Beverly Hills Private Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Beverly Hills Private Wealth, LLC reported 336 stock positions worth $559.3 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Nvidia (NVDA, 3.0%). Compared with Q2 2025, it opened 29 new positions, sold out of 26, added to 73 and reduced 207. The biggest buy was a new position in Mortgage-Backed Securities (JMTG) and the biggest sale Philip Morris International (PM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001965710
- Portfolio Value
- $559.3M (Q3 2025)
- SEC Filing
- 0001085146-25-005976 ↗ filed Nov 10, 2025
Holdings Value
Holdings 336 stocks · $559.3M
| AAPL Apple Inc. | 4.64% | 101,835 | $25.9M | Reduce -4.5% |
| MSFT Microsoft Corp. | 4.21% | 45,498 | $23.6M | Reduce -1.0% |
| NVDA Nvidia Corp. | 3.03% | 90,931 | $17.0M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.88% | 51,077 | $16.1M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 2.36% | 60,126 | $13.2M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.14% | 23,833 | $12.0M | Reduce -3.6% |
| VGIT Vanguard Intermediate-Term T | 1.96% | 182,836 | $11.0M | Add +13.0% |
| SCHW Schwab (charles) Corp. | 1.78% | 104,505 | $10.0M | Add +1.9% |
| META Meta Platforms Inc. Class A | 1.78% | 13,536 | $9.9M | Reduce -9.9% |
| VGSH Vanguard Short-Term Treasury | 1.74% | 165,352 | $9.7M | Reduce -6.2% |
| PM Philip Morris International | 1.71% | 58,825 | $9.5M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.43% | 28,650 | $8.0M | Reduce -2.5% |
| AVGO Broadcom Inc. | 1.38% | 23,459 | $7.7M | Reduce -14.4% |
| VZ Verizon Communications Inc. | 1.30% | 165,980 | $7.3M | Add +12.3% |
| CBL CBL & Associates Properties | 1.13% | 207,193 | $6.3M | Add +8.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.08% | 119,456 | $6.1M | Reduce -7.4% |
| ELV Elevance Health Inc. | 1.06% | 18,346 | $5.9M | Add +26.1% |
| GBIL Goldman Sachs Access Treasur | 1.06% | 58,971 | $5.9M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 1.05% | 24,047 | $5.9M | Reduce -16.3% |
| GNMA iShares Gnma Bond ETF | 0.96% | 120,869 | $5.4M | Add +9.5% |
| V Visa Inc. Class A | 0.95% | 15,495 | $5.3M | Add +8.5% |
| PEP Pepsico Inc. | 0.94% | 37,505 | $5.3M | Add +5.7% |
| ALX Alexander's Inc. | 0.85% | 20,286 | $4.8M | Add +13.0% |
| KR Kroger Co. | 0.83% | 68,495 | $4.6M | Add +17.3% |
| GDX Vaneck Gold Miners ETF | 0.82% | 60,307 | $4.6M | Add +9.5% |
| MGM MGM Resorts International | 0.82% | 131,727 | $4.6M | Add +6.7% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.80% | 87,856 | $4.5M | New |
| GOOGL Alphabet Inc. Class A | 0.79% | 18,214 | $4.4M | Reduce -8.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.78% | 93,405 | $4.4M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.78% | 23,549 | $4.4M | Reduce -5.7% |
| BLK BlackRock Inc. | 0.76% | 3,627 | $4.2M | Reduce -11.5% |
| ACI Albertsons Cos Inc. Class A | 0.74% | 237,679 | $4.2M | Add +13.9% |
| IVV iShares Core S&P 500 ETF | 0.72% | 6,050 | $4.0M | Reduce -1.2% |
| CMCSA Comcast Corp. Class A | 0.70% | 123,934 | $3.9M | Reduce -1.7% |
| SF Stifel Financial Corp. | 0.69% | 34,088 | $3.9M | Reduce -6.8% |
| CVX Chevron Corp. | 0.69% | 24,818 | $3.9M | Reduce -2.6% |
| SW Smurfit Westrock PLC | 0.68% | 88,735 | $3.8M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.67% | 14,986 | $3.8M | Reduce -3.7% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.65% | 160,942 | $3.6M | Reduce -2.4% |
| EDV Vanguard Extended Dur Treas | 0.64% | 52,581 | $3.6M | Add +12.3% |
| MCD McDonald's Corp. | 0.64% | 11,725 | $3.6M | Reduce -2.2% |
| DTF DTF Tax-Free Income 2028 Ter | 0.63% | 308,598 | $3.5M | Reduce -1.4% |
| AER Aercap Holdings NV | 0.62% | 28,513 | $3.5M | Add +5.6% |
| BABA Alibaba Group Holding-SP ADR | 0.61% | 19,112 | $3.4M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.60% | 9,693 | $3.3M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.59% | 47,939 | $3.3M | Reduce -2.4% |
| SU Suncor Energy Inc. | 0.56% | 75,508 | $3.2M | Add +3.8% |
| TXN Texas Instruments Inc. | 0.56% | 17,082 | $3.1M | Reduce -5.3% |
| ABBV Abbvie Inc. | 0.55% | 13,397 | $3.1M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.55% | 27,074 | $3.1M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.53% | 9,913 | $3.0M | Reduce -5.3% |
| ET Energy Transfer LP | 0.53% | 172,696 | $3.0M | No change |
| SIL Global X Silver Miners ETF | 0.52% | 40,387 | $2.9M | Add +68.1% |
| WMT Walmart Inc. | 0.50% | 27,349 | $2.8M | Reduce -5.7% |
| CVE Cenovus Energy Inc. | 0.50% | 164,584 | $2.8M | Add +1.4% |
| ACWI iShares MSCI Acwi ETF | 0.50% | 20,213 | $2.8M | New |
| GLW Corning Inc. | 0.49% | 33,687 | $2.8M | Add +4.8% |
| NOC Northrop Grumman Corp. | 0.47% | 4,338 | $2.6M | Reduce -0.9% |
| NWS News Corp. Class B | 0.47% | 75,745 | $2.6M | Reduce -32.9% |
| AIV Apartment Invt & Mgmt Co. Class A | 0.46% | 325,116 | $2.6M | Add +8.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.46% | 45,901 | $2.5M | Add +2.3% |
| BDX Becton Dickinson and Co. | 0.45% | 13,529 | $2.5M | Add +30.2% |
| HPQ HP Inc. | 0.45% | 92,632 | $2.5M | Add +3.0% |
| GDXJ Vaneck Junior Gold Miners | 0.45% | 25,290 | $2.5M | Add +31.0% |
| PGR Progressive Corp. | 0.45% | 10,103 | $2.5M | Reduce -4.5% |
| RING iShares MSCI Global Gold Min | 0.44% | 38,298 | $2.5M | No change |
| KYN Kayne Anderson Energy Infra | 0.43% | 194,265 | $2.4M | Reduce -0.6% |
| AXP American Express Co. | 0.43% | 7,223 | $2.4M | Reduce -6.8% |
| MA Mastercard Inc. Class A | 0.43% | 4,188 | $2.4M | Add +0.9% |
| PHG Koninklijke Philips NVR- NY | 0.42% | 86,635 | $2.4M | Add +3.5% |
| FAST Fastenal Co. | 0.42% | 47,357 | $2.3M | Reduce -3.9% |
| LIN Linde PLC | 0.41% | 4,841 | $2.3M | Reduce -3.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 3 | $2.3M | No change |
| CLIP Global X 1-3 Month T-Bill | 0.40% | 22,201 | $2.2M | Add +28.9% |
| APD Air Products & Chemicals Inc. | 0.38% | 7,888 | $2.2M | Reduce -5.9% |
| TEL Te Connectivity PLC | 0.38% | 9,638 | $2.1M | Reduce -5.9% |
| MSI Motorola Solutions Inc. | 0.37% | 4,561 | $2.1M | Reduce -5.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.36% | 18,458 | $2.0M | Reduce -20.9% |
| ETN Eaton Corp. PLC | 0.36% | 5,332 | $2.0M | Reduce -3.7% |
| WEC WEC Energy Group Inc. | 0.35% | 17,146 | $2.0M | Reduce -2.5% |
| MO Altria Group Inc. | 0.35% | 29,723 | $2.0M | Reduce -4.5% |
| PCAR Paccar Inc. | 0.35% | 19,952 | $2.0M | Add +1.8% |
| APH Amphenol Corp. Class A | 0.35% | 15,819 | $2.0M | Add +8.1% |
| D Dominion Energy Inc. | 0.34% | 31,161 | $1.9M | Reduce -3.4% |
| PYPL PayPal Holdings Inc. | 0.34% | 28,366 | $1.9M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 12,803 | $1.9M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.33% | 13,667 | $1.8M | Reduce -2.9% |
| NBXG Neuberger Next Generation Co. | 0.32% | 117,403 | $1.8M | No change |
| PAYX Paychex Inc. | 0.32% | 14,085 | $1.8M | Reduce -3.4% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 9,679 | $1.8M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.31% | 22,969 | $1.7M | Reduce -5.6% |
| KLAC KLA Corp. | 0.30% | 1,566 | $1.7M | Reduce -2.1% |
| GSK GSK PLC-Spon ADR | 0.30% | 39,021 | $1.7M | Add +3.9% |
| SBUX Starbucks Corp. | 0.29% | 19,228 | $1.6M | Reduce -23.9% |
| EMBJ Embraer SA-Spon ADR | 0.28% | 26,158 | $1.6M | Reduce -3.8% |
| DEO Diageo PLC-Sponsored ADR | 0.28% | 16,524 | $1.6M | Reduce -11.5% |
| PKG Packaging Corp. of America | 0.28% | 7,100 | $1.5M | Add +0.6% |
| FIS Fidelity National Info Serv | 0.27% | 23,047 | $1.5M | Reduce -5.5% |
| TT Trane Technologies PLC | 0.26% | 3,454 | $1.5M | Reduce -9.0% |
| OPY Oppenheimer Holdings Class A | 0.26% | 19,433 | $1.4M | Reduce -7.6% |
Options reported separately and not counted above: IP puts ($376K), SCHW calls ($277K), MGM calls ($42K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $6.8M (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 | 81,086 | $4.0M | Add +11.8% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 53,465 | $1.7M | Add +41.9% |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | 12,861 | $766K | Add +44.9% |
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 26,516 | $327K | No change |
Total filed on the 13F, all lines: $566.1M.
Portfolio Sells Q2 2025 → Q3 2025
| PM Philip Morris International | Reduce -2.4% | 1.71% | −0.38 |
| META Meta Platforms Inc. Class A | Reduce -9.9% | 1.78% | −0.32 |
| NWS News Corp. Class B | Reduce -32.9% | 0.47% | −0.27 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.2% | 1.74% | −0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.20 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -7.4% | 1.08% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.70% | −0.16 |
| TXN Texas Instruments Inc. | Reduce -5.3% | 0.56% | −0.15 |
| SBUX Starbucks Corp. | Reduce -23.9% | 0.29% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 2.14% | −0.13 |
| MSFT Microsoft Corp. | Reduce -1.0% | 4.21% | −0.12 |
| GBIL Goldman Sachs Access Treasur | Reduce -4.2% | 1.06% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.11 |
| FIS Fidelity National Info Serv | Reduce -5.5% | 0.27% | −0.10 |
| ACN Accenture PLC Class A | Reduce -17.9% | 0.19% | −0.10 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.10 |
| PGR Progressive Corp. | Reduce -4.5% | 0.45% | −0.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.09 |
| PAYX Paychex Inc. | Reduce -3.4% | 0.32% | −0.08 |
| DEO Diageo PLC-Sponsored ADR | Reduce -11.5% | 0.28% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 2.88% | −0.07 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.07 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.06 |
| ZTS Zoetis Inc. | Reduce -25.0% | 0.13% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -5.9% | 0.38% | −0.06 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.06 |
| MS Morgan Stanley | Reduce -24.9% | 0.24% | −0.06 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.06 |
| SCHR Schwab Intermediate-Term US | Reduce -16.5% | 0.23% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 0.59% | −0.06 |
| BLK BlackRock Inc. | Reduce -11.5% | 0.76% | −0.06 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.06 |
| CB Chubb Ltd. | Reduce -14.7% | 0.21% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -18.1% | 0.15% | −0.06 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.06 |
| YPF YPF S.A.-Sponsored ADR | Sold out | 0.00% | −0.06 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.06 |
| SW Smurfit Westrock PLC | Reduce -0.5% | 0.68% | −0.05 |
| BMA Banco Macro SA-ADR | Sold out | 0.00% | −0.05 |
| TT Trane Technologies PLC | Reduce -9.0% | 0.26% | −0.05 |
| AVGO Broadcom Inc. | Reduce -14.4% | 1.38% | −0.05 |
| PAM Pampa Energia SA-Spon ADR | Sold out | 0.00% | −0.05 |
| AMT American Tower Corp. | Reduce -3.9% | 0.18% | −0.05 |
| INTU Intuit Inc. | Reduce -0.8% | 0.20% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -3.3% | 0.24% | −0.05 |
| HON Honeywell International Inc. | Reduce -3.4% | 0.21% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -1.1% | 0.78% | −0.05 |
| BNY Bank of New York Mellon Corp. | Reduce -20.9% | 0.36% | −0.04 |
| ETX Eaton Vance Muni Inc. 2028 TM | Sold out | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| JMTG Mortgage-Backed Securities | New | 0.80% | +0.80 |
| ACWI iShares MSCI Acwi ETF | New | 0.50% | +0.50 |
| SIL Global X Silver Miners ETF | Add +68.1% | 0.52% | +0.30 |
| GDX Vaneck Gold Miners ETF | Add +9.5% | 0.82% | +0.28 |
| BABA Alibaba Group Holding-SP ADR | Add +4.0% | 0.61% | +0.22 |
| CBL CBL & Associates Properties | Add +8.2% | 1.13% | +0.21 |
| GDXJ Vaneck Junior Gold Miners | Add +31.0% | 0.45% | +0.20 |
| GLW Corning Inc. | Add +4.8% | 0.49% | +0.17 |
| VGIT Vanguard Intermediate-Term T | Add +13.0% | 1.96% | +0.13 |
| DHR Danaher Corp. | New | 0.12% | +0.12 |
| BDX Becton Dickinson and Co. | Add +30.2% | 0.45% | +0.11 |
| XEVMX Eaton Vance Cal Muni Bond | New | 0.11% | +0.11 |
| VZ Verizon Communications Inc. | Add +12.3% | 1.30% | +0.09 |
| ALX Alexander's Inc. | Add +13.0% | 0.85% | +0.08 |
| CVE Cenovus Energy Inc. | Add +1.4% | 0.50% | +0.08 |
| APH Amphenol Corp. Class A | Add +8.1% | 0.35% | +0.08 |
| CLIP Global X 1-3 Month T-Bill | Add +28.9% | 0.40% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 0.32% | +0.07 |
| B Barrick Mining Corp. | New | 0.06% | +0.06 |
| ATFV Alger 35 ETF | New | 0.06% | +0.06 |
| FLMI Franklin Dynamic Municipal B | New | 0.05% | +0.05 |
| GFI Gold Fields Ltd.-Spons ADR | New | 0.05% | +0.05 |
| OEF iShares S&P 100 ETF | New | 0.05% | +0.05 |
| PEP Pepsico Inc. | Add +5.7% | 0.94% | +0.05 |
| CYD China Yuchai Intl Ltd. | New | 0.05% | +0.05 |
| SU Suncor Energy Inc. | Add +3.8% | 0.56% | +0.05 |
| DVA Davita Inc. | New | 0.05% | +0.05 |
| EDV Vanguard Extended Dur Treas | Add +12.3% | 0.64% | +0.05 |
| ORCL Oracle Corp. | Add +1.6% | 0.23% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.04% | +0.04 |
| PHG Koninklijke Philips NVR- NY | Add +3.5% | 0.42% | +0.04 |
| NTR Nutrien Ltd. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | New | 0.04% | +0.04 |
| ZTR Virtus Total Return Fund Inc. | Add +74.2% | 0.10% | +0.04 |
| BVN Cia DE Minas Buenaventur-ADR | New | 0.04% | +0.04 |
| SBSW Sibanye-Stillwater Ltd.-ADR | New | 0.04% | +0.04 |
| XLK SS Technology Select Sector | New | 0.04% | +0.04 |
| GNMA iShares Gnma Bond ETF | Add +9.5% | 0.96% | +0.04 |
| CME Cme Group Inc. | New | 0.04% | +0.04 |
| FLCA Franklin Ftse Canada ETF | New | 0.04% | +0.04 |
| XENWX Eaton Vance New York Municip | New | 0.04% | +0.04 |
| FUTU Futu Holdings Ltd.-ADR | New | 0.04% | +0.04 |
| BBCA JPMorgan Betabuilders Canada | New | 0.04% | +0.04 |
| SCHO Schwab Short-Term US Treas | New | 0.04% | +0.04 |
| HPQ HP Inc. | Add +3.0% | 0.45% | +0.03 |
| VIV Telefonica Brasil-ADR | Add +60.0% | 0.08% | +0.03 |
| GRTUF Granite Real Estate Investme | Add +17.2% | 0.18% | +0.03 |
| KR Kroger Co. | Add +17.3% | 0.83% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +47.3% | 0.09% | +0.03 |
Notes & Other Activity Q2 2025 → Q3 2025
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | Add +11.8% | 81,086 | $4.0M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Add +41.9% | 53,465 | $1.7M |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | Add +44.9% | 12,861 | $766K |
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 |