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BLVD Private Wealth

Latest statistics and disclosures from BLVD Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are TT, IR, SCHR, RSSB, AVDE, and represent 41.92% of BLVD Private Wealth's stock portfolio.
Added to shares of these 10 stocks: PBFR, SCHR, TSLA, IEF, SCMB, VEA, VTV, XLK, EBUF, IBUF.
Started 4 new stock positions in SCMB, TSLA, IEF, VEA.
Reduced shares in these 10 stocks: GTO, BUFF, Innovator Etfs Tr, QTOC, RACE, SE, SPOT, , IAPR, XBJL.
Sold out of its positions in COST, QTOC, IAPR, Innovator Etfs Tr, BUFF, XBJL, GTO, SE, NOW, SPOT. RACE.
BLVD Private Wealth was a net seller of stock by $-927k.
BLVD Private Wealth has $115M in assets under management (AUM), dropping by -1.44%.
Central Index Key (CIK): 0002079537

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Portfolio Holdings for BLVD Private Wealth

BLVD Private Wealth holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Trane Technologies SHS (TT)	21.5	$25M		64k	389.20	View chart
Ingersoll Rand (IR)	6.1	$7.0M		88k	79.22	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.1	$5.9M	+10%	236k	25.08	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	4.7	$5.4M		192k	28.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.4	$5.1M		62k	82.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.3	$4.9M	-2%	44k	111.78	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	3.9	$4.4M	+36%	152k	29.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.8	$4.4M	-3%	12k	360.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$2.9M	-3%	4.8k	614.31	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	2.4	$2.7M	+3%	94k	29.23	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	2.2	$2.5M	-2%	5.3k	480.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$2.5M		3.7k	681.92	View chart
United Parcel Service CL B (UPS)	2.0	$2.2M		23k	99.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$2.1M	-2%	64k	32.62	View chart
Kraneshares Trust 90 Kweb Jan 27 (KBUF)	1.7	$2.0M	-3%	64k	30.61	View chart
Global X Fds Lithium Btry Etf (LIT)	1.7	$1.9M	-7%	30k	64.86	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.6	$1.8M		42k	43.53	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	1.6	$1.8M		20k	90.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$1.7M		22k	77.02	View chart
NVIDIA Corporation (NVDA)	1.4	$1.6M	-2%	8.6k	186.50	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	1.4	$1.6M	+7%	55k	28.71	View chart
Microsoft Corporation (MSFT)	1.3	$1.5M	-2%	3.1k	483.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.4M	+3%	52k	27.43	View chart
Apple (AAPL)	1.2	$1.4M	-2%	5.3k	271.89	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.4M	+15%	7.3k	190.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$1.3M	+5%	5.1k	252.92	View chart
Allegion Ord Shs (ALLE)	1.1	$1.2M		7.6k	159.22	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.9	$1.0M	+2%	32k	32.45	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.9	$995k		21k	47.63	View chart
Amazon (AMZN)	0.8	$933k		4.0k	230.82	View chart
Broadcom (AVGO)	0.7	$830k		2.4k	346.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$821k	-6%	2.6k	313.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$759k		3.8k	199.68	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$701k		12k	58.12	View chart
Global X Fds Cleantech Etf Nw (CTEC)	0.6	$698k	-9%	13k	53.10	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	0.5	$624k		9.8k	63.49	View chart
Honeywell International (HON)	0.5	$600k		3.1k	195.09	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$474k	-5%	7.1k	66.43	View chart
Spdr Series Trust State Street Spd (SPYX)	0.4	$458k	-18%	8.1k	56.19	View chart
Meta Platforms Cl A (META)	0.4	$452k	-3%	685.00	660.09	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.4	$414k		9.9k	42.03	View chart
JPMorgan Chase & Co. (JPM)	0.3	$375k		1.2k	322.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$343k	+66%	2.4k	143.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$342k	-25%	1.1k	314.80	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$331k		20k	16.43	View chart
Kraneshares Trust Kweb Coverd Call (KLIP)	0.3	$331k	+5%	11k	30.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$328k	-3%	1.1k	303.89	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$327k	+2%	9.7k	33.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$314k		459.00	684.94	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.3	$308k		6.7k	46.01	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$290k	+7%	7.0k	41.22	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.3	$288k		4.6k	62.03	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$280k	-4%	3.0k	94.19	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$256k	-20%	4.4k	57.92	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$250k		234.00	1069.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$249k	-6%	796.00	313.00	View chart
Tesla Motors (TSLA)	0.2	$244k	NEW	543.00	449.72	View chart
Visa Com Cl A (V)	0.2	$243k	-2%	694.00	350.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$241k	NEW	2.5k	96.16	View chart
Mastercard Incorporated Cl A (MA)	0.2	$230k	-8%	402.00	570.88	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$228k	+3%	1.4k	160.97	View chart
American Express Company (AXP)	0.2	$225k		609.00	369.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$215k		2.1k	101.98	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$214k	NEW	8.3k	25.76	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$209k		1.6k	128.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$209k	-2%	1.1k	191.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$207k	NEW	3.3k	62.47	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$204k	-3%	2.6k	78.62	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$204k	-8%	5.6k	36.63	View chart

Past Filings by BLVD Private Wealth

SEC 13F filings are viewable for BLVD Private Wealth going back to 2025

BLVD Private Wealth 2025 Q4 filed Jan. 27, 2026
BLVD Private Wealth 2025 Q3 filed Oct. 29, 2025
BLVD Private Wealth 2025 Q2 filed Aug. 25, 2025

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