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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 483.0 $466K 0.35% NEW $965.00 -14.0%
42 ICLN ISHARES TR 22,664.0 $464K 0.34% -2K -8.6% $20.49 -14.7%
43 HELO J P MORGAN EXCHANGE TRADED F 6,729.0 $455K 0.34% $67.58 +3.1%
44 SPYX SPDR SERIES TRUST 7,356.0 $449K 0.33% -259.0 -3.4% $61.10 +3.3%
45 JPM JPMORGAN CHASE & CO Financial Services 1,164.0 $381K 0.28% $327.33 +9.3%
46 VV VANGUARD INDEX FDS 1,085.0 $373K 0.28% $343.91 +3.1%
47 BALT INNOVATOR ETFS TRUST 10,645.0 $365K 0.27% +1K +11.3% $34.27 +1.4%
48 HONEYWELL INTL INC 1,538.0 $344K 0.26% NEW $223.90
49 HONEYWELL AEROSPACE INC 1,538.0 $340K 0.25% NEW $221.08
50 IVV ISHARES TR 453.0 $339K 0.25% -5.0 -1.1% $748.89 +3.2%
51 TGRW T ROWE PRICE EXCHANGE-TRADED 6,612.0 $316K 0.23% $47.72 -0.7%
52 SGOL ETFS GOLD TR Financial Services 8,215.0 $314K 0.23% $38.23 +11.0%
53 HLAL LISTED FDS TR 4,360.0 $311K 0.23% -172.0 -3.8% $71.39 +1.8%
54 GCOW PACER FDS TR 7,048.0 $305K 0.23% +336.0 +5.0% $43.30 +9.4%
55 META META PLATFORMS INC Communication Services 514.0 $290K 0.21% -135.0 -20.8% $563.29 +2.6%
56 SE SEA LTD Consumer Cyclical 2,829.0 $271K 0.20% NEW $95.83 +24.6%
57 LIN LINDE PLC Basic Materials 491.0 $255K 0.19% NEW $518.94 -5.7%
58 GOOGL ALPHABET INC Communication Services 661.0 $236K 0.18% -63.0 -8.7% $357.37 -3.0%
59 SLYG SPDR SERIES TRUST 1,944.0 $232K 0.17% -181.0 -8.5% $119.13 -4.2%
60 DSI ISHARES TR 1,619.0 $231K 0.17% NEW $142.39 +3.5%
Page 3 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%