Beverly Hills Private Wealth, LLC ETF holdings
Beverly Hills, CA
Reported $97.6M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.6M
ETFs held
51
Change from prior quarter
-4.3%
With price moves
ETFs as a share of its 13F
18.8%
of $520.0M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VGIT | Vanguard Intermediate-Term Treasury ETF | $13.9M | 236,197 | +38,040 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $9.9M | 169,625 | +5,973 shares |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $8.5M | 166,840 | +17,064 shares |
| GNMA | iShares GNMA Bond ETF | $6.8M | 154,381 | +15,292 shares |
| SIL | Global X Silver Miners ETF | $5.6M | 71,796 | −621 shares |
| GDX | VanEck Gold Miners ETF | $5.4M | 71,296 | −588 shares |
| EDV | Vanguard Extended Duration Treasury ETF | $5.2M | 79,468 | +12,891 shares |
| JAAA | Janus Henderson AAA CLO ETF | $5.0M | 99,277 | −30,199 shares |
| IVV | iShares Core S&P 500 ETF | $4.5M | 6,001 | −224 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $4.0M | 86,243 | −1,300 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965710. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beverly Hills Private Wealth, LLC own?
Beverly Hills Private Wealth, LLC reported 51 ETF positions worth $97.6M in its Form 13F for June 30, 2026. The largest was VGIT, at $13.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.