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
$62.7B
$531 Million 0.09% of portfolio
6,443
Q3 2025 Reduced 1.38%
$0
$499 Million 0.09% of portfolio
27,455
Q3 2025 Added 10.86%
$12.6B
$484 Million 0.09% of portfolio
2,519
Q3 2025 Reduced 3.12%
$67.3B
$485 Million 0.09% of portfolio
1,737
Q3 2025 Reduced 0.06%
$0
$538 Million 0.09% of portfolio
83,446
Q3 2025 Added 74.19%
$17.5B
$463 Million 0.08% of portfolio
1,335
Q3 2025 Reduced 0.96%
$235B
$480 Million 0.08% of portfolio
5,722
Q3 2025 Reduced 2.89%
$19.3B
$479 Million 0.08% of portfolio
5,138
Q3 2025 Reduced 1.38%
$277B
$456 Million 0.08% of portfolio
5,942
Q3 2025 Reduced 2.41%
$41.3B
$472 Million 0.08% of portfolio
5,221
Q3 2025 Reduced 22.03%
$346B
$474 Million 0.08% of portfolio
3,083
Q3 2025 Reduced 0.29%
$56.6B
$463 Million 0.08% of portfolio
6,365
Q3 2025 Reduced 3.08%
$205B
$446 Million 0.08% of portfolio
3,024
Q3 2025 Reduced 0.03%
$128B
$439 Million 0.08% of portfolio
4,614
Q3 2025 Reduced 3.53%
$21.9B
$440 Million 0.08% of portfolio
34,478
Q3 2025 Added 60.04%
$65.2B
$445 Million 0.08% of portfolio
1,054
Q3 2025 Reduced 8.43%
$123B
$462 Million 0.08% of portfolio
924
Q3 2025 Added 0.43%
$328B
$464 Million 0.08% of portfolio
1,543
Q3 2025 Reduced 7.94%
$64.9B
$444 Million 0.08% of portfolio
14,268
Q3 2025 Added 0.05%
$66.3B
$402 Million 0.07% of portfolio
1,750
Q3 2025 Reduced 2.78%
$25B
$375 Million 0.07% of portfolio
7,394
Q3 2025 Reduced 4.07%
$6.67B
$380 Million 0.07% of portfolio
3,034
Q3 2025 Reduced 2.88%
$79.1B
$409 Million 0.07% of portfolio
2,291
Q3 2025 Reduced 8.54%
$193B
$386 Million 0.07% of portfolio
3,373
Q3 2025 Reduced 0.03%
$7.49B
$384 Million 0.07% of portfolio
2,421
Q3 2025 Reduced 9.16%
$45.2B
$391 Million 0.07% of portfolio
689
Q2 2024 Reduced 7.64%
$49.5B
$383 Million 0.07% of portfolio
2,260
Q3 2025 Reduced 11.3%
$8.21B
$378 Million 0.07% of portfolio
5,147
Q3 2025 Reduced 3.11%
$62.3B
$406 Million 0.07% of portfolio
3,605
Q3 2025 Reduced 1.39%
$8.49B
$397 Million 0.07% of portfolio
1,023
Q3 2025 Reduced 3.31%
$35.1B
$419 Million 0.07% of portfolio
3,373
Q3 2025 Added 2.8%
$26.6B
$423 Million 0.07% of portfolio
4,148
Q3 2025 Reduced 2.74%
$4.48B
$390 Million 0.07% of portfolio
3,560
Q1 2025 Added 0.14%
$136B
$383 Million 0.07% of portfolio
1,035
Q3 2025 Reduced 1.9%
$78.9B
$370 Million 0.07% of portfolio
4,631
Q3 2025 Reduced 11.74%
$12.5B
$410 Million 0.07% of portfolio
1,425
Q3 2025 Reduced 2.13%
$128B
$329 Million 0.06% of portfolio
17,086
Q3 2025 Reduced 16.71%
$29.2B
$318 Million 0.06% of portfolio
9,748
Q3 2025 Reduced 3.36%
$0
$358 Million 0.06% of portfolio
18,099
Q1 2025 Added 0.61%
$21.3B
$338 Million 0.06% of portfolio
1,773
Q3 2025 Reduced 3.69%
$21B
$351 Million 0.06% of portfolio
5,467
Q3 2025 Reduced 1.88%
$306B
$317 Million 0.06% of portfolio
4,782
Q3 2025 Reduced 0.6%
$4.31B
$358 Million 0.06% of portfolio
4,700
Q4 2024 Reduced 32.86%
$4.56B
$331 Million 0.06% of portfolio
10,250
Q3 2025 Reduced 3.64%
$272B
$350 Million 0.06% of portfolio
1,833
Q3 2025 Added 40.68%
$96.4B
$352 Million 0.06% of portfolio
2,844
Q3 2025 Reduced 0.46%
$18.5B
$320 Million 0.06% of portfolio
4,739
Q3 2025 Reduced 3.27%
$44.4B
$319 Million 0.06% of portfolio
21,772
Q3 2025 Reduced 4.11%
$4.09B
$329 Million 0.06% of portfolio
3,571
Q3 2025 Reduced 0.2%

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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