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Portfolio (Quarterly) Guide ↗

Box Hill Private Wealth LLC

· CIK 0002094120
13F Portfolio $125M AUM 67 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 30 Added 17 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 18,975.0 $5.8M 4.61% -119.0 -0.6% $303.11 +0.4%
2 IEMG ISHARES INC 59,156.0 $4.9M 3.93% -5K -7.5% $82.84 -0.5%
3 BINC BLACKROCK ETF TRUST II 53,606.0 $2.8M 2.25% -3K -5.8% $52.34 -0.5%
4 SMH VANECK ETF TRUST 4,098.0 $2.7M 2.16% -470.0 -10.3% $655.89 -12.6%
5 BERKSHIRE HATHAWAY INC DEL 4,507.0 $2.3M 1.81% -291.0 -6.1% $500.39
6 TSLA TESLA INC Consumer Cyclical 4,931.0 $2.1M 1.66% -1K -20.6% $420.60 -15.6%
7 FBND FIDELITY MERRIMACK STR TR 25,240.0 $1.1M 0.92% -2K -7.8% $45.49 -0.9%
8 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 923.0 $863K 0.69% -22.0 -2.3% $935.00 -0.0%
9 ETN EATON CORP PLC Industrials 1,231.0 $525K 0.42% -21.0 -1.7% $426.12 -2.4%
10 V VISA INC Financial Services 1,413.0 $485K 0.39% -67.0 -4.5% $343.14 +10.6%
11 HYG ISHARES TR 4,915.0 $393K 0.32% -855.0 -14.8% $79.97 -0.1%
12 AOR ISHARES TR 5,234.0 $364K 0.29% -685.0 -11.6% $69.50 +0.9%
13 NFLX NETFLIX INC. Communication Services 5,076.0 $362K 0.29% -360.0 -6.6% $71.40 +11.8%
14 FALN ISHARES TR 11,635.0 $317K 0.25% -999.0 -7.9% $27.24 -0.5%
15 IVES WEDBUSH SER TR 8,281.0 $316K 0.25% -4K -34.8% $38.10 +4.3%
16 CB CHUBB LTD SWITZ Financial Services 814.0 $277K 0.22% -45.0 -5.2% $340.64 -0.7%
17 MA MASTERCARD INCORPORATED Financial Services 423.0 $217K 0.17% -21.0 -4.7% $513.69 +15.2%

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 39.5%
Financial Services 31.5%
Consumer Cyclical 10.8%
Communication Services 8.3%
Industrials 3.8%
Healthcare 2.5%
Consumer Defensive 2.5%
Energy 1.1%