account_balance

Investment manager · 13F filer · SEC CIK 2079537

BLVD Private Wealth, LLC

Reported value$134Mas of Sep 30, 2026
Positions72 5 new, 4 sold out
Top 10 weight56.6%TT alone is 21%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TT Trane Technologies PLC 21.1% Held
PBFR Pgim Rock ETF Tr 5.3% Added +11%
AVDE American Centy ETF Tr 5.2% Added +22%
IR Ingersoll Rand Inc. 4.9% Held
BWZ SPDR Series Trust 4.6% Added +5%
AVUS American Centy ETF Tr 4.3% Added +16%
SMH Vaneck ETF Trust 3.6% Trimmed −6%
IBUF Innovator Etfs Trust 2.9% Added +7%
QQQ Invesco QQQ Tr 2.3% Trimmed −3%
HARD Simplify Exchange Traded Fun 2.3% Added +14%
SPY SPDR S&P 500 ETF Trust 1.9% Trimmed −3%
VTV Vanguard Index FDS 1.8% Added +24%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • WCMI $1.96M
  • ICSH $1.47M
  • SHOP $232K
  • VEA $213K
arrow_upwardAdded
  • XLK +41%
  • VTV +24%
  • AVDE +22%
  • AVUS +16%
arrow_downwardTrimmed
  • RSSB −82%
  • TGRW −15%
  • SMH −6%
  • HLAL −5%
remove_circleSold out
  • SLYG $232K
  • TSLA $223K
  • RSP $211K
  • AZN $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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