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Ira Ravitz

Beverly Hills Private Wealth, Llc

Assets Managed
$600.323M
Holdings
343
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
2.71%(2Q avg: 2.92%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Beverly Hills Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 343 positions.

Assets under management

The assets under management (AUM) of Beverly Hills Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 600.323M in assets, with a quarterly growth rate of 2.71% and a 2-quarter average growth rate of 2.92%. The portfolio is managed by Ira Ravitz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1%
4.24%
$25.441M
100,244 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.36%
3.03%
$18.147M
49,024 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.36%
2.51%
$15.061M
86,360 shares@ $174.4 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.5%
2.28%
$13.659M
46,433 shares@ $294.16 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.21%
2.26%
$13.56M
65,106 shares@ $208.27 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 3.01%
1.97%
$11.8M
198,157 shares@ $59.56 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Increased 7.55%
1.9%
$11.349M
120,757 shares@ $93.99 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 24.8%
1.68%
$10.056M
17,576 shares@ $572.15 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -4.41%
1.63%
$9.768M
28,904 shares@ $337.96 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 34.52%
1.6%
$9.58M
163,652 shares@ $58.54 avg price

1-10 of 343