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Beverly Hills Private Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $579,497,002
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $27,828,392
- MICROSOFT CORP · COM · 594918104 · shares: $22,579,783
- NVIDIA CORPORATION · COM · 67066G104 · shares: $17,939,463
- AMAZON COM INC · COM · 023135106 · shares: $16,497,971
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $15,122,884
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $14,091,593
- META PLATFORMS INC · CL A · 30303M102 · shares: $14,021,402
- CHARLES SCHWAB CORP (THE) · COM · 808513105 · shares: $13,221,951
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $12,447,087
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $11,776,466
Reported holdings
430 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 78,501 shares | $26,142,312 |
| MICROSOFT CORP | COM | 594918104 | — | 41,367 shares | $21,217,293 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 78,455 shares | $17,917,539 |
| AMAZON COM INC | COM | 023135106 | — | 62,689 shares | $15,618,970 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 41,564 shares | $13,750,507 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 239,889 shares | $13,592,101 |
| META PLATFORMS INC | CL A | 30303M102 | — | 18,041 shares | $13,083,019 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 124,038 shares | $12,123,451 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 192,057 shares | $11,054,826 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 23,614 shares | $10,772,392 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 20,240 shares | $10,078,508 |
| VISA INC | COM CL A | 92826C839 | — | 27,441 shares | $9,860,415 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 207,220 shares | $9,505,177 |
| J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | — | 174,285 shares | $8,424,933 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 22,953 shares | $7,821,071 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 21,301 shares | $7,329,312 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 18,015 shares | $7,004,441 |
| VISTRA CORP | COM | 92840M102 | — | 46,414 shares | $6,421,322 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 73,079 shares | $6,416,379 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | — | 74,177 shares | $6,380,004 |
| BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 09257P105 | — | 289,791 shares | $6,329,037 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 29,765 shares | $6,282,834 |
| PEPSICO INC | COM | 713448108 | — | 48,151 shares | $6,101,716 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 31,730 shares | $6,054,763 |
| TFS FINL CORP | COM | 87240R107 | — | 359,604 shares | $5,825,577 |
| ALEXANDERS INC | COM | 014752109 | — | 23,534 shares | $5,801,251 |
| GREENFIRE RES LTD NEW | COM SHS | 39525U107 | — | 999,298 shares | $5,646,034 |
| KROGER CO | COM | 501044101 | — | 93,207 shares | $5,463,786 |
| BROADCOM INC | COM | 11135F101 | — | 14,729 shares | $5,172,821 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 112,106 shares | $4,943,890 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | — | 39,486 shares | $4,499,412 |
| VIVMARK RESIDENTIAL | SH BEN INT | 29476L107 | — | 73,781 shares | $4,482,945 |
| ISHARES TR | GNMA BOND ETF | 46429B333 | — | 106,780 shares | $4,469,811 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 11,664 shares | $4,281,760 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 189,963 shares | $4,133,586 |
| SITE CTRS CORP | COM | 82981J851 | — | 1,187,461 shares | $4,001,744 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 14,800 shares | $3,918,058 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 21,691 shares | $3,882,616 |
| CHEVRON CORPORATION | COM | 166764100 | — | 17,138 shares | $3,499,804 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 21,392 shares | $3,481,580 |
| CHUBB LIMITED | COM | H1467J104 | — | 10,590 shares | $3,444,239 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 173,373 shares | $3,427,583 |
| CISCO SYS INC | COM | 17275R102 | — | 31,519 shares | $3,392,432 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 23,636 shares | $3,392,266 |
| JPMORGAN CHASE & CO | COM | 46625H100 | PUT | 10,000 shares | $3,308,300 |
| DTF TAX-FREE INCOME 2028 TER | COM | 23334J107 | — | 290,131 shares | $3,266,877 |
| GLOBAL X FDS | 1 3 MO T BI ET | 37960A438 | — | 31,959 shares | $3,206,725 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 70,251 shares | $3,119,845 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 | — | 53,385 shares | $2,960,223 |
| BLACKROCK MUNIHLDNGS CALI | COM | 09254L107 | — | 301,257 shares | $2,937,256 |
| ISHARES INC | MSCI GBL GOLD MN | 46434G855 | — | 38,055 shares | $2,915,382 |
| CBL & ASSOC PPTYS INC | COMMON STOCK | 124830878 | — | 54,563 shares | $2,911,492 |
| HP INC | COM | 40434L105 | — | 93,069 shares | $2,911,185 |
| ELDORADO GOLD CORP NEW | COM | 284902509 | — | 72,537 shares | $2,791,952 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 5,180 shares | $2,786,650 |
| AON PLC | SHS CL A | G0403H108 | — | 10,019 shares | $2,772,959 |
| APPLIED MATLS INC | COM | 038222105 | — | 5,397 shares | $2,760,134 |
| EPR PPTYS | CONV PFD 9% SR E | 26884U307 | — | 85,057 shares | $2,661,442 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | — | 108,079 shares | $2,640,362 |
| ALBERTSONS COMPANIES INC | COMMON STOCK | 013091103 | — | 225,694 shares | $2,620,308 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 | — | 188,413 shares | $2,562,411 |
| STIFEL FINL CORP | COM | 860630102 | — | 35,967 shares | $2,519,146 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | — | 79,781 shares | $2,477,200 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 64,982 shares | $2,463,468 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,163 shares | $2,422,590 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,019 shares | $2,312,101 |
| OPPENHEIMER HLDGS INC | CL A NON VTG | 683797104 | — | 19,173 shares | $2,261,590 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 3 shares | $2,241,015 |
| BLACKROCK INC | COM | 09290D101 | — | 2,102 shares | $2,224,448 |
| ISHARES TR | GNMA BOND ETF | 46429B333 | — | 52,106 shares | $2,181,153 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 31,969 shares | $2,169,729 |
| CATERPILLAR INC | COM | 149123101 | — | 2,553 shares | $2,069,628 |
| MARATHON PETE CORP | COM | 56585A102 | — | 5,173 shares | $2,045,445 |
| FRANKLIN TEMPLETON INC | COM | 354613101 | — | 63,630 shares | $2,043,796 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 18,904 shares | $2,032,884 |
| MORGAN STANLEY ETF TRUST | EAT INC OPP ETF | 61774R817 | — | 39,708 shares | $1,912,149 |
| ABBVIE INC | COM | 00287Y109 | — | 7,286 shares | $1,906,008 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | — | 36,586 shares | $1,858,585 |
| NEUBERGER NEXT GENERATION | COMMON STOCK | 64133Q108 | — | 114,060 shares | $1,789,598 |
| PACKAGING CORP AMER | COM | 695156109 | — | 7,788 shares | $1,785,435 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 56,855 shares | $1,767,043 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 34,710 shares | $1,751,795 |
| TEXAS INSTRS INC | COM | 882508104 | — | 6,237 shares | $1,747,060 |
| APPLE INC | COM | 037833100 | — | 5,063 shares | $1,686,080 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 31,741 shares | $1,667,368 |
| CORNING INC | COM | 219350105 | — | 10,651 shares | $1,637,733 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 27,017 shares | $1,530,783 |
| MCDONALDS CORP | COM | 580135101 | — | 6,576 shares | $1,518,647 |
| KIMCO REALTY CORP | DP CV CL N 7.25% | 49446R687 | — | 24,845 shares | $1,499,900 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 30,533 shares | $1,470,798 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | — | 18,994 shares | $1,430,628 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 4,602 shares | $1,422,095 |
| MCKESSON CORP | COM | 58155Q103 | — | 1,656 shares | $1,413,913 |
| ISHARES TR | ISHARES 25 PLUS | 46438T200 | — | 45,341 shares | $1,399,669 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 24,188 shares | $1,392,261 |
| APARTMENT INVT & MGMT CO | CL A | 03748R747 | — | 692,661 shares | $1,371,469 |
| MICROSOFT CORP | COM | 594918104 | — | 2,656 shares | $1,362,490 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | — | 169,791 shares | $1,346,443 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 55,864 shares | $1,332,915 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 3,719 shares | $1,322,742 |