1y return+14.1%S&P 500 +20.9%
3y return+47.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $160 against $195 in the S&P 500.2
Beverly Hills Private Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $23.0M | 4.4% | −20.7% |
| NVDANvidia Corporation | $15.6M | 3.0% | −9.9% |
| AMZNAmazon Com Inc | $15.4M | 3.0% | −1.1% |
| MSFTMicrosoft Corp | $15.0M | 2.9% | −17.7% |
| VGITVanguard Scottsdale Fds | $13.9M | 2.7% | +19.2% |
| JPMJpmorgan Chase & Co | $13.5M | 2.6% | −11.0% |
| SCHWSchwab Charles Corp | $11.5M | 2.2% | +6.1% |
| TSMTaiwan Semiconductor Manufac | $11.3M | 2.2% | −18.1% |
| VVisa Inc | $10.1M | 1.9% | +7.7% |
| METAMeta Platforms Inc | $9.9M | 1.9% | |
| VGSHVanguard Scottsdale Fds | $9.9M | 1.9% | +3.6% |
| VZVerizon Communications Inc | $9.0M | 1.7% | +12.2% |
| JMTGJ P Morgan Exchange Traded F | $8.5M | 1.6% | +11.4% |
| BRK/BBerkshire Hathaway Inc Del | $8.4M | 1.6% | −15.2% |
| CBLCbl & Assoc Pptys Inc | $8.1M | 1.6% | −33.0% |
| GOOGAlphabet Inc | $8.1M | 1.6% | −5.0% |
| ELVElevance Health Inc Formerly | $7.9M | 1.5% | +4.0% |
| ALXAlexanders Inc | $7.1M | 1.4% | +9.3% |
| GOOGLAlphabet Inc | $6.9M | 1.3% | +2.0% |
| GNMAIshares Tr | $6.8M | 1.3% | +11.0% |
| TFSLTfs Finl Corp | $6.6M | 1.3% | +14.5% |
| PEPPepsico Inc | $6.5M | 1.3% | +18.7% |
| UNHUnitedhealth Group Inc | $6.2M | 1.2% | −15.4% |
| BTTBlackrock Mun Target Term Tr | $5.8M | 1.1% | +11.1% |
| Smurfit Westrock PLCCUSIP G8267P108 | $5.7M | 1.1% | +27.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $15.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $5.1M |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $11.3M |
| AMATApplied Matls Inc | December 31, 2023 | +346.1% | $4.6M |
| VSTVistra Corp | December 31, 2023 | +311.8% | $4.9M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $6.9M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $8.1M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $15.4M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $9.9M |
| GDXVaneck Etf Trust | December 31, 2022 | +163.3% | $5.4M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $4.3M
- Honeywell Intl IncCUSIP 438516106 was $1.5M
- QSRRestaurant Brands Intl Inc was $1.4M
- Accenture PLC IrelandCUSIP G1151C101 was $992K
- AMTAmerican Tower Corp was $877K
- SPGIS&p Global Inc was $844K
- DHRDanaher Corp Del was $754K
- CCICrown Castle Inc was $746K
- SNYSanofi Sa was $717K
- ARESAres Management Corporation was $702K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beverly Hills Private Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965710&type=13F-HR&dateb=&owner=include&count=40CIK 1965710
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965710/000196571026000005/Filed August 7, 2026 · accession 0001965710-26-000005