Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 43.39% of BLVD Private Wealth's stock portfolio.
Added to shares of these 10 stocks: BWZ (+$5.6M), HARD, AIA, FIW, PBFR, CTEC, SGOL, IBUF, QQQM, VTV.
Started 8 new stock positions in VYMI, AIA, SGOL, HARD, COST, BWZ, FIW, GLTR.
Reduced shares in these 10 stocks: SCHR (-$5.6M), LIT, HFXI, SMH, THNQ, RSSB, UPS, AVUS, , DIA.
Sold out of its positions in AVLC, AXP, THNQ, NOCT, BUFB, RSP, IEF, DSI, MA, XLK. SHOP, TSLA, V.
BLVD Private Wealth was a net seller of stock by $-363k.
BLVD Private Wealth has $115M in assets under management (AUM), dropping by 0.16%.
Central Index Key (CIK): 0002079537

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for BLVD Private Wealth

BLVD Private Wealth holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Trane Technologies SHS (TT)	23.0	$26M		63k	416.74	View chart
Ingersoll Rand (IR)	6.1	$7.0M		87k	80.12	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	4.9	$5.7M	+28%	195k	29.00	View chart
Spdr Series Trust Bloomberg Short (BWZ)	4.9	$5.6M	NEW	208k	26.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.6	$5.3M		62k	84.84	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	4.1	$4.7M	-9%	173k	27.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.9	$4.5M	-8%	40k	111.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.3	$3.8M	-17%	10k	383.40	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	2.7	$3.1M	+11%	105k	29.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$2.6M	-4%	4.6k	577.18	View chart
Simplify Exchange Traded Fun Commodities Stra (HARD)	2.1	$2.4M	NEW	67k	35.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$2.3M	-2%	3.6k	650.34	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.9	$2.2M	-11%	4.7k	463.19	View chart
Kraneshares Trust 90 Kweb Jan 27 (KBUF)	1.6	$1.9M	+5%	67k	28.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$1.9M		64k	29.13	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.6	$1.8M		42k	44.02	View chart
United Parcel Svcs CL B (UPS)	1.5	$1.8M	-20%	18k	98.38	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	1.5	$1.7M	+6%	59k	29.50	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	1.5	$1.7M	+9%	22k	79.54	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$1.7M	+17%	8.6k	196.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$1.6M	-9%	20k	80.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$1.5M	+26%	6.4k	237.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$1.5M	-6%	49k	30.68	View chart
NVIDIA Corporation (NVDA)	1.3	$1.4M	-4%	8.3k	174.40	View chart
Ishares Tr Asia 50 Etf (AIA)	1.2	$1.4M	NEW	13k	106.15	View chart
Global X Fds Cleantech Etf Nw (CTEC)	1.2	$1.3M	+75%	23k	58.32	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.1	$1.3M	NEW	13k	103.13	View chart
Apple (AAPL)	1.0	$1.2M	-9%	4.8k	253.78	View chart
Allegion Ord Shs (ALLE)	1.0	$1.1M		7.6k	145.29	View chart
Microsoft Corporation (MSFT)	0.9	$985k	-13%	2.7k	370.18	View chart
Global X Fds Lithium Btry Etf (LIT)	0.8	$884k	-60%	12k	74.35	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.7	$776k	-2%	20k	38.01	View chart
Amazon (AMZN)	0.7	$753k	-10%	3.6k	208.27	View chart
Broadcom (AVGO)	0.6	$730k		2.4k	309.51	View chart
Honeywell International (HON)	0.6	$695k		3.1k	226.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$695k	-7%	2.4k	286.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$647k	-6%	3.6k	181.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$602k	-10%	11k	55.52	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.4	$472k		9.9k	47.91	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.4	$453k	+22%	25k	18.29	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$430k	-5%	6.7k	63.91	View chart
Spdr Series Trust State Street Spd (SPYX)	0.4	$404k	-6%	7.6k	53.03	View chart
Meta Platforms Cl A (META)	0.3	$371k	-5%	649.00	572.13	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$367k	NEW	8.2k	44.62	View chart
JPMorgan Chase & Co. (JPM)	0.3	$342k		1.2k	294.16	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$334k	-8%	988.00	337.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$324k		1.1k	298.85	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$320k		9.6k	33.47	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$310k	-4%	6.7k	46.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$299k		458.00	653.21	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$299k	-3%	226.00	1320.83	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$294k	-94%	12k	24.91	View chart
Kraneshares Trust Kweb Coverd Call (KLIP)	0.3	$293k	+3%	11k	25.70	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.2	$270k	-74%	8.0k	33.58	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.2	$269k	-2%	4.5k	59.32	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.2	$268k		6.6k	40.50	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$251k	NEW	1.1k	218.72	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$216k	-7%	2.0k	110.47	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$212k		8.3k	25.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$209k		3.3k	64.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$208k	-9%	724.00	287.56	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$205k	-28%	2.1k	96.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$205k	NEW	2.2k	94.24	View chart
Costco Wholesale Corporation (COST)	0.2	$203k	NEW	204.00	996.43	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z