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Shane Farina

Box Hill Private Wealth Llc

Assets Managed
$124.657M
Holdings
67
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
23.23%(2Q avg: 12.82%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Box Hill Private Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Box Hill Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 124.657M in assets, with a quarterly growth rate of 23.23% and a 2-quarter average growth rate of 12.82%. The portfolio is managed by Shane Farina, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Increased 3.18%
16.35%
$20.377M
59,252 shares@ $343.92 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.04%
13.82%
$17.216M
22,988 shares@ $748.9 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.42%
7.21%
$8.977M
12,191 shares@ $736.39 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.62%
4.62%
$5.752M
18,975 shares@ $303.12 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.23%
4%
$4.978M
51,540 shares@ $96.58 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -7.47%
3.94%
$4.901M
59,156 shares@ $82.85 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 22.63%
2.55%
$3.172M
16,648 shares@ $190.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 10.35%
2.45%
$3.053M
10,551 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 12.47%
2.45%
$3.047M
15,226 shares@ $200.1 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 4.76%
2.4%
$2.988M
7,296 shares@ $409.51 avg price

1-10 of 67