BLVD Private Wealth, LLC

CIK 0002079537 • 6 13F filings • Aug 25, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $106.1M73 positionsView on SEC.gov

			% of Portfolio
ALLEGION PLC	ORD SHS	$1.1M	1.0%Prev: 1.0%	7,596 SH	Decreased
ALPHABET INC	CAP STK CL C	$529K	0.5%Prev: 0.6%	2,981 SH	Decreased+558 SH
AMAZON COM INC	COM	$930K	0.9%Prev: 0.7%	4,240 SH	Increased+625 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.5M	1.4%Prev: 1.4%	21,617 SH	Decreased+1,510 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$233K	0.2%	3,280 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$4.4M	4.1%Prev: 4.6%	59,028 SH	Decreased-3,179 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$1.7M	1.6%Prev: 1.6%	39,054 SH	Decreased-2,747 SH
AMERICAN CENTY ETF TR	US EQT ETF	$4.4M	4.1%Prev: 3.9%	43,635 SH	Decreased+3,381 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$209K	0.2%Prev: 0.2%	2,291 SH	Decreased+339 SH
APPLE INC	COM	$1.1M	1.0%Prev: 1.0%	5,400 SH	Decreased+644 SH
ARK ETF TR	FINTECH INNOVA	$1.3M	1.2%	26,276 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$202K	0.2%	252 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$200K	0.2%	3,788 SH	New
BROADCOM INC	COM	$660K	0.6%Prev: 0.6%	2,394 SH	Decreased+37 SH
COSTCO WHSL CORP NEW	COM	$237K	0.2%	239 SH	New
DIREXION SHS ETF TR	DLY SCOND 3XBU	$247K	0.2%	9,856 SH	New
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ARTIF	$642K	0.6%	11,676 SH	New
FERRARI N V	COM	$245K	0.2%	500 SH	New
GLOBAL X FDS	CLEANTECH ETF	$1.3M	1.2%	176,064 SH	New
GLOBAL X FDS	LITHIUM BTRY ETF	$1.7M	1.6%Prev: 0.8%	43,728 SH	Increased+31,842 SH
HONEYWELL INTL INC	COM	$722K	0.7%Prev: 0.6%	3,101 SH	Increased+25 SH
INGERSOLL RAND INC	COM	$7.3M	6.9%Prev: 6.1%	88,245 SH	Increased+1,252 SH
INNOVATOR ETFS TRUST	EMERGING MRKT 10	$1.0M	0.9%Prev: 1.5%	36,589 SH	Decreased-22,600 SH
INNOVATOR ETFS TRUST	GROWTH ACCELRTD	$275K	0.3%	8,636 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$313K	0.3%	5,749 SH	New
INNOVATOR ETFS TRUST	INTL DVLPD 10 BU	$1.8M	1.7%Prev: 2.7%	65,194 SH	Decreased-39,905 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$300K	0.3%	10,267 SH	New
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$279K	0.3%	8,236 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$310K	0.3%	6,590 SH	New
INNOVATOR ETFS TRUST	PREM INC 40 BARR	$250K	0.2%	10,460 SH	New
INNOVATOR ETFS TRUST	US EQT ACLRTD 9	$287K	0.3%	7,986 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$220K	0.2%	5,333 SH	New
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$796K	0.8%	16,985 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$919K	0.9%Prev: 1.3%	4,045 SH	Decreased-2,320 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$209K	0.2%	1,149 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.9M	2.7%Prev: 2.3%	5,182 SH	Increased+603 SH
ISHARES TR	CORE S&P500 ETF	$287K	0.3%Prev: 0.3%	462 SH	Decreased+4 SH
ISHARES TR	GL CLEAN ENE ETF	$530K	0.5%Prev: 0.4%	40,436 SH	Increased+15,653 SH
ISHARES TR	U.S. TECH ETF	$694K	0.7%Prev: 0.6%	4,005 SH	Increased+441 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.2M	2.1%Prev: 0.4%	35,474 SH	Increased+28,745 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$566K	0.5%Prev: 0.5%	10,410 SH	Decreased-441 SH
J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$2.0M	1.8%Prev: 1.5%	23,099 SH	Increased+1,160 SH
JPMORGAN CHASE & CO.	COM	$337K	0.3%	1,164 SH	New
KRANESHARES TRUST	90 KWEB JAN 27	$2.3M	2.1%Prev: 1.6%	73,305 SH	Increased+6,073 SH
KRANESHARES TRUST	KWEB COVERD CALL	$296K	0.3%Prev: 0.3%	9,332 SH	Increased-2,074 SH
LISTED FDS TR	WAHED FTSE ETF	$275K	0.3%Prev: 0.2%	5,132 SH	Increased+600 SH
MASTERCARD INCORPORATED	CL A	$266K	0.3%	473 SH	New
META PLATFORMS INC	CL A	$537K	0.5%Prev: 0.3%	728 SH	Increased+79 SH
MICROSOFT CORP	COM	$1.6M	1.5%Prev: 0.9%	3,150 SH	Increased+490 SH
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$430K	0.4%Prev: 0.2%	14,575 SH	Increased+6,543 SH
NVIDIA CORPORATION	COM	$1.4M	1.3%Prev: 1.3%	9,041 SH	Decreased+775 SH
PROSHARES TR	PSHS ULTRA QQQ	$233K	0.2%	1,980 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$4.7M	4.5%Prev: 0.3%	188,785 SH	Increased+176,987 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$206K	0.2%	8,442 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	1.3%Prev: 1.3%	50,266 SH	Decreased+1,397 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	1.9%Prev: 1.6%	68,415 SH	Increased+4,748 SH
SEA LTD	SPONSORD ADS	$200K	0.2%	1,252 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$387K	0.4%	1,528 SH	New
SERVICENOW INC	COM	$237K	0.2%	231 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.4M	2.3%	5,442 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	2.2%	3,819 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$284K	0.3%	3,205 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ETF	$551K	0.5%	10,822 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$242K	0.2%	316 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$291K	0.3%Prev: 0.2%	6,917 SH	Increased+305 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$291K	0.3%	1,284 SH	New
TIDAL TR II	RET STCKD GL STK	$5.0M	4.8%	192,663 SH	New
TRANE TECHNOLOGIES PLC	SHS	$24.1M	22.7%Prev: 23.0%	55,146 SH	Decreased-8,226 SH
UNITED PARCEL SERVICE INC	CL B	$1.5M	1.4%	14,656 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.0M	3.7%Prev: 3.3%	14,165 SH	Increased+4,127 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$415K	0.4%Prev: 0.3%	1,456 SH	Increased+371 SH
VANGUARD INDEX FDS	VALUE ETF	$809K	0.8%Prev: 1.5%	4,576 SH	Decreased-4,019 SH
VISA INC	COM CL A	$269K	0.3%	758 SH	New

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $251K
ALPHABET INC — $208K
ARK ETF TR — $776K
ASML HLDG NV — $299K
COSTCO WHOLESALE CORPORATION — $203K
DIREXION SHARES ETF TRUST — $472K
ETFS GOLD TR — $367K
FIRST TR EXCHANGE-TRADED FD — $1.3M
GLOBAL X FDS — $1.3M
INNOVATOR ETFS TRUST — $320K
ISHARES TR — $1.4M
JPMORGAN CHASE & CO — $342K
PACER FDS TR — $310K
PGIM ROCK ETF TR — $5.7M
SCHWAB STRATEGIC TR — $212K
SIMPLIFY EXCHANGE TRADED FUN — $2.4M
SPDR SERIES TRUST — $5.6M
SPDR SERIES TRUST — $609K
STATE STR SPDR DOW JONES IND — $2.2M
STATE STR SPDR S&P 500 ETF T — $2.3M
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002085853-26-001186	—	View
Jan 27, 2026	Q4 2025	13F-HR	0002085853-26-000110	$114.9M	View
Oct 29, 2025	Q3 2025