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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
Page 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 59,252.0 $20.4M 16.35% +2K +3.2% $343.91 +3.3%
2 IVV ISHARES TR 22,988.0 $17.2M 13.81% +891.0 +4.0% $748.90 +3.5%
3 QQQ INVESCO QQQ TR Financial Services 12,191.0 $9.0M 7.20% +516.0 +4.4% $736.38 -2.1%
4 VB VANGUARD INDEX FDS 18,975.0 $5.8M 4.61% -119.0 -0.6% $303.11 +0.4%
5 IEFA ISHARES TR 51,540.0 $5.0M 3.99% +2K +3.2% $96.58 +4.3%
6 IEMG ISHARES INC 59,156.0 $4.9M 3.93% -5K -7.5% $82.84 -0.5%
7 XLK SELECT SECTOR SPDR TR 16,648.0 $3.2M 2.54% +3K +22.6% $190.52 -1.0%
8 AAPL APPLE INC Technology 10,551.0 $3.1M 2.45% +989.0 +10.3% $289.37 +8.7%
9 NVDA NVIDIA CORPORATION Technology 15,226.0 $3.0M 2.44% +2K +12.5% $200.10 +13.9%
10 IWB ISHARES TR 7,296.0 $3.0M 2.40% +331.0 +4.8% $409.50 +3.1%
11 BINC BLACKROCK ETF TRUST II 53,606.0 $2.8M 2.25% -3K -5.8% $52.34 -0.5%
12 SMH VANECK ETF TRUST 4,098.0 $2.7M 2.16% -470.0 -10.3% $655.89 -12.6%
13 GOOG ALPHABET INC 7,129.0 $2.5M 2.02% +361.0 +5.3% $353.33
14 QQQM INVESCO EXCH TRADED FD TR II 8,102.0 $2.5M 1.97% +2K +35.4% $302.98 -2.0%
15 BERKSHIRE HATHAWAY INC DEL 4,507.0 $2.3M 1.81% -291.0 -6.1% $500.39
16 CHAT TIDAL TRUST II 22,537.0 $2.2M 1.78% +3K +14.0% $98.68 -9.3%
17 ITOT ISHARES TR 12,647.0 $2.1M 1.67% $164.26 +2.9%
18 TSLA TESLA INC Consumer Cyclical 4,931.0 $2.1M 1.66% -1K -20.6% $420.60 -15.6%
19 AVGO BROADCOM INC Technology 4,991.0 $1.9M 1.51% +157.0 +3.2% $377.72 -1.6%
20 ISHARES TR 33,987.0 $1.7M 1.35% +1K +4.2% $49.55
Page 1 of 4  ·  67 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 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%