Box Hill Private Wealth LLC - Portfolio overview

Box Hill Private Wealth LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-03.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 16.96%
2. IVV - ISHARES TR, 14.27%
3. QQQ - INVESCO QQQ TR, 6.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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