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CIK 0002094120 • 3 13F filings • Feb 9, 2026 – Jul 2, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $212K | 0.2% | 977 SH | |
| ALPHABET INC | CAP STK CL A | $1.2M | 1.2% | 4,322 SH | |
| ALPHABET INC | CAP STK CL C | $1.9M | 1.9% | 6,768 SH | |
| AMAZON COM INC | COM | $1.1M | 1.1% | 5,145 SH | |
| APPLE INC | COM | $2.4M | 2.4% | 9,562 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 2.3% | 4,798 SH | |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | $249K | 0.2% | 5,572 SH | |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $256K | 0.3% | 7,772 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.0M | 2.9% | 56,916 SH | |
| BOOKING HOLDINGS INC | COM | $317K | 0.3% | 75 SH | |
| BROADCOM INC | COM | $1.5M | 1.5% | 4,834 SH | |
| CHEVRON CORP NEW | COM | $220K | 0.2% | 1,063 SH | |
| CHUBB LIMITED | COM | $280K | 0.3% | 859 SH | |
| COSTCO WHSL CORP NEW | COM | $941K | 0.9% | 945 SH | |
| EATON CORP PLC | SHS | $448K | 0.4% | 1,252 SH | |
| ELI LILLY & CO | COM | $463K | 0.5% | 503 SH | |
| EXXON MOBIL CORP | COM | $454K | 0.4% | 2,676 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.2M | 1.2% | 27,371 SH | |
| GE AEROSPACE | COM NEW | $245K | 0.2% | 864 SH | |
| GLOBAL X FDS | GLOBAL X COPPER | $364K | 0.4% | 4,768 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $241K | 0.2% | 522 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.4M | 1.4% | 5,985 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.7M | 6.7% | 11,675 SH | |
| ISHARES INC | CORE MSCI EMKT | $4.5M | 4.4% | 63,937 SH | |
| ISHARES INC | MSCI EMRG CHN | $206K | 0.2% | 2,619 SH | |
| ISHARES TR | CORE 60/40 BALAN | $381K | 0.4% | 5,919 SH | |
| ISHARES TR | CORE MSCI EAFE | $4.5M | 4.5% | 49,928 SH | |
| ISHARES TR | CORE S&P MCP ETF | $988K | 1.0% | 14,634 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.8M | 1.8% | 12,615 SH | |
| ISHARES TR | CORE S&P500 ETF | $14.4M | 14.3% | 22,097 SH | |
| ISHARES TR | FALN ANGLS USD | $338K | 0.3% | 12,634 SH | |
| ISHARES TR | IBOXX HI YD ETF | $459K | 0.5% | 5,770 SH | |
| ISHARES TR | MSCI INTL QUALTY | $1.5M | 1.5% | 32,618 SH | |
| ISHARES TR | MSCI USA QLT FCT | $485K | 0.5% | 2,531 SH | |
| ISHARES TR | RUS 1000 ETF | $2.5M | 2.5% | 6,965 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $413K | 0.4% | 969 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $379K | 0.4% | 1,772 SH | |
| JPMORGAN CHASE & CO. | COM | $538K | 0.5% | 1,828 SH | |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $353K | 0.3% | 5,000 SH | |
| MARVELL TECHNOLOGY INC | COM | $273K | 0.3% | 2,754 SH | |
| MASTERCARD INCORPORATED | CL A | $222K | 0.2% | 444 SH | |
| META PLATFORMS INC | CL A | $939K | 0.9% | 1,641 SH | |
| MICRON TECHNOLOGY INC | COM | $282K | 0.3% | 835 SH | |
| MICROSOFT CORP | COM | $1.6M | 1.6% | 4,251 SH | |
| NETFLIX INC | COM | $523K | 0.5% | 5,436 SH | |
| NVIDIA CORPORATION | COM | $2.4M | 2.3% | 13,539 SH | |
| NYXOAH S A | SHS | $44K | 0.0% | 15,214 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $251K | 0.2% | 1,714 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $214K | 0.2% | 3,493 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.8M | 1.8% | 13,576 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $685K | 0.7% | 14,077 SH | |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $275K | 0.3% | 7,750 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $354K | 0.4% | 1,048 SH | |
| TESLA INC | COM | $2.3M | 2.3% | 6,211 SH | |
| TIDAL TRUST II | ROUNDHILL GENER | $1.2M | 1.2% | 19,762 SH | |
| UBER TECHNOLOGIES INC | COM | $285K | 0.3% | 3,969 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.8M | 1.7% | 4,568 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $17.2M | 17.0% | 57,428 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $525K | 0.5% | 5,921 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.0M | 4.9% | 19,094 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $671K | 0.7% | 2,092 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $355K | 0.4% | 1,504 SH | |
| VISA INC | COM CL A | $447K | 0.4% | 1,480 SH | |
| WEDBUSH SER TR | DAN IVES WEDBUSH | $360K | 0.4% | 12,700 SH |
| 13F-HR |
| 0002094120-26-000004 |
| $124.7M |
| View |
| Apr 3, 2026 | Q1 2026 | 13F-HR | 0002094120-26-000003 | $101.2M | View |