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CIK: 0002079537
Total reported value
$134.6M
$134.6M
64 檔
37.1%
The Q1 2026 SEC filing reveals that BLVD Private Wealth, LLC held a total portfolio value of $134.6M, covering 64 public equity positions.
In Q1 2026, BLVD Private Wealth, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 13 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TT, IR, PBFR) accounted for 37.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 22.95% | +0.04% | -0.37% | |
| 2 | IR | Ingersoll-rand Inc | Stock-Industrials | 6.06% | -0.76% | -1.41% | |
| 3 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 4.93% | -0.24% | +28.67% | |
| 4 | BWZ | State Street Spdr Bloomberg | ETF-Other | 4.87% | -0.47% | — | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.59% | -0.35% | +0.26% | |
| 6 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 4.09% | -0.27% | -9.86% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.89% | -0.14% | -8.24% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.34% | +0.81% | -17.08% | |
| 9 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 2.70% | — | +12.00% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.30% | +0.10% | -4.41% | |
| 11 | HARD | Simplify Commodities Str K-1 | ETF-Other | 2.05% | -0.30% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | -0.11% | -2.07% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.87% | -0.08% | -11.36% | |
| 14 | KBUF | Kraneshares 90% Kweb Defined | ETF-Other | 1.64% | -0.13% | +5.07% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.61% | -0.25% | -0.26% | |
| 16 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.60% | -0.10% | -1.52% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.54% | -0.08% | -20.09% | |
| 18 | EBUF | Innovator Em 10 B ETF Quart | ETF-Other | 1.52% | +0.09% | +6.85% | |
| 19 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.52% | +0.25% | +9.87% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.47% | -0.01% | +17.50% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.41% | +0.05% | -9.77% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.31% | +0.22% | +26.04% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.30% | -0.19% | -6.64% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.29% | -4.30% | |
| 25 | AIA | Ishares Asia 50 ETF | ETF-Other | 1.18% | +0.12% | — | |
| 26 | CTEC | Global X Climatetech ETF | ETF-Tech | 1.17% | -0.06% | +75.01% | |
| 27 | FIW | First Trust Water ETF | ETF-Other | 1.12% | -0.02% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.06% | -9.41% | |
| 29 | ALLE | Allegion plc | Stock-Industrials | 0.96% | -0.17% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.18% | -13.80% | |
| 31 | LIT | Global X Lithium & Battery T | ETF-Other | 0.77% | -0.77% | EXIT | |
| 32 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.67% | -0.07% | -2.25% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.13% | -10.54% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | -0.12% | -1.71% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.17% | -7.38% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | +0.11% | -6.21% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.52% | -0.03% | -10.05% | |
| 39 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.41% | +1.54% | — | |
| 40 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.39% | -0.04% | +22.94% | |
| 41 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.37% | -0.03% | -5.78% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.35% | -0.02% | -6.47% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.10% | -5.26% | |
| 44 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.32% | -0.09% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.02% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.25% | -8.52% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | — | — | |
| 48 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.28% | -0.01% | -1.89% | |
| 49 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.27% | -0.04% | -4.44% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | -0.22% |
According to official SEC Form 13F filings, BLVD Private Wealth, LLC reported a total U.S. public equity portfolio value of $134.6M across 64 disclosed positions in Q1 2026.
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Top New Position Initiated
BWZ
市值: $5.6M
Top Position Liquidated / Trimmed
THNQ
前期市值: $624.3K
During Q1 2026, BLVD Private Wealth, LLC's top holdings by market value included TT (22.9%)、IR (6.1%)、PBFR (4.9%). The largest single position, TT, represented 22.9% of total portfolio value.
In Q1 2026, BLVD Private Wealth, LLC made 71 total portfolio adjustments, initiating 8 new buys, adding to 11 positions, trimming 39 holdings, and fully liquidating 13 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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