Q3 2026 13F · SEC CIK 2079537

BLVD Private Wealth, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $134.4M
Reported positions: 72
Holdings vs S&P 500, 3 yrs: —
Assets under management: $220.4M

BLVD Private Wealth, LLC is a wealth manager that reported 72 positions worth $134.4M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Trane Technologies PLC (TT, 21.1%), Pgim Rock ETF Tr (PBFR, 5.3%), Avantis International Equity ETF (AVDE, 5.2%).

BLVD Private Wealth, LLC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BLVD Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TTTrane Technologies PLC	21.1%	23.0%	62,751	-0.4%	$28.4M
PBFRPgim Rock ETF Tr	5.3%	4.7%	228,000	+10.7%	$7.1M
AVDEAvantis International Equity ETF	5.2%	4.2%	77,987	+21.9%	$7.0M
IRIngersoll Rand Inc	4.9%	5.3%	86,993	+0.0%	$6.5M
BWZSPDR Short International	4.6%	4.4%	232,319	+4.9%	$6.2M
AVUSAvantis U.S. Equity ETF	4.3%	3.7%	45,537	+15.6%	$5.8M
SMHVaneck ETF Trust	3.6%	4.2%	8,032	-5.7%	$4.9M
IBUFInnovator Etfs Trust	2.9%	2.7%	123,770	+7.4%	$3.9M
QQQInvesco Qqq Tr	2.3%	2.4%	4,233	-3.4%	$3.1M
HARDSimplify Exchange Traded Fun	2.3%	1.8%	90,776	+14.1%	$3.1M
SPYState Str Spdr S&p 500 ETF T	1.9%	1.9%	3,358	-2.8%	$2.6M
VTVVanguard Index Fds	1.8%	1.5%	11,149	+23.8%	$2.4M
CSENCohen & Steers ETF Trust	1.8%	1.6%	96,411	+4.1%	$2.4M
QQQMInvesco Exch Traded Fd Tr II	1.8%	1.5%	7,817	+15.3%	$2.4M
EBUFInnovator Etfs Trust	1.7%	1.6%	72,405	+6.7%	$2.3M
DIASpdr Dow Jones Indl Average	1.7%	1.8%	4,482	-2.5%	$2.3M
KBUFKraneshares Trust	1.7%	1.5%	88,852	+13.7%	$2.3M
JTEKJpmorgan U.s. Tech Leaders ETF	1.6%	1.8%	21,082	-1.5%	$2.2M
AVEMAmerican Centy ETF Tr	1.6%	1.5%	22,718	+11.3%	$2.1M
AVREAvantis Real Estate ETF	1.5%	1.5%	44,325	+3.9%	$2.0M
WCMIFirst Tr Exchange-Traded Fd	1.5%	—	102,933	—	$2.0M
SCHGSchwab Strategic Tr	1.4%	1.4%	53,376	-1.0%	$1.9M
AIAIshares Tr	1.3%	1.3%	12,122	-1.6%	$1.7M
UPSUnited Parcel Svcs Inc	1.3%	1.5%	18,107	-1.0%	$1.7M
SCHDSchwab Strategic Tr	1.2%	1.1%	48,912	+4.3%	$1.6M
AAPLApple Inc	1.1%	1.0%	4,581	-0.9%	$1.5M
NVDANvidia Corporation	1.1%	1.0%	6,623	+2.9%	$1.5M
ICSHIshares Tr	1.1%	—	29,068	—	$1.5M
SOXLDirexion Shares ETF Trust	1.1%	2.0%	9,856	+0.0%	$1.5M
FIWFirst Tr Exchange-Traded Fd	1.1%	1.1%	14,030	+4.1%	$1.5M
CTECGlobal X Fds	1.1%	1.1%	26,054	+12.6%	$1.5M
MSFTMicrosoft Corp	0.9%	0.7%	2,464	+0.0%	$1.3M
ALLEAllegion PLC	0.9%	0.8%	7,596	+0.0%	$1.2M
IYWIshares Tr	0.7%	0.7%	3,525	-0.7%	$934K
ARKFArk ETF Tr	0.7%	0.6%	20,275	-0.6%	$923K
RSSBTidal Trust II	0.7%	3.8%	30,050	-82.0%	$892K
AMZNAmazon Com Inc	0.5%	0.5%	2,961	+1.1%	$738K
JEPQJ P Morgan Exchange Traded F	0.5%	0.5%	11,154	+3.2%	$683K
TSMTaiwan Semiconductor Manufac	0.5%	0.5%	1,496	-2.1%	$682K
AVGOBroadcom Inc	0.5%	0.5%	1,864	+2.7%	$655K
ASMLAsml Hldg NV	0.4%	0.5%	318	-2.5%	$576K
GOOGAlphabet Inc	0.4%	0.4%	1,618	-2.1%	$551K
HELOJ P Morgan Exchange Traded F	0.3%	0.3%	6,729	+0.0%	$465K
SPYXSpdr Series Trust	0.3%	0.3%	7,163	-2.6%	$448K
STXSeagate Technology Hldngs Pl	0.3%	0.3%	472	-2.3%	$435K
METAMeta Platforms Inc	0.3%	—	534	—	$387K
ICLNIshares Tr	0.3%	0.3%	22,664	+0.0%	$385K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,164	+0.0%	$385K
VVVanguard Index Fds	0.3%	0.3%	1,085	+0.0%	$382K
IVVIshares Tr	0.3%	0.3%	474	+4.6%	$363K

What BLVD Private Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTV Vanguard Index Fds+23.8% shares
AVDE Avantis International Equity ETF+21.9% shares
AVUS Avantis U.S. Equity ETF+15.6% shares
QQQM Invesco Exch Traded Fd Tr II+15.3% shares
HARD Simplify Exchange Traded Fun+14.1% shares
KBUF Kraneshares Trust+13.7% shares
CTEC Global X Fds+12.6% shares
AVEM American Centy ETF Tr+11.3% shares

Reduced

RSSB Tidal Trust II-82.0% shares
SMH Vaneck ETF Trust-5.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.1% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$134.4M	72
Q2 2026	$134.6M	71
Q1 2026	$115.1M	64
Q4 2025	$114.9M	69
Q3 2025	$116.6M	76
Q2 2025	$106.1M	73

Questions about BLVD Private Wealth, LLC's portfolio

What stocks does BLVD Private Wealth, LLC own?

BLVD Private Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 72 positions worth $134.4M. The largest are Trane Technologies PLC (TT) at 21.1%, Pgim Rock ETF Tr (PBFR) at 5.3%, Avantis International Equity ETF (AVDE) at 5.2%, Ingersoll Rand Inc (IR) at 4.9% and SPDR Short International (BWZ) at 4.6%.

What did BLVD Private Wealth, LLC buy last quarter?

In Q3 2026, BLVD Private Wealth, LLC added Vanguard Index Fds (VTV) (+23.8% shares), Avantis International Equity ETF (AVDE) (+21.9% shares) and Avantis U.S. Equity ETF (AVUS) (+15.6% shares), compared with its Q2 2026 filing.

What did BLVD Private Wealth, LLC sell last quarter?

In Q3 2026, BLVD Private Wealth, LLC cut from its top 50 Innovator Etfs Trust (BALT), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Honeywell Aerospace Inc (HONA), Tidal Trust II (RSSB) (-82.0% shares) and Vaneck ETF Trust (SMH) (-5.7% shares), compared with its Q2 2026 filing.

When is BLVD Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BLVD Private Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BLVD Private Wealth, LLC manage?

BLVD Private Wealth, LLC reported $220.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $134.4M.