Box Hill Private Wealth LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
4/3/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$101,166
Net value change ($000)
+2,373 (2.4%)
New positions
15
Sold out positions
4
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BINC 1,233 71.6%
IEMG 1,034 30.2%
IEFA 1,003 28.5%
IWB 677 37.5%
QUAL 485 NEW
IWF 413 NEW
AOR 381 NEW
IWD 379 NEW
COPX 364 NEW
MGC 355 NEW
Top Reduces (Value $000, Stocks/ETFs)
VV -1,016 -5.6%
VNQ -978 -65.1%
IVV -902 -5.9%
AGG -649 -100.0%
MSFT -490 -23.7%
TSLA -362 -13.6%
NOW -290 -100.0%
IJH -258 -20.7%
HD -239 -100.0%
SLV -227 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type