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Box Hill Private Wealth - Q2 2026 13F Filings

BO

Box Hill Private Wealth LLC

CIK: 0002094120
Address: Arizona Scottsdale 9393 N 90Th Street Suite 102-735
$124.66 M
Portfolio Value
67
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. EMXC Ishares Msci Emerging Markets Ex China Etf
+$1.17 M
2. GME Gamestop
+$838,356
3. IVV Ishares Core S&P 500 Etf
+$667,266.91
4. QQQM Invesco Nasdaq 100 Etf
+$641,406.84
5. VV Vanguard Large-Cap Etf
+$627,295.49

Top Sells

Q2 2026
1. TSLA Tesla
−$538,368.1
2. IEMG Ishares Core Msci Emerging Markets Etf
−$396,060.22
3. SMH Vaneck Semiconductor Etf
−$308,266.9
4. PLTR Palantir Technologies
−$250,724
5. ISRG Intuitive Surgical
−$240,637

Asset Allocation

Stocks/ETFs
+23.32%
$124.42 M 99.81%
Options
$0 0.00%
Debt
$0 0.00%
Other
-14.87%
$233,818 0.19%

Sector Allocation (Stocks)

Box Hill Private Wealth Q2 2026 Filing Summary

Box Hill Private Wealth LLC filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 124.66 M reflecting a +23.22% change from the prior quarter, spanning 67 assets. The top 10 holdings comprised 59.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 6 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 Q2 2026 Filing

Box Hill Private Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Box Hill Private Wealth reported a managed portfolio value of 124.66 M, consisting of 67 individual positions.

This page displays the raw filing documents. To see which stocks Box Hill Private Wealth bought or sold during Q2 2026, please visit Box Hill Private Wealth's Portfolio Analysis page.