Blvd Private Wealth, LLC Portfolio Holdings

Blvd Private Wealth, LLC

  • $117 Billion
  • Q3 2025

Blvd Private Wealth, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $26.8B, Ingersoll Rand Inc. with a value of $7.29B, Tidal Trust Ii with a value of $5.5B, Schwab Intermediate Term Us Tr with a value of $5.35B, and American Centy ETF Tr Avantis with a value of $4.89B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $106B to 117B.

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 $117 Billion
ETFs: $45 Billion
Industrials: $38 Billion
Technology: $6.41 Billion
Communication Services: $1.63 Billion
Consumer Cyclical: $1.35 Billion
Financial Services: $1.06 Billion
Consumer Defensive: $538 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.9B
$26.8 Billion 23.02% of portfolio
63,605
Q3 2025 Added 15.34%
$30.4B
$7.29 Billion 6.25% of portfolio
88,245
Q2 2025 New
Tidal Trust Ii
-
$5.5 Billion 4.72% of portfolio
-
Q3 2025 Added 1.34%
$0
$5.35 Billion 4.59% of portfolio
212,723
Q3 2025 Added 12.68%
$0
$4.89 Billion 4.2% of portfolio
45,003
Q3 2025 Added 3.14%
$0
$4.86 Billion 4.17% of portfolio
61,609
Q3 2025 Added 4.37%
$0
$4.09 Billion 3.51% of portfolio
12,536
Q3 2025 Reduced 11.5%
Pgim Rock ETF Tr
-
$3.19 Billion 2.74% of portfolio
-
Q3 2025 New
$0
$2.99 Billion 2.57% of portfolio
4,988
Q3 2025 Reduced 3.74%
Innovator Etfs Trust
-
$2.58 Billion 2.21% of portfolio
-
Q3 2025 Added 38.7%
$0
$2.49 Billion 2.14% of portfolio
5,367
Q3 2025 Reduced 1.38%
$0
$2.47 Billion 2.12% of portfolio
3,705
Q3 2025 Reduced 2.99%
Kraneshares Trust
-
$2.3 Billion 1.97% of portfolio
-
Q3 2025 Reduced 9.61%
$0
$2.1 Billion 1.8% of portfolio
65,796
Q3 2025 Reduced 3.83%
$0
$1.91 Billion 1.64% of portfolio
43,046
Q3 2025 Added 10.22%
$68.7B
$1.9 Billion 1.63% of portfolio
22,765
Q3 2025 Added 55.33%
$0
$1.84 Billion 1.58% of portfolio
32,398
Q3 2025 Reduced 25.91%
$0
$1.66 Billion 1.43% of portfolio
22,145
Q3 2025 Added 2.44%
$465B
$1.64 Billion 1.41% of portfolio
8,815
Q3 2025 Reduced 2.5%
$3.78T
$1.64 Billion 1.41% of portfolio
3,169
Q3 2025 Added 0.6%
Innovator Etfs Trust
-
$1.45 Billion 1.24% of portfolio
-
Q3 2025 Added 40.79%
$0
$1.39 Billion 1.19% of portfolio
50,800
Q3 2025 Added 1.06%
$4.3T
$1.37 Billion 1.18% of portfolio
5,399
Q3 2025 Reduced 0.02%
$14.2B
$1.35 Billion 1.16% of portfolio
7,596
Q2 2025 New
$0
$1.19 Billion 1.02% of portfolio
21,017
Q3 2025 Reduced 20.01%
$0
$1.19 Billion 1.02% of portfolio
4,807
Q3 2025 Added 18.84%
$0
$1.18 Billion 1.01% of portfolio
6,334
Q3 2025 Added 38.42%
$0
$966 Million 0.83% of portfolio
31,163
Q3 2025 Added 113.81%
$2.39T
$890 Million 0.76% of portfolio
4,052
Q3 2025 Reduced 4.43%
$139B
$797 Million 0.68% of portfolio
2,416
Q3 2025 Added 0.92%
$0
$744 Million 0.64% of portfolio
3,800
Q3 2025 Reduced 5.12%
Global X Fds
-
$727 Million 0.62% of portfolio
-
Q3 2025 New
$0
$685 Million 0.59% of portfolio
11,901
Q3 2025 Added 14.32%
$1.74T
$680 Million 0.58% of portfolio
2,792
Q3 2025 Reduced 6.34%
$132B
$647 Million 0.56% of portfolio
3,076
Q3 2025 Reduced 0.81%
Exchange Traded Concepts Tru
-
$640 Million 0.55% of portfolio
-
Q3 2025 Reduced 14.47%
$0
$549 Million 0.47% of portfolio
10,013
Q3 2025 Reduced 7.48%
$1.37T
$522 Million 0.45% of portfolio
711
Q3 2025 Reduced 2.34%
J P Morgan Exchange Traded F
-
$493 Million 0.42% of portfolio
-
Q3 2025 Reduced 78.61%
$0
$448 Million 0.38% of portfolio
1,456
Q2 2025 New
$0
$403 Million 0.35% of portfolio
1,430
Q3 2025 Reduced 6.41%
$881B
$367 Million 0.31% of portfolio
1,164
Q2 2025 New
Kraneshares Trust
-
$343 Million 0.29% of portfolio
-
Q3 2025 Added 11.76%
$0
$343 Million 0.29% of portfolio
9,856
Q2 2025 New
$0
$331 Million 0.28% of portfolio
6,973
Q3 2025 Reduced 58.95%
$0
$324 Million 0.28% of portfolio
6,626
Q3 2025 Added 0.55%
Innovator Etfs Trust
-
$316 Million 0.27% of portfolio
-
Q3 2025 Added 26.38%
$0
$311 Million 0.27% of portfolio
9,468
Q3 2025 New
$0
$313 Million 0.27% of portfolio
20,229
Q3 2025 Reduced 49.97%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $117 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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