Arkolith/Funds/Beverly Hills Private Wealth, LLC

Beverly Hills Private Wealth, LLC

CIK 1965710Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Beverly Hills Private Wealth, LLC holds a diversified book of 249 stocks worth $520.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Franklin Resources Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book. They also disclosed $4.5M in put options (a bearish bet) and $492K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
96
bought for the first time
Added to
53
already held, bought more
Trimmed
151
sold some, still holds it
Sold out
115
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.9%
+15.0%/yr · since Feb '25
Their reported book
+24.7%
held from quarter-end
S&P 500
+27.9%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Sep '25Jan '26Apr '26Aug '26
Beverly Hills Private Wealth, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +24.7%, a 1.8-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Beverly Hills Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
27%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

76% mapped to company sectors

ETF / fund or unclassified
24%
Information Technology
23%
Financials
16%
Health Care
7%
Consumer Discretionary
6%
Consumer Staples
5%
Real Estate
4%
Industrials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Beverly Hills Private Wealth, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$458.8B
UBS Group AG80 / 80$118.7B
ROYAL BANK OF CANADA79 / 80$144.1B
OSAIC HOLDINGS, INC.78 / 80$11.9B
WELLS FARGO & COMPANY/MN77 / 80$127.4B
BANK OF AMERICA CORP /DE/76 / 80$289.8B
CWM, LLC76 / 80$5.2B
LPL Financial LLC75 / 80$50.3B

Ranked by how many of Beverly Hills Private Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

249 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$23.0M79.5K
4.4%
−21%
Reduced · −21K sh
2Nvidia Corporation
COM
$15.6M77.8K
3.0%
−9.9%
Reduced · −9K sh
3Amazon Com Inc
COM
$15.4M64.4K
3.0%
−1.1%
Reduced · −702 sh
4Microsoft Corp
COM
$15.0M40.3K
2.9%
−18%
Reduced · −9K sh
5Vanguard Scottsdale FDS
INTER TERM TREAS
$13.9M236.2K
2.7%
+19%
Added · +38K sh
6JPMorgan Chase & Co
COM
$13.5M41.3K
2.6%
−11%
Reduced · −5K sh
7Schwab Charles Corp
COM
$11.5M124.5K
2.2%
+6.1%
Added · +7K sh
8Taiwan Semiconductor Manufac
SPONSORED ADS
$11.3M23.7K
2.2%
−18%
Reduced · −5K sh
9Visa Inc
COM CL A
$10.1M29.4K
1.9%
+7.7%
Added · +2K sh
10Meta Platforms Inc
CL A
$9.9M17.6K
1.9%
−0.1%
Reduced · −17 sh
11Vanguard Scottsdale FDS
SHORT TERM TREAS
$9.9M169.6K
1.9%
+3.6%
Added · +6K sh
12Verizon Communications Inc
COM
$9.0M213.5K
1.7%
+12%
Added · +23K sh
13J P Morgan Exchange Traded F
MORTGAGE BACKED
$8.5M166.8K
1.6%
+11%
Added · +17K sh
14Berkshire Hathaway Inc Del
CL B NEW
$8.4M16.9K
1.6%
−15%
Reduced · −3K sh
15CBL & Assoc Pptys Inc
COMMON STOCK
$8.1M152.1K
1.6%
−33%
Reduced · −75K sh
16Alphabet Inc
CAP STK CL C
$8.1M22.8K
1.6%
−5.0%
Reduced · −1K sh
17Elevance Health Inc Formerly
COM
$7.9M20.4K
1.5%
+4.0%
Added · +775 sh
18Alexanders Inc
COM
$7.1M25.9K
1.4%
+9.3%
Added · +2K sh
19Alphabet Inc
CAP STK CL A
$6.9M19.4K
1.3%
+2.0%
Added · +381 sh
20Ishares TR
GNMA BOND ETF
$6.8M154.4K
1.3%
+11%
Added · +15K sh
21TFS Finl Corp
COM
$6.6M374.2K
1.3%
+14%
Added · +47K sh
22Pepsico Inc
COM
$6.5M48.1K
1.3%
+19%
Added · +8K sh
23Unitedhealth Group Inc
COM
$6.2M15.0K
1.2%
−15%
Reduced · −3K sh
24BlackRock Mun Target Term TR
COM SHS BEN IN
$5.8M253.3K
1.1%
+11%
Added · +25K sh
25Smurfit Westrock PLC
SHS
$5.7M123.6K
1.1%
+28%
Added · +27K sh
26Global X FDS
GLOBAL X SILVER
$5.6M71.8K
1.1%
−0.8%
Reduced · −621 sh
27Kroger Co
COM
$5.5M99.0K
1.1%
+11%
Added · +9K sh
28Vaneck ETF Trust
GOLD MINERS ETF
$5.4M71.3K
1.0%
−0.8%
Reduced · −588 sh
29Philip Morris Intl Inc
COM
$5.3M29.5K
1.0%
−48%
Reduced · −28K sh
30Vanguard World FD
EXTENDED DUR
$5.2M79.5K
1.0%
+19%
Added · +13K sh
31Broadcom Inc
COM
$5.1M13.5K
1.0%
−37%
Reduced · −8K sh
32Janus Detroit STR TR
HENDRSON AAA CL
$5.0M99.3K
1.0%
−23%
Reduced · −30K sh
33Avalonbay Cmntys Inc
COM
$5.0M26.5K
1.0%
+108%
Added · +14K sh
34Vistra Corp
COM
$4.9M30.8K
0.9%
+707%
Added · +27K sh
35Comcast Corp New
CL A
$4.7M193.1K
0.9%
+29%
Added · +43K sh
36Applied Matls Inc
COM
$4.6M6.3K
0.9%
−4.7%
Reduced · −310 sh
37Ishares TR
CORE S&P500 ETF
$4.5M6.0K
0.9%
−3.6%
Reduced · −224 sh
38Aercap Holdings NV
SHS
$4.2M28.5K
0.8%
−6.6%
Reduced · −2K sh
39MGM Resorts International
COM
$4.1M86.4K
0.8%
−42%
Reduced · −63K sh
40Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$4.0M86.2K
0.8%
−1.5%
Reduced · −1K sh
41Stifel Finl Corp
COM
$3.9M55.8K
0.7%
−9.0%
Reduced · −6K sh
42DTF Tax-Free Income 2028 Ter
COM
$3.9M335.9K
0.7%
−0.1%
Reduced · −421 sh
43Vaneck ETF Trust
JUNIOR GOLD MINE
$3.8M38.5K
0.7%
−0.6%
Reduced · −223 sh
44Albertsons Companies Inc
COMMON STOCK
$3.7M273.7K
0.7%
+13%
Added · +32K sh
45Johnson & Johnson
COM
$3.6M14.2K
0.7%
−38%
Reduced · −9K sh
46Chubb Limited
COM
$3.5M10.3K
0.7%
−16%
Reduced · −2K sh
47Becton Dickinson & Co
COM
$3.4M22.2K
0.6%
+15%
Added · +3K sh
48Energy Transfer L P
COM UT LTD PTN
$3.3M173.4K
0.6%
~0%
Reduced · −53 sh
49Cisco Sys Inc
COM
$3.2M27.3K
0.6%
−46%
Reduced · −24K sh
50Suncor Energy Inc New
COM
$3.1M57.8K
0.6%
−4.9%
Reduced · −3K sh
Showing 50 of 249 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$4.5M
Call notional (bullish)$492K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishJPMORGAN CHASE & COJPM$3.3M10K
PUT · bearishNVIDIA CORPNVDA$1.0M5K
CALL · bullishSCHWAB (CHARLES) CORPSCHW$406K4K
PUT · bearishISHARES PREFERRED & INCOME SPFF$229K8K
CALL · bullishMGM RESORTS INTERNATIONALMGM$53K1K
CALL · bullishCHEVRON CORPCVX$33K200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026406$524.9M13F-HR
Q1 2026Mar 31, 2026May 4, 2026499$600.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026487$584.5M13F-HR/A
Q3 2025Sep 30, 2025Nov 10, 20251,004$566.8M13F-HR
Q2 2025Jun 30, 2025Jul 29, 20251,050$533.5M13F-HR
Q1 2025Mar 31, 2025Apr 30, 20251,046$505.6M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,036$495.1M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 4, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.