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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB VANGUARD INDEX FDS 1,603.0 $486K 0.20% NEW $303.12 -1.0%
102 BDX BECTON DICKINSON & CO Healthcare 3,210.0 $486K 0.20% NEW $151.33 +22.1%
103 XOM EXXON MOBIL CORP Energy 3,546.0 $485K 0.20% NEW $136.73 +16.6%
104 ORCL ORACLE CORP Technology 3,117.0 $457K 0.19% NEW $146.53 +8.4%
105 PID INVESCO EXCHANGE TRADED FD T 20,066.0 $445K 0.19% NEW $22.20 +3.2%
106 EFG ISHARES TR 3,519.0 $438K 0.18% NEW $124.44 +0.1%
107 IEMG ISHARES INC 5,007.0 $415K 0.17% NEW $82.85 +1.0%
108 MRK MERCK & CO INC Healthcare 3,217.0 $413K 0.17% NEW $128.50 +17.0%
109 SO SOUTHERN CO Utilities 4,233.0 $405K 0.17% NEW $95.71 -7.9%
110 PHEQ MORGAN STANLEY ETF TRUST 11,715.0 $405K 0.17% NEW $34.57 +2.5%
111 VRTX VERTEX PHARMACEUTICALS INC Healthcare 813.0 $404K 0.17% NEW $496.73 +9.9%
112 J P MORGAN EXCHANGE TRADED F 8,360.0 $394K 0.17% NEW $47.15
113 SOMNIGROUP INTERNATIONAL INC 5,005.0 $392K 0.17% NEW $78.40
114 SPYM SPDR SERIES TRUST 4,372.0 $384K 0.16% NEW $87.88 +3.2%
115 SPTI SPDR SERIES TRUST 13,511.0 $384K 0.16% NEW $28.39 -1.7%
116 PGR PROGRESSIVE CORP Financial Services 1,740.0 $380K 0.16% NEW $218.45 +0.2%
117 SCHV SCHWAB STRATEGIC TR 10,859.0 $378K 0.16% NEW $34.81 +0.0%
118 SHY ISHARES TR 4,578.0 $376K 0.16% NEW $82.11 -0.5%
119 VCIT VANGUARD SCOTTSDALE FDS 4,290.0 $355K 0.15% NEW $82.65 -2.6%
120 TSLA TESLA INC Consumer Cyclical 804.0 $338K 0.14% NEW $420.60 -15.8%
Page 6 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%