account_balance

Investment manager · 13F filer · SEC CIK 2110994

Bluedoor Private Wealth, LLC

Reported value$236Mas of Sep 30, 2026
Positions163 7 new, 4 sold out
Top 10 weight32.3%JPST alone is 6%
FiledNov 536 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
JPST J P Morgan Exchange Traded F 5.6% Trimmed −8%
AAPL Apple Inc. 4.1% Held
RSP Invesco Exchange Traded Fd T 3.0% Trimmed −6%
SBCF Seacoast Banking Corp of Florida 3.0% HeldBRK-B Berkshire Hathaway Inc 3.0% Trimmed −4%
IVV iShares Tr 2.9% Held
VUG Vanguard Index FDS 2.8% Held
AMZN Amazon.com Inc 2.7% HeldMSFT Microsoft Corp 2.6% Held
IJH iShares Tr 2.6% Held
HELO J P Morgan Exchange Traded F 2.6% Trimmed −8%
VTV Vanguard Index FDS 2.3% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • CWB $295K
  • PLTR $267K
  • SOXX $244K
  • PSX $232K
arrow_upwardAdded
  • PHEQ +64%
  • JEPQ +36%
  • JSCP +34%
  • SPYI +22%
arrow_downwardTrimmed
  • CIBR −14%
  • BSV −14%
  • XOM −11%
  • JPST −8%
remove_circleSold out

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.

This is data, not investment advice. About StockToast · Your watchlist