Box Hill Private Wealth LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 101,166
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/3/2026 | 66 | 101,166 | 13F-HR | Box Hill Private Wealth LLC |
| Q4 2025 | 2/9/2026 | 55 | 98,793 | 13F-HR | Box Hill Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.91 K | 26.6% | 0 | 21.86 K | -21.86 K |
| ETFs | 74.25 K | 73.4% | 24.63 K | 0 | 24.63 K |
| Other | 0 | 0.0% | 0 | 392 | -392 |
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Fund Snapshot
Q1 2026
Latest filed
4/3/2026
Total value ($000)
101,166
Holdings
66
QoQ value change ($000)
2,373
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.