Box Hill Private Wealth LLC
•CIK: 2094120•Filing: Q4 2025
**Box Hill Private Wealth LLC** manages $99M across a diversified portfolio of 55 positions. The fund exhibits significant concentration in core market indices and technology leaders, notably holding VV at $18.2M and IVV at $15.3M. Further allocations include substantial exposure to NDQ ($6.5M) and VB ($5.0M). This structure suggests a tactical, growth-oriented mandate emphasizing established market leaders and sector-specific indices.
Total AUM
$98.8M
QoQ Performance
N/A
Positions
43
Top 10 Concentration
62.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
IVV
NDQ
VB
VV18.4%
IVV15.5%
NDQ6.6%
VB5.0%
IEFA3.6%
IEMG3.5%
TSLA2.7%
AAPL2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other59.3%
ETF15.5%
Technology13.4%
Consumer5.6%
Financial4.2%
Healthcare0.8%
Communication0.6%
Energy0.3%