2.26 Billion 0.4% of portfolio
3
Q4 2024 Reduced 25.0%
$57.5B
$2.15 Billion 0.38% of portfolio
7,888
Q3 2025 Reduced 5.9%
$63.4B
$2.09 Billion 0.37% of portfolio
4,561
Q3 2025 Reduced 4.98%
$35B
$1.96 Billion 0.35% of portfolio
17,146
Q3 2025 Reduced 2.51%
$79.6B
$1.96 Billion 0.35% of portfolio
15,819
Q3 2025 Added 8.05%
$140B
$2 Billion 0.35% of portfolio
5,332
Q3 2025 Reduced 3.7%
$89.3B
$2.01 Billion 0.35% of portfolio
18,458
Q3 2025 Reduced 20.95%
$33.2B
$1.96 Billion 0.35% of portfolio
19,952
Q3 2025 Added 1.83%
$104B
$1.96 Billion 0.35% of portfolio
29,723
Q3 2025 Reduced 4.51%
$50.4B
$1.91 Billion 0.34% of portfolio
31,161
Q3 2025 Reduced 3.42%
$170B
$1.85 Billion 0.33% of portfolio
12,803
Q3 2025 Reduced 1.29%
$40.4B
$1.79 Billion 0.32% of portfolio
14,085
Q3 2025 Reduced 3.37%
$0
$1.81 Billion 0.32% of portfolio
117,403
Q2 2025 Reduced 0.11%
$228B
$1.83 Billion 0.32% of portfolio
13,667
Q3 2025 Reduced 2.93%
$342B
$1.77 Billion 0.31% of portfolio
9,679
Q3 2025 Added 0.07%
$168B
$1.73 Billion 0.31% of portfolio
22,969
Q3 2025 Reduced 5.58%
$161B
$1.69 Billion 0.3% of portfolio
1,566
Q3 2025 Reduced 2.06%
-
$1.69 Billion 0.3% of portfolio
-
Q3 2025 Added 41.87%
$97.3B
$1.63 Billion 0.29% of portfolio
19,228
Q3 2025 Reduced 23.92%
$53B
$1.58 Billion 0.28% of portfolio
16,524
Q3 2025 Reduced 11.52%
$11.5B
$1.58 Billion 0.28% of portfolio
26,158
Q3 2025 Reduced 3.83%
$18.5B
$1.55 Billion 0.27% of portfolio
7,100
Q3 2025 Added 0.55%
$39.1B
$1.52 Billion 0.27% of portfolio
23,047
Q3 2025 Reduced 5.54%
$96.9B
$1.46 Billion 0.26% of portfolio
3,454
Q3 2025 Reduced 8.96%
$26.1B
$1.43 Billion 0.25% of portfolio
9,034
Q3 2025 Reduced 5.36%
$413B
$1.42 Billion 0.25% of portfolio
27,514
Q3 2025 Reduced 0.39%
$197B
$1.41 Billion 0.25% of portfolio
6,862
Q3 2025 Added 4.25%
$114B
$1.43 Billion 0.25% of portfolio
12,525
Q3 2025 Reduced 2.43%
$181B
$1.42 Billion 0.25% of portfolio
50,453
Q3 2025 Added 13.22%
$730M
$1.44 Billion 0.25% of portfolio
19,433
Q3 2025 Reduced 7.63%
$270B
$1.35 Billion 0.24% of portfolio
8,491
Q3 2025 Reduced 24.94%
$89.7B
$1.35 Billion 0.24% of portfolio
6,719
Q3 2025 Reduced 3.25%
$124B
$1.34 Billion 0.24% of portfolio
32,792
Q3 2025 Reduced 14.14%
$99.7B
$1.29 Billion 0.23% of portfolio
6,668
Q3 2025 Reduced 1.58%
$121B
$1.22 Billion 0.22% of portfolio
1,583
Q3 2025 Added 2.06%
$593B
$1.27 Billion 0.22% of portfolio
4,522
Q3 2025 Added 1.64%
$132B
$1.18 Billion 0.21% of portfolio
5,606
Q3 2025 Reduced 3.38%
$123B
$1.18 Billion 0.21% of portfolio
4,186
Q3 2025 Reduced 14.73%
$182B
$1.13 Billion 0.2% of portfolio
1,655
Q3 2025 Reduced 0.78%
$76.2B
$1.09 Billion 0.19% of portfolio
17,385
Q3 2025 Reduced 3.0%
$291B
$1.08 Billion 0.19% of portfolio
2,274
Q3 2025 Reduced 9.9%
$36B
$1.05 Billion 0.19% of portfolio
36,461
Q3 2025 Added 0.37%
$159B
$1.06 Billion 0.19% of portfolio
2,175
Q3 2025 Reduced 4.52%

Summary

  • Portfolio
  • No. of Stocks 1,004
  • Current Value $567 Billion
  • Prior Value $533 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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