Beverly Hills Private Wealth, LLC
RIA/Wealth
Beverly Hills Private Wealth, LLC is a RIA/Wealth based in Beverly Hills, CA led by Scott Marshall Shagrin, reporting $782.5M in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
Managing PartnerScott Marshall Shagrin
- Portfolio Value
- $554.1M
- Positions
- 335
- Top Holding
- AAPL at 4.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Beverly Hills Private Wealth, LLC's portfolio (26.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $25.9M | 4.68% | -$1.2M Sold | 0.00% 101.8K shares | |
Software - Infrastructure Technology | $23.6M | 4.25% | -$245.5K Sold | 0.00% 45.5K shares | |
Semiconductors Technology | $17.0M | 3.06% | -$21.3K Sold | 0.00% 90.9K shares | |
Banks - Diversified Financial Services | $16.1M | 2.91% | -$839.0K Sold | 0.00% 51.1K shares | |
Specialty Retail Consumer Cyclical | $13.2M | 2.38% | +$153.9K Bought | 0.00% 60.1K shares | |
Insurance - Diversified Financial Services | $12.0M | 2.16% | -$442.9K Sold | 0.00% 23.8K shares | |
ETF ETF | $11.0M | 1.98% | +$1.3M Bought | — 182.8K shares | |
Financial - Capital Markets Financial Services | $10.0M | 1.80% | +$191.1K Bought | 0.01% 104.5K shares | |
Internet Content & Information Communication Services | $9.9M | 1.79% | -$1.1M Sold | 0.00% 13.5K shares | |
ETF ETF | $9.7M | 1.76% | -$646.3K Sold | — 165.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Beverly Hills Private Wealth, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Beverly Hills Private Wealth, LLC
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