Beverly Hills Private Wealth, LLC reported 200 positions worth $443.80M for the quarter ended Sep 30, 2026, up 12.8% on the prior quarter. It opened 24 new positions, added to 124, trimmed 39 and exited 5. Its largest holding is Apple Inc. at 6.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VMRK Vivmark Residential | +79.5K | – | $4.83M | 1.09% |
| TEL TE Connectivity plc | +22.1K | +220.3% | $4.66M | 1.53% |
| SITC SITE Centers Corp. | +1.32M | – | $4.46M | 1.01% |
| GFR Greenfire Resources Ltd. | +670.9K | +161.3% | $3.79M | 1.38% |
| XOM ExxonMobil Holdings Corp | +21.4K | – | $3.48M | 0.784% |
| VST Vistra Corp. | +19.9K | +64.7% | $2.76M | 1.58% |
| BRK-B Berkshire Hathaway Inc | +4,485 | +26.6% | $2.23M | 2.4% |
| AON Aon plc | +7,592 | +256.7% | $2.10M | 0.658% |
| MSFT Microsoft Corp | +3,683 | +9.1% | $1.89M | 5.09% |
| AAPL Apple Inc. | +4,022 | +5.1% | $1.34M | 6.27% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CBL Cbl & Associates Properties Inc | -92.9K | -61.1% | $4.96M | 0.712% |
| AMP Ameriprise Financial Inc | -3,524 | -100.0% | $1.62M | Exited |
| SU Suncor Energy Inc | -22.1K | -38.3% | $1.50M | 0.545% |
| CVE Cenovus Energy Inc. | -46.8K | -43.4% | $1.45M | 0.428% |
| SF Stifel Financial Corp | -16.9K | -30.2% | $1.18M | 0.615% |
| UNH Unitedhealth Group Inc | -2,621 | -17.5% | $962.15K | 1.02% |
| BNY Bank of New York Mellon Corp | -4,080 | -31.8% | $590.11K | 0.285% |
| AER AerCap Holdings N.V. | -2,817 | -9.9% | $404.30K | 0.83% |
| ELV Elevance Health, Inc. | -843 | -4.1% | $327.77K | 1.71% |
| ACI Albertsons Companies, Inc. | -24.4K | -8.9% | $282.98K | 0.652% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VMRK Vivmark Residential | +79.5K | $4.83M | 1.09% |
| SITC SITE Centers Corp. | +1.32M | $4.46M | 1.01% |
| XOM ExxonMobil Holdings Corp | +21.4K | $3.48M | 0.784% |
| SNDK Sandisk Corp | +179 | $312.02K | 0.07% |
| NTAP NetApp, Inc. | +1,311 | $275.48K | 0.062% |
| GM General Motors Co | +3,542 | $272.74K | 0.061% |
| SNOW Snowflake Inc. | +755 | $256.37K | 0.058% |
| RGA Reinsurance Group Of America Inc | +1,022 | $251.66K | 0.057% |
| MFIC MidCap Financial Investment Corp | +26.0K | $227.05K | 0.051% |
| CCEP COCA-COLA EUROPACIFIC PARTNERS plc | +2,216 | $225.36K | 0.051% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 83.6K | $27.83M | 6.27% | +4,022 | +5.1% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 44.0K | $22.58M | 5.09% | +3,683 | +9.1% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 78.6K | $17.94M | 4.04% | +765 | +1.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 66.2K | $16.50M | 3.72% | +1,813 | +2.8% | Added | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 42.6K | $14.09M | 3.18% | +1,288 | +3.1% | Added | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 19.3K | $14.02M | 3.16% | +1,776 | +10.1% | Added | 0% |
| 7 | SCHW Schwab Charles Corp | Financial Services | 135.3K | $13.22M | 2.98% | +10.7K | +8.6% | Added | 0.01% |
| 8 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 25.8K | $11.78M | 2.65% | +2,136 | +9.0% | Added | 0% |
| 9 | V Visa Inc. | Financial Services | 29.9K | $10.76M | 2.42% | +570 | +1.9% | Added | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 21.3K | $10.63M | 2.4% | +4,485 | +26.6% | Added | 0% |
| 11 | VZ Verizon Communications Inc | Communication Services | 226.1K | $10.37M | 2.34% | +12.5K | +5.9% | Added | 0.01% |
| 12 | GOOG Alphabet Inc. | Technology | 24.2K | $8.25M | 1.86% | +1,370 | +6.0% | Added | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 22.2K | $7.63M | 1.72% | +2,777 | +14.3% | Added | 0% |
| 14 | ELV Elevance Health, Inc. | Healthcare | 19.5K | $7.58M | 1.71% | -843 | -4.1% | Reduced | 0.01% |
| 15 | VST Vistra Corp. | Utilities | 50.8K | $7.03M | 1.58% | +19.9K | +64.7% | Added | 0.02% |
Tip. Select a row to see that position’s full history at Beverly Hills Private Wealth.
As of its Q3 2026 13F filing, Beverly Hills Private Wealth, LLC’s five largest positions were Apple Inc. (AAPL) at 6.3%, Microsoft Corp (MSFT) at 5.1%, Nvidia Corp (NVDA) at 4.0%, Amazon Com Inc (AMZN) at 3.7%, Jpmorgan Chase & Co (JPM) at 3.2% of the reported portfolio.
Beverly Hills Private Wealth, LLC reported a 13F portfolio worth $443.80M across 200 positions for Q3 2026. That is up 12.8% from the previous quarter.
Its largest purchases by value were Vivmark Residential ($4.83M), TE Connectivity plc ($4.66M), SITE Centers Corp. ($4.46M). It opened 24 new positions.
Its largest sales by value were Cbl & Associates Properties Inc ($4.96M), Ameriprise Financial Inc ($1.62M), Suncor Energy Inc ($1.50M). It exited 5 positions entirely.
From the Form 13F-HR reports Beverly Hills Private Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.