SEC 13F Intelligence

Managers / Q2 2026

Box Hill Private Wealth LLC

CIK 0002094120 · 9393 N 90TH STREET, SUITE 102-735, SCOTTSDALE, AZ, 85258 · 4806722650

Reported Value
$125M
Q2 2026
Positions
67
Filings on Record
3
2019–present window
Filed
Jul 2, 2026
original filing

Summary

Box Hill Private Wealth LLC reported $125M in U.S.-listed holdings across 67 positions for Q2 2026.

Its largest position, Vanguard Index Fds, represents 16.3% of the portfolio.

Compared with Q1 2026, the fund opened 7 new positions and exited 6.

Portfolio Metrics

Turnover
+2.1%
vs prior filed quarter
Top-10 Concentration
+59.7%
share of reported value
Largest Position
+16.3%
Vanguard Index Fds
New / Exited
7 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $99MQ4 ’25Q1 ’26: $101MQ1 ’26Q2 ’26: $125MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 74.8%Common Stock: 23.8%Other: 0.6%ADR: 0.5%Closed-End Fund: 0.2%
  • ETP · 74.8% · $93M
  • Common Stock · 23.8% · $30M
  • Other · 0.6% · $801,833
  • ADR · 0.5% · $629,915
  • Closed-End Fund · 0.2% · $233,818

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GMEGAMESTOP CORPNEW+38.0K38.0K+$838,356$838,356
AMDADVANCED MICRO DEVICES INCNEW+775775+$450,205$450,205
INTCINTEL CORPNEW+2.9K2.9K+$400,598$400,598
ISHARES TRNEW+580580+$371,641$371,641
AMATAPPLIED MATLS INCNEW+502502+$363,255$363,255
REX ETF TRNEW+13.5K13.5K+$335,279$335,279
LMTLOCKHEED MARTIN CORPNEW+428428+$218,072$218,072
BKNGBOOKING HOLDINGS INCADDED+1.7K1.8K+$4,486$321,633

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

34 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · CORE MSCI EAFE · RUS 1000 ETF · CORE S&P TTL STK · MSCI INTL QUALTY · CORE S&P MCP ETF · MSCI USA QLT FCT · RUS 1000 GRW ETF · RUS 1000 VAL ETF · IBOXX HI YD ETF · ISHARES SEMICDTR · CORE 60/40 BALAN26.26%$33M162.8K
2VANGUARD INDEX FDSLARGE CAP ETF · SMALL CP ETF · TOTAL STK MKT · REAL ESTATE ETF22.04%$27M86.3K
3NDQINVESCO QQQ TRhistory →UNIT SER 17.20%$9M12.2K
4ISHARES INCCORE MSCI EMKT · MSCI EMRG CHN5.08%$6M73.2K
5GOOGALPHABET INCCAP STK CL C · CAP STK CL A3.28%$4M11.5K
6SELECT SECTOR SPDR TRSTATE STREET TEC2.54%$3M16.6K
7AAPLAPPLE INChistory →COM2.45%$3M10.6K
8NVDANVIDIA CORPORATIONhistory →COM2.44%$3M15.2K
9BLACKROCK ETF TRUST IIISHARES FLEXIBLE2.25%$3M53.6K
10VANECK ETF TRUSTSEMICONDUCTR ETF2.16%$3M4.1K
11INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF1.97%$2M8.1K
12BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.81%$2M4.5K
13TIDAL TRUST IIROUNDHILL GENER1.78%$2M22.5K
14TSLATESLA INChistory →COM1.66%$2M4.9K
15AVGOBROADCOM INChistory →COM1.51%$2M5.0K
16MSFTMICROSOFT CORPhistory →COM1.28%$2M4.3K
17AMZNAMAZON COM INChistory →COM1.12%$1M5.8K
18MUMICRON TECHNOLOGY INChistory →COM1.04%$1M1.1K
19FIDELITY MERRIMACK STR TRTOTAL BD ETF0.92%$1M25.2K
20METAMETA PLATFORMS INCCL A0.78%$969,8371.7K
21COSTCOSTCO WHOLESALE CORPORATIONCOM0.69%$863,007923
22GMEGAMESTOP CORPCL A0.67%$838,35638.0K
23MRVLMARVELL TECHNOLOGY INCCOM0.66%$820,8422.8K
24BLACKROCK ETF TRUSTISHARES A I INNO0.62%$772,40314.7K
25TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.51%$629,9151.3K
26LLYELI LILLY & COCOM0.50%$623,546520
27JPMJPMORGAN CHASE & COCOM0.49%$605,3161.8K
28EATON CORP PLCSHS0.42%$524,5541.2K
29VVISA INCCOM CL A0.39%$484,8621.4K
30AMDADVANCED MICRO DEVICES INCCOM0.36%$450,205775
31VANGUARD WORLD FDMEGA CAP INDEX0.33%$412,5201.5K
32INTCINTEL CORPCOM0.32%$400,5982.9K
33EXMOCEXXON MOBIL CORPCOM0.30%$372,5512.7K
34GLOBAL X FDSGLOBAL X COPPER0.29%$366,9934.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$125M67Jul 2, 202613F-HRchanges · EDGAR ↗
Q1 2026$101M66Apr 3, 202613F-HRchanges · EDGAR ↗
Q4 2025$99M55Feb 9, 202613F-HRchanges · EDGAR ↗

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 ↗.