Blvd Private Wealth, LLC Portfolio Holdings

Blvd Private Wealth, LLC

  • $106 Billion
  • Q2 2025

Blvd Private Wealth, LLC has filed its 13F form on August 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $24.1B, Ingersoll Rand Inc. with a value of $7.34B, Tidal Tr Ii with a value of $5.05B, Schwab Intermediate Term Us Tr with a value of $4.73B, and American Centy ETF Tr Avantis with a value of $4.4B.

Examining the 13F form we can see an increase of $106B in the current position value.

Blvd Private Wealth, LLC is based out at Prospect, KY

Below you can find more details about Blvd Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $43.3 Billion
Industrials: $34.8 Billion
Technology: $5.49 Billion
Consumer Cyclical: $1.38 Billion
Communication Services: $1.31 Billion
Financial Services: $872 Million
Consumer Defensive: $546 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.73 Billion 4.45% of portfolio
188,785
Q2 2025 New
$0
$4.4 Billion 4.15% of portfolio
43,635
Q2 2025 New
$0
$4.37 Billion 4.12% of portfolio
59,028
Q2 2025 New
$0
$3.95 Billion 3.72% of portfolio
14,165
Q2 2025 New
$0
$2.86 Billion 2.69% of portfolio
5,182
Q2 2025 New
$0
$2.4 Billion 2.26% of portfolio
5,442
Q2 2025 New
$0
$2.36 Billion 2.22% of portfolio
3,819
Q2 2025 New
$0
$2 Billion 1.88% of portfolio
68,415
Q2 2025 New
$0
$1.72 Billion 1.63% of portfolio
39,054
Q2 2025 New
$0
$1.68 Billion 1.58% of portfolio
43,728
Q2 2025 New
$0
$1.48 Billion 1.4% of portfolio
21,617
Q2 2025 New
$0
$1.33 Billion 1.26% of portfolio
50,266
Q2 2025 New
$0
$1.32 Billion 1.24% of portfolio
26,276
Q2 2025 New
$0
$1.25 Billion 1.18% of portfolio
176,064
Q2 2025 New
$0
$919 Million 0.87% of portfolio
4,045
Q2 2025 New
$0
$809 Million 0.76% of portfolio
4,576
Q2 2025 New
$0
$694 Million 0.65% of portfolio
4,005
Q2 2025 New
$0
$566 Million 0.53% of portfolio
10,410
Q2 2025 New
$0
$551 Million 0.52% of portfolio
10,822
Q2 2025 New
$0
$530 Million 0.5% of portfolio
40,436
Q2 2025 New
$0
$430 Million 0.4% of portfolio
14,575
Q2 2025 New
$0
$415 Million 0.39% of portfolio
1,456
Q2 2025 New
$0
$387 Million 0.36% of portfolio
1,528
Q2 2025 New
$0
$313 Million 0.3% of portfolio
5,749
Q2 2025 New
$0
$300 Million 0.28% of portfolio
10,267
Q2 2025 New
$0
$287 Million 0.27% of portfolio
7,986
Q2 2025 New
$0
$284 Million 0.27% of portfolio
3,205
Q2 2025 New
$0
$291 Million 0.27% of portfolio
6,917
Q2 2025 New
$0
$287 Million 0.27% of portfolio
462
Q2 2025 New
$0
$279 Million 0.26% of portfolio
8,236
Q2 2025 New
$0
$275 Million 0.26% of portfolio
5,132
Q2 2025 New
$0
$247 Million 0.23% of portfolio
9,856
Q2 2025 New
$0
$233 Million 0.22% of portfolio
1,980
Q2 2025 New
$0
$220 Million 0.21% of portfolio
5,333
Q2 2025 New
$0
$209 Million 0.2% of portfolio
1,149
Q2 2025 New
$0
$209 Million 0.2% of portfolio
2,291
Q2 2025 New
$0
$206 Million 0.19% of portfolio
8,442
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $106 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 73 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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