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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 10 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IYW ISHARES TR 1,378.0 $348K 0.07% $252.19 -3.4%
182 AMD ADVANCED MICRO DEVICES INC Technology 597.0 $347K 0.07% NEW $580.91 -21.8%
183 BANK OF AMER CORP 271.0 $340K 0.07% NEW $1254.27
184 AVEM AMERICAN CENTY ETF TR 3,492.0 $337K 0.06% -100.0 -2.8% $96.50 -3.8%
185 CF CF INDUSTRIES HOLD Basic Materials 3,100.0 $336K 0.06% -3K -51.2% $108.26 +20.6%
186 VRT VERTIV HOLDINGS CO Industrials 995.0 $333K 0.06% -91.0 -8.4% $334.82 -24.4%
187 ATFV THE ALGER ETF TRUST 8,003.0 $331K 0.06% $41.42 -6.3%
188 AROC ARCHROCK INC Energy 8,124.0 $331K 0.06% -12K -59.5% $40.71 -23.0%
189 MELI MERCADOLIBRE INC Consumer Cyclical 194.0 $329K 0.06% -6.0 -3.0% $1697.39 +14.6%
190 VTV VANGUARD INDEX FDS 1,488.0 $324K 0.06% -300.0 -16.8% $218.00 +3.9%
191 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,106.0 $324K 0.06% -6K -84.1% $293.21 +4.1%
192 R RYDER SYS INC Industrials 1,196.0 $315K 0.06% -2K -57.0% $263.77 -5.7%
193 HONEYWELL INTL INC 1,388.0 $311K 0.06% NEW $223.82
194 LRCX LAM RESEARCH CORP Technology 713.0 $309K 0.06% NEW $433.33 -30.6%
195 ORCL ORACLE CORP Technology 2,095.0 $307K 0.06% -2K -47.4% $146.58 -2.5%
196 ACWI ISHARES TR 1,940.0 $305K 0.06% NEW $156.97 +2.0%
197 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,765.0 $304K 0.06% -93.0 -3.2% $109.77 +1.8%
198 MBB ISHARES TR 3,163.0 $299K 0.06% -317.0 -9.1% $94.52 -1.3%
199 KMI KINDER MORGAN INC DEL Energy 9,224.0 $295K 0.06% -266.0 -2.8% $31.97 -3.6%
200 FORM FORMFACTOR INC Technology 1,822.0 $291K 0.06% -4K -66.0% $159.93 -33.7%
Page 10 of 13  ·  255 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%