Box Hill Private Wealth LLC ETF holdings
Scottsdale, AZ
Reported $93.3M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$93.3M
ETFs held
34
Change from prior quarter
+23.0%
With price moves
ETFs as a share of its 13F
74.8%
of $124.7M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $20.4M | 59,252 | +1,824 shares |
| IVV | iShares Core S&P 500 ETF | $17.2M | 22,988 | +891 shares |
| QQQ | Invesco QQQ Trust | $9.0M | 12,191 | +516 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $5.8M | 18,975 | −119 shares |
| IEFA | iShares Core MSCI EAFE ETF | $5.0M | 51,540 | +1,612 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $4.9M | 59,156 | −4,781 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $3.2M | 16,648 | +3,072 shares |
| IWB | iShares Russell 1000 ETF | $3.0M | 7,296 | +331 shares |
| BINC | iShares Flexible Income Active ETF | $2.8M | 53,606 | −3,310 shares |
| SMH | VanEck Semiconductor ETF | $2.7M | 4,098 | −470 shares |
24 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) 0002094120. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Box Hill Private Wealth LLC own?
Box Hill Private Wealth LLC reported 34 ETF positions worth $93.3M in its Form 13F for June 30, 2026. The largest was VV, at $20.4M.
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.