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Portfolio (Quarterly) Guide ↗

Beverly Hills Private Wealth, LLC

· CIK 0001965710
13F Portfolio $525M AUM 406 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 53 Added 145 Reduced 115 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STEW SRH TOTAL RETURN FUND INC Financial Services 59,365.0 $1.1M 0.20% +9K +16.8% $17.90 +2.6%
42 AON AON PLC Financial Services 2,957.0 $981K 0.19% +231.0 +8.5% $331.69 +8.8%
43 CCAP CRESCENT CAP BDC INC Financial Services 83,161.0 $908K 0.17% +28K +52.1% $10.92 -1.9%
44 DEO DIAGEO PLC Consumer Defensive 9,811.0 $789K 0.15% +1K +15.6% $80.38 +19.6%
45 INTC INTEL CORP Technology 5,435.0 $759K 0.14% +52.0 +1.0% $139.63 -38.6%
46 QQQ INVESCO QQQ TR Financial Services 1,000.0 $736K 0.14% +90.0 +9.9% $736.40 -4.3%
47 RSP INVESCO EXCHANGE TRADED FD T 3,430.0 $730K 0.14% +1K +42.6% $212.80 +4.4%
48 KLAC KLA CORP Technology 2,362.0 $713K 0.14% +2K +822.7% $301.67 -40.9%
49 IWF ISHARES TR 5,664.0 $703K 0.13% +4K +274.4% $124.17 -2.5%
50 SPY STATE STR SPDR S&P 500 ETF T Financial Services 803.0 $600K 0.11% +11.0 +1.4% $746.80 +2.2%
51 ENVX ENOVIX CORPORATION Industrials 68,155.0 $414K 0.08% +2K +2.8% $6.07 -44.7%
52 SCHW CALL SCHWAB CHARLES CORP Financial Services 4,400.0 $406K 0.08% +1K +29.4% $92.27 +23.5%
53 BBCA J P MORGAN EXCHANGE TRADED F 2,482.0 $247K 0.05% +92.0 +3.9% $99.40 +7.4%
Page 3 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 24.5%
Healthcare 9.5%
Communication Services 8.8%
Consumer Cyclical 7.8%
Consumer Defensive 6.6%
Real Estate 5.4%
Industrials 4.9%
Energy 4.3%
Utilities 1.9%