Long-term investor
Beverly Hills Private Wealth, LLC @beverlyhillsprivatewealt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965710).
Record
- Tracked since 2025-06-30 (484 days), 216 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.3% · 1 year +4.1% · all +4.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.4% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- 92206C706 · 2.7% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- SCHW · 2.2% · long · since 2025-06-30
- TSM · 2.2% · long · since 2025-06-30
- V · 1.9% · long · since 2025-06-30
- META · 1.9% · long · since 2025-06-30
- 92206C102 · 1.9% · long · since 2025-06-30
- VZ · 1.7% · long · since 2025-06-30