Portfolio (Quarterly) Guide ↗

Beverly Hills Private Wealth, LLC

· CIK 0001965710

13F Portfolio $600.3B AUM 499 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 35 New 121 Added 154 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	RLJ	RLJ LODGING TR	Real Estate	10,419	$78K	0.01%	SOLD
22	IP	INTERNATIONAL PAPER CO	Consumer Cyclical	648	$26K	0.00%	SOLD

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Sector Allocation

Technology 23.2%

Financial Services 21.1%

Healthcare 9.0%

Communication Services 8.6%

Consumer Cyclical 8.6%

Consumer Defensive 7.5%

Industrials 7.3%

Energy 6.5%

Real Estate 4.5%

Utilities 2.0%