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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 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WEC WEC ENERGY GROUP INC Utilities 5,294.0 $618K 0.12% -10K -64.4% $116.77 -8.1%
142 ADI ANALOG DEVICES INC Technology 1,541.0 $612K 0.12% -1K -42.3% $397.29 -7.3%
143 RTX RTX CORPORATION Industrials 3,200.0 $607K 0.12% -696.0 -17.9% $189.73 +10.2%
144 SPY STATE STR SPDR S&P 500 ETF T Financial Services 803.0 $600K 0.11% +11.0 +1.4% $746.80 +2.3%
145 NEE NEXTERA ENERGY INC Utilities 6,822.0 $599K 0.11% -15K -68.8% $87.77 -4.3%
146 PLTR PALANTIR TECHNOLOGIES INC Technology 5,037.0 $588K 0.11% -360.0 -6.7% $116.67 +52.2%
147 GE GE AEROSPACE Industrials 1,547.0 $578K 0.11% -205.0 -11.7% $373.78 -8.5%
148 CMI CUMMINS INC Industrials 797.0 $569K 0.11% -3K -77.5% $713.45 -19.7%
149 GVA GRANITE CONSTR INC Industrials 3,560.0 $563K 0.11% $158.07 -22.4%
150 IBM INTERNATIONAL BUSINESS MACHS Technology 1,982.0 $557K 0.11% -1K -41.2% $281.20 -17.1%
151 CINF CINCINNATI FINL CORP Financial Services 2,919.0 $540K 0.10% -6K -65.7% $185.13 -7.8%
152 IBB ISHARES TR 2,821.0 $537K 0.10% -150.0 -5.0% $190.19 +11.4%
153 SHOP SHOPIFY INC Technology 4,663.0 $532K 0.10% -248.0 -5.0% $114.18 +31.0%
154 PLD PROLOGIS INC. Real Estate 3,834.0 $519K 0.10% -7K -66.0% $135.49 +5.4%
155 TRV TRAVELERS COMPANIES INC Financial Services 1,531.0 $505K 0.10% -112.0 -6.8% $330.13 +12.5%
156 NFLX NETFLIX INC. Communication Services 7,048.0 $503K 0.10% -2K -23.7% $71.40 +12.3%
157 MRSH MARSH & MCLENNAN COS INC Financial Services 3,019.0 $503K 0.10% -4K -54.4% $166.64 +16.5%
158 DFAI DIMENSIONAL ETF TRUST 11,939.0 $492K 0.09% -12K -50.6% $41.25 +4.8%
159 IEUR ISHARES TR 6,328.0 $476K 0.09% -345.0 -5.2% $75.16 +4.2%
160 INDA ISHARES TR 9,395.0 $464K 0.09% $49.39 -0.1%
Page 8 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%