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Portfolio (Quarterly) Guide ↗

BLVD Private Wealth, LLC

· CIK 0002079537
13F Portfolio $135M AUM 71 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 18 Added 25 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COHEN & STEERS ETF TRUST 92,615.0 $2.2M 1.63% NEW $23.65
2 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 483.0 $466K 0.35% NEW $965.00 -14.0%
3 HONEYWELL INTL INC 1,538.0 $344K 0.26% NEW $223.90
4 HONEYWELL AEROSPACE INC 1,538.0 $340K 0.25% NEW $221.08
5 SE SEA LTD Consumer Cyclical 2,829.0 $271K 0.20% NEW $95.83 +24.6%
6 LIN LINDE PLC Basic Materials 491.0 $255K 0.19% NEW $518.94 -5.7%
7 DSI ISHARES TR 1,619.0 $231K 0.17% NEW $142.39 +3.5%
8 TSLA TESLA INC Consumer Cyclical 530.0 $223K 0.17% NEW $420.60 -17.1%
9 AVLC AMERICAN CENTY ETF TR 2,363.0 $213K 0.16% NEW $89.96 +1.8%
10 RSP INVESCO EXCHANGE TRADED FD T 990.0 $211K 0.16% NEW $212.77 +3.7%
11 AZN ASTRAZENECA PLC Healthcare 1,110.0 $210K 0.16% NEW $189.62 -14.2%
12 PM PHILIP MORRIS INTL INC Consumer Defensive 1,158.0 $209K 0.16% NEW $180.91 +6.1%
13 XLK SELECT SECTOR SPDR TR 1,064.0 $203K 0.15% NEW $190.52 -2.5%
14 MA MASTERCARD INCORPORATED Financial Services 390.0 $200K 0.15% NEW $513.60 +15.9%
15 NU NU HLDGS LTD Financial Services 10,504.0 $140K 0.10% NEW $13.36 +7.0%
16 LYG LLOYDS BANKING GROUP PLC Financial Services 14,879.0 $87K 0.06% NEW $5.83 +1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 65.4%
Financial Services 18.4%
Technology 11.7%
Consumer Cyclical 2.3%
Communication Services 1.0%
Basic Materials 0.5%
Consumer Defensive 0.4%
Healthcare 0.4%