Q2 2026 13F · SEC CIK 1839122

Bouvel Investment Partners, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $442.3M
Reported positions: 84
Top holdings a year, 3 yrs: +16.4%
Assets under management: $374.4M

Bouvel Investment Partners, LLC is a wealth manager that reported 84 positions worth $442.3M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Marvell Technology Inc (MRVL, 4.8%), Intel Corp (INTC, 4.0%), Pimco ETF Tr (BOND, 3.4%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.

Bouvel Investment Partners, LLC holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

Bouvel Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MRVLMarvell Technology Inc	4.8%	2.1%	71,585	-2.0%	$21.3M
INTCIntel Corp	4.0%	2.2%	126,137	-27.0%	$17.6M
BONDPimco ETF Tr	3.4%	6.4%	163,263	-31.6%	$15.1M
CGDVCapital Group Dividend Value ETF	3.3%	3.4%	292,611	+6.6%	$14.4M
EVTRMorgan Stanley ETF Trust	3.2%	3.8%	280,957	+7.6%	$14.2M
NVDANvidia Corporation Com	2.9%	3.2%	63,279	-0.3%	$12.7M
CGMSCapital Grp Fixed Incm ETF T	2.6%	1.8%	415,149	+83.7%	$11.3M
PRFInvesco Exchange Traded Fd T	2.5%	2.7%	204,067	+2.9%	$11.0M
DDOGDatadog Inc	2.5%	1.4%	41,678	-0.8%	$10.9M
PANWPalo Alto Networks Inc	2.4%	1.5%	30,966	-1.2%	$10.6M
AVGOBroadcom Inc	2.3%	3.3%	26,430	-27.1%	$10.0M
AMZNAmazon Com Inc Com	2.2%	2.6%	41,727	-1.4%	$9.9M
ABBVAbbvie Inc	2.1%	—	37,712	—	$9.5M
VICRVicor Corp	2.1%	1.2%	24,525	-1.7%	$9.3M
GEGe Aerospace	2.1%	2.1%	24,644	-1.3%	$9.2M
TERTeradyne Inc	2.0%	2.0%	18,014	-23.0%	$8.7M
GOOGLAlphabet Inc	1.9%	2.0%	24,032	-1.3%	$8.6M
VTIPVanguard Malvern Fds	1.9%	—	169,981	—	$8.5M
MTZMastec Inc	1.9%	1.9%	20,308	+0.2%	$8.4M
PULSPgim Ultra Short Bond ETF	1.9%	1.3%	166,035	+89.4%	$8.2M
LLYLilly Eli & Co	1.9%	1.8%	6,825	-0.9%	$8.2M
ETREntergy Corp.	1.7%	2.2%	65,513	-1.5%	$7.5M
LITELumentum Hldgs Inc Com	1.7%	2.2%	8,621	-19.1%	$7.4M
MSFTMicrosoft Corp	1.7%	2.1%	19,674	-1.4%	$7.3M
IFRAIshares Tr	1.5%	—	105,486	—	$6.6M
IBMInternational Business Machs	1.5%	1.7%	23,371	-0.5%	$6.6M
SNOWSnowflake Inc	1.5%	1.1%	25,275	-1.4%	$6.4M
ETNEaton Corp PLC	1.4%	1.6%	14,886	-1.5%	$6.3M
AAPLApple Inc	1.4%	1.6%	21,327	-1.5%	$6.2M
BABoeing Co	1.3%	1.6%	26,842	-1.2%	$5.8M
APHAmphenol Corp	1.3%	1.2%	32,924	-0.1%	$5.8M
ISRGIntuitive Surgical Inc	1.3%	2.0%	14,449	-1.0%	$5.7M
PWRQuanta Svcs Inc Com	1.3%	1.2%	7,750	-0.1%	$5.6M
RTXRtx Corporation Com	1.2%	1.6%	28,889	-0.8%	$5.5M
METAMeta Platforms Inc Class A	1.2%	1.6%	9,526	-1.5%	$5.4M
CRWDCrowdstrike Hldgs Inc Class A	1.2%	0.8%	6,961	+0.3%	$5.3M
NFLXNetflix Inc Total	1.1%	1.9%	68,878	-0.9%	$4.9M
IWFIshares Russell 1000 Growth ETF	1.1%	1.2%	38,295	+298.7%	$4.8M
TTMITTM Technologies, Inc.	1.1%	—	25,124	—	$4.7M
AEHRAehr Test Sys	1.1%	0.8%	48,852	-32.0%	$4.7M
PDFSPdf Solutions Inc	1.0%	—	63,352	—	$4.5M
VRTVertiv Holdings Co	1.0%	1.3%	13,088	-26.0%	$4.4M
IVWIshares	0.9%	1.0%	29,842	-4.3%	$4.1M
FSLRFirst Solar Inc Com	0.9%	1.0%	16,869	+0.1%	$4.0M
IONQIonq Inc	0.9%	—	73,095	—	$3.9M
AXONAxon Enterprise Inc	0.7%	—	5,895	—	$3.3M
MPWRMonolithic Power Systms Inc	0.7%	0.7%	2,250	+1.5%	$3.1M
EFVIshares Tr	0.7%	—	40,481	—	$3.1M
FVALFidelity Covington Trust	0.7%	0.8%	39,349	-4.4%	$3.1M
NTRANatera Inc Com	0.7%	—	11,238	—	$3.1M

What Bouvel Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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: +5.9% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Q2 2026	$442.3M	84
Q1 2026	$344.6M	78
Q4 2025	$346.9M	80
Q3 2025	$326.7M	78
Q2 2025	$295.6M	73
Q1 2025	$265.9M	77
Q4 2024	$277.5M	78
Q3 2024	$265.9M	77
Q2 2024	$258.5M	77
Q1 2024	$231.5M	75
Q4 2023	$214.1M	77
Q3 2023	$185.0M	77

Questions about Bouvel Investment Partners, LLC's portfolio

What stocks does Bouvel Investment Partners, LLC own?

Bouvel Investment Partners, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 84 positions worth $442.3M. The largest are Marvell Technology Inc (MRVL) at 4.8%, Intel Corp (INTC) at 4.0%, Pimco ETF Tr (BOND) at 3.4%, Capital Group Dividend Value ETF (CGDV) at 3.3% and Morgan Stanley ETF Trust (EVTR) at 3.2%.

What did Bouvel Investment Partners, LLC buy last quarter?

In Q2 2026, Bouvel Investment Partners, LLC added Ishares Russell 1000 Growth ETF (IWF) (+298.7% shares), Pgim Ultra Short Bond ETF (PULS) (+89.4% shares) and Capital Grp Fixed Incm ETF T (CGMS) (+83.7% shares), compared with its Q1 2026 filing.

What did Bouvel Investment Partners, LLC sell last quarter?

In Q2 2026, Bouvel Investment Partners, LLC cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), cut from its top 50 iShs Lehman 1-3Tsy (SHY), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Ishares Russell Top 200 Growth ETF (IWY), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Aehr Test Sys (AEHR) (-32.0% shares), Pimco ETF Tr (BOND) (-31.6% shares) and Broadcom Inc (AVGO) (-27.1% shares), compared with its Q1 2026 filing.

How has Bouvel Investment Partners, LLC's portfolio performed?

A portfolio copying Bouvel Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.9% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Bouvel Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bouvel Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bouvel Investment Partners, LLC manage?

Bouvel Investment Partners, LLC reported $374.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $442.3M.