Box Hill Private Wealth LLC holds a focused book of 67 reported positions worth $124.7M as of Q2 2026 (disclosed Jul 2, 2026, a ~2-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 reported non-option book. Cloning the disclosed picks since 2026 would be +11% (+18.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Box Hill Private Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.7 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 each quarter's actual reporting lag, ~2 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: 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
+2 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Box Hill Private Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 67 | $4.5B |
| BlueSpruce Investments, LP | 10 / 67 | $641.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 67 | $453.6M |
| Voyager Global Management LP | 7 / 67 | $3.5B |
| Hoffman, Alan N Investment Management | 8 / 67 | $161.4M |
| Swiss Re Ltd | 27 / 67 | $1.0B |
| Prospect Hill Management, LLC | 9 / 67 | $243.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 67 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Box Hill Private Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.