Top 50 BLVD Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | 22.99% | 63.0K | $30.9M | -0.61%(-385) | $390.69(+24.95%) | 2026-06-30 | |
| IR | INGERSOLL RAND INC | 5.3% | 87.0K | $7.1M | +0.00%(+0) | $81.31(+8.01%) | 2026-06-30 | |
| PBFR | PGIM ROCK ETF TR | 4.69% | 206.0K | $6.3M | +5.41%(+10.58K) | $28.56(+8.79%) | 2026-06-30 | |
| BWZ | SPDR SERIES TRUST | 4.4% | 221.5K | $5.9M | +6.49%(+13.51K) | $27.14(-0.00%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.24% | 64.0K | $5.7M | +2.81%(+1.75K) | $71.22(+31.89%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 4.15% | 8.5K | $5.6M | -15.14%(-1.52K) | $245.53(+134.88%) | 2026-06-30 | |
| RSSB | TIDAL TRUST II | 3.82% | 167.1K | $5.1M | -3.49%(-6.04K) | $24.79(+25.97%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.75% | 39.4K | $5.0M | -2.16%(-868) | $96.60(+36.11%) | 2026-06-30 | |
| IBUF | INNOVATOR ETFS TRUST | 2.7% | 115.2K | $3.6M | +9.65%(+10.14K) | $27.91(+14.75%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.4% | 4.4K | $3.2M | -4.30%(-197) | $510.29(+41.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +18.42% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +22.19% |
BLVD Private Wealth, LLC reports $134.56M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are TT (23.0%), IR (5.3%) and PBFR (4.7%). The top 20 holdings account for 75.23% of reported assets. Its disclosed equity book has returned +18.42% cumulatively over 4 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 BLVD Private Wealth, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079537). View BLVD Private Wealth, LLCโs 13F filings on SEC