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CIK: 0002079537
Total reported value
$134.6M
$134.6M
69 檔
35.8%
As reported in its official Q4 2025 Form 13F filing, BLVD Private Wealth, LLC's tracked investment portfolio stood at $134.6M with 69 total positions.
In Q4 2025, BLVD Private Wealth, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 21.55% | +0.04% | — | |
| 2 | IR | Ingersoll-rand Inc | Stock-Industrials | 6.08% | -0.76% | -0.01% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.14% | -0.26% | EXIT | |
| 4 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 4.70% | -0.27% | -1.64% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.45% | -0.35% | +0.71% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.27% | -0.14% | -2.52% | |
| 7 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 3.86% | -0.24% | +36.21% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.79% | +0.81% | -3.44% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.56% | +0.10% | -3.97% | |
| 10 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 2.39% | — | +3.78% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.20% | -0.08% | -2.11% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.18% | -0.11% | -0.89% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.95% | -0.08% | -0.73% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.81% | -0.25% | -2.98% | |
| 15 | KBUF | Kraneshares 90% Kweb Defined | ETF-Other | 1.71% | -0.13% | -3.43% | |
| 16 | LIT | Global X Lithium & Battery T | ETF-Other | 1.68% | -0.77% | EXIT | |
| 17 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.61% | -0.10% | -1.39% | |
| 18 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.57% | +0.25% | -1.00% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.49% | +0.05% | +0.63% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.29% | -2.02% | |
| 21 | EBUF | Innovator Em 10 B ETF Quart | ETF-Other | 1.38% | +0.09% | +7.54% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.18% | -2.62% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.25% | -0.19% | +3.04% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.24% | -0.06% | -2.76% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.22% | -0.01% | +15.49% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.11% | +0.22% | +5.06% | |
| 27 | ALLE | Allegion plc | Stock-Industrials | 1.05% | -0.17% | — | |
| 28 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.91% | -0.23% | EXIT | |
| 29 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.87% | -0.07% | -0.66% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.13% | -0.27% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.12% | -0.74% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.17% | -6.30% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.11% | — | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.61% | -0.03% | +1.36% | |
| 35 | CTEC | Global X Climatetech ETF | ETF-Tech | 0.61% | -0.06% | -9.14% | |
| 36 | THNQ | Robo Global Artificial Intel | ETF-Other | 0.54% | — | -1.54% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.60% | EXIT | |
| 38 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.41% | -0.03% | -5.89% | |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | -18.69% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.10% | -3.66% | |
| 41 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.36% | +1.54% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.02% | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.15% | NEW | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.30% | — | -25.48% | |
| 45 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.29% | -0.04% | -0.35% | |
| 46 | KLIP | Kranesh Kweb Cov Cal Str ETF | ETF-Other | 0.29% | -0.25% | EXIT | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.25% | -3.83% | |
| 48 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.28% | -0.01% | +2.96% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | +1.55% | |
| 50 | TGRW | T Rowe Price Growth Stock Et | ETF-Other | 0.27% | — | -0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PBFR | Pgim La S&p 500 Buf20 Etf-us | +1.1% | +36.21% | Add |
| 2 | SCHR | Schwab Intermediate-term US | +0.6% | +10.76% | Add |
| 3 | UPS | United Parcel Service-cl B | +0.3% | -0.73% | Trim |
| 4 | SMH | Vaneck Semiconductor ETF | +0.3% | -3.44% | Trim |
| 5 | AVDE | Avantis International Equity | +0.3% | +0.71% | Add |
| 6 | VTV | Vanguard Value ETF | +0.2% | +15.49% | Add |
| 7 | IBUF | Innv Id 10 Buffer ETF Qurtly | +0.2% | +3.78% | Add |
| 8 | EBUF | Innovator Em 10 B ETF Quart | +0.1% | +7.54% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -6.30% | Trim |
| 10 | LIT | Global X Lithium & Battery T | +0.1% | -7.89% | Trim |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5.06% | Add |
| 12 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | +0.1% | +2.96% | Add |
| 13 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | — | Unchanged |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.1% | +0.63% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -2.76% | Trim |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.04% | Add |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | -2.11% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.27% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -6.90% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | -3.97% | Trim |
| 21 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | 0% | -1.64% | Trim |
| 22 | JTEK | Jpmorgan US Tech Leaders | 0% | -1.00% | Trim |
| 23 | AVRE | Avantis Real Estate ETF | 0% | -1.39% | Trim |
| 24 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 25 | XLK | Ss Technology Select Sector | -0.1% | +66.57% | Add |
| 26 | NOCT | Innovator Growth-100 Power B | -0.1% | -20.03% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.1% | -3.66% | Trim |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | -0.1% | -18.69% | Trim |
| 29 | VV | Vanguard Large-cap ETF | -0.1% | -25.48% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | -2.62% | Trim |
| 31 | ALLE | Allegion plc | -0.1% | — | Unchanged |
| 32 | ARKF | Ark Blockchain & Fintech Inn | -0.2% | -0.66% | Trim |
| 33 | IR | Ingersoll-rand Inc | -0.2% | -0.01% | Trim |
| 34 | KBUF | Kraneshares 90% Kweb Defined | -0.3% | -3.43% | Trim |
| 35 | TT | Trane Technologies plc | -1.5% | — | Unchanged |
| 36 | GTO | Invesco Total Return Bond Et | — | EXIT | Sold out |
| 37 | BUFF | Innovator Laddered Allocatio | — | EXIT | Sold out |
| 38 | OCTQ | Inn Prem Income 40 Barr Oct | — | EXIT | Sold out |
| 39 | TSLA | Tesla Inc | — | NEW | New buy |
| 40 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 41 | QTOC | Innovator Growth Accel Pl-oc | — | EXIT | Sold out |
| 42 | RACE | Ferrari N.V. | — | EXIT | Sold out |
| 43 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 44 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 45 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 46 | SCMB | Schwab Municipal Bond ETF | — | NEW | New buy |
| 47 | IAPR | Innovator International Deve | — | EXIT | Sold out |
| 48 | XBJL | Inn US Eq Acc 9 Buff July | — | EXIT | Sold out |
| 49 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 50 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
According to official SEC Form 13F filings, BLVD Private Wealth, LLC reported a total U.S. public equity portfolio value of $134.6M across 69 disclosed positions in Q4 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, SCHR) accounted for 35.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSLA
市值: $244.2K
Top Position Liquidated / Trimmed
GTO
前期市值: $331.3K
During Q4 2025, BLVD Private Wealth, LLC's top holdings by market value included TT (21.6%)、IR (6.1%)、SCHR (5.1%). The largest single position, TT, represented 21.6% of total portfolio value.
In Q4 2025, BLVD Private Wealth, LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 20 holdings, and fully liquidating 11 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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