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CIK: 0002079537
Total reported value
$134.6M
$134.6M
73 檔
33.9%
As reported in its official Q2 2025 Form 13F filing, BLVD Private Wealth, LLC's tracked investment portfolio stood at $134.6M with 73 total positions.
During Q2 2025, BLVD Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 22.73% | +0.04% | — | |
| 2 | IR | Ingersoll-rand Inc | Stock-Industrials | 6.92% | -0.76% | — | |
| 3 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 4.76% | -0.27% | — | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.45% | -0.26% | EXIT | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.15% | -0.14% | — | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 4.12% | -0.35% | — | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.72% | +0.81% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.69% | +0.10% | — | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.26% | -0.08% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | -0.11% | — | |
| 11 | KBUF | Kraneshares 90% Kweb Defined | ETF-Other | 2.13% | -0.13% | — | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.09% | -0.03% | — | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.88% | -0.25% | — | |
| 14 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.84% | +0.25% | — | |
| 15 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 1.70% | — | — | |
| 16 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.63% | -0.10% | — | |
| 17 | LIT | Global X Lithium & Battery T | ETF-Other | 1.58% | -0.77% | EXIT | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.18% | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.40% | +0.05% | — | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.39% | -0.08% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.29% | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.19% | — | |
| 23 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 1.24% | -0.07% | — | |
| 24 | CTEC1USD | Global X Cleantech ETF | ETF-Tech | 1.18% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.04% | -0.06% | — | |
| 26 | ALLE | Allegion plc | Stock-Industrials | 1.03% | -0.17% | — | |
| 27 | EBUF | Innovator Em 10 B ETF Quart | ETF-Other | 0.95% | +0.09% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.13% | — | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.87% | +0.22% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.01% | — | |
| 31 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.75% | — | — | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.60% | EXIT | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | +0.11% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.12% | — | |
| 35 | THNQ | Robo Global Artificial Intel | ETF-Other | 0.61% | — | — | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.53% | -0.03% | — | |
| 37 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.10% | — | |
| 39 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.50% | -0.04% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.17% | — | |
| 41 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.40% | -0.23% | EXIT | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.39% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.15% | NEW | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.02% | — | |
| 45 | NOCT | Innovator Growth-100 Power B | ETF-Other | 0.30% | — | — | |
| 46 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.29% | — | — | |
| 47 | IAPR | Innovator International Deve | ETF-Other | 0.28% | — | — | |
| 48 | KLIP | Kranesh Kweb Cov Cal Str ETF | ETF-Other | 0.28% | -0.25% | EXIT | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.25% | — | |
| 50 | TGRW | T Rowe Price Growth Stock Et | ETF-Other | 0.27% | — | — |
According to official SEC Form 13F filings, BLVD Private Wealth, LLC reported a total U.S. public equity portfolio value of $134.6M across 73 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TT, IR, RSSB) accounted for 33.9% of total reported equity market value during Q2 2025.
During Q2 2025, BLVD Private Wealth, LLC's top holdings by market value included TT (22.7%)、IR (6.9%)、RSSB (4.8%). The largest single position, TT, represented 22.7% of total portfolio value.
In Q2 2025, BLVD Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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