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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, PBFR, BWZ, AVDE, and represent 41.63% of BLVD Private Wealth's stock portfolio.
Added to shares of these 10 stocks: Cohen & Steers Etf Trust, STX, HARD, BWZ, HON, HONA, PBFR, IBUF, KBUF, EBUF.
Started 16 new stock positions in Cohen & Steers Etf Trust, LYG, DSI, NU, AVLC, STX, HON, TSLA, XLK, PM. RSP, AZN, LIN, HONA, SE, MA.
Reduced shares in these 10 stocks: SMH, LIT, Honeywell International, NVDA, SCHG, SCHR, KLIP, GOOG, HFXI, AVUV.
Sold out of its positions in AVUV, COST, LIT, Honeywell International, HFXI, KLIP, SCMB, SCHR, VEA.
BLVD Private Wealth was a net buyer of stock by $1.9M.
BLVD Private Wealth has $135M in assets under management (AUM), dropping by 16.94%.
Central Index Key (CIK): 0002079537

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Positions held by BLVD Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BLVD Private Wealth

BLVD Private Wealth holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Trane Technologies SHS (TT)	23.0	$31M		63k	491.16	View chart
Ingersoll Rand (IR)	5.3	$7.1M		87k	81.99	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	4.7	$6.3M	+5%	206k	30.64	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	4.4	$5.9M	+6%	222k	26.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.2	$5.7M	+2%	64k	89.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	4.2	$5.6M	-15%	8.5k	655.89	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	3.8	$5.1M	-3%	167k	30.76	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.7	$5.0M	-2%	39k	128.08	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	2.7	$3.6M	+9%	115k	31.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$3.2M	-4%	4.4k	736.40	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	2.0	$2.6M		9.9k	266.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$2.6M	-3%	3.5k	746.77	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.8	$2.4M		4.6k	522.39	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	1.8	$2.4M	-2%	21k	111.55	View chart
Simplify Exchange Traded Fun Comm St No K Etf (HARD)	1.8	$2.4M	+19%	80k	29.66	View chart
Cohen & Steers Etf Trust Future Of Energy	1.6	$2.2M	NEW	93k	23.65	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	1.6	$2.2M	+14%	68k	31.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.5	$2.1M	+6%	6.8k	302.97	View chart
Kraneshares Trust 90 Kweb Jan 27 (KBUF)	1.5	$2.0M	+16%	78k	26.02	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.5	$2.0M	+2%	43k	47.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$2.0M		20k	96.49	View chart
United Parcel Svcs CL B (UPS)	1.5	$2.0M		18k	107.50	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$2.0M	+4%	9.0k	217.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$1.8M	-15%	54k	33.84	View chart
Ishares Tr Asia 50 Etf (AIA)	1.3	$1.7M	-3%	12k	141.66	View chart
Global X Fds Climatetech Etf (CTEC)	1.1	$1.5M		23k	64.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.5M	-4%	47k	31.71	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.1	$1.5M	+7%	14k	109.52	View chart
Apple (AAPL)	1.0	$1.3M	-2%	4.6k	289.36	View chart
NVIDIA Corporation (NVDA)	1.0	$1.3M	-22%	6.4k	200.09	View chart
Allegion Ord Shs (ALLE)	0.8	$1.1M		7.6k	140.49	View chart
Microsoft Corporation (MSFT)	0.7	$919k	-7%	2.5k	373.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$896k		3.6k	252.23	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.6	$805k		20k	39.46	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$730k	+54%	1.5k	477.57	View chart
Amazon (AMZN)	0.5	$698k	-18%	2.9k	238.34	View chart
Broadcom (AVGO)	0.5	$686k	-22%	1.8k	377.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$665k		11k	61.46	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$649k	+44%	326.00	1989.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$584k	-31%	1.7k	353.33	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$466k	NEW	483.00	965.00	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$464k	-8%	23k	20.49	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$455k		6.7k	67.58	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.3	$450k	-3%	7.4k	61.10	View chart
JPMorgan Chase & Co. (JPM)	0.3	$381k		1.2k	327.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$373k		1.1k	343.91	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$365k	+11%	11k	34.27	View chart
Honeywell International (HON)	0.3	$344k	NEW	1.5k	223.90	View chart
Honeywell Aerospace (HONA)	0.3	$340k	NEW	1.5k	221.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$339k		453.00	748.89	View chart
T Rowe Price Exchange-traded Price Grw Stock (TGRW)	0.2	$316k		6.6k	47.72	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$314k		8.2k	38.23	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.2	$311k	-3%	4.4k	71.39	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$305k	+5%	7.0k	43.30	View chart
Meta Platforms Cl A (META)	0.2	$290k	-20%	514.00	563.29	View chart
Sea Sponsord Ads (SE)	0.2	$271k	NEW	2.8k	95.83	View chart
Linde SHS (LIN)	0.2	$255k	NEW	491.00	518.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$236k	-8%	661.00	357.37	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$232k	-8%	1.9k	119.13	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$231k	NEW	1.6k	142.39	View chart
Tesla Motors (TSLA)	0.2	$223k	NEW	530.00	420.60	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$213k	NEW	2.4k	89.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$211k	NEW	990.00	212.77	View chart
Astrazeneca Ord (AZN)	0.2	$211k	NEW	1.1k	189.62	View chart
Philip Morris International (PM)	0.2	$210k	NEW	1.2k	180.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$209k	-2%	2.1k	98.20	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$208k		1.1k	181.15	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$203k	NEW	1.1k	190.52	View chart
Mastercard Incorporated Cl A (MA)	0.1	$200k	NEW	390.00	513.60	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$140k	NEW	11k	13.36	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$87k	NEW	15k	5.83	View chart

Past Filings by BLVD Private Wealth

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

BLVD Private Wealth 2026 Q2 filed July 23, 2026
BLVD Private Wealth 2026 Q1 filed April 24, 2026
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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