Blvd Private Wealth, LLC Portfolio Holdings

Blvd Private Wealth, LLC

  • $115 Billion
  • Q4 2025

Blvd Private Wealth, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $24.8B, Ingersoll Rand Inc. with a value of $6.99B, Schwab Intermediate Term Us Tr with a value of $5.91B, Tidal Trust Ii with a value of $5.4B, and American Centy ETF Tr Avantis with a value of $5.11B.

Examining the 13F form we can see an decrease of $1.68B in the current position value, from $117B to 115B.

Blvd Private Wealth, LLC is based out at Prospect, KY

Below you can find more details about Blvd Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $46.2 Billion
Industrials: $35.8 Billion
Technology: $6.17 Billion
Communication Services: $1.52 Billion
Consumer Cyclical: $1.18 Billion
Financial Services: $1.07 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $115 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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