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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 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVEM AMERICAN CENTY ETF TR 20,409.0 $2.0M 1.46% +302.0 +1.5% $96.49 -1.8%
22 UPS UNITED PARCEL SVCS INC Industrials 18,287.0 $2.0M 1.46% +230.0 +1.3% $107.50 -1.8%
23 VTV VANGUARD INDEX FDS 9,005.0 $2.0M 1.46% +410.0 +4.8% $217.93 +3.4%
24 SCHG SCHWAB STRATEGIC TR 53,919.0 $1.8M 1.36% -10K -15.3% $33.84 +5.7%
25 AIA ISHARES TR 12,325.0 $1.7M 1.30% -432.0 -3.4% $141.66 -2.2%
26 CTEC GLOBAL X FDS 23,131.0 $1.5M 1.11% +119.0 +0.5% $64.75 -10.6%
27 SCHD SCHWAB STRATEGIC TR 46,908.0 $1.5M 1.10% -2K -4.0% $31.71 +10.0%
28 FIW FIRST TR EXCHANGE-TRADED FD 13,476.0 $1.5M 1.10% +953.0 +7.6% $109.52 +1.1%
29 AAPL APPLE INC Technology 4,624.0 $1.3M 0.99% -132.0 -2.8% $289.36 +10.5%
30 NVDA NVIDIA CORPORATION Technology 6,435.0 $1.3M 0.96% -2K -22.1% $200.09 +8.6%
31 ALLE ALLEGION PLC Industrials 7,596.0 $1.1M 0.79% $140.49 +12.4%
32 MSFT MICROSOFT CORP Technology 2,464.0 $919K 0.68% -196.0 -7.4% $373.03 +37.6%
33 IYW ISHARES TR 3,551.0 $896K 0.67% $252.23 -0.3%
34 ARKF ARK ETF TR 20,405.0 $805K 0.60% $39.46 +17.0%
35 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,528.0 $730K 0.54% +540.0 +54.7% $477.57 -12.4%
36 AMZN AMAZON COM INC Consumer Cyclical 2,930.0 $698K 0.52% -685.0 -18.9% $238.34 +11.6%
37 AVGO BROADCOM INC Technology 1,815.0 $686K 0.51% -542.0 -23.0% $377.75 -2.5%
38 JEPQ J P MORGAN EXCHANGE TRADED F 10,813.0 $665K 0.49% $61.46 -2.1%
39 ASML ASML HLDG NV Technology 326.0 $649K 0.48% +100.0 +44.2% $1989.44 -14.3%
40 GOOG ALPHABET INC 1,652.0 $584K 0.43% -771.0 -31.8% $353.33
Page 2 of 4  ·  71 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%