SEC Form 13F

Beverly Hills Private Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$524,949,596
Positions255

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$23,016,22379,542
NVIDIA CORPORATIONNVDACOM$15,564,18477,786
AMAZON COM INCAMZNCOM$15,350,05564,404
MICROSOFT CORPMSFTCOM$15,047,73040,340
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$13,930,877236,197
JPMORGAN CHASE & COJPMCOM$13,520,89341,307
SCHWAB CHARLES CORPSCHWCOM$11,492,012124,548
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$11,308,45623,679
VISA INCVCOM CL A$10,073,50429,361
META PLATFORMS INCMETACL A$9,890,83017,559

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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