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CIK: 0002079537
Total reported value
$134.4M
$134.4M
71 檔
41.7%
The Q2 2026 SEC filing reveals that BLVD Private Wealth, LLC held a total portfolio value of $134.4M, covering 71 public equity positions.
BLVD Private Wealth, LLC executed strategic sector rebalancing during Q2 2026, establishing 16 new positions while fully exiting 9 holdings and trimming 28 positions.
In terms of portfolio concentration, the top 5 core holdings (including TT, IR, PBFR) accounted for 41.7% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 22.99% | -1.89% | -0.61% | |
| 2 | IR | Ingersoll-rand Inc | Stock-Industrials | 5.30% | -0.44% | — | |
| 3 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 4.69% | +0.61% | +5.41% | |
| 4 | BWZ | State Street Spdr Bloomberg | ETF-Other | 4.40% | +0.23% | +6.49% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.24% | +0.99% | +2.81% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.15% | -0.51% | -15.14% | |
| 7 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 3.82% | -3.16% | -3.49% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.75% | +0.59% | -2.16% | |
| 9 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 2.70% | +0.19% | +9.65% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.40% | -0.07% | -4.30% | |
| 11 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 1.95% | -0.87% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | -0.02% | -3.92% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.79% | -0.09% | -1.25% | |
| 14 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.77% | -0.12% | -2.48% | |
| 15 | HARD | Simplify Commodities Str K-1 | ETF-Other | 1.75% | +0.52% | +19.13% | |
| 16 | ✓ | Stock-Other | 1.63% | +0.15% | — | ||
| 17 | EBUF | Innovator Em 10 B ETF Quart | ETF-Other | 1.61% | +0.10% | +14.65% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.53% | +0.24% | +6.55% | |
| 19 | KBUF | Kraneshares 90% Kweb Defined | ETF-Other | 1.51% | +0.18% | +16.22% | |
| 20 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.50% | -0.04% | +2.08% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.46% | +0.13% | +1.50% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.46% | -0.20% | +1.27% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.46% | +0.33% | +4.77% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.36% | +0.07% | -15.31% | |
| 25 | AIA | Ishares Asia 50 ETF | ETF-Other | 1.30% | -0.02% | -3.39% | |
| 26 | CTEC | Global X Climatetech ETF | ETF-Tech | 1.11% | -0.03% | +0.52% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | +0.07% | -4.01% | |
| 28 | FIW | First Trust Water ETF | ETF-Other | 1.10% | -0.02% | +7.61% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.14% | -2.78% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.17% | -22.15% | |
| 31 | ALLE | Allegion plc | Stock-Industrials | 0.79% | +0.08% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.26% | -7.37% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.67% | +0.02% | -0.36% | |
| 34 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.60% | +0.09% | -0.02% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | -0.03% | +54.66% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.03% | -18.95% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.02% | -23.00% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.49% | +0.02% | -0.35% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | -0.05% | +44.25% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.02% | -31.82% | |
| 41 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.35% | -0.03% | — | |
| 42 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.35% | -0.06% | -8.55% | |
| 43 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.34% | +0.01% | — | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.33% | — | -3.40% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | — | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | — | — | |
| 47 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.27% | — | +11.30% | |
| 48 | ✓ | Stock-Other | 0.26% | -0.02% | — | ||
| 49 | ✓ | Stock-Other | 0.25% | -0.07% | — | ||
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | NEW | New buy | |
| 2 | SOXL | Direx Dail Semi Bu 3x Et-usd | +1.5% | — | Unchanged |
| 3 | SMH | Vaneck Semiconductor ETF | +0.8% | -15.14% | Trim |
| 4 | STX | Seagate Technology Holdings plc | +0.4% | NEW | New buy |
| 5 | ✓ | +0.3% | NEW | New buy | |
| 6 | JTEK | Jpmorgan US Tech Leaders | +0.3% | -2.48% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +54.66% | Add |
| 8 | ✓ | +0.3% | NEW | New buy | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +6.55% | Add |
| 10 | ASML | ASML Holding N.V. | +0.2% | +44.25% | Add |
| 11 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 12 | LIN | Linde plc | +0.2% | NEW | New buy |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | +0.2% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 15 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | NEW | New buy |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 17 | AZN | AstraZeneca PLC | +0.2% | NEW | New buy |
| 18 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 19 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 20 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 21 | AIA | Ishares Asia 50 ETF | +0.1% | -3.39% | Trim |
| 22 | IYW | Ishares Ustechnology ETF | +0.1% | -0.36% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.30% | Trim |
| 24 | NU | Nu Holdings Ltd. | +0.1% | NEW | New buy |
| 25 | EBUF | Innovator Em 10 B ETF Quart | +0.1% | +14.65% | Add |
| 26 | LYG | Lloyds Banking Group Plc-adr | +0.1% | NEW | New buy |
| 27 | AVEM | Avantis Emerging Markets Eq | +0.1% | +1.50% | Add |
| 28 | TT | Trane Technologies plc | 0% | -0.61% | Trim |
| 29 | IBUF | Innv Id 10 Buffer ETF Qurtly | — | +9.65% | Add |
| 30 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 31 | TGRW | T Rowe Price Growth Stock Et | — | — | Unchanged |
| 32 | HLAL | Wahed Ftse USA Shariah ETF | — | -3.80% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | — | -8.70% | Trim |
| 34 | VTV | Vanguard Value ETF | 0% | +4.77% | Add |
| 35 | BALT | Inn Defined Wealth Shield | 0% | +11.30% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -1.09% | Trim |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | -8.52% | Trim |
| 38 | FIW | First Trust Water ETF | 0% | +7.61% | Add |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | -3.40% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 41 | VYMI | Vanguard Int High Dvd Yld In | 0% | -2.43% | Trim |
| 42 | JEPQ | JPM Nasdaq Equity Premium | 0% | -0.35% | Trim |
| 43 | HELO | Jpmorgan Hedged Equity ETF | 0% | — | Unchanged |
| 44 | ICLN | Ishares Global Clean Energy | 0% | -8.55% | Trim |
| 45 | GCOW | Pacer Global Cash Cows Divid | 0% | +5.01% | Add |
| 46 | CTEC | Global X Climatetech ETF | -0.1% | +0.52% | Add |
| 47 | AAPL | Apple Inc | -0.1% | -2.78% | Trim |
| 48 | GLTR | Abrdn Precious Metals Basket | -0.1% | — | Unchanged |
| 49 | ARKF | Ark Blockchain & Fintech Inn | -0.1% | -0.02% | Trim |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -1.25% | Trim |
According to official SEC Form 13F filings, BLVD Private Wealth, LLC reported a total U.S. public equity portfolio value of $134.4M across 71 disclosed positions in Q2 2026.
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.
Top New Position Initiated
市值: $2.2M
Top Position Liquidated / Trimmed
LIT
前期市值: $883.7K
During Q2 2026, BLVD Private Wealth, LLC's top holdings by market value included TT (23.0%)、IR (5.3%)、PBFR (4.7%). The largest single position, TT, represented 23.0% of total portfolio value.
In Q2 2026, BLVD Private Wealth, LLC made 71 total portfolio adjustments, initiating 16 new buys, adding to 18 positions, trimming 28 holdings, and fully liquidating 9 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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