Box Hill Private Wealth
Box Hill Private Wealth reported 75 stocks worth $138M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are VV (16.5%), IVV (14.3%) and QQQ (7.2%). Compared with Q2 2026, the fund opened new positions in SGOV, ACN and DRAM, added to VV, IVV and QQQ, trimmed NVDA, SMH and BRK.B and sold out of FBND, COPX and ATCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $22.6M | 16.5% | 64K | +5,071 (+9%) | 4 of 4 | |
| 2 |  IVV Ishares TR | $19.7M | 14.3% | 26K | +2,750 (+12%) | 4 of 4 | |
| 3 |  QQQ Invesco Qqq TR | $9.9M | 7.2% | 13K | +1,177 (+10%) | 4 of 4 | |
| 4 |  VB Vanguard Index Fds | $5.9M | 4.3% | 21K | +1,648 (+9%) | 4 of 4 | |
| 5 |  IEFA Ishares TR | $5.6M | 4.1% | 58K | +6,367 (+12%) | 4 of 4 | |
| 6 |  IEMG Ishares Inc | $5M | 3.6% | 61K | +1,991 (+3%) | 4 of 4 | |
| 7 |  BINC Blackrock ETF Trust II | $3.9M | 2.8% | 76K | +23K (+42%) | 4 of 4 | |
| 8 |  AAPL Apple Inc | $3.6M | 2.6% | 11K | +224 (+2%) | 4 of 4 | |
| 9 |  NVDA Nvidia Corporation | $3.4M | 2.5% | 15K | −326 (−2%) | 4 of 4 | |
| 10 |  XLK Select Sector Spdr TR | $3.4M | 2.5% | 17K | +720 (+4%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Box Hill Private Wealth 13F FAQ
What does Box Hill Private Wealth own?
Box Hill Private Wealth reported 75 stocks worth $138M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are VV (16.5%), IVV (14.3%) and QQQ (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Box Hill Private Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 31 added to, 26 trimmed and 4 sold out. New positions include SGOV, ACN and DRAM. It sold all of FBND, COPX and ATCL.
When will Box Hill Private Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Box Hill Private Wealth's portfolio worth?
The Q3 2026 filing reports $138M 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.