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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JMST J P MORGAN EXCHANGE TRADED F 5,496.0 $280K 0.05% -7K -57.0% $51.00 -0.1%
122 FLMI FRANKLIN TEMPLETON ETF TR 10,935.0 $275K 0.05% -857.0 -7.3% $25.17 -2.1%
123 MSCI MSCI INC Financial Services 487.0 $273K 0.05% -202.0 -29.3% $560.04 +2.0%
124 NOC NORTHROP GRUMMAN CORP Industrials 527.0 $268K 0.05% -3K -85.9% $509.31 +7.8%
125 MFC MANULIFE FINL CORP Financial Services 6,610.0 $268K 0.05% -7K -51.9% $40.51 +5.7%
126 PG PROCTER & GAMBLE CO Consumer Defensive 1,811.0 $266K 0.05% -64.0 -3.4% $146.62 -0.0%
127 DVA DAVITA INC Healthcare 1,184.0 $263K 0.05% -1K -54.7% $222.48 -20.7%
128 RSG REPUBLIC SVCS INC Industrials 1,200.0 $256K 0.05% -444.0 -27.0% $213.08 +4.7%
129 SHEL SHELL PLC Energy 3,235.0 $251K 0.05% -4K -56.2% $77.53 +20.0%
130 COP CONOCOPHILLIPS Energy 2,412.0 $251K 0.05% -342.0 -12.4% $103.95 +28.3%
131 SHY ISHARES TR 3,014.0 $247K 0.05% -425.0 -12.4% $82.10 -0.1%
132 NWS NEWS CORP NEW 8,283.0 $232K 0.04% -6K -42.1% $28.06
133 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,824.0 $231K 0.04% -2K -13.9% $16.70 -8.2%
134 HSY HERSHEY CO Consumer Defensive 1,301.0 $228K 0.04% -8.0 -0.6% $175.42 +8.3%
135 MPWR MONOLITHIC PWR SYS INC Technology 162.0 $224K 0.04% -247.0 -60.4% $1384.09 -7.2%
136 MET METLIFE INC Financial Services 2,592.0 $219K 0.04% -3K -55.9% $84.61 +13.7%
137 FLCA FRANKLIN TEMPLETON ETF TR 4,173.0 $215K 0.04% -85.0 -2.0% $51.47 +7.7%
138 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,707.0 $214K 0.04% -3K -47.7% $57.62 +16.8%
139 ENTERGY CORP NEW 1,837.0 $211K 0.04% -3K -60.3% $114.86
140 FCFS FIRSTCASH HOLDINGS INC Financial Services 965.0 $209K 0.04% -1K -59.7% $216.32 +9.3%
Page 7 of 8  ·  145 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%