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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
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TT TRANE TECHNOLOGIES PLC Industrials 62,987.0 $30.9M 22.99% -385.0 -0.6% $491.16 -8.6%
2 SMH VANECK ETF TRUST 8,518.0 $5.6M 4.15% -2K -15.1% $655.89 -15.7%
3 RSSB TIDAL TRUST II 167,074.0 $5.1M 3.82% -6K -3.5% $30.76 +1.3%
4 AVUS AMERICAN CENTY ETF TR 39,386.0 $5.0M 3.75% -868.0 -2.2% $128.08 +1.9%
5 QQQ INVESCO QQQ TR Financial Services 4,382.0 $3.2M 2.40% -197.0 -4.3% $736.40 -2.7%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,455.0 $2.6M 1.92% -141.0 -3.9% $746.77 +3.0%
7 DIA STATE STR SPDR DOW JONES IND Financial Services 4,599.0 $2.4M 1.78% -58.0 -1.2% $522.39 +2.4%
8 JTEK J P MORGAN EXCHANGE TRADED F 21,396.0 $2.4M 1.77% -543.0 -2.5% $111.55 -9.6%
9 SCHG SCHWAB STRATEGIC TR 53,919.0 $1.8M 1.36% -10K -15.3% $33.84 +5.7%
10 AIA ISHARES TR 12,325.0 $1.7M 1.30% -432.0 -3.4% $141.66 -2.2%
11 SCHD SCHWAB STRATEGIC TR 46,908.0 $1.5M 1.10% -2K -4.0% $31.71 +10.1%
12 AAPL APPLE INC Technology 4,624.0 $1.3M 0.99% -132.0 -2.8% $289.36 +10.5%
13 NVDA NVIDIA CORPORATION Technology 6,435.0 $1.3M 0.96% -2K -22.1% $200.09 +8.7%
14 MSFT MICROSOFT CORP Technology 2,464.0 $919K 0.68% -196.0 -7.4% $373.03 +37.7%
15 AMZN AMAZON COM INC Consumer Cyclical 2,930.0 $698K 0.52% -685.0 -18.9% $238.34 +11.8%
16 AVGO BROADCOM INC Technology 1,815.0 $686K 0.51% -542.0 -23.0% $377.75 -2.4%
17 GOOG ALPHABET INC 1,652.0 $584K 0.43% -771.0 -31.8% $353.33
18 ICLN ISHARES TR 22,664.0 $464K 0.34% -2K -8.6% $20.49 -14.7%
19 SPYX SPDR SERIES TRUST 7,356.0 $449K 0.33% -259.0 -3.4% $61.10 +3.3%
20 IVV ISHARES TR 453.0 $339K 0.25% -5.0 -1.1% $748.89 +3.2%
Page 1 of 2  ·  25 positions

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%