StockDriftsStockDriftsTop 50 Bluedoor Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 6.04% | 283.3K | $14.3M | -0.05%(-134) | $50.64(-0.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.58% | 29.3K | $8.5M | -3.30%(-1.00K) | $263.24(+16.50%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.3% | 36.8K | $7.8M | +5.42%(+1.89K) | $191.61(+15.24%) | 2026-06-30 | |
| SBCF | SEACOAST BKG CORP FLA | 3.13% | 223.4K | $7.4M | +0.00%(+0) | $30.93(+13.34%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.11% | 14.8K | $7.4M | -5.03%(-782) | $493.87(+5.97%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.83% | 9.0K | $6.7M | -0.11%(-10) | $677.12(+14.80%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.77% | 85.3K | $6.6M | -0.81%(-700) | $65.64(+18.70%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 2.68% | 94.2K | $6.4M | -23.18%(-28.43K) | $65.64(+6.38%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.65% | 72.9K | $6.3M | +0.00%(+0) | $80.62(+10.47%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.54% | 25.3K | $6.0M | -0.42%(-106) | $225.01(+22.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.75% |
Bluedoor Private Wealth LLC reports $237.55M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are JPST (6.0%), AAPL (3.6%) and RSP (3.3%). The top 20 holdings account for 50.96% of reported assets. Its disclosed equity book has returned +3.19% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluedoor Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110994). View Bluedoor Private Wealth LLC’s 13F filings on SEC