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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 6 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT WALMART INC Consumer Defensive 9,947.0 $1.1M 0.21% -11K -52.0% $113.26 -6.0%
102 BAC BANK OF AMER CORP Financial Services 19,608.0 $1.1M 0.21% -6K -24.4% $56.98 +9.4%
103 RJF RAYMOND JAMES FINL INC Financial Services 7,308.0 $1.1M 0.21% +4K +125.9% $152.03 +16.2%
104 IEFA ISHARES TR 11,284.0 $1.1M 0.21% +553.0 +5.2% $96.58 +4.2%
105 MA MASTERCARD INCORPORATED Financial Services 2,073.0 $1.1M 0.20% -2K -47.2% $513.65 +16.8%
106 STEW SRH TOTAL RETURN FUND INC Financial Services 59,365.0 $1.1M 0.20% +9K +16.8% $17.90 +3.1%
107 NVDA PUT NVIDIA CORPORATION Technology 5,000.0 $1.0M 0.19% NEW $200.09 +4.2%
108 AON AON PLC Financial Services 2,957.0 $981K 0.19% +231.0 +8.5% $331.69 +8.3%
109 ETN EATON CORP PLC Industrials 2,293.0 $977K 0.19% -3K -54.5% $426.15 -4.1%
110 APH AMPHENOL CORP Technology 5,382.0 $949K 0.18% -9K -62.0% $176.31 -11.8%
111 EPD ENTERPRISE PRODS PARTNERS L 24,874.0 $914K 0.17% $36.76
112 CCAP CRESCENT CAP BDC INC Financial Services 83,161.0 $908K 0.17% +28K +52.1% $10.92 -1.6%
113 SCHR SCHWAB STRATEGIC TR 35,973.0 $887K 0.17% -42K -53.9% $24.66 -1.0%
114 QCOM QUALCOMM INC Technology 4,667.0 $862K 0.16% -268.0 -5.4% $184.78 -14.2%
115 AMGN AMGEN INC Healthcare 2,339.0 $847K 0.16% -122.0 -5.0% $362.14 +22.6%
116 ARCC ARES CAPITAL CORP Financial Services 45,111.0 $836K 0.16% -250.0 -0.6% $18.53 +8.2%
117 MSI MOTOROLA SOLUTIONS INC Technology 1,997.0 $829K 0.16% -2K -52.6% $415.29 +15.9%
118 PGR PROGRESSIVE CORP Financial Services 3,732.0 $815K 0.15% -6K -61.9% $218.46 +2.5%
119 MXF MEXICO FD INC Financial Services 36,682.0 $802K 0.15% NEW $21.87 -0.2%
120 SPECIAL OPPORTUNITIES FD INC 31,926.0 $795K 0.15% $24.91
Page 6 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%