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Manager record

Beverly Hills Private Wealth, LLC

Beverly Hills, CA · CIK 1965710 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$524.95MReported 13F valueQ2 2026 · as filed
406Holdings listed
-12.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $533.5M$533.5MQ2 20251,050 holdingsQ3 2025: $566.8M$566.8MQ3 20251,004 holdingsQ4 2025: $584.5M$584.5MQ4 2025487 holdingsQ1 2026: $600.3M$600.3MQ1 2026499 holdingsQ2 2026: $524.9M$524.9MQ2 2026406 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$524.95M · 406 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$600.32M · 499 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR/A · period Q4 2025

$584.49M · 487 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$564.77M · 989 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$566.80M · 1,004 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$533.46M · 1,050 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology