Beverly Hills Private Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Beverly Hills Private Wealth, LLC reported 339 stock positions worth $591.5 million. Its top holding was Apple (AAPL) at 4.3% of the portfolio, followed by Microsoft (MSFT, 3.1%) and Nvidia (NVDA, 2.5%). Compared with Q4 2025, it opened 33 new positions, sold out of 20, added to 125 and reduced 157. The biggest buy was Verizon Communications (VZ, shares +21%) and the biggest sale an exit from iShares MSCI Acwi ETF (ACWI).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001965710
- Portfolio Value
- $591.5M (Q1 2026)
- SEC Filing
- 0001085146-26-000375 ↗ filed May 4, 2026
Holdings Value
Holdings 339 stocks · $591.5M
| AAPL Apple Inc. | 4.30% | 100,244 | $25.4M | Add +1.0% |
| MSFT Microsoft Corp. | 3.07% | 49,024 | $18.1M | Add +8.4% |
| NVDA Nvidia Corp. | 2.55% | 86,360 | $15.1M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 2.31% | 46,433 | $13.7M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.29% | 65,106 | $13.6M | Add +7.2% |
| VGIT Vanguard Intermediate-Term T | 2.00% | 198,157 | $11.8M | Add +3.0% |
| SCHW Schwab (charles) Corp. | 1.86% | 117,357 | $11.0M | Add +7.3% |
| META Meta Platforms Inc. Class A | 1.70% | 17,576 | $10.1M | Add +24.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.65% | 28,904 | $9.8M | Reduce -4.4% |
| VGSH Vanguard Short-Term Treasury | 1.62% | 163,652 | $9.6M | Add +34.5% |
| VZ Verizon Communications Inc. | 1.62% | 190,306 | $9.6M | Add +20.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.61% | 19,885 | $9.5M | Reduce -1.4% |
| PM Philip Morris International | 1.60% | 57,121 | $9.4M | Reduce -2.1% |
| CBL CBL & Associates Properties | 1.48% | 227,220 | $8.7M | Add +6.6% |
| V Visa Inc. Class A | 1.39% | 27,259 | $8.2M | Add +50.4% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 1.29% | 149,776 | $7.6M | Add +11.0% |
| GOOG Alphabet Inc. Class C | 1.17% | 24,025 | $6.9M | Add +2.3% |
| AVGO Broadcom Inc. | 1.12% | 21,433 | $6.6M | Reduce -2.3% |
| GDX Vaneck Gold Miners ETF | 1.12% | 71,884 | $6.6M | Add +11.8% |
| SIL Global X Silver Miners ETF | 1.10% | 72,417 | $6.5M | Add +32.5% |
| JAAA Janus Henderson Aaa Clo ETF | 1.10% | 129,476 | $6.5M | Add +0.4% |
| KR Kroger Co. | 1.10% | 89,570 | $6.5M | Add +2.1% |
| PEP Pepsico Inc. | 1.06% | 40,522 | $6.3M | Add +11.3% |
| GNMA iShares Gnma Bond ETF | 1.04% | 139,089 | $6.2M | Add +3.7% |
| CVX Chevron Corp. | 0.98% | 28,098 | $5.8M | Add +13.5% |
| ELV Elevance Health Inc. | 0.97% | 19,575 | $5.7M | Add +16.0% |
| JNJ Johnson & Johnson | 0.95% | 23,022 | $5.6M | Reduce -0.8% |
| ALX Alexander's Inc. | 0.95% | 23,708 | $5.6M | Add +11.6% |
| MGM MGM Resorts International | 0.93% | 148,980 | $5.5M | Add +8.2% |
| GOOGL Alphabet Inc. Class A | 0.92% | 19,015 | $5.5M | Add +2.3% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.88% | 228,066 | $5.2M | Add +30.6% |
| UNH Unitedhealth Group Inc. | 0.81% | 17,726 | $4.8M | Add +43.1% |
| GDXJ Vaneck Junior Gold Miners | 0.79% | 38,696 | $4.6M | Add +27.5% |
| TFSL TFS Financial Corp. | 0.78% | 326,832 | $4.6M | Add +12.0% |
| SF Stifel Financial Corp. | 0.77% | 61,374 | $4.5M | Add +17.1% |
| XOM Exxon Mobil Corp. | 0.74% | 25,635 | $4.3M | Reduce -2.1% |
| EDV Vanguard Extended Dur Treas | 0.73% | 66,577 | $4.3M | Add +22.7% |
| CMCSA Comcast Corp. Class A | 0.73% | 150,125 | $4.3M | Add +51.5% |
| AER Aercap Holdings NV | 0.71% | 30,512 | $4.2M | Add +10.0% |
| ACI Albertsons Cos Inc. Class A | 0.70% | 241,370 | $4.1M | Add +28.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.69% | 87,543 | $4.1M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 0.69% | 6,225 | $4.1M | Add +2.1% |
| SU Suncor Energy Inc. | 0.68% | 60,745 | $4.0M | Reduce -11.6% |
| CB Chubb Ltd. | 0.68% | 12,298 | $4.0M | Add +31.9% |
| CSCO Cisco Systems Inc. | 0.67% | 50,789 | $3.9M | Add +3.2% |
| SW Smurfit Westrock PLC | 0.65% | 96,819 | $3.9M | Add +29.3% |
| DTF DTF Tax-Free Income 2028 Ter | 0.65% | 336,342 | $3.9M | Add +0.4% |
| CLIP Global X 1-3 Month T-Bill | 0.65% | 38,234 | $3.8M | Add +37.1% |
| MCD McDonald's Corp. | 0.57% | 10,938 | $3.4M | Reduce -4.1% |
| GLW Corning Inc. | 0.57% | 24,996 | $3.4M | Reduce -25.6% |
| ET Energy Transfer LP | 0.57% | 173,426 | $3.3M | Add +0.4% |
| CVE Cenovus Energy Inc. | 0.56% | 123,892 | $3.3M | Reduce -28.2% |
| BLK BlackRock Inc. | 0.55% | 3,356 | $3.2M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.54% | 13,576 | $3.2M | Reduce -6.8% |
| BDX Becton Dickinson and Co. | 0.51% | 19,260 | $3.0M | Add +10.4% |
| RING iShares MSCI Global Gold Min | 0.51% | 38,325 | $3.0M | Reduce -1.1% |
| NSC Norfolk Southern Corp. | 0.49% | 10,114 | $2.9M | Add +2.2% |
| XAGG Ev Income Opportunities ETF | 0.49% | 58,207 | $2.9M | Reduce -3.3% |
| KYN Kayne Anderson Energy Infra | 0.46% | 192,065 | $2.7M | Add +0.1% |
| BABA Alibaba Group Holding-SP ADR | 0.46% | 21,792 | $2.7M | Add +11.8% |
| ABBV Abbvie Inc. | 0.46% | 12,474 | $2.7M | Reduce -4.5% |
| PHG Koninklijke Philips NVR- NY | 0.46% | 98,970 | $2.7M | Add +10.4% |
| MUC BlackRock Munihold Ca QLTY | 0.44% | 251,657 | $2.6M | New |
| WMT Walmart Inc. | 0.44% | 20,717 | $2.6M | Reduce -15.2% |
| TXN Texas Instruments Inc. | 0.43% | 13,232 | $2.6M | Reduce -6.1% |
| NOC Northrop Grumman Corp. | 0.43% | 3,737 | $2.5M | Reduce -10.9% |
| GFR Greenfire Resources Ltd. | 0.40% | 373,322 | $2.4M | Add +45.6% |
| D Dominion Energy Inc. | 0.40% | 37,889 | $2.3M | Add +22.7% |
| GSK GSK PLC-Spon ADR | 0.40% | 42,432 | $2.3M | Add +14.0% |
| AMAT Applied Materials Inc. | 0.38% | 6,629 | $2.3M | Add +0.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.38% | 18,966 | $2.2M | Add +3.3% |
| GBIL Goldman Sachs Access Treasur | 0.38% | 22,325 | $2.2M | Reduce -55.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 3 | $2.2M | No change |
| LIN Linde PLC | 0.35% | 4,211 | $2.1M | Reduce -9.1% |
| AVB Avalonbay Communities Inc. | 0.35% | 12,734 | $2.1M | Add +280.6% |
| CRC California Resources Corp. | 0.34% | 29,483 | $2.0M | New |
| NEE Nextera Energy Inc. | 0.34% | 21,862 | $2.0M | Reduce -3.5% |
| AXP American Express Co. | 0.34% | 6,695 | $2.0M | Reduce -5.4% |
| AIV Apartment Invt & Mgmt Co. Class A | 0.34% | 497,058 | $2.0M | Add +50.3% |
| OPY Oppenheimer Holdings Class A | 0.34% | 22,667 | $2.0M | Add +12.0% |
| APD Air Products & Chemicals Inc. | 0.34% | 6,945 | $2.0M | Add +414.1% |
| MA Mastercard Inc. Class A | 0.33% | 3,925 | $2.0M | Reduce -6.6% |
| SCHR Schwab Intermediate-Term US | 0.33% | 78,024 | $1.9M | Add +23.6% |
| PGR Progressive Corp. | 0.33% | 9,801 | $1.9M | Reduce -1.3% |
| CMI Cummins Inc. | 0.32% | 3,540 | $1.9M | Add +22.6% |
| FAST Fastenal Co. | 0.32% | 41,045 | $1.9M | Reduce -11.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 50,343 | $1.9M | Add +17.1% |
| MSI Motorola Solutions Inc. | 0.31% | 4,215 | $1.8M | Reduce -4.5% |
| SBUX Starbucks Corp. | 0.31% | 20,158 | $1.8M | Add +114.5% |
| ETN Eaton Corp. PLC | 0.31% | 5,045 | $1.8M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 11,220 | $1.8M | Reduce -9.4% |
| APH Amphenol Corp. Class A | 0.30% | 14,169 | $1.8M | Reduce -9.6% |
| TEL Te Connectivity PLC | 0.30% | 8,536 | $1.8M | Reduce -10.0% |
| MO Altria Group Inc. | 0.30% | 27,014 | $1.8M | Reduce -8.5% |
| CAT Caterpillar Inc. | 0.29% | 2,449 | $1.7M | Add +8.1% |
| WEC WEC Energy Group Inc. | 0.29% | 14,854 | $1.7M | Reduce -3.5% |
| HPQ HP Inc. | 0.29% | 89,471 | $1.7M | Add +18.9% |
| PKG Packaging Corp. of America | 0.29% | 7,968 | $1.7M | Reduce -6.6% |
| MRK Merck & Co. Inc. | 0.28% | 13,899 | $1.7M | Add +150.3% |
| NBXG Neuberger Next Generation Co. | 0.26% | 119,258 | $1.5M | Add +2.1% |
Options reported separately and not counted above: SCHW calls ($320K), PFF puts ($227K), MGM calls ($44K), CVX calls ($41K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $8.2M (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 | 69,846 | $3.5M | Reduce -26.8% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 76,240 | $2.3M | Add +6.6% |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | 26,120 | $1.6M | Add +8.7% |
| SPECIAL OPPORTUNITY FUND (SPE 2.75 01/27/27 C) | 2.75% CNV PFD C | 31,948 | $793K | Add +229.5% |
Total filed on the 13F, all lines: $599.7M.
Portfolio Sells Q4 2025 → Q1 2026
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −3.21 |
| GBIL Goldman Sachs Access Treasur | Reduce -55.6% | 0.38% | −0.50 |
| NVDA Nvidia Corp. | Reduce -2.4% | 2.55% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 2.31% | −0.30 |
| GRTUF Granite Real Estate Investme | Sold out | 0.00% | −0.22 |
| AVGO Broadcom Inc. | Reduce -2.3% | 1.12% | −0.20 |
| KLAC KLA Corp. | Reduce -77.4% | 0.06% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -44.2% | 0.13% | −0.17 |
| PCAR Paccar Inc. | Reduce -47.1% | 0.19% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.61% | −0.15 |
| AXP American Express Co. | Reduce -5.4% | 0.34% | −0.11 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -6.6% | 0.33% | −0.09 |
| ABT Abbott Laboratories | Reduce -8.8% | 0.21% | −0.08 |
| BLK BlackRock Inc. | Reduce -0.1% | 0.55% | −0.08 |
| TEL Te Connectivity PLC | Reduce -10.0% | 0.30% | −0.07 |
| MS Morgan Stanley | Reduce -19.5% | 0.19% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -6.8% | 0.54% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -9.6% | 0.30% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -12.3% | 0.18% | −0.07 |
| PGR Progressive Corp. | Reduce -1.3% | 0.33% | −0.06 |
| ABBV Abbvie Inc. | Reduce -4.5% | 0.46% | −0.06 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.06 |
| PAYX Paychex Inc. | Reduce -1.1% | 0.20% | −0.05 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.05 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.05 |
| RTX RTX Corp. | Reduce -30.7% | 0.13% | −0.05 |
| SPGI S&P Global Inc. | Reduce -6.6% | 0.14% | −0.05 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -3.6% | 0.69% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -5.2% | 0.10% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -4.4% | 0.14% | −0.04 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.04 |
| BAC Bank of America Corp. | Reduce -3.0% | 0.21% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -1.3% | 0.11% | −0.04 |
| ABVX Abivax SA-ADR | Sold out | 0.00% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -44.1% | 0.05% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| BXP BXP Inc. | Sold out | 0.00% | −0.04 |
| EMBJ Embraer SA-Spon ADR | Reduce -3.3% | 0.26% | −0.04 |
| O Realty Income Corp. | Sold out | 0.00% | −0.04 |
| UBS UBS Group AG-Reg | Reduce -16.3% | 0.09% | −0.04 |
| XAGG Ev Income Opportunities ETF | Reduce -3.3% | 0.49% | −0.04 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Reduce -15.2% | 0.44% | −0.04 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −0.04 |
| TIGR Up Fintech Holding Ltd. - ADR | Sold out | 0.00% | −0.04 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Reduce -22.7% | 0.25% | −0.03 |
| ARCC Ares Capital Corp. | Reduce -7.4% | 0.14% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VZ Verizon Communications Inc. | Add +20.8% | 1.62% | +0.50 |
| MUC BlackRock Munihold Ca QLTY | New | 0.44% | +0.44 |
| VGSH Vanguard Short-Term Treasury | Add +34.5% | 1.62% | +0.38 |
| CRC California Resources Corp. | New | 0.34% | +0.34 |
| CVX Chevron Corp. | Add +13.5% | 0.98% | +0.33 |
| SIL Global X Silver Miners ETF | Add +32.5% | 1.10% | +0.31 |
| V Visa Inc. Class A | Add +50.4% | 1.39% | +0.29 |
| APD Air Products & Chemicals Inc. | Add +414.1% | 0.34% | +0.28 |
| AVB Avalonbay Communities Inc. | Add +280.6% | 0.35% | +0.25 |
| CMCSA Comcast Corp. Class A | Add +51.5% | 0.73% | +0.21 |
| GFR Greenfire Resources Ltd. | Add +45.6% | 0.40% | +0.19 |
| GDXJ Vaneck Junior Gold Miners | Add +27.5% | 0.79% | +0.19 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +30.6% | 0.88% | +0.18 |
| MRK Merck & Co. Inc. | Add +150.3% | 0.28% | +0.18 |
| QSR Restaurant Brands Intern | Add +255.3% | 0.24% | +0.17 |
| CB Chubb Ltd. | Add +31.9% | 0.68% | +0.17 |
| SBUX Starbucks Corp. | Add +114.5% | 0.31% | +0.17 |
| CLIP Global X 1-3 Month T-Bill | Add +37.1% | 0.65% | +0.16 |
| GDX Vaneck Gold Miners ETF | Add +11.8% | 1.12% | +0.16 |
| PEP Pepsico Inc. | Add +11.3% | 1.06% | +0.16 |
| SW Smurfit Westrock PLC | Add +29.3% | 0.65% | +0.15 |
| AMT American Tower Corp. | New | 0.15% | +0.15 |
| KR Kroger Co. | Add +2.1% | 1.10% | +0.14 |
| ALX Alexander's Inc. | Add +11.6% | 0.95% | +0.14 |
| IEF iShares 7-10 Year Treasury B | New | 0.14% | +0.14 |
| ACI Albertsons Cos Inc. Class A | Add +28.7% | 0.70% | +0.14 |
| CLOX Eldridge Aaa Clo ETF | New | 0.12% | +0.12 |
| EDV Vanguard Extended Dur Treas | Add +22.7% | 0.73% | +0.12 |
| CCAP Crescent Capital BDC Inc. | New | 0.11% | +0.11 |
| CBL CBL & Associates Properties | Add +6.6% | 1.48% | +0.11 |
| ZTS Zoetis Inc. | New | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +43.1% | 0.81% | +0.10 |
| TFSL TFS Financial Corp. | Add +12.0% | 0.78% | +0.10 |
| JMTG Mortgage-Backed Securities | Add +11.0% | 1.29% | +0.09 |
| AMAT Applied Materials Inc. | Add +0.6% | 0.38% | +0.09 |
| OPY Oppenheimer Holdings Class A | Add +12.0% | 0.34% | +0.09 |
| CCI Crown Castle Inc. | Add +242.4% | 0.13% | +0.08 |
| META Meta Platforms Inc. Class A | Add +24.8% | 1.70% | +0.08 |
| DELL Dell Technologies -C | Add +17.2% | 0.26% | +0.08 |
| ARES Ares Management Corp. Class A | Add +395.0% | 0.12% | +0.08 |
| D Dominion Energy Inc. | Add +22.7% | 0.40% | +0.08 |
| GSK GSK PLC-Spon ADR | Add +14.0% | 0.40% | +0.08 |
| ET Energy Transfer LP | Add +0.4% | 0.57% | +0.07 |
| CAT Caterpillar Inc. | Add +8.1% | 0.29% | +0.07 |
| CMI Cummins Inc. | Add +22.6% | 0.32% | +0.07 |
| SNY Sanofi-ADR | Add +117.7% | 0.12% | +0.06 |
| MGM MGM Resorts International | Add +8.2% | 0.93% | +0.06 |
| AMCR Amcor PLC | New | 0.06% | +0.06 |
| CF CF Industries Holdings Inc. | Add +3.6% | 0.14% | +0.06 |
| MDU Mdu Resources Group Inc. | New | 0.06% | +0.06 |
Options Activity Q4 2025 → Q1 2026
| SCHW Schwab (charles) Corp. | call | Add +17.2% | 3,400 | $320K |
| IP International Paper Co. | put | Sold out | 8,100 | $319Kbefore exit |
| PFF iShares Preferred & Income S | put | New | 7,500 | $227K |
| PLTR Palantir Technologies Inc. Class A | put | Sold out | 500 | $89Kbefore exit |
| CVX Chevron Corp. | call | New | 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 Q4 2025 → Q1 2026
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | Reduce -26.8% | 69,846 | $3.5M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Add +6.6% | 76,240 | $2.3M |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | Add +8.7% | 26,120 | $1.6M |
| SPECIAL OPPORTUNITY FUND (SPE 2.75 01/27/27 C) | 2.75% CNV PFD C | Add +229.5% | 31,948 | $793K |
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 |