Investor
Box Hill Private Wealth LLC
CIK 0002094120 · filed 2026-04-03 · SEC filing
13F book
$101.2M
Positions
66
15 new · 4 sold
Largest name
17.0%
Vanguard Index Fds
Est. mark
−$4.25M
Price effect on 51 names still held. Flow $6.62M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 57.4K | $17.2M | 17.0% | −$916K | Cut−$1.02M |
| Ishares Tr | — | 22.1K | $14.4M | 14.3% | −$701.1K | Cut−$901.8K |
| Invesco Qqq Tr | — | 11.7K | $6.74M | 6.7% | −$392.3K | Added$250.1K |
| Vanguard Index Fds | — | 19.1K | $5M | 4.9% | $75.8K | Cut$21.9K |
| Ishares Tr | — | 49.9K | $4.52M | 4.5% | $42.1K | Added$1M |
| Ishares Inc | — | 63.9K | $4.46M | 4.4% | $128.9K | Added$1.03M |
| Blackrock Etf Trust Ii | — | 56.9K | $2.96M | 2.9% | −$27.4K | Added$1.23M |
| Ishares Tr | — | 6.96K | $2.48M | 2.5% | −$81.7K | Added$677.4K |
| Apple Inc. | AAPL | 9.56K | $2.43M | 2.4% | −$172.7K | Cut−$182.5K |
| Nvidia Corp | NVDA | 13.5K | $2.36M | 2.3% | −$160.3K | Added−$110.1K |
| Tesla, Inc. | TSLA | 6.21K | $2.31M | 2.3% | −$463.1K | Added−$362.4K |
| Berkshire Hathaway Inc Del | — | 4.8K | $2.3M | 2.3% | −$112.5K | Held |
| Alphabet Inc | — | 6.77K | $1.94M | 1.9% | −$170K | Added−$38.6K |
| Select Sector Spdr Tr | — | 13.6K | $1.8M | 1.8% | −$137.8K | Added$10.8K |
| Ishares Tr | — | 12.6K | $1.8M | 1.8% | −$78.9K | Cut−$87.4K |
| Vaneck Etf Trust | — | 4.57K | $1.75M | 1.7% | $92.8K | Added$315.5K |
| Microsoft Corp | MSFT | 4.25K | $1.57M | 1.6% | −$482.2K | Cut−$490.4K |
| Ishares Tr | — | 32.6K | $1.51M | 1.5% | $21.3K | Added$267.2K |
| Broadcom Inc. | AVGO | 4.83K | $1.5M | 1.5% | −$174.5K | Added−$153.8K |
| Invesco Exch Traded Fd Tr Ii | — | 5.99K | $1.42M | 1.4% | −$91.5K | Cut−$220.3K |
| Fidelity Merrimack Str Tr | — | 27.4K | $1.25M | 1.2% | −$9.38K | Added$222.4K |
| Alphabet Inc | — | 4.32K | $1.24M | 1.2% | −$110K | Added−$109.1K |
| Tidal Trust Ii | — | 19.8K | $1.22M | 1.2% | $55.1K | Added$98K |
| Amazon Com Inc | AMZN | 5.14K | $1.07M | 1.1% | −$106.9K | Added−$23K |
| Ishares Tr | — | 14.6K | $988.3K | 1.0% | $22.4K | Cut−$257.6K |
| Costco Whsl Corp New | — | 945 | $941.2K | 0.9% | $125.7K | Added$127.7K |
| Meta Platforms, Inc. | META | 1.64K | $938.6K | 0.9% | −$142.6K | Added−$130.1K |
| Vanguard Index Fds | — | 2.09K | $671.1K | 0.7% | −$30.3K | Added−$28.1K |
| Jpmorgan Chase & Co. | — | 1.83K | $537.9K | 0.5% | −$50.8K | Added−$48.5K |
| Vanguard Index Fds | — | 5.92K | $525.2K | 0.5% | $1.28K | Cut−$977.3K |
| Netflix Inc | NFLX | 5.44K | $522.7K | 0.5% | $13K | Cut−$42.7K |
| Ishares Tr | — | 2.53K | $485.4K | 0.5% | — | New |
| Eli Lilly & Co | LLY | 503 | $462.7K | 0.5% | −$77.9K | Added−$77K |
| Ishares Tr | — | 5.77K | $459K | 0.5% | −$6.23K | Cut−$67.2K |
| Exxon Mobil Corp | — | 2.68K | $454K | 0.4% | $132K | Cut$122.1K |
| Eaton Corp Plc | ETN | 1.25K | $447.8K | 0.4% | $49K | Held |
| Visa Inc. | V | 1.48K | $447.5K | 0.4% | −$71.5K | Cut−$117.7K |
| Ishares Tr | — | 969 | $413.3K | 0.4% | — | New |
| Ishares Tr | — | 5.92K | $380.9K | 0.4% | — | New |
| Ishares Tr | — | 1.77K | $378.7K | 0.4% | — | New |
| Global X Fds | — | 4.77K | $364K | 0.4% | — | New |
| Wedbush Ser Tr | — | 12.7K | $360.3K | 0.4% | −$33K | Added$38K |
| Vanguard World Fd | — | 1.5K | $355.5K | 0.4% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 1.05K | $354.2K | 0.4% | $33.8K | Added$53K |
| Kratos Defense & Sec Solutio | — | 5K | $352.6K | 0.3% | −$27K | Held |
| Ishares Tr | — | 12.6K | $337.6K | 0.3% | −$7.31K | Cut−$54.3K |
| Booking Holdings Inc. | BKNG | 75 | $317.1K | 0.3% | −$85.3K | Cut−$122.9K |
| Uber Technologies, Inc | UBER | 3.97K | $285.5K | 0.3% | −$37.6K | Added−$28.4K |
| Micron Technology Inc | MU | 835 | $282.2K | 0.3% | $43.9K | Held |
| Chubb Limited | — | 859 | $280K | 0.3% | $11.7K | Added$12.7K |
| Sprott Asset Management Lp | — | 7.75K | $274.7K | 0.3% | — | New |
| Marvell Technology, Inc. | MRVL | 2.75K | $272.8K | 0.3% | $38.8K | Cut$27K |
| Blackrock Etf Trust | — | 7.77K | $256.1K | 0.3% | — | New |
| Palantir Technologies Inc. | PLTR | 1.71K | $250.7K | 0.2% | −$53.9K | Cut−$62.6K |
| Bitwise 10 Crypto Index Etf | BITW | 5.57K | $248.6K | 0.2% | — | New |
| Ge Aerospace | — | 864 | $245.1K | 0.2% | −$20.1K | Added−$10.2K |
| Spdr Series Trust | — | 3.2K | $244.8K | 0.2% | — | New |
| Intuitive Surgical Inc | ISRG | 522 | $240.6K | 0.2% | −$55K | Cut−$126.9K |
| State Srt Spdr Prtfl Hgh | — | 10.1K | $234.8K | 0.2% | −$3.51K | Cut−$35.3K |
| Mastercard Inc | MA | 444 | $221.7K | 0.2% | −$31.9K | Cut−$89K |
| Chevron Corp New | CVX | 1.06K | $220K | 0.2% | — | New |
| Select Sector Spdr Tr | — | 3.49K | $214K | 0.2% | — | New |
| AbbVie Inc. | ABBV | 977 | $212.4K | 0.2% | −$10.7K | Added−$9.41K |
| Ishares Inc | — | 2.62K | $206K | 0.2% | — | New |
| Spdr Series Trust | — | 810 | $205.8K | 0.2% | — | New |
| Nyxoah S A | — | 15.2K | $44.4K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.