Holdings
Beverly Hills Private Wealth, LLC
As of Jun 30, 2026, Beverly Hills Private Wealth, LLC reported 169 positions worth US$378M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 79,542 | US$23M | −20,702 | Jun 30, 2026 |
| Nvidia Corporation | 77,786 | US$15.6M | −8,574 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,404 | US$15.4M | −702 | Jun 30, 2026 |
| Microsoft Corp. | 40,340 | US$15M | −8,684 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 41,970 | US$15M | −1,012 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 41,307 | US$13.5M | −5,126 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 125K | US$11.5M | +7,191 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 23,679 | US$11.3M | −5,225 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 21,354 | US$10.7M | −3,027 | Jun 30, 2026 |
| Visa Inc. | 29,361 | US$10.1M | +2,102 | Jun 30, 2026 |