Beverly Hills Private Wealth, LLC

Q2 2025 13F Detailed Holdings

Location
Beverly Hills, CA
Holdings as of
6/30/2025
Value ($000)
$533,460
Num holdings
1,050
Date filed
7/29/2025
Form type
13F-HR
Prev filing
4/29/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BLACKROCK ADVISORS LLC 028-04295
10 Lazard Asset Management LLC
11 Dorsey, Wright & Associates, LLC
12 NEUBERGER BERMAN BD LLC
13 Nuveen Asset Management, LLC 028-14498
14 RENAISSANCE GROUP LLC 028-04884
15 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691
16 PRICE T ROWE ASSOCIATES INC /MD/
17 TCW Investment Management Company LLC
18 The London Company of Virginia, LLC
19 VANGUARD GROUP INC
2 CLEARBRIDGE, LLC 028-01701
20 Winslow Capital Management, LLC 028-03676
21 Equalis Financial
3 EARNEST PARTNERS LLC 028-05269
4 NEW YORK LIFE INVESTMENT MANAGEMENT LLC
5 FEDERATED INVESTMENT COUNSELING 028-01454
6 Invesco Advisers, Inc.
7 JP MORGAN INVESTMENT MANAGEMENT INC /ADV
8 JANUS HENDERSON INVESTORS US LLC 028-01343
9 JOHN HANCOCK INVESTMENT MANAGEMENT LLC