Box Hill Private Wealth LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of September 30, 2026. The report lists a total of 130 securities held by the firm, with a focus on large-cap technology companies, exchange-traded funds, and select industrial names.
The portfolio is heavily weighted toward technology giants, with NVIDIA Corporation holding the largest position. Box Hill Private Wealth holds 14,900 shares of NVIDIA, valued at approximately $14.9 million. Other major technology holdings include Apple Inc. (10,775 shares), Microsoft Corporation (4,409 shares), and Broadcom Inc. (4,903 shares). The firm also holds significant positions in Alphabet Class A and Class C shares, Amazon.com Inc., and Meta Platforms Inc.
In addition to individual stocks, the filing reveals a substantial allocation to exchange-traded funds. The BlackRock ETF Trust II iShares Flex Income ETF is the largest holding, with 76,127 shares. Other notable ETF positions include the iShares Core S&P 500 ETF (25,738 shares), the Vanguard Index Funds Large Cap ETF (64,323 shares), and the Vanguard Index Funds Small Cap ETF (20,623 shares). The firm also holds a position in the iShares Bitcoin Trust.
Outside of the technology and ETF sectors, Box Hill Private Wealth holds positions in energy companies such as Exxon Mobil Corporation and Chevron Corporation, as well as industrial firms like Lockheed Martin Corporation and Eaton Corp PLC. The filing also lists holdings in consumer staples, including Costco Wholesale Corporation and Procter & Gamble Co. (AbbVie Inc.), and financial services, including JPMorgan Chase & Co. and Visa Inc.
