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
$971B
$1 Billion 0.18% of portfolio
1,313
Q3 2025 Reduced 4.58%
$152B
$1.04 Billion 0.18% of portfolio
4,201
Q3 2025 Reduced 17.95%
$0
$1.03 Billion 0.18% of portfolio
50,503
Q3 2025 Reduced 0.16%
$84B
$1.01 Billion 0.18% of portfolio
5,262
Q3 2025 Reduced 3.87%
$266B
$1.02 Billion 0.18% of portfolio
3,632
Q3 2025 Reduced 1.73%
$283B
$1.04 Billion 0.18% of portfolio
8,141
Q3 2025 Reduced 4.92%
$39.2B
$978 Million 0.17% of portfolio
10,134
Q3 2025 Reduced 8.7%
$136B
$949 Million 0.17% of portfolio
4,013
Q3 2025 Reduced 5.95%
$92.7B
$963 Million 0.17% of portfolio
3,698
Q3 2025 Added 0.85%
$258B
$943 Million 0.17% of portfolio
5,639
Q3 2025 Reduced 11.1%
$187B
$927 Million 0.16% of portfolio
5,572
Q3 2025 Added 0.41%
$96.7B
$885 Million 0.16% of portfolio
17,546
Q3 2025 Reduced 2.31%
$72.4B
$861 Million 0.15% of portfolio
2,414
Q3 2025 Reduced 1.15%
$404B
$840 Million 0.15% of portfolio
907
Q3 2025 Reduced 18.07%
$70.2B
$859 Million 0.15% of portfolio
27,484
Q3 2025 Added 0.52%
$24.4B
$848 Million 0.15% of portfolio
5,301
Q3 2025 Reduced 3.18%
$72.7B
$783 Million 0.14% of portfolio
3,998
Q3 2025 Reduced 9.61%
$1.26B
$738 Million 0.13% of portfolio
73,980
Q3 2025 Added 8.59%
$49.4B
$717 Million 0.13% of portfolio
4,552
Q3 2025 Reduced 3.54%
$141B
$712 Million 0.13% of portfolio
27,955
Q3 2025 Added 1.53%
$55.6B
$709 Million 0.13% of portfolio
4,845
Q3 2025 Reduced 25.0%
$82.2B
$662 Million 0.12% of portfolio
2,935
Q3 2025 Added 2.16%
$173B
$663 Million 0.12% of portfolio
11,107
Q3 2025 Reduced 0.58%
$160B
$671 Million 0.12% of portfolio
3,382
Q3 2025 New
$15.7B
$657 Million 0.12% of portfolio
2,599
Q3 2025 Reduced 5.08%
$3.75B
$652 Million 0.12% of portfolio
24,794
Q3 2025 Reduced 4.61%
$49.1B
$707 Million 0.12% of portfolio
590
Q3 2025 Reduced 4.22%
$103B
$706 Million 0.12% of portfolio
302
Q3 2025 Reduced 2.27%
$118B
$649 Million 0.11% of portfolio
2,640
Q3 2025 Added 2.01%
$0
$602 Million 0.11% of portfolio
63,400
Q3 2025 New
$367B
$623 Million 0.11% of portfolio
1,538
Q3 2025 Reduced 0.71%
$8.26B
$606 Million 0.11% of portfolio
3,212
Q3 2025 Reduced 5.33%
$130B
$642 Million 0.11% of portfolio
13,595
Q3 2025 Reduced 17.41%
$34.1B
$581 Million 0.1% of portfolio
3,364
Q3 2025 Reduced 3.47%
$270B
$540 Million 0.1% of portfolio
7,547
Q3 2025 Reduced 3.5%
$150B
$556 Million 0.1% of portfolio
9,378
Q3 2025 Reduced 2.95%
$23.5B
$544 Million 0.1% of portfolio
928
Q3 2025 Reduced 0.85%
-
$553 Million 0.1% of portfolio
-
Q3 2025 Reduced 5.4%
$16.9B
$583 Million 0.1% of portfolio
6,499
Q3 2025 Reduced 2.02%
$5.54B
$542 Million 0.1% of portfolio
3,101
Q3 2025 Reduced 13.77%
$103B
$568 Million 0.1% of portfolio
7,534
Q3 2025 Added 24.22%
$8.94B
$590 Million 0.1% of portfolio
2,872
Q3 2025 Reduced 5.81%
$29.4B
$594 Million 0.1% of portfolio
24,183
Q3 2025 Added 8.26%
$183B
$559 Million 0.1% of portfolio
1,981
Q3 2025 Added 0.61%
$34.7B
$585 Million 0.1% of portfolio
4,125
Q3 2025 Added 13.51%
$190B
$485 Million 0.09% of portfolio
4,782
Q2 2025 Reduced 4.25%
$43.2B
$518 Million 0.09% of portfolio
562
Q3 2025 Reduced 3.27%
$123B
$537 Million 0.09% of portfolio
10,115
Q3 2025 Added 37.0%
$55.9B
$496 Million 0.09% of portfolio
9,112
Q3 2025 Reduced 4.19%

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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