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Portfolio (Quarterly) Guide ↗

Beverly Hills Private Wealth, LLC

· CIK 0001965710
13F Portfolio $600.3B AUM 499 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 121 Added 154 Reduced 22 Exited
Page 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DYNF BLACKROCK ETF TRUST 6,951.0 $404K 0.07% +153.0 +2.2% $58.18 +13.9%
102 DVA DAVITA INC Healthcare 2,615.0 $402K 0.07% +483.0 +22.6% $153.69 +30.1%
103 COP CONOCOPHILLIPS Energy 2,754.0 $363K 0.06% +181.0 +7.0% $131.99 -8.5%
104 VTV VANGUARD INDEX FDS 1,788.0 $351K 0.06% +300.0 +20.2% $196.25 +5.4%
105 OKE ONEOK INC NEW Energy 3,881.0 $351K 0.06% +527.0 +15.7% $90.40 +1.3%
106 MPLX MPLX LP Energy 6,101.0 $348K 0.06% +522.0 +9.4% $57.07 -4.7%
107 ENVX ENOVIX CORPORATION Industrials 66,305.0 $343K 0.06% +8K +13.3% $5.18 +15.7%
108 ALB ALBEMARLE CORP Basic Materials 1,839.0 $330K 0.06% +160.0 +9.5% $179.53 +0.1%
109 SCHW CALL SCHWAB CHARLES CORP Financial Services 3,400.0 $320K 0.05% +500.0 +17.2% $93.98 -2.7%
110 NTR NUTRIEN LTD Basic Materials 4,212.0 $318K 0.05% +244.0 +6.2% $75.46 -6.0%
111 MSM MSC INDL DIRECT INC Industrials 3,406.0 $314K 0.05% +413.0 +13.8% $92.28 +13.5%
112 USB US BANCORP Financial Services 5,861.0 $305K 0.05% +39.0 +0.7% $52.01 +2.4%
113 ON ON SEMICONDUCTOR CORP Technology 4,909.0 $304K 0.05% +136.0 +2.9% $61.92 +84.2%
114 PBA PEMBINA PIPELINE CORP Energy 6,747.0 $302K 0.05% +841.0 +14.2% $44.76 +9.0%
115 EME EMCOR GROUP INC Industrials 389.0 $287K 0.05% +20.0 +5.4% $738.31 +22.7%
116 CME CME GROUP INC Financial Services 953.0 $281K 0.05% +22.0 +2.4% $295.21 +1.8%
117 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,858.0 $276K 0.05% +140.0 +5.2% $96.47 +0.4%
118 QUAL ISHARES TR 1,390.0 $267K 0.04% +282.0 +25.4% $191.81 +9.7%
119 SCHO SCHWAB STRATEGIC TR 9,426.0 $229K 0.04% +986.0 +11.7% $24.27 -0.5%
120 BBCA J P MORGAN EXCHANGE TRADED F 2,390.0 $225K 0.04% +30.0 +1.3% $94.06 +5.0%
Page 6 of 7  ·  121 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 23.2%
Financial Services 21.1%
Healthcare 9.0%
Communication Services 8.6%
Consumer Cyclical 8.6%
Consumer Defensive 7.5%
Industrials 7.3%
Energy 6.5%
Real Estate 4.5%
Utilities 2.0%