Beverly Hills Private Wealth, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$584.49M
13F filings
1
Latest filing
Feb 17, 2026

Top 10 holdings

AAPL $25.72M
4.40% of AUM
MSFT $20.99M
3.59% of AUM
ACWI $18.43M
3.15% of AUM
NVDA $16.49M
2.82% of AUM
JPM $14.75M
2.52% of AUM
AMZN $13.27M
2.27% of AUM
VGIT $10.06M
1.72% of AUM
SCHW $9.98M
1.71% of AUM
BRK.A $9.74M
1.67% of AUM
PM $9.26M
1.58% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Beverly Hills Private Wealth, LLC. Reported assets under management total $584.49M.

View live Beverly Hills Private Wealth, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Beverly Hills Private Wealth, LLC have under management?
Per Beverly Hills Private Wealth, LLC's most recent SEC Form 13F filing dated Feb 17, 2026, total assets under management are $584.49M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Beverly Hills Private Wealth, LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Beverly Hills Private Wealth, LLC. Filings are due 45 days after quarter-end.
Where does Beverly Hills Private Wealth, LLC's holdings data come from?
Every position shown on this page sources back to Beverly Hills Private Wealth, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.