13F Filings History of Beverly Hills Private Wealth, LLC

Latest 13F report
Q3 2025 - Nov 10, 2025
Value $
$566M
Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
Beverly Hills, CA
Summary
This page shows a list of all the recent 13F filings made by Beverly Hills Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beverly Hills Private Wealth, LLC reported 340 stock holdings with total value $566M as of Q3 2025. Top holdings included AAPL, MSFT, NVDA, JPM, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 340 $566M +$29.5M -$29.9M -$473K AAPL, MSFT, NVDA, JPM, AMZN 13F-HR 11/7/2025, 06:44 PM
Q2 2025 337 $533M +$27.2M -$27.6M -$425K MSFT, AAPL, JPM, NVDA, AMZN 13F-HR 7/29/2025, 04:56 PM
Q1 2025 336 $505M +$32.1M -$19.3M +$12.8M AAPL, MSFT, BRKB, JPM, AMZN 13F-HR 4/29/2025, 06:44 PM
Q4 2024 333 $495M +$35M -$35.3M -$279K AAPL, MSFT, NVDA, JPM, AMZN 13F-HR 2/13/2025, 08:11 PM
Q3 2024 337 $495M +$61.1M -$50.3M +$10.8M AAPL, MSFT, NVDA, BRKB, AMZN 13F-HR 11/12/2024, 09:30 AM
Q2 2024 346 $460M +$53.7M -$23.7M +$29.9M AAPL, MSFT, NVDA, BRKB, JPM 13F-HR 8/7/2024, 07:17 PM
Q1 2024 355 $433M +$63.1M -$40M +$23.2M AAPL, MSFT, NVDA, BRKB, JPM 13F-HR 5/8/2024, 06:09 PM
Q4 2023 333 $383M +$49.4M -$33.4M +$16M AAPL, MSFT, BRKB, JPM, NVDA 13F-HR 1/29/2024, 07:03 PM
Q3 2023 294 $336M +$6.52M -$249M -$243M AAPL, MSFT, BRKB, GBIL, CVX 13F-HR 11/8/2023, 05:12 PM
Q2 2023 316 $602M +$272M -$5.93M +$266M AAPL, MSFT, BRKB, TXN, LOW 13F-HR 8/9/2023, 06:40 PM
Q1 2023 277 $323M +$92.9M -$7.9M +$85M AAPL, MSFT, BRKB, GBIL, TXN 13F-HR 5/3/2023, 09:29 PM
Q4 2022 234 $229M $0 $0 AAPL, MSFT, CVX, BRKB, TXN 13F-HR 2/13/2023, 04:39 PM