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Home > Institutional Investor > Beverly Hills Private Wealth, Llc > Profile

Instuitional Investor - Beverly Hills Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Beverly Hills Private Wealth, Llc
Portfolio Value $524,949,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 79,542 $23,016,223 4.38%
2.
Nvidia Corp
 NVDA 77,786 $15,564,184 2.96%
3.
Amazon Com Inc
 AMZN 64,404 $15,350,055 2.92%
4.
Microsoft Corp
 MSFT 40,340 $15,047,730 2.87%
5.
Vanguard Scottsdale Funds
 VCIT 236,197 $13,930,877 2.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.