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Box Hill Private Wealth - Q1 2026 13F Filings

BO

Box Hill Private Wealth LLC

CIK: 0002094120
Address: Arizona Scottsdale 9393 N 90Th Street Suite 102-735
$101.17 M
Portfolio Value
66
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/03/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BINC Ishares Flexible Income Active Etf
+$1.26 M
2. IEFA Ishares Core Msci Eafe Etf
+$960,803.85
3. IEMG Ishares Core Msci Emerging Markets Etf
+$904,933.1
4. IWB Ishares Russell 1000 Etf
+$759,081.88
5. QQQ Invesco Qqq Trust Series I
+$642,386.33

Top Sells

Q1 2026
1. VNQ Vanguard Real Estate Etf
−$980,978.69
2. AGG Ishares Core Us Aggregate Bond Etf
−$649,349
3. NOW Servicenow
−$289,529
4. IJH Ishares Core S&P Mid-Cap Etf
−$286,468.92
5. HD The Home Depot
−$239,379

Asset Allocation

Stocks/ETFs
+2.12%
$100.89 M 99.73%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$274,660 0.27%

Sector Allocation (Stocks)

Box Hill Private Wealth Q1 2026 Filing Summary

Box Hill Private Wealth LLC filed its 13F report for Q1 2026 on April 03, 2026. The portfolio totaled 101.17 M reflecting a +2.40% change from the prior quarter, spanning 66 assets. The top 10 holdings comprised 62.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Box Hill Private Wealth’s Q1 2026 Filing

Box Hill Private Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/03/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Box Hill Private Wealth reported a managed portfolio value of 101.17 M, consisting of 66 individual positions.

This page displays the raw filing documents. To see which stocks Box Hill Private Wealth bought or sold during Q1 2026, please visit Box Hill Private Wealth's Portfolio Analysis page.