Managers / Q1 2026
Beverly Hills Private Wealth, LLC
CIK 0001965710 · 350 S. BEVERLY DRIVE, SUITE 360, BEVERLY HILLS, CA, 90212 · 310-388-3800
Reported Value
$600M
Q1 2026
Positions
499
Filings on Record
15
2019–present window
Filed
May 4, 2026
original filing
Summary
Beverly Hills Private Wealth, Llc reported $600M in U.S.-listed holdings across 499 positions for Q1 2026.
Its largest position, AAPL, represents 4.0% of the portfolio.
Compared with Q4 2025, the fund opened 33 new positions and exited 20.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $600M | 499 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $584M | 487 | Feb 17, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $567M | 1,004 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $533M | 1,050 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $506M | 1,046 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $495M | 1,036 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $495M | 1,061 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $460M | 1,083 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $433M | 1,075 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $383M | 1,036 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $336M | 837 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $608M | 318 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $323M | 278 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $228.9B | 234 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Equalis Financial
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.