BLVD Private Wealth, LLC holds a focused book of 71 reported positions worth $134.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened C&S Fut Of Energy Active ETF and trimmed Trane Technologies PLC. Their largest long position is Trane Technologies PLC at 23% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.
BLVD Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning BLVD Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BLVD Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 9 / 71 | $641.3M |
| Evelyn Partners Group Ltd | 27 / 71 | $43.9B |
| Swiss Re Ltd | 16 / 71 | $1.0B |
| Prospect Hill Management, LLC | 8 / 71 | $238.7M |
| Hoffman, Alan N Investment Management | 8 / 71 | $154.1M |
| Ketron Financial | 16 / 71 | $280.6M |
| Draper Asset Management, LLC | 8 / 71 | $168.5M |
| 9823 Capital, L.P. | 8 / 71 | $125.7M |
Ranked by the share of each fund's own book sitting in the names it shares with BLVD Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Trane Technologies PLC SHS | $30.9M | 63.0K | 23.0% | ▼−0.6% Reduced · −385 sh | |
| 2 | Ingersoll Rand Inc COM | $7.1M | 87.0K | 5.3% | —Held | |
| 3 | Pgim Rock ETF TR LADDE S&P 20 ETF | $6.3M | 206.0K | 4.7% | ▲+5.4% Added · +11K sh | |
| 4 | SPDR Series Trust SST SPDR BLOOMBE | $5.9M | 221.5K | 4.4% | ▲+6.5% Added · +14K sh | |
| 5 | American Centy ETF TR INTL EQT ETF | $5.7M | 64.0K | 4.2% | ▲+2.8% Added · +2K sh | |
| 6 | Vaneck ETF Trust SEMICONDUCTR ETF | $5.6M | 8.5K | 4.2% | ▼−15% Reduced · −2K sh | |
| 7 | Tidal Trust II RET STCKD GL STK | $5.1M | 167.1K | 3.8% | ▼−3.5% Reduced · −6K sh | |
| 8 | American Centy ETF TR US EQT ETF | $5.0M | 39.4K | 3.7% | ▼−2.1% Reduced · −868 sh | |
| 9 | Innovator Etfs Trust INTL DVLPD 10 BU | $3.6M | 115.2K | 2.7% | ▲+9.6% Added · +10K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $3.2M | 4.4K | 2.4% | ▼−4.3% Reduced · −197 sh | |
| 11 | Direxion Shares ETF Trust DAI SEM BUL ETF | $2.6M | 9.9K | 2.0% | —Held | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $2.6M | 3.5K | 1.9% | ▼−3.9% Reduced · −141 sh | |
| 13 | State STR SPDR Dow Jones Ind UT SER 1 | $2.4M | 4.6K | 1.8% | ▼−1.2% Reduced · −58 sh | |
| 14 | J P Morgan Exchange Traded F U S TEC LEA ETF | $2.4M | 21.4K | 1.8% | ▼−2.5% Reduced · −543 sh | |
| 15 | Simplify Exchange Traded Fun COMM ST NO K ETF | $2.4M | 79.6K | 1.8% | ▲+19% Added · +13K sh | |
| 16 | Cohen & Steers ETF Trust FUTURE OF ENERGY | $2.2M | 92.6K | 1.6% | ▲New New position | |
| 17 | Innovator Etfs Trust EMERGING MRKT 10 | $2.2M | 67.9K | 1.6% | ▲+15% Added · +9K sh | |
| 18 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.1M | 6.8K | 1.5% | ▲+6.5% Added · +417 sh | |
| 19 | Kraneshares Trust 90 KWEB JAN 27 | $2.0M | 78.1K | 1.5% | ▲+16% Added · +11K sh | |
| 20 | American Centy ETF TR REAL ESTATE ETF | $2.0M | 42.7K | 1.5% | ▲+2.1% Added · +868 sh | |
| 21 | American Centy ETF TR AVANTIS EMGMKT | $2.0M | 20.4K | 1.5% | ▲+1.5% Added · +302 sh | |
| 22 | United Parcel Svcs Inc CL B | $2.0M | 18.3K | 1.5% | ▲+1.3% Added · +230 sh | |
| 23 | Vanguard Index FDS VALUE ETF | $2.0M | 9.0K | 1.5% | ▲+4.8% Added · +410 sh | |
| 24 | Schwab Strategic TR US LCAP GR ETF | $1.8M | 53.9K | 1.4% | ▼−15% Reduced · −10K sh | |
| 25 | Ishares TR ASIA 50 ETF | $1.7M | 12.3K | 1.3% | ▼−3.4% Reduced · −432 sh | |
| 26 | Global X FDS CLIMATETECH ETF | $1.5M | 23.1K | 1.1% | ▲+0.5% Added · +119 sh | |
| 27 | Schwab Strategic TR US DIVIDEND EQ | $1.5M | 46.9K | 1.1% | ▼−4.0% Reduced · −2K sh | |
| 28 | First TR Exchange-Traded FD WTR ETF | $1.5M | 13.5K | 1.1% | ▲+7.6% Added · +953 sh | |
| 29 | Apple Inc COM | $1.3M | 4.6K | 1.0% | ▼−2.8% Reduced · −132 sh | |
| 30 | Nvidia Corporation COM | $1.3M | 6.4K | 1.0% | ▼−22% Reduced · −2K sh | |
| 31 | Allegion PLC ORD SHS | $1.1M | 7.6K | 0.8% | —Held | |
| 32 | Microsoft Corp COM | $919K | 2.5K | 0.7% | ▼−7.4% Reduced · −196 sh | |
| 33 | Ishares TR U.S. TECH ETF | $896K | 3.6K | 0.7% | ▼−0.4% Reduced · −13 sh | |
| 34 | Ark ETF TR BLOC FIN INN ETF | $805K | 20.4K | 0.6% | ▼~0% Reduced · −5 sh | |
| 35 | Taiwan Semiconductor Manufac SPONSORED ADS | $730K | 1.5K | 0.5% | ▲+55% Added · +540 sh | |
| 36 | Amazon Com Inc COM | $698K | 2.9K | 0.5% | ▼−19% Reduced · −685 sh | |
| 37 | Broadcom Inc COM | $686K | 1.8K | 0.5% | ▼−23% Reduced · −542 sh | |
| 38 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $665K | 10.8K | 0.5% | ▼−0.3% Reduced · −38 sh | |
| 39 | ASML Hldg NV N Y REGISTRY SHS | $649K | 326 | 0.5% | ▲+44% Added · +100 sh | |
| 40 | Alphabet Inc CAP STK CL C | $584K | 1.7K | 0.4% | ▼−32% Reduced · −771 sh | |
| 41 | Seagate Technology HLDNGS PL ORD SHS | $466K | 483 | 0.3% | ▲New New position | |
| 42 | Ishares TR GL CLEAN ENE ETF | $464K | 22.7K | 0.3% | ▼−8.6% Reduced · −2K sh | |
| 43 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $455K | 6.7K | 0.3% | —Held | |
| 44 | SPDR Series Trust ST STR SP500FF | $449K | 7.4K | 0.3% | ▼−3.4% Reduced · −259 sh | |
| 45 | JPMorgan Chase & Co COM | $381K | 1.2K | 0.3% | —Held | |
| 46 | Vanguard Index FDS LARGE CAP ETF | $373K | 1.1K | 0.3% | —Held | |
| 47 | Innovator Etfs Trust DEFINED WLT SHLD | $365K | 10.6K | 0.3% | ▲+11% Added · +1K sh | |
| 48 | Honeywell Intl Inc COM | $344K | 1.5K | 0.3% | ▲New New position | |
| 49 | Honeywell Aerospace Inc COM | $340K | 1.5K | 0.3% | →Listed Newly reportable | |
| 50 | Ishares TR CORE S&P500 ETF | $339K | 453 | 0.3% | ▼−1.1% Reduced · −5 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.