Beverly Hills Private Wealth, LLC
Annual return '25
+28.1%
SPY '25
+17.7%
Alpha
+10.4ptsvs SPY
Invested
$600.3M
Holdings
342
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 9.7% (1.4k → 1.3k shares)
4.2%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 5.7% (11.8k → 11.1k shares)
3.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (61 shares)
2.5%
04
$JPM
JPMORGAN CHASE & CO
Q4 2025: Increased +1681.2% (96 → 1.7k shares)
2.3%
05
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 5.3k shares)
2.3%
06
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Increased +3.1% (239.1k → 246.6k shares)
2.0%
07
$SCHW
SCHWAB CHARLES CORP
Q4 2025: Exited (was 17.4k shares)
1.9%
08
$BAC
BANK AMERICA CORP
Q4 2025: Sold 99.4% (77.6k → 500 shares)
1.8%
09
$META
META PLATFORMS INC
Q1 2026: Exited (was 1 shares)
1.7%
10
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 64.7k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.