Box Hill Private Wealth LLC: 13F holdings
CIK 20941202026Q2
| Positions | 67 |
|---|
| Reported value | $124.7m |
|---|
| Filed | 2026-07-02 |
|---|
Change since last quarter
| Positions | 67 (+1 vs prior quarter) |
|---|
| Reported value | $124.7m (+23.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD INDEX FDS | 59,252 | $20.4m | 16.3% |
| IVV ISHARES TR | 22,988 | $17.2m | 13.8% |
| QQQ INVESCO QQQ TR | 12,191 | $9.0m | 7.2% |
| VB VANGUARD INDEX FDS | 18,975 | $5.8m | 4.6% |
| IEFA ISHARES TR | 51,540 | $5.0m | 4.0% |
| IEMG ISHARES INC | 59,156 | $4.9m | 3.9% |
| XLK SELECT SECTOR SPDR TR | 16,648 | $3.2m | 2.5% |
| AAPL APPLE INC | 10,551 | $3.1m | 2.4% |
| NVDA NVIDIA CORPORATION | 15,226 | $3.0m | 2.4% |
| IWB ISHARES TR | 7,296 | $3.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2094120")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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