Box Hill Private Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Box Hill Private Wealth LLC held in its portfolio 55 assets valued at $98,793,408 (i.e. $98.79M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($18.18M), ISHARES TR ($15.34M), and INVESCO QQQ TR ($6.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Box Hill Private Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 57746 | 18178393 | LARGE CAP ETF |
| ISHARES TR | 22390 | 15335875 | CORE S&P500 ETF |
| INVESCO QQQ TR | 10562 | 6488340 | UNIT SER 1 |
| VANGUARD INDEX FDS | 19303 | 4979216 | SMALL CP ETF |
| ISHARES TR | 39315 | 3517131 | CORE MSCI EAFE |
| ISHARES INC | 50963 | 3425720 | CORE MSCI EMKT |
| TESLA INC | 5940 | 2671337 | COM |
| APPLE INC | 9598 | 2609313 | COM |
| NVIDIA CORPORATION | 13251 | 2471288 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4798 | 2411715 | CL B NEW |
| MICROSOFT CORP | 4268 | 2064092 | COM |
| ALPHABET INC | 6310 | 1980212 | CAP STK CL C |
| ISHARES TR | 12672 | 1884195 | CORE S&P TTL STK |
| ISHARES TR | 4836 | 1805966 | RUS 1000 ETF |
| SELECT SECTOR SPDR TR | 12458 | 1793510 | STATE STREET TEC |
| BLACKROCK ETF TRUST II | 32649 | 1722876 | ISHARES FLEXIBLE |
| BROADCOM INC | 4767 | 1649971 | COM |
| INVESCO EXCH TRADED FD TR II | 6494 | 1642400 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 16980 | 1502538 | REAL ESTATE ETF |
| VANECK ETF TRUST | 3987 | 1435902 | SEMICONDUCTR ETF |
| ALPHABET INC | 4319 | 1351923 | CAP STK CL A |
| ISHARES TR | 18876 | 1245833 | CORE S&P MCP ETF |
| ISHARES TR | 27299 | 1240723 | MSCI INTL QUALTY |
| TIDAL TRUST II | 19068 | 1124256 | ROUNDHILL GENER |
| AMAZON COM INC | 4742 | 1094548 | COM |
| META PLATFORMS INC | 1619 | 1068689 | CL A |
| FIDELITY MERRIMACK STR TR | 22290 | 1026232 | TOTAL BD ETF |
| COSTCO WHSL CORP NEW | 943 | 813526 | COM |
| VANGUARD INDEX FDS | 2085 | 699163 | TOTAL STK MKT |
| ISHARES TR | 6501 | 649349 | CORE US AGGBD ET |
| JPMORGAN CHASE & CO. | 1820 | 586323 | COM |
| NETFLIX INC | 6030 | 565373 | COM |
| VISA INC | 1612 | 565197 | COM CL A |
| ELI LILLY & CO | 502 | 539732 | COM |
| ISHARES TR | 6526 | 526220 | IBOXX HI YD ETF |
| BOOKING HOLDINGS INC | 82 | 440058 | COM |
| EATON CORP PLC | 1252 | 398775 | SHS |
| ISHARES TR | 14356 | 391917 | FALN ANGLS USD |
| KRATOS DEFENSE & SEC SOLUTIO | 5000 | 379550 | COM NEW |
| INTUITIVE SURGICAL INC | 649 | 367568 | COM NEW |
| EXXON MOBIL CORP | 2758 | 331921 | COM |
| WEDBUSH SER TR | 10196 | 322303 | DAN IVES WEDBUSH |
| UBER TECHNOLOGIES INC | 3841 | 313848 | COM |
| PALANTIR TECHNOLOGIES INC | 1763 | 313373 | CL A |
| MASTERCARD INCORPORATED | 544 | 310714 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 991 | 301155 | SPONSORED ADS |
| SERVICENOW INC | 1890 | 289529 | COM |
| SPDR SERIES TRUST | 11413 | 270142 | STATE STREET SPD |
| CHUBB LIMITED | 856 | 267327 | COM |
| GE AEROSPACE | 829 | 255345 | COM NEW |
| MARVELL TECHNOLOGY INC | 2893 | 245806 | COM |
| HOME DEPOT INC | 696 | 239379 | COM |
| MICRON TECHNOLOGY INC | 835 | 238366 | COM |
| ISHARES SILVER TR | 3530 | 227403 | ISHARES |
| ABBVIE INC | 971 | 221852 | COM |
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