Notify me when Beverly Hills Private Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 330 | $583,746,735 | +$50,962,250 | -$38,856,106 | +$12,106,144 | AAPL, MSFT, ACWI, NVDA, JPM | Restatement | 17 Feb 2026, 13:27 |
| Q3 2025 | 340 | $566,103,172 | +$29,468,359 | -$29,941,094 | -$472,735 | AAPL, MSFT, NVDA, JPM, AMZN | 13F-HR | 07 Nov 2025, 18:44 |
| Q2 2025 | 337 | $532,775,273 | +$27,184,491 | -$27,609,543 | -$425,052 | MSFT, AAPL, JPM, NVDA, AMZN | 13F-HR | 29 Jul 2025, 16:56 |
| Q1 2025 | 336 | $505,193,525 | +$32,125,122 | -$19,344,350 | +$12,780,772 | AAPL, MSFT, BRKB, JPM, AMZN | 13F-HR | 29 Apr 2025, 18:44 |
| Q4 2024 | 333 | $495,075,184 | +$34,998,041 | -$35,277,372 | -$279,331 | AAPL, MSFT, NVDA, JPM, AMZN | 13F-HR | 13 Feb 2025, 20:11 |
| Q3 2024 | 337 | $494,887,165 | +$61,076,055 | -$50,319,471 | +$10,756,584 | AAPL, MSFT, NVDA, BRKB, AMZN | 13F-HR | 12 Nov 2024, 09:30 |
| Q2 2024 | 346 | $459,954,524 | +$53,665,557 | -$23,738,519 | +$29,927,038 | AAPL, MSFT, NVDA, BRKB, JPM | 13F-HR | 07 Aug 2024, 19:17 |
| Q1 2024 | 355 | $432,974,975 | +$63,135,723 | -$39,980,260 | +$23,155,463 | AAPL, MSFT, NVDA, BRKB, JPM | 13F-HR | 08 May 2024, 18:09 |
| Q4 2023 | 333 | $382,982,451 | +$49,380,805 | -$33,396,656 | +$15,984,149 | AAPL, MSFT, BRKB, JPM, NVDA | 13F-HR | 29 Jan 2024, 19:03 |
| Q3 2023 | 294 | $336,158,831 | +$6,516,960 | -$249,464,657 | -$242,947,697 | AAPL, MSFT, BRKB, GBIL, CVX | 13F-HR | 08 Nov 2023, 17:12 |
| Q2 2023 | 316 | $601,855,901 | +$272,044,438 | -$5,930,556 | +$266,113,882 | AAPL, MSFT, BRKB, TXN, LOW | 13F-HR | 09 Aug 2023, 18:40 |
| Q1 2023 | 277 | $322,506,604 | +$92,918,048 | -$7,901,122 | +$85,016,926 | AAPL, MSFT, BRKB, GBIL, TXN | 13F-HR | 03 May 2023, 21:29 |
| Q4 2022 | 234 | $228,931,669 | $0 | $0 | $0 | AAPL, MSFT, CVX, BRKB, TXN | 13F-HR | 13 Feb 2023, 16:39 |