Beverly Hills Private Wealth, LLC
•CIK: 1965710•Filing: Q4 2025
**Beverly Hills Private Wealth, LLC** manages $568M across a diversified portfolio of 330 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AAPL at $27.0M and MSFT at $21.9M. Further core allocations include substantial positions in ACWI ($18.5M), NVDA ($16.5M), and JPM ($15.0M). This structure suggests a growth-oriented mandate with deep exposure to established market leaders.
Total AUM
$567.8M
+ $652.6K in options
QoQ Performance
+1.1%
Positions
296
+ 3 options
Top 10 Concentration
28.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.7%
MSFT3.8%
ACWI3.2%
NVDA2.9%
JPM2.6%
AMZN2.5%
VGIT2.0%
BRK/B1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.8%
Technology20.0%
Financial10.2%
Consumer5.1%
Healthcare3.5%
Consumer Staples2.5%
Communication1.0%
Industrial0.9%
🚪 Exited Positionssold since Q3 2025
+140 more exited positions
Changes from Q3 2025
NEW5 new positions
↑62 increased
↓120 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023