Box Hill Private Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Box Hill Private Wealth LLC reported 55 stock positions worth $98.8 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 18.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.5%) and Invesco QQQ Trust Series 1 (QQQ, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002094120
- Portfolio Value
- $98.8M (Q4 2025)
- SEC Filing
- 0002094120-26-000002 ↗ filed Feb 9, 2026
Holdings Value
Holdings 55 stocks · $98.8M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 18.40% | 57,746 | $18.2M | — |
| IVV iShares Core S&P 500 ETF | 15.52% | 22,390 | $15.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 6.57% | 10,562 | $6.5M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 5.04% | 19,303 | $5.0M | — |
| IEFA iShares Core MSCI Eafe ETF | 3.56% | 39,315 | $3.5M | — |
| IEMG iShares Core MSCI Emerging | 3.47% | 50,963 | $3.4M | — |
| TSLA Tesla Inc. | 2.70% | 5,940 | $2.7M | — |
| AAPL Apple Inc. | 2.64% | 9,598 | $2.6M | — |
| NVDA Nvidia Corp. | 2.50% | 13,251 | $2.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.44% | 4,798 | $2.4M | — |
| MSFT Microsoft Corp. | 2.09% | 4,268 | $2.1M | — |
| GOOG Alphabet Inc. Class C | 2.00% | 6,310 | $2.0M | — |
| ITOT iShares Core S&P Total U.S. | 1.91% | 12,672 | $1.9M | — |
| IWB iShares Russell 1000 ETF | 1.83% | 4,836 | $1.8M | — |
| XLK SS Technology Select Sector | 1.82% | 12,458 | $1.8M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 1.74% | 32,649 | $1.7M | — |
| AVGO Broadcom Inc. | 1.67% | 4,767 | $1.6M | — |
| QQQM Invesco Nasdaq 100 ETF | 1.66% | 6,494 | $1.6M | — |
| VNQ Vanguard Real Estate ETF | 1.52% | 16,980 | $1.5M | — |
| SMH Vaneck Semiconductor ETF | 1.45% | 3,987 | $1.4M | — |
| GOOGL Alphabet Inc. Class A | 1.37% | 4,319 | $1.4M | — |
| IJH iShares Core S&P Midcap ETF | 1.26% | 18,876 | $1.2M | — |
| IQLT iShares MSCI International Q | 1.26% | 27,299 | $1.2M | — |
| CHAT Roundhill Gen AI & Tech ETF | 1.14% | 19,068 | $1.1M | — |
| AMZN Amazon.com Inc. | 1.11% | 4,742 | $1.1M | — |
| META Meta Platforms Inc. Class A | 1.08% | 1,619 | $1.1M | — |
| FBND Fidelity Total Bond ETF | 1.04% | 22,290 | $1.0M | — |
| COST Costco Wholesale Corp. | 0.82% | 943 | $814K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 2,085 | $699K | — |
| AGG iShares Core U.S. Aggregate | 0.66% | 6,501 | $649K | — |
| JPM JPMorgan Chase & Co. | 0.59% | 1,820 | $586K | — |
| NFLX Netflix Inc. | 0.57% | 6,030 | $565K | — |
| V Visa Inc. Class A | 0.57% | 1,612 | $565K | — |
| LLY Eli Lilly & Co. | 0.55% | 502 | $540K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.53% | 6,526 | $526K | — |
| BKNG Booking Holdings Inc. | 0.45% | 82 | $440K | — |
| ETN Eaton Corp. PLC | 0.40% | 1,252 | $399K | — |
| FALN iShares Fallen Angels ETF | 0.40% | 14,356 | $392K | — |
| KTOS Kratos Defense & Security | 0.38% | 5,000 | $380K | — |
| ISRG Intuitive Surgical Inc. | 0.37% | 649 | $368K | — |
| XOM Exxon Mobil Corp. | 0.34% | 2,758 | $332K | — |
| IVES Dan Wedbush AI Rev ETF | 0.33% | 10,196 | $322K | — |
| UBER Uber Technologies Inc. | 0.32% | 3,841 | $314K | — |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 1,763 | $313K | — |
| MA Mastercard Inc. Class A | 0.31% | 544 | $311K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 991 | $301K | — |
| NOW ServiceNow Inc. | 0.29% | 1,890 | $290K | — |
| SPHY SS SPDR P High Yield ETF | 0.27% | 11,413 | $270K | — |
| CB Chubb Ltd. | 0.27% | 856 | $267K | — |
| GE General Electric filed as GE AEROSPACE | 0.26% | 829 | $255K | — |
| MRVL Marvell Technology Inc. | 0.25% | 2,893 | $246K | — |
| HD Home Depot Inc. | 0.24% | 696 | $239K | — |
| MU Micron Technology Inc. | 0.24% | 835 | $238K | — |
| SLV iShares Silver Trust | 0.23% | 3,530 | $227K | — |
| ABBV Abbvie Inc. | 0.22% | 971 | $222K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.