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Disclosed positions
Beverly Hills Private Wealth, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $23,016,223
- Reported amount
- 79,542
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001965710-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $23,016,223 | 79,542 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $15,564,184 | 77,786 | SH | None |
| AMAZON COM INC | AMZN | COM | $15,350,055 | 64,404 | SH | None |
| MICROSOFT CORP | MSFT | COM | $15,047,730 | 40,340 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $13,930,877 | 236,197 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $13,520,893 | 41,307 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $11,492,012 | 124,548 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $11,308,456 | 23,679 | SH | None |
| VISA INC | V | COM CL A | $10,073,504 | 29,361 | SH | None |
| META PLATFORMS INC | META | CL A | $9,890,830 | 17,559 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $9,872,190 | 169,625 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $9,040,416 | 213,520 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMTG | MORTGAGE BACKED | $8,455,437 | 166,840 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,438,577 | 16,864 | SH | None |
| CBL & ASSOC PPTYS INC | CBL | COMMON STOCK | $8,076,287 | 152,124 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $8,067,330 | 22,832 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $7,870,100 | 20,350 | SH | None |
| ALEXANDERS INC | ALX | COM | $7,140,720 | 25,913 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,931,615 | 19,396 | SH | None |
| ISHARES TR | GNMA | GNMA BOND ETF | $6,828,267 | 154,381 | SH | None |
| TFS FINL CORP | TFSL | COM | $6,630,568 | 374,186 | SH | None |
| PEPSICO INC | PEP | COM | $6,513,603 | 48,106 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $6,233,995 | 14,999 | SH | None |
| BLACKROCK MUN TARGET TERM TR | BTT | COM SHS BEN IN | $5,762,727 | 253,307 | SH | None |
| SMURFIT WESTROCK PLC | SW | SHS | $5,717,751 | 123,600 | SH | None |
| GLOBAL X FDS | SIL | GLOBAL X SILVER | $5,561,355 | 71,796 | SH | None |
| KROGER CO | KR | COM | $5,499,572 | 99,038 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $5,379,320 | 71,296 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $5,338,639 | 29,510 | SH | None |
| VANGUARD WORLD FD | EDV | EXTENDED DUR | $5,171,788 | 79,468 | SH | None |
| BROADCOM INC | AVGO | COM | $5,108,753 | 13,524 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $5,012,516 | 99,277 | SH | None |
| AVALONBAY CMNTYS INC | AVB | COM | $4,993,698 | 26,465 | SH | None |
| VISTRA CORP | VST | COM | $4,892,241 | 30,841 | SH | None |
| COMCAST CORP NEW | CMCSA | CL A | $4,739,908 | 193,072 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $4,568,943 | 6,319 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,494,291 | 6,001 | SH | None |
| AERCAP HOLDINGS NV | AER | SHS | $4,153,008 | 28,488 | SH | None |
| MGM RESORTS INTERNATIONAL | MGM | COM | $4,131,836 | 86,422 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $4,037,034 | 86,243 | SH | None |
| STIFEL FINL CORP | SF | COM | $3,896,604 | 55,849 | SH | None |
| DTF TAX-FREE INCOME 2028 TER | DTF | COM | $3,879,890 | 335,921 | SH | None |
| VANECK ETF TRUST | GDXJ | JUNIOR GOLD MINE | $3,779,957 | 38,473 | SH | None |
| ALBERTSONS COMPANIES INC | ACI | COMMON STOCK | $3,703,365 | 273,715 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,612,712 | 14,225 | SH | None |
| CHUBB LIMITED | CB | COM | $3,524,283 | 10,343 | SH | None |
| BECTON DICKINSON & CO | BDX | COM | $3,352,930 | 22,156 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $3,314,891 | 173,373 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,273,300 | 10,000 | SH | Put |
| CISCO SYS INC | CSCO | COM | $3,202,953 | 27,268 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 6 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.