Box Hill Private Wealth LLC holds a focused book of 67 stocks worth $124.7M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). This quarter they opened Gamestop Corp-Class A and trimmed Vanguard Small-Cap ETF. Their largest long position is Vanguard Large-Cap ETF at 16% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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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/2094120/holdings"
Use Arkolith to show Box Hill Private Wealth LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Box Hill Private Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% 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 Box Hill Private Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 72 / 67 | $586.2B |
| JPMORGAN CHASE & CO | 72 / 67 | $502.2B |
| ROYAL BANK OF CANADA | 72 / 67 | $160.0B |
| LPL Financial LLC | 72 / 67 | $94.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 72 / 67 | $19.5B |
| OSAIC HOLDINGS, INC. | 72 / 67 | $18.5B |
| CWM, LLC | 72 / 67 | $8.5B |
| UBS Group AG | 71 / 67 | $153.7B |
Ranked by how many of Box Hill Private Wealth LLC's top 67 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 | Vanguard Index FDS LARGE CAP ETF | $20.4M | 59.3K | 16.3% | ▲+3.2% Added · +2K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $17.2M | 23.0K | 13.8% | ▲+4.0% Added · +891 sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $9.0M | 12.2K | 7.2% | ▲+4.4% Added · +516 sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $5.8M | 19.0K | 4.6% | ▼−0.6% Reduced · −119 sh | |
| 5 | Ishares TR CORE MSCI EAFE | $5.0M | 51.5K | 4.0% | ▲+3.2% Added · +2K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $4.9M | 59.2K | 3.9% | ▼−7.5% Reduced · −5K sh | |
| 7 | Select Sector SPDR TR STATE STREET TEC | $3.2M | 16.6K | 2.5% | ▲+23% Added · +3K sh | |
| 8 | Apple Inc COM | $3.1M | 10.6K | 2.4% | ▲+10% Added · +989 sh | |
| 9 | Nvidia Corporation COM | $3.0M | 15.2K | 2.4% | ▲+12% Added · +2K sh | |
| 10 | Ishares TR RUS 1000 ETF | $3.0M | 7.3K | 2.4% | ▲+4.8% Added · +331 sh | |
| 11 | BlackRock ETF Trust II ISHARES FLEXIBLE | $2.8M | 53.6K | 2.3% | ▼−5.8% Reduced · −3K sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.7M | 4.1K | 2.2% | ▼−10% Reduced · −470 sh | |
| 13 | Alphabet Inc CAP STK CL C | $2.5M | 7.1K | 2.0% | ▲+5.3% Added · +361 sh | |
| 14 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.5M | 8.1K | 2.0% | ▲+35% Added · +2K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.5K | 1.8% | ▼−6.1% Reduced · −291 sh | |
| 16 | Tidal Trust II ROUNDHILL GENER | $2.2M | 22.5K | 1.8% | ▲+14% Added · +3K sh | |
| 17 | Ishares TR CORE S&P TTL STK | $2.1M | 12.6K | 1.7% | ▲+0.3% Added · +32 sh | |
| 18 | Tesla Inc COM | $2.1M | 4.9K | 1.7% | ▼−21% Reduced · −1K sh | |
| 19 | Broadcom Inc COM | $1.9M | 5.0K | 1.5% | ▲+3.2% Added · +157 sh | |
| 20 | Ishares TR MSCI INTL QUALTY | $1.7M | 34.0K | 1.4% | ▲+4.2% Added · +1K sh | |
| 21 | Microsoft Corp COM | $1.6M | 4.3K | 1.3% | ▲+0.5% Added · +21 sh | |
| 22 | Alphabet Inc CAP STK CL A | $1.6M | 4.4K | 1.3% | ▲+1.4% Added · +62 sh | |
| 23 | Ishares Inc MSCI EMRG CHN | $1.4M | 14.0K | 1.2% | ▲+436% Added · +11K sh | |
| 24 | Amazon Com Inc COM | $1.4M | 5.8K | 1.1% | ▲+13% Added · +691 sh | |
| 25 | Micron Technology Inc COM | $1.3M | 1.1K | 1.0% | ▲+35% Added · +291 sh | |
| 26 | Ishares TR CORE S&P MCP ETF | $1.2M | 15.4K | 1.0% | ▲+5.5% Added · +813 sh | |
| 27 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.1M | 25.2K | 0.9% | ▼−7.8% Reduced · −2K sh | |
| 28 | Meta Platforms Inc CL A | $970K | 1.7K | 0.8% | ▲+4.9% Added · +81 sh | |
| 29 | Costco Wholesale Corporation COM | $863K | 923 | 0.7% | ▼−2.3% Reduced · −22 sh | |
| 30 | Gamestop Corp CL A | $838K | 38.0K | 0.7% | ▲New New position | |
| 31 | Marvell Technology Inc COM | $821K | 2.8K | 0.7% | ▲+0.1% Added · +2 sh | |
| 32 | Vanguard Index FDS TOTAL STK MKT | $776K | 2.1K | 0.6% | ▲+0.3% Added · +6 sh | |
| 33 | BlackRock ETF Trust ISHARES A I INNO | $772K | 14.7K | 0.6% | ▲+89% Added · +7K sh | |
| 34 | Taiwan Semiconductor Manufac SPONSORED ADS | $630K | 1.3K | 0.5% | ▲+26% Added · +271 sh | |
| 35 | Eli Lilly & Co COM | $624K | 520 | 0.5% | ▲+3.4% Added · +17 sh | |
| 36 | JPMorgan Chase & Co COM | $605K | 1.8K | 0.5% | ▲+1.1% Added · +21 sh | |
| 37 | Vanguard Index FDS REAL ESTATE ETF | $574K | 6.0K | 0.5% | ▲+0.5% Added · +31 sh | |
| 38 | Ishares TR MSCI USA QLT FCT | $556K | 2.5K | 0.4% | ▲+0.1% Added · +4 sh | |
| 39 | Eaton Corp PLC SHS | $525K | 1.2K | 0.4% | ▼−1.7% Reduced · −21 sh | |
| 40 | Visa Inc COM CL A | $485K | 1.4K | 0.4% | ▼−4.5% Reduced · −67 sh | |
| 41 | Ishares TR RUS 1000 GRW ETF | $482K | 3.9K | 0.4% | ▲+300% Added · +3K sh | |
| 42 | Advanced Micro Devices Inc COM | $450K | 775 | 0.4% | ▲New New position | |
| 43 | Ishares TR RUS 1000 VAL ETF | $431K | 1.8K | 0.3% | ▲+0.3% Added · +6 sh | |
| 44 | Vanguard World FD MEGA CAP INDEX | $413K | 1.5K | 0.3% | ▲+0.3% Added · +4 sh | |
| 45 | Intel Corp COM | $401K | 2.9K | 0.3% | ▲New New position | |
| 46 | Ishares TR IBOXX HI YD ETF | $393K | 4.9K | 0.3% | ▼−15% Reduced · −855 sh | |
| 47 | Exxon Mobil Corp COM | $373K | 2.7K | 0.3% | ▲+1.8% Added · +49 sh | |
| 48 | Ishares TR ISHARES SEMICDTR | $372K | 580 | 0.3% | ▲New New position | |
| 49 | Global X FDS GLOBAL X COPPER | $367K | 4.8K | 0.3% | —Held | |
| 50 | Ishares TR CORE 60/40 BALAN | $364K | 5.2K | 0.3% | ▼−12% Reduced · −685 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.