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
$17.4B
$348 Million 0.06% of portfolio
8,037
Q3 2025 Added 0.45%
$94.5B
$348 Million 0.06% of portfolio
1,021
Q3 2025 Reduced 10.91%
$190B
$325 Million 0.06% of portfolio
20,381
Q3 2025 Reduced 8.55%
$10.6B
$336 Million 0.06% of portfolio
18,510
Q3 2025 Reduced 14.28%
$10.7B
$309 Million 0.05% of portfolio
4,073
Q3 2025 Added 4.28%
$11.1B
$295 Million 0.05% of portfolio
3,962
Q3 2025 Reduced 2.58%
$6.36B
$308 Million 0.05% of portfolio
2,314
Q3 2025 Reduced 3.58%
$3.47B
$263 Million 0.05% of portfolio
3,461
Q3 2025 Reduced 2.67%
$120B
$306 Million 0.05% of portfolio
18,289
Q3 2025 Added 30.39%
$5.82B
$293 Million 0.05% of portfolio
4,681
Q3 2025 Reduced 2.86%
$26.3B
$293 Million 0.05% of portfolio
1,564
Q1 2025 Added 0.39%
$7.79B
$269 Million 0.05% of portfolio
2,030
Q3 2025 Reduced 3.43%
$81.3B
$268 Million 0.05% of portfolio
59,070
Q3 2025 Reduced 0.64%
$9.92B
$304 Million 0.05% of portfolio
5,107
Q3 2025 Reduced 3.79%
$6.94B
$280 Million 0.05% of portfolio
2,318
Q3 2025 Reduced 2.93%
$104B
$287 Million 0.05% of portfolio
976
Q3 2025 Added 6.78%
$67.6B
$300 Million 0.05% of portfolio
6,216
Q3 2025 Added 8.61%
$59.5B
$281 Million 0.05% of portfolio
6,153
Q3 2025 Added 1.89%
$10.5B
$294 Million 0.05% of portfolio
6,688
Q3 2025 Reduced 5.68%
$61.6B
$294 Million 0.05% of portfolio
10,374
Q3 2025 Added 2.17%
$36.4B
$300 Million 0.05% of portfolio
7,151
Q3 2025 New
$3.63B
$262 Million 0.05% of portfolio
10,255
Q1 2025 Added 0.26%
$113B
$268 Million 0.05% of portfolio
2,833
Q2 2025 Reduced 7.81%
$35.1B
$269 Million 0.05% of portfolio
4,421
Q3 2025 Reduced 0.54%
$75.4B
$303 Million 0.05% of portfolio
2,309
Q3 2025 Reduced 9.49%
$11.1B
$265 Million 0.05% of portfolio
1,991
Q3 2025 New
$23.8B
$297 Million 0.05% of portfolio
2,510
Q3 2025 Reduced 0.79%
$14.5B
$271 Million 0.05% of portfolio
2,542
Q3 2025 Reduced 3.35%
$2.37B
$281 Million 0.05% of portfolio
20,516
Q3 2025 Added 6.21%
$55.7B
$307 Million 0.05% of portfolio
2,015
Q2 2024 Added 0.2%
$24.4B
$207 Million 0.04% of portfolio
1,188
Q3 2025 New
$1.48B
$235 Million 0.04% of portfolio
22,040
Q3 2025 Reduced 14.57%
$2.71B
$216 Million 0.04% of portfolio
7,447
Q3 2025 Reduced 2.81%
$7.71B
$243 Million 0.04% of portfolio
868
Q3 2025 Reduced 7.46%
$5.97B
$223 Million 0.04% of portfolio
1,415
Q3 2025 Reduced 12.44%
$12.6B
$206 Million 0.04% of portfolio
25,180
Q3 2025 Reduced 0.68%
$21.5B
$212 Million 0.04% of portfolio
5,235
Q3 2025 Reduced 4.66%
$0
$210 Million 0.04% of portfolio
21,275
Q3 2025 New
$812M
$233 Million 0.04% of portfolio
15,100
Q2 2025 Added 0.67%
$20.3B
$250 Million 0.04% of portfolio
5,067
Q3 2025 Reduced 2.95%
$14.7B
$241 Million 0.04% of portfolio
2,950
Q3 2025 Reduced 6.59%
$24.8B
$234 Million 0.04% of portfolio
1,210
Q3 2025 Reduced 25.68%
$32B
$231 Million 0.04% of portfolio
3,937
Q3 2025 New
$1.3B
$237 Million 0.04% of portfolio
22,926
Q3 2025 Reduced 14.29%
$147B
$236 Million 0.04% of portfolio
2,420
Q2 2025 Reduced 16.87%
$21.3B
$211 Million 0.04% of portfolio
1,091
Q3 2025 Reduced 16.21%
$100B
$211 Million 0.04% of portfolio
780
Q3 2025 New
$86.1B
$204 Million 0.04% of portfolio
588
Q3 2025 Reduced 1.51%
$8.54B
$237 Million 0.04% of portfolio
1,512
Q3 2025 Reduced 12.5%

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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