Managers / Q1 2025 · view latest →
Beverly Hills Private Wealth, LLC
CIK 0001965710 · 350 S. BEVERLY DRIVE, SUITE 360, BEVERLY HILLS, CA, 90212 · 310-388-3800
Reported Value
$506M
Q1 2025
Positions
1,046
Filings on Record
15
2019–present window
Filed
Apr 30, 2025
original filing
Summary
Beverly Hills Private Wealth, Llc reported $506M in U.S.-listed holdings across 1,046 positions for Q1 2025.
Its largest position, AAPL, represents 3.3% of the portfolio.
Compared with Q4 2024, the fund opened 17 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 69.3% · $351M
- ETP · 13.9% · $70M
- ADR · 5.4% · $27M
- Other · 4.0% · $20M
- REIT · 2.8% · $14M
- Other · 4.5% · $23M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
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 21 additional managers.
- BLACKROCK ADVISORS LLC028-04295
- Lazard Asset Management LLC
- Dorsey, Wright & Associates, LLC
- NEUBERGER BERMAN BD LLC
- Nuveen Asset Management, LLC028-14498
- RENAISSANCE GROUP LLC028-04884
- SCHAFER CULLEN CAPITAL MANAGEMENT INC028-04691
- PRICE T ROWE ASSOCIATES INC /MD/
- TCW Investment Management Company LLC
- The London Company of Virginia, LLC
- VANGUARD GROUP INC
- CLEARBRIDGE, LLC028-01701
- Winslow Capital Management, LLC028-03676
- Equalis Financial
- EARNEST PARTNERS LLC028-05269
- NEW YORK LIFE INVESTMENT MANAGEMENT LLC
- FEDERATED INVESTMENT COUNSELING028-01454
- Invesco Advisers, Inc.
- JP MORGAN INVESTMENT MANAGEMENT INC /ADV
- JANUS HENDERSON INVESTORS US LLC028-01343
- JOHN HANCOCK INVESTMENT MANAGEMENT LLC
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 ↗.