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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$24.1 Billion 22.73% of portfolio
55,146
Q2 2025 New
$31.6B
$7.34 Billion 6.92% of portfolio
88,245
Q2 2025 New
Tidal Tr Ii
-
$5.05 Billion 4.76% of portfolio
-
Q2 2025 New
$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
Kraneshares Trust
-
$2.26 Billion 2.13% of portfolio
-
Q2 2025 New
J P Morgan Exchange Traded F
-
$2.22 Billion 2.09% of portfolio
-
Q2 2025 New
$0
$2 Billion 1.88% of portfolio
68,415
Q2 2025 New
J P Morgan Exchange Traded F
-
$1.95 Billion 1.84% of portfolio
-
Q2 2025 New
Innovator Etfs Trust
-
$1.81 Billion 1.7% of portfolio
-
Q2 2025 New
$0
$1.72 Billion 1.63% of portfolio
39,054
Q2 2025 New
$3.95T
$1.57 Billion 1.48% of portfolio
3,150
Q2 2025 New
$0
$1.48 Billion 1.4% of portfolio
21,617
Q2 2025 New
$63.8B
$1.48 Billion 1.39% of portfolio
14,656
Q2 2025 New
$456B
$1.43 Billion 1.35% of portfolio
9,041
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
$3.69T
$1.11 Billion 1.04% of portfolio
5,400
Q2 2025 New
$14.6B
$1.09 Billion 1.03% of portfolio
7,596
Q2 2025 New
Innovator Etfs Trust
-
$1 Billion 0.95% of portfolio
-
Q2 2025 New
$2.26T
$930 Million 0.88% of portfolio
4,240
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
$796 Million 0.75% of portfolio
16,985
Q2 2025 New
$146B
$722 Million 0.68% of portfolio
3,101
Q2 2025 New
$0
$694 Million 0.65% of portfolio
4,005
Q2 2025 New
$127B
$660 Million 0.62% of portfolio
2,394
Q2 2025 New
Exchange Traded Concepts Tru
-
$642 Million 0.61% of portfolio
-
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
$1.78T
$537 Million 0.51% of portfolio
728
Q2 2025 New
$0
$530 Million 0.5% of portfolio
40,436
Q2 2025 New
$1.24T
$529 Million 0.5% of portfolio
2,981
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
$859B
$337 Million 0.32% of portfolio
1,164
Q2 2025 New
$0
$313 Million 0.3% of portfolio
5,749
Q2 2025 New
$0
$310 Million 0.29% of portfolio
6,590
Q2 2025 New
Kraneshares Trust
-
$296 Million 0.28% of portfolio
-
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

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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