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.
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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Beverly Hills Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $458.8B |
| UBS Group AG | 80 / 80 | $118.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $144.1B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $11.9B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $127.4B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $289.8B |
| CWM, LLC | 76 / 80 | $5.2B |
| LPL Financial LLC | 75 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $23.0M | 79.5K | 4.4% | ▼−21% Reduced · −21K sh | |
| 2 | Nvidia Corporation COM | $15.6M | 77.8K | 3.0% | ▼−9.9% Reduced · −9K sh | |
| 3 | Amazon Com Inc COM | $15.4M | 64.4K | 3.0% | ▼−1.1% Reduced · −702 sh | |
| 4 | Microsoft Corp COM | $15.0M | 40.3K | 2.9% | ▼−18% Reduced · −9K sh | |
| 5 | Vanguard Scottsdale FDS INTER TERM TREAS | $13.9M | 236.2K | 2.7% | ▲+19% Added · +38K sh | |
| 6 | JPMorgan Chase & Co COM | $13.5M | 41.3K | 2.6% | ▼−11% Reduced · −5K sh | |
| 7 | Schwab Charles Corp COM | $11.5M | 124.5K | 2.2% | ▲+6.1% Added · +7K sh | |
| 8 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.3M | 23.7K | 2.2% | ▼−18% Reduced · −5K sh | |
| 9 | Visa Inc COM CL A | $10.1M | 29.4K | 1.9% | ▲+7.7% Added · +2K sh | |
| 10 | Meta Platforms Inc CL A | $9.9M | 17.6K | 1.9% | ▼−0.1% Reduced · −17 sh | |
| 11 | Vanguard Scottsdale FDS SHORT TERM TREAS | $9.9M | 169.6K | 1.9% | ▲+3.6% Added · +6K sh | |
| 12 | Verizon Communications Inc COM | $9.0M | 213.5K | 1.7% | ▲+12% Added · +23K sh | |
| 13 | J P Morgan Exchange Traded F MORTGAGE BACKED | $8.5M | 166.8K | 1.6% | ▲+11% Added · +17K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $8.4M | 16.9K | 1.6% | ▼−15% Reduced · −3K sh | |
| 15 | CBL & Assoc Pptys Inc COMMON STOCK | $8.1M | 152.1K | 1.6% | ▼−33% Reduced · −75K sh | |
| 16 | Alphabet Inc CAP STK CL C | $8.1M | 22.8K | 1.6% | ▼−5.0% Reduced · −1K sh | |
| 17 | Elevance Health Inc Formerly COM | $7.9M | 20.4K | 1.5% | ▲+4.0% Added · +775 sh | |
| 18 | Alexanders Inc COM | $7.1M | 25.9K | 1.4% | ▲+9.3% Added · +2K sh | |
| 19 | Alphabet Inc CAP STK CL A | $6.9M | 19.4K | 1.3% | ▲+2.0% Added · +381 sh | |
| 20 | Ishares TR GNMA BOND ETF | $6.8M | 154.4K | 1.3% | ▲+11% Added · +15K sh | |
| 21 | TFS Finl Corp COM | $6.6M | 374.2K | 1.3% | ▲+14% Added · +47K sh | |
| 22 | Pepsico Inc COM | $6.5M | 48.1K | 1.3% | ▲+19% Added · +8K sh | |
| 23 | Unitedhealth Group Inc COM | $6.2M | 15.0K | 1.2% | ▼−15% Reduced · −3K sh | |
| 24 | BlackRock Mun Target Term TR COM SHS BEN IN | $5.8M | 253.3K | 1.1% | ▲+11% Added · +25K sh | |
| 25 | Smurfit Westrock PLC SHS | $5.7M | 123.6K | 1.1% | ▲+28% Added · +27K sh | |
| 26 | Global X FDS GLOBAL X SILVER | $5.6M | 71.8K | 1.1% | ▼−0.8% Reduced · −621 sh | |
| 27 | Kroger Co COM | $5.5M | 99.0K | 1.1% | ▲+11% Added · +9K sh | |
| 28 | Vaneck ETF Trust GOLD MINERS ETF | $5.4M | 71.3K | 1.0% | ▼−0.8% Reduced · −588 sh | |
| 29 | Philip Morris Intl Inc COM | $5.3M | 29.5K | 1.0% | ▼−48% Reduced · −28K sh | |
| 30 | Vanguard World FD EXTENDED DUR | $5.2M | 79.5K | 1.0% | ▲+19% Added · +13K sh | |
| 31 | Broadcom Inc COM | $5.1M | 13.5K | 1.0% | ▼−37% Reduced · −8K sh | |
| 32 | Janus Detroit STR TR HENDRSON AAA CL | $5.0M | 99.3K | 1.0% | ▼−23% Reduced · −30K sh | |
| 33 | Avalonbay Cmntys Inc COM | $5.0M | 26.5K | 1.0% | ▲+108% Added · +14K sh | |
| 34 | Vistra Corp COM | $4.9M | 30.8K | 0.9% | ▲+707% Added · +27K sh | |
| 35 | Comcast Corp New CL A | $4.7M | 193.1K | 0.9% | ▲+29% Added · +43K sh | |
| 36 | Applied Matls Inc COM | $4.6M | 6.3K | 0.9% | ▼−4.7% Reduced · −310 sh | |
| 37 | Ishares TR CORE S&P500 ETF | $4.5M | 6.0K | 0.9% | ▼−3.6% Reduced · −224 sh | |
| 38 | Aercap Holdings NV SHS | $4.2M | 28.5K | 0.8% | ▼−6.6% Reduced · −2K sh | |
| 39 | MGM Resorts International COM | $4.1M | 86.4K | 0.8% | ▼−42% Reduced · −63K sh | |
| 40 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $4.0M | 86.2K | 0.8% | ▼−1.5% Reduced · −1K sh | |
| 41 | Stifel Finl Corp COM | $3.9M | 55.8K | 0.7% | ▼−9.0% Reduced · −6K sh | |
| 42 | DTF Tax-Free Income 2028 Ter COM | $3.9M | 335.9K | 0.7% | ▼−0.1% Reduced · −421 sh | |
| 43 | Vaneck ETF Trust JUNIOR GOLD MINE | $3.8M | 38.5K | 0.7% | ▼−0.6% Reduced · −223 sh | |
| 44 | Albertsons Companies Inc COMMON STOCK | $3.7M | 273.7K | 0.7% | ▲+13% Added · +32K sh | |
| 45 | Johnson & Johnson COM | $3.6M | 14.2K | 0.7% | ▼−38% Reduced · −9K sh | |
| 46 | Chubb Limited COM | $3.5M | 10.3K | 0.7% | ▼−16% Reduced · −2K sh | |
| 47 | Becton Dickinson & Co COM | $3.4M | 22.2K | 0.6% | ▲+15% Added · +3K sh | |
| 48 | Energy Transfer L P COM UT LTD PTN | $3.3M | 173.4K | 0.6% | ▼~0% Reduced · −53 sh | |
| 49 | Cisco Sys Inc COM | $3.2M | 27.3K | 0.6% | ▼−46% Reduced · −24K sh | |
| 50 | Suncor Energy Inc New COM | $3.1M | 57.8K | 0.6% | ▼−4.9% Reduced · −3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965710/holdings"
Use Arkolith to show Beverly Hills Private Wealth, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | JPMORGAN CHASE & COJPM | $3.3M | 10K |
| PUT · bearish | NVIDIA CORPNVDA | $1.0M | 5K |
| CALL · bullish | SCHWAB (CHARLES) CORPSCHW | $406K | 4K |
| PUT · bearish | ISHARES PREFERRED & INCOME SPFF | $229K | 8K |
| CALL · bullish | MGM RESORTS INTERNATIONALMGM | $53K | 1K |
| CALL · bullish | CHEVRON CORPCVX | $33K | 200 |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 406 | $524.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 499 | $600.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 487 | $584.5M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 1,004 | $566.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 1,050 | $533.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 1,046 | $505.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 1,036 | $495.1M | 13F-HR |
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.