Beverly Hills Private Wealth
Beverly Hills Private Wealth reported 249 stocks worth $520M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (4.4%), NVDA (3.0%) and AMZN (3.0%). Compared with Q1 2026, the fund opened new positions in BEN, AMP and EGO, added to VGIT, SCHW and V, trimmed AAPL, NVDA and AMZN and sold out of XOM, QSR and ACN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $23M | 4.4% | 80K | −21K (−21%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $15.6M | 3.0% | 78K | −8,574 (−10%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $15.4M | 3.0% | 64K | −702 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $15M | 2.9% | 40K | −8,684 (−18%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $13.9M | 2.7% | 236K | +38K (+19%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $13.5M | 2.6% | 41K | −5,126 (−11%) | 8 of 8 | |
| 7 |  SCHW Schwab Charles Corp | $11.5M | 2.2% | 125K | +7,191 (+6%) | 8 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $11.3M | 2.2% | 24K | −5,225 (−18%) | 8 of 8 | |
| 9 |  V Visa Inc | $10.1M | 1.9% | 29K | +2,102 (+8%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $9.9M | 1.9% | 18K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.3M | 26K |
HONEYWELL INTL INC | $1.5M | 6,749 |
 QSR Restaurant Brands Intl Inc | $1.4M | 19K |
 ACN Accenture PLC Ireland | $992K | 5,001 |
 AMT American Tower Corp New | $877K | 5,082 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
JPM Jpmorgan Chase & Co. | Put | $3.3M | 10K | +10,000 |
NVDA Nvidia Corporation | Put | $1M | 5,000 | +5,000 |
SCHW Schwab Charles Corp | Call | $406K | 4,400 | +1,000 |
 PFF Ishares TR | Put | $229K | 7,500 | 0 |
 MGM Mgm Resorts Intl | Call | $53K | 1,100 | −100 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beverly Hills Private Wealth 13F FAQ
What does Beverly Hills Private Wealth own?
Beverly Hills Private Wealth reported 249 stocks worth $520M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (4.4%), NVDA (3.0%) and AMZN (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Beverly Hills Private Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 53 added to, 148 trimmed and 115 sold out. New positions include BEN, AMP and EGO. It sold all of XOM, QSR and ACN.
When will Beverly Hills Private Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beverly Hills Private Wealth's portfolio worth?
The Q2 2026 filing reports $520M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.