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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 5 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QINT AMERICAN CENTY ETF TR 10,413.0 $723K 0.30% NEW $69.43 +5.3%
82 JPME J P MORGAN EXCHANGE TRADED F 5,787.0 $719K 0.30% NEW $124.21 +2.2%
83 UTES ETFIS SER TR I 8,469.0 $692K 0.29% NEW $81.74 -6.8%
84 JEPQ J P MORGAN EXCHANGE TRADED F 10,749.0 $661K 0.28% NEW $61.46 -2.6%
85 SPYI NEOS ETF TRUST 12,379.0 $657K 0.28% NEW $53.09 +1.5%
86 EWL ISHARES INC 10,349.0 $650K 0.27% NEW $62.85 +0.4%
87 PPI INVESTMENT MANAGERS SER TR I 30,511.0 $650K 0.27% NEW $21.29 +0.3%
88 JMUB J P MORGAN EXCHANGE TRADED F 12,600.0 $638K 0.27% NEW $50.66 -3.3%
89 RTX RTX CORPORATION Industrials 3,345.0 $635K 0.27% NEW $189.73 +5.8%
90 AXP AMERICAN EXPRESS CO Financial Services 1,865.0 $631K 0.27% NEW $338.25 -3.6%
91 JPIE J P MORGAN EXCHANGE TRADED F 13,694.0 $631K 0.27% NEW $46.05 -0.9%
92 FIW FIRST TR EXCHANGE-TRADED FD 5,592.0 $612K 0.26% NEW $109.52 -0.6%
93 IJR ISHARES TR 4,052.0 $601K 0.25% NEW $148.31 -2.0%
94 VIG VANGUARD SPECIALIZED FUNDS 2,514.0 $595K 0.25% NEW $236.62 +2.3%
95 GS GOLDMAN SACHS GROUP INC Financial Services 571.0 $578K 0.24% NEW $1011.46 +2.7%
96 TLT ISHARES TR 6,200.0 $536K 0.23% NEW $86.42 -4.9%
97 CSCO CISCO SYS INC Technology 4,479.0 $526K 0.22% NEW $117.46 -7.0%
98 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,900.0 $517K 0.22% NEW $178.24 +8.4%
99 LMT LOCKHEED MARTIN CORP Industrials 1,014.0 $517K 0.22% NEW $509.46 +3.1%
100 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,131.0 $498K 0.21% NEW $81.16 -9.2%
Page 5 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%