Beverly Hills Private Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Beverly Hills Private Wealth, LLC reported 333 stock positions worth $527.3 million. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Apple (AAPL, 4.1%) and JPMorgan Chase (JPM, 3.0%). Compared with Q1 2025, it opened 10 new positions, sold out of 10, added to 79 and reduced 221. The biggest buy was Meta Platforms Class A (META, shares +13%) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001965710
- Portfolio Value
- $527.3M (Q2 2025)
- SEC Filing
- 0001085146-25-004273 ↗ filed Jul 29, 2025
Holdings Value
Holdings 333 stocks · $527.3M
| MSFT Microsoft Corp. | 4.34% | 45,972 | $22.9M | Reduce -0.2% |
| AAPL Apple Inc. | 4.15% | 106,613 | $21.9M | Reduce -6.1% |
| JPM JPMorgan Chase & Co. | 2.95% | 53,737 | $15.6M | Reduce -0.6% |
| NVDA Nvidia Corp. | 2.73% | 91,045 | $14.4M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 2.47% | 59,425 | $13.0M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 24,714 | $12.0M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 2.10% | 15,017 | $11.1M | Add +12.9% |
| PM Philip Morris International | 2.08% | 60,297 | $11.0M | Reduce -11.2% |
| VGSH Vanguard Short-Term Treasury | 1.97% | 176,334 | $10.4M | Reduce -2.0% |
| VGIT Vanguard Intermediate-Term T | 1.83% | 161,758 | $9.7M | Reduce -12.0% |
| SCHW Schwab (charles) Corp. | 1.77% | 102,503 | $9.4M | Add +9.1% |
| AVGO Broadcom Inc. | 1.43% | 27,422 | $7.6M | Reduce -4.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.26% | 29,381 | $6.7M | Reduce -0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.24% | 129,059 | $6.5M | Add +29.5% |
| VZ Verizon Communications Inc. | 1.21% | 147,820 | $6.4M | Add +9.8% |
| GBIL Goldman Sachs Access Treasur | 1.17% | 61,577 | $6.2M | Reduce -6.2% |
| ELV Elevance Health Inc. | 1.07% | 14,546 | $5.7M | Add +7.3% |
| GOOG Alphabet Inc. Class C | 0.97% | 28,722 | $5.1M | Reduce -11.0% |
| V Visa Inc. Class A | 0.96% | 14,284 | $5.1M | Reduce -6.1% |
| CBL CBL & Associates Properties | 0.92% | 191,577 | $4.9M | Add +48.1% |
| GNMA iShares Gnma Bond ETF | 0.92% | 110,423 | $4.9M | Add +11.9% |
| PEP Pepsico Inc. | 0.89% | 35,482 | $4.7M | Add +6.2% |
| CMCSA Comcast Corp. Class A | 0.85% | 126,119 | $4.5M | Reduce -14.3% |
| ACI Albertsons Cos Inc. Class A | 0.85% | 208,586 | $4.5M | Add +6.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.83% | 94,392 | $4.4M | Reduce -0.3% |
| BLK BlackRock Inc. | 0.82% | 4,100 | $4.3M | Add +0.3% |
| MGM MGM Resorts International | 0.80% | 123,406 | $4.2M | Add +179.0% |
| KR Kroger Co. | 0.79% | 58,374 | $4.2M | Reduce -19.7% |
| ALX Alexander's Inc. | 0.77% | 17,954 | $4.0M | Add +170.7% |
| NWS News Corp. Class B | 0.73% | 112,846 | $3.9M | Add +4.0% |
| SW Smurfit Westrock PLC | 0.73% | 89,177 | $3.8M | Add +7.3% |
| JNJ Johnson & Johnson | 0.72% | 24,983 | $3.8M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.72% | 6,122 | $3.8M | Reduce -10.8% |
| SF Stifel Financial Corp. | 0.72% | 36,582 | $3.8M | Add +5.5% |
| TXN Texas Instruments Inc. | 0.71% | 18,040 | $3.7M | Reduce -2.8% |
| CVX Chevron Corp. | 0.69% | 25,488 | $3.6M | Reduce -2.0% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.68% | 164,879 | $3.6M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.67% | 19,935 | $3.5M | Add +27.4% |
| DTF DTF Tax-Free Income 2028 Ter | 0.66% | 313,043 | $3.5M | Add +2.3% |
| MCD McDonald's Corp. | 0.66% | 11,984 | $3.5M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.66% | 15,569 | $3.5M | Reduce -3.9% |
| CSCO Cisco Systems Inc. | 0.65% | 49,115 | $3.4M | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.60% | 10,141 | $3.2M | Reduce -4.8% |
| AER Aercap Holdings NV | 0.60% | 27,012 | $3.2M | Add +16.4% |
| EDV Vanguard Extended Dur Treas | 0.60% | 46,832 | $3.2M | Add +19.4% |
| ET Energy Transfer LP | 0.59% | 172,696 | $3.1M | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.59% | 44,882 | $3.1M | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.56% | 27,559 | $3.0M | Reduce -0.8% |
| GDX Vaneck Gold Miners ETF | 0.54% | 55,062 | $2.9M | Reduce -0.8% |
| WMT Walmart Inc. | 0.54% | 28,989 | $2.8M | Reduce -10.7% |
| PGR Progressive Corp. | 0.54% | 10,585 | $2.8M | Reduce -3.0% |
| SU Suncor Energy Inc. | 0.52% | 72,752 | $2.7M | Add +6.3% |
| NSC Norfolk Southern Corp. | 0.51% | 10,472 | $2.7M | Add +16.1% |
| AIV Apartment Invt & Mgmt Co. Class A | 0.49% | 299,995 | $2.6M | Add +8.8% |
| ABBV Abbvie Inc. | 0.49% | 13,781 | $2.6M | Add +0.5% |
| KYN Kayne Anderson Energy Infra | 0.47% | 195,455 | $2.5M | Add +0.1% |
| AXP American Express Co. | 0.47% | 7,752 | $2.5M | Add +3.3% |
| APD Air Products & Chemicals Inc. | 0.45% | 8,383 | $2.4M | Reduce -5.4% |
| LIN Linde PLC | 0.45% | 5,030 | $2.4M | Reduce -5.1% |
| MA Mastercard Inc. Class A | 0.44% | 4,149 | $2.3M | Reduce -0.9% |
| SBUX Starbucks Corp. | 0.44% | 25,272 | $2.3M | Reduce -4.8% |
| CVE Cenovus Energy Inc. | 0.42% | 162,235 | $2.2M | Reduce -4.1% |
| HPQ HP Inc. | 0.42% | 89,927 | $2.2M | Add +54.8% |
| NOC Northrop Grumman Corp. | 0.42% | 4,377 | $2.2M | Reduce -5.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 3 | $2.2M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.40% | 23,349 | $2.1M | Add +25.9% |
| PAYX Paychex Inc. | 0.40% | 14,576 | $2.1M | Reduce -4.9% |
| BABA Alibaba Group Holding-SP ADR | 0.40% | 18,378 | $2.1M | Add +5.2% |
| FAST Fastenal Co. | 0.39% | 49,283 | $2.1M | Reduce -4.4% |
| PYPL PayPal Holdings Inc. | 0.39% | 27,631 | $2.1M | Reduce -3.1% |
| MSI Motorola Solutions Inc. | 0.38% | 4,800 | $2.0M | Reduce -5.0% |
| PHG Koninklijke Philips NVR- NY | 0.38% | 83,736 | $2.0M | Add +5.8% |
| FIS Fidelity National Info Serv | 0.38% | 24,398 | $2.0M | Reduce -4.7% |
| ETN Eaton Corp. PLC | 0.37% | 5,537 | $2.0M | Reduce -4.0% |
| ABT Abbott Laboratories | 0.36% | 14,079 | $1.9M | Reduce -4.1% |
| DEO Diageo PLC-Sponsored ADR | 0.36% | 18,676 | $1.9M | Reduce -1.4% |
| PCAR Paccar Inc. | 0.35% | 19,593 | $1.9M | Add +11.9% |
| WEC WEC Energy Group Inc. | 0.35% | 17,587 | $1.8M | Add +3.2% |
| MO Altria Group Inc. | 0.35% | 31,126 | $1.8M | Reduce -4.1% |
| D Dominion Energy Inc. | 0.35% | 32,266 | $1.8M | Add +13.2% |
| BDX Becton Dickinson and Co. | 0.34% | 10,392 | $1.8M | Add +9.6% |
| CLIP Global X 1-3 Month T-Bill | 0.33% | 17,230 | $1.7M | Reduce -22.2% |
| TEL Te Connectivity PLC | 0.33% | 10,240 | $1.7M | Reduce -4.2% |
| NBXG Neuberger Next Generation Co. | 0.33% | 117,403 | $1.7M | Reduce -0.1% |
| GLW Corning Inc. | 0.32% | 32,138 | $1.7M | Add +9.4% |
| NEE Nextera Energy Inc. | 0.32% | 24,326 | $1.7M | Reduce -4.5% |
| RING iShares MSCI Global Gold Min | 0.32% | 38,298 | $1.7M | Reduce -6.4% |
| TT Trane Technologies PLC | 0.31% | 3,794 | $1.7M | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 12,970 | $1.6M | Reduce -4.4% |
| MS Morgan Stanley | 0.30% | 11,313 | $1.6M | Reduce -0.3% |
| EMBJ Embraer SA-Spon ADR | 0.29% | 27,199 | $1.5M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.29% | 5,120 | $1.5M | Reduce -6.9% |
| MRSH Marsh & McLennan Cos | 0.29% | 6,945 | $1.5M | Reduce -2.8% |
| SCHR Schwab Intermediate-Term US | 0.29% | 60,253 | $1.5M | Add +33.0% |
| APH Amphenol Corp. Class A | 0.27% | 14,641 | $1.4M | Reduce -3.5% |
| GSK GSK PLC-Spon ADR | 0.27% | 37,562 | $1.4M | Add +13.5% |
| KLAC KLA Corp. | 0.27% | 1,599 | $1.4M | Reduce -3.0% |
| CB Chubb Ltd. | 0.27% | 4,909 | $1.4M | Add +305.4% |
| CINF Cincinnati Financial Corp. | 0.27% | 9,546 | $1.4M | Reduce -4.0% |
| OPY Oppenheimer Holdings Class A | 0.26% | 21,038 | $1.4M | Reduce -27.5% |
Options reported separately and not counted above: IP puts ($379K), SCHW calls ($265K), MGM calls ($41K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $5.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | 72,522 | $3.5M | Add +11.7% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 37,687 | $1.2M | Add +133.0% |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | 8,878 | $537K | New |
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 26,516 | $229K | Add +2.3% |
Total filed on the 13F, all lines: $532.8M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -6.1% | 4.15% | −0.88 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.5% | 2.28% | −0.59 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 0.60% | −0.51 |
| WEX Wex Inc. | Reduce -88.8% | 0.04% | −0.41 |
| VGIT Vanguard Intermediate-Term T | Reduce -12.0% | 1.83% | −0.34 |
| CMCSA Comcast Corp. Class A | Reduce -14.3% | 0.85% | −0.23 |
| UPS United Parcel Service Class B | Reduce -80.8% | 0.04% | −0.21 |
| KR Kroger Co. | Reduce -19.7% | 0.79% | −0.19 |
| CVX Chevron Corp. | Reduce -2.0% | 0.69% | −0.18 |
| MCK McKesson Corp. | Reduce -45.5% | 0.22% | −0.17 |
| GBIL Goldman Sachs Access Treasur | Reduce -6.2% | 1.17% | −0.14 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.0% | 1.97% | −0.14 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.72% | −0.12 |
| CLIP Global X 1-3 Month T-Bill | Reduce -22.2% | 0.33% | −0.12 |
| V Visa Inc. Class A | Reduce -6.1% | 0.96% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -3.9% | 0.66% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.56% | −0.10 |
| GM General Motors Co. | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.66% | −0.09 |
| OPY Oppenheimer Holdings Class A | Reduce -27.5% | 0.26% | −0.08 |
| SBUX Starbucks Corp. | Reduce -4.8% | 0.44% | −0.08 |
| PGR Progressive Corp. | Reduce -3.0% | 0.54% | −0.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -47.6% | 0.08% | −0.08 |
| APD Air Products & Chemicals Inc. | Reduce -5.4% | 0.45% | −0.07 |
| PAYX Paychex Inc. | Reduce -4.9% | 0.40% | −0.07 |
| PM Philip Morris International | Reduce -11.2% | 2.08% | −0.07 |
| TTE Totalenergies SE -Spon ADR | Reduce -26.4% | 0.13% | −0.07 |
| NSP Insperity Inc. | Sold out | 0.00% | −0.06 |
| MPLX MPLX LP | Sold out | 0.00% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -2.8% | 0.29% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -5.0% | 0.38% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -5.3% | 0.42% | −0.06 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.06 |
| RUSHA Rush Enterprises Inc. Class A | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -6.9% | 0.29% | −0.05 |
| CVE Cenovus Energy Inc. | Reduce -4.1% | 0.42% | −0.05 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.05 |
| DOW Dow Inc. | Sold out | 0.00% | −0.05 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -4.8% | 0.68% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -30.7% | 0.05% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -10.8% | 0.72% | −0.05 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.3% | 0.83% | −0.04 |
| LIN Linde PLC | Reduce -5.1% | 0.45% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| PKG Packaging Corp. of America | Reduce -5.8% | 0.25% | −0.04 |
| MO Altria Group Inc. | Reduce -4.1% | 0.35% | −0.04 |
| PLD Prologis Inc. | Reduce -3.4% | 0.26% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -4.5% | 0.32% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -11.0% | 0.97% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +12.9% | 2.10% | +0.57 |
| MGM MGM Resorts International | Add +179.0% | 0.80% | +0.54 |
| ALX Alexander's Inc. | Add +170.7% | 0.77% | +0.49 |
| SCHW Schwab (charles) Corp. | Add +9.1% | 1.77% | +0.31 |
| CBL CBL & Associates Properties | Add +48.1% | 0.92% | +0.24 |
| JAAA Janus Henderson Aaa Clo ETF | Add +29.5% | 1.24% | +0.23 |
| AMZN Amazon.com Inc. | Add +0.4% | 2.47% | +0.23 |
| CB Chubb Ltd. | Add +305.4% | 0.27% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +27.4% | 0.67% | +0.18 |
| AER Aercap Holdings NV | Add +16.4% | 0.60% | +0.13 |
| HPQ HP Inc. | Add +54.8% | 0.42% | +0.10 |
| JMST JPM Ultra-Short Muni Income | New | 0.09% | +0.09 |
| BNY Bank of New York Mellon Corp. | Add +25.9% | 0.40% | +0.09 |
| ISHARES 25+ YR TREAS STRIPS | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +0.2% | 0.25% | +0.09 |
| SIL Global X Silver Miners ETF | Add +43.1% | 0.22% | +0.09 |
| NSC Norfolk Southern Corp. | Add +16.1% | 0.51% | +0.08 |
| ARES Ares Management Corp. Class A | Add +60.3% | 0.18% | +0.08 |
| NWS News Corp. Class B | Add +4.0% | 0.73% | +0.08 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| SF Stifel Financial Corp. | Add +5.5% | 0.72% | +0.07 |
| AXP American Express Co. | Add +3.3% | 0.47% | +0.07 |
| SCHR Schwab Intermediate-Term US | Add +33.0% | 0.29% | +0.06 |
| NFLX Netflix Inc. | Add +16.4% | 0.16% | +0.06 |
| INTU Intuit Inc. | Add +6.8% | 0.25% | +0.06 |
| GNMA iShares Gnma Bond ETF | Add +11.9% | 0.92% | +0.06 |
| MCHP Microchip Technology Inc. | New | 0.05% | +0.05 |
| GLW Corning Inc. | Add +9.4% | 0.32% | +0.05 |
| AMAT Applied Materials Inc. | Add +7.6% | 0.23% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| SNOW Snowflake Inc. | Add +13.8% | 0.12% | +0.05 |
| GDXJ Vaneck Junior Gold Miners | Add +9.3% | 0.25% | +0.05 |
| ENVX Enovix Corp. | Add +11.5% | 0.13% | +0.04 |
| BLK BlackRock Inc. | Add +0.3% | 0.82% | +0.04 |
| ETX Eaton Vance Muni Inc. 2028 TM | New | 0.04% | +0.04 |
| EDV Vanguard Extended Dur Treas | Add +19.4% | 0.60% | +0.04 |
| AVTR Avantor Inc. | New | 0.04% | +0.04 |
| NOK Nokia Corp.-Spon ADR | New | 0.03% | +0.03 |
| GRTUF Granite Real Estate Investme | Add +21.4% | 0.15% | +0.03 |
| D Dominion Energy Inc. | Add +13.2% | 0.35% | +0.03 |
| DELL Dell Technologies -C | Add +11.1% | 0.08% | +0.03 |
| GFR Greenfire Resources Ltd. | Add +116.7% | 0.07% | +0.02 |
| KC Kingsoft Cloud Holdings-ADR | New | 0.02% | +0.02 |
| EFV iShares MSCI Eafe Value ETF | Add +33.9% | 0.09% | +0.02 |
| MAR Marriott International Class A | Add +4.7% | 0.19% | +0.02 |
| SWZ Total Return Securities Fund | New | 0.02% | +0.02 |
| GSK GSK PLC-Spon ADR | Add +13.5% | 0.27% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +0.5% | 0.21% | +0.02 |
| CVS CVS Health Corp. | Add +30.6% | 0.08% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +26.3% | 0.07% | +0.01 |
Options Activity Q1 2025 → Q2 2025
| IP International Paper Co. | put | Add +102.5% | 8,100 | $379K |
| MGM MGM Resorts International | call | New | 1,200 | $41K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | Add +11.7% | 72,522 | $3.5M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Add +133.0% | 37,687 | $1.2M |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | New | 8,878 | $537K |
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | Add +2.3% | 26,516 | $229K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 244 | $513.7M | AAPL, NVDA, AMZN, MSFT, VGIT |
| Q1 2026 | 339 | $591.5M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q4 2025Amended | 326 | $575.3M | AAPL, MSFT, ACWI, NVDA, JPM |
| Q3 2025 | 336 | $559.3M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q2 2025 | 333 | $527.3M | MSFT, AAPL, JPM, NVDA, AMZN |
| Q1 2025 | 333 | $501.3M | AAPL, MSFT, BRK.B, JPM, AMZN |
| Q4 2024 | 330 | $491.9M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q3 2024 | 333 | $490.3M | AAPL, MSFT, NVDA, BRK.B, AMZN |
| Q2 2024 | 343 | $457.1M | AAPL, MSFT, NVDA, BRK.B, JPM |
| Q1 2024 | 351 | $430.5M | AAPL, MSFT, NVDA, BRK.B, JPM |