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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, PBFR, AVDE, IR, BWZ, and represent 41.11% of BLVD Private Wealth's stock portfolio.
Added to shares of these 10 stocks: WCMI, ICSH, AVDE, AVUS, PBFR, VTV, HARD, QQQM, BWZ, KBUF.
Started 5 new stock positions in SHOP, KLIP, VEA, ICSH, WCMI.
Reduced shares in these 10 stocks: RSSB, SMH, , , RSP, AZN, QQQ, TT, SPY, DIA.
Sold out of its positions in RSP, SLYG, TSLA, AZN.
BLVD Private Wealth was a net buyer of stock by $4.0M.
BLVD Private Wealth has $134M in assets under management (AUM), dropping by -0.09%.
Central Index Key (CIK): 0002079537

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Portfolio Holdings for BLVD Private Wealth

BLVD Private Wealth holds 72 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Trane Technologies SHS (TT)	21.1	$28M		63k	451.98	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	5.3	$7.1M	+10%	228k	31.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.2	$7.0M	+21%	78k	90.11	View chart
Ingersoll Rand (IR)	4.9	$6.5M		87k	75.11	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	4.6	$6.2M	+4%	232k	26.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.3	$5.8M	+15%	46k	128.09	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.6	$4.9M	-5%	8.0k	609.01	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	2.9	$3.9M	+7%	124k	31.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$3.1M	-3%	4.2k	739.83	View chart
Simplify Exchange Traded Fun Comm St No K Etf (HARD)	2.3	$3.1M	+14%	91k	33.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$2.6M	-2%	3.4k	762.64	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.8	$2.4M	+23%	11k	216.09	View chart
Cohen & Steers Etf Trust Future Of Energy (CSEN)	1.8	$2.4M	+4%	96k	24.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.8	$2.4M	+15%	7.8k	304.64	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	1.7	$2.3M	+6%	72k	31.70	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.7	$2.3M	-2%	4.5k	508.47	View chart
Kraneshares Trust 90 Kweb Jan 27 (KBUF)	1.7	$2.3M	+13%	89k	25.53	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	1.6	$2.2M		21k	105.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$2.1M	+11%	23k	94.02	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.5	$2.0M	+3%	44k	44.35	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.5	$2.0M	NEW	103k	19.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$1.9M		53k	35.93	View chart
Ishares Tr Asia 50 Etf (AIA)	1.3	$1.7M		12k	142.17	View chart
United Parcel Svcs CL B (UPS)	1.3	$1.7M		18k	93.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.6M	+4%	49k	32.53	View chart
Apple (AAPL)	1.1	$1.5M		4.6k	333.03	View chart
NVIDIA Corporation (NVDA)	1.1	$1.5M	+2%	6.6k	228.37	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.1	$1.5M	NEW	29k	50.40	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	1.1	$1.5M		9.9k	147.86	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.1	$1.5M	+4%	14k	103.78	View chart
Global X Fds Climatetech Etf (CTEC)	1.1	$1.5M	+12%	26k	55.84	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M		2.5k	512.82	View chart
Allegion Ord Shs (ALLE)	0.9	$1.2M		7.6k	153.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$934k		3.5k	264.89	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.7	$923k		20k	45.53	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.7	$892k	-82%	30k	29.68	View chart
Amazon (AMZN)	0.5	$738k		3.0k	249.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$683k	+3%	11k	61.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$682k	-2%	1.5k	456.16	View chart
Broadcom (AVGO)	0.5	$655k	+2%	1.9k	351.15	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$576k	-2%	318.00	1811.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$551k	-2%	1.6k	340.74	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$465k		6.7k	69.17	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.3	$448k	-2%	7.2k	62.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$435k	-2%	472.00	921.60	View chart
Meta Platforms Cl A (META)	0.3	$387k	+3%	534.00	725.18	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$385k		23k	17.00	View chart
JPMorgan Chase & Co. (JPM)	0.3	$385k		1.2k	330.83	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.3	$382k		1.1k	351.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$363k	+4%	474.00	765.85	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$363k	-2%	10k	34.95	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$334k	+6%	7.5k	44.75	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$325k		8.2k	39.56	View chart
Honeywell International (HON)	0.2	$324k		1.5k	210.94	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.2	$311k	-4%	4.2k	74.81	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$293k	+40%	1.5k	195.75	View chart
Sea Sponsord Ads (SE)	0.2	$274k		2.8k	97.36	View chart
T Rowe Price Exchange-traded Price Grw Stock (TGRW)	0.2	$274k	-14%	5.6k	48.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$250k	+9%	727.00	343.90	View chart
Honeywell Aerospace (HONA)	0.2	$238k		1.5k	154.97	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$236k		1.6k	146.15	View chart
Linde SHS (LIN)	0.2	$233k		490.00	474.89	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$232k	NEW	1.6k	148.30	View chart
Philip Morris International (PM)	0.2	$227k	+2%	1.2k	190.82	View chart
Mastercard Incorporated Cl A (MA)	0.2	$214k		388.00	551.28	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$214k		1.1k	186.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$213k	NEW	3.0k	70.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$210k	-2%	2.1k	101.14	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$209k	-2%	2.3k	90.27	View chart
Kraneshares Trust Kweb Coverd Call (KLIP)	0.1	$201k	NEW	9.2k	21.81	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$132k		10k	12.66	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$84k		15k	5.63	View chart

Past Filings by BLVD Private Wealth

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

BLVD Private Wealth 2026 Q3 filed Oct. 14, 2026
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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