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Portfolio (Quarterly) Guide ↗

BLUEDOOR PRIVATE WEALTH, LLC

· CIK 0002110994
13F Portfolio $238M AUM 164 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 164 New
Page 3 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLY SELECT SECTOR SPDR TR 12,910.0 $1.5M 0.64% NEW $117.28 -2.0%
42 VBR VANGUARD INDEX FDS 5,953.0 $1.4M 0.61% NEW $242.99 +1.7%
43 FESM FIDELITY COVINGTON TRUST 29,193.0 $1.4M 0.59% NEW $48.29 -1.9%
44 DE DEERE & CO Industrials 2,153.0 $1.4M 0.57% NEW $634.33 +9.3%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,444.0 $1.4M 0.57% NEW $935.47 -2.1%
46 XHS SPDR SERIES TRUST 9,867.0 $1.3M 0.55% NEW $132.10 +2.7%
47 MCD MCDONALDS CORP Consumer Cyclical 4,820.0 $1.3M 0.55% NEW $270.29 -5.4%
48 AGGA EA SERIES TRUST 51,114.0 $1.3M 0.54% NEW $25.13 -0.9%
49 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,661.0 $1.3M 0.54% NEW $477.57 -10.2%
50 EA SERIES TRUST 34,509.0 $1.3M 0.53% NEW $36.32
51 CL COLGATE PALMOLIVE CO Consumer Defensive 13,173.0 $1.2M 0.51% NEW $91.68 -3.2%
52 KLAC KLA CORP Technology 4,000.0 $1.2M 0.51% NEW $301.71 -38.5%
53 MU MICRON TECHNOLOGY INC Technology 1,042.0 $1.2M 0.51% NEW $1154.29 -11.9%
54 DHR DANAHER CORP DEL Healthcare 6,219.0 $1.2M 0.50% NEW $190.48 +9.0%
55 AGG ISHARES TR 11,839.0 $1.2M 0.49% NEW $98.98 -2.0%
56 TDG TRANSDIGM GROUP INC Industrials 871.0 $1.2M 0.49% NEW $1332.04 -12.8%
57 PPA INVESCO EXCHANGE TRADED FD T 6,316.0 $1.1M 0.47% NEW $176.65 -6.5%
58 VO VANGUARD INDEX FDS 13,633.0 $1.1M 0.46% NEW $80.57 +2.1%
59 VBK VANGUARD INDEX FDS 3,001.0 $1.1M 0.46% NEW $365.70 -4.4%
60 DIVO AMPLIFY ETF TR 22,173.0 $1.0M 0.43% NEW $45.70 +5.9%
Page 3 of 9  ·  164 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
Financial Services 31.8%
Technology 23.5%
Consumer Cyclical 11.9%
Industrials 11.9%
Healthcare 7.0%
Consumer Defensive 6.8%
Communication Services 5.3%
Utilities 1.1%
Energy 0.5%
Real Estate 0.3%