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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TOTALENERGIES SE 2,663.0 $207K 0.04% -8K -74.9% $77.76
142 ON ON SEMICONDUCTOR CORP Technology 2,157.0 $204K 0.04% -3K -56.1% $94.54 -23.9%
143 VMI VALMONT INDS INC Industrials 351.0 $203K 0.04% -636.0 -64.4% $577.60 -16.8%
144 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 23,628.0 $161K 0.03% -775.0 -3.2% $6.83 -1.2%
145 MGM CALL MGM RESORTS INTERNATIONAL Consumer Cyclical 1,100.0 $53K 0.01% -100.0 -8.3% $47.81 -8.4%
Page 8 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%