BLVD Private Wealth, LLC holds a focused book of 71 stocks worth $134.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Cohen & Steers ETF Trust and trimmed Trane Technologies PLC. Their largest long position is Trane Technologies PLC at 23% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show BLVD Private Wealth, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning BLVD Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
38% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as BLVD Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 72 / 71 | $15.7B |
| MORGAN STANLEY | 71 / 71 | $473.8B |
| LPL Financial LLC | 71 / 71 | $73.9B |
| RAYMOND JAMES FINANCIAL INC | 71 / 71 | $66.8B |
| Farther Finance Advisors, LLC | 71 / 71 | $2.6B |
| ENVESTNET ASSET MANAGEMENT INC | 70 / 71 | $77.1B |
| MML INVESTORS SERVICES, LLC | 70 / 71 | $8.5B |
| CWM, LLC | 70 / 71 | $6.4B |
Ranked by how many of BLVD Private Wealth, LLC's top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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% | ▲New New position | |
| 50 | Ishares TR CORE S&P500 ETF | $339K | 453 | 0.3% | ▼−1.1% Reduced · −5 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.