BLVD Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, BLVD Private Wealth, LLC held in its portfolio 68 assets valued at $114,884,590 (i.e. $114.89M).
The most valuable assets in the portfolio included: TRANE TECHNOLOGIES PLC ($24.76M), INGERSOLL RAND INC ($6.99M), and SCHWAB STRATEGIC TR ($5.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BLVD Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TRANE TECHNOLOGIES PLC | 63605 | 24755066 | SHS |
| INGERSOLL RAND INC | 88233 | 6989818 | COM |
| SCHWAB STRATEGIC TR | 235611 | 5909124 | INT-TRM U.S TRES |
| TIDAL TRUST II | 192050 | 5400446 | RET STCKD GL STK |
| AMERICAN CENTY ETF TR | 62046 | 5107627 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 43870 | 4903789 | US EQT ETF |
| PGIM ROCK ETF TR | 151889 | 4438197 | LADDERED S&P 500 |
| VANECK ETF TRUST | 12105 | 4359374 | SEMICONDUCTR ETF |
| INVESCO QQQ TR | 4790 | 2942545 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 93842 | 2743002 | INTL DVLPD 10 BU |
| SPDR DOW JONES INDL AVERAGE | 5254 | 2524915 | UT SER 1 |
| SPDR S&P 500 ETF TR | 3672 | 2504010 | TR UNIT |
| UNITED PARCEL SERVICE INC | 22598 | 2241496 | CL B |
| SCHWAB STRATEGIC TR | 63833 | 2082232 | US LCAP GR ETF |
| KRANESHARES TRUST | 63988 | 1958807 | 90 KWEB JAN 27 |
| GLOBAL X FDS | 29843 | 1935617 | LITHIUM BTRY ETF |
| AMERICAN CENTY ETF TR | 42448 | 1847761 | REAL ESTATE ETF |
| J P MORGAN EXCHANGE TRADED F | 19968 | 1798572 | U S TECH LEADERS |
| AMERICAN CENTY ETF TR | 22285 | 1716391 | AVANTIS EMGMKT |
| NVIDIA CORPORATION | 8637 | 1610806 | COM |
| INNOVATOR ETFS TRUST | 55397 | 1590681 | EMERGING MRKT 10 |
| MICROSOFT CORP | 3086 | 1492493 | COM |
| SCHWAB STRATEGIC TR | 52342 | 1435741 | US DIVIDEND EQ |
| APPLE INC | 5250 | 1427419 | COM |
| VANGUARD INDEX FDS | 7315 | 1397092 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 5050 | 1277246 | NASDAQ 100 ETF |
| ALLEGION PLC | 7596 | 1209435 | ORD SHS |
| NEW YORK LIFE INVESTMENTS ET | 32085 | 1041158 | NYLI FTSE INTERN |
| ARK ETF TR | 20879 | 994467 | BLOCKCHAIN & FIN |
| AMAZON COM INC | 4041 | 932742 | COM |
| BROADCOM INC | 2398 | 829952 | COM |
| ALPHABET INC | 2616 | 820901 | CAP STK CL C |
| ISHARES TR | 3800 | 758784 | U.S. TECH ETF |
| SPDR SERIES TRUST | 11116 | 737620 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 12063 | 701102 | NASDAQ EQT PREM |
| GLOBAL X FDS | 13149 | 698241 | CLEANTECH ETF NW |
| EXCHANGE TRADED CONCEPTS TRU | 9833 | 624297 | ROBO GLB ARTIF |
| HONEYWELL INTL INC | 3076 | 600097 | COM |
| J P MORGAN EXCHANGE TRADED F | 7142 | 474443 | HEDGED EQUITY LA |
| META PLATFORMS INC | 685 | 452162 | CL A |
| DIREXION SHS ETF TR | 9856 | 414248 | DLY SCOND 3XBU |
| JPMORGAN CHASE & CO. | 1164 | 375064 | COM |
| SELECT SECTOR SPDR TR | 2382 | 342937 | STATE STREET TEC |
| VANGUARD INDEX FDS | 1085 | 341558 | LARGE CAP ETF |
| ISHARES TR | 20159 | 331212 | GL CLEAN ENE ETF |
| KRANESHARES TRUST | 11031 | 330930 | KWEB COVERD CALL |
| TAIWAN SEMICONDUCTOR MFG LTD | 1080 | 328201 | SPONSORED ADS |
| INNOVATOR ETFS TRUST | 9748 | 326655 | DEFINED WLT SHLD |
| ISHARES TR | 459 | 314387 | CORE S&P500 ETF |
| T ROWE PRICE ETF INC | 6692 | 307916 | PRICE GRW STOCK |
| PACER FDS TR | 7024 | 289529 | GLOBL CASH ETF |
| LISTED FDS TR | 4642 | 287943 | WAHED FTSE ETF |
| INNOVATOR ETFS TRUST | 4417 | 255833 | GRWT100 PWR BUF |
| ASML HOLDING N V | 234 | 250347 | N Y REGISTRY SHS |
| ALPHABET INC | 796 | 249148 | CAP STK CL A |
| TESLA INC | 543 | 244198 | COM |
| VISA INC | 694 | 243393 | COM CL A |
| ISHARES TR | 2509 | 241265 | 7-10 YR TRSY BD |
| MASTERCARD INCORPORATED | 402 | 229494 | CL A |
| SHOPIFY INC | 1418 | 228255 | CL A SUB VTG SHS |
| AMERICAN EXPRESS CO | 609 | 225300 | COM |
| AMERICAN CENTY ETF TR | 2103 | 214464 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 8301 | 213834 | MUN BD ETF |
| ISHARES TR | 1625 | 209349 | ESG MSCI KLD 400 |
| INVESCO EXCHANGE TRADED FD T | 1092 | 209184 | S&P500 EQL WGT |
| VANGUARD TAX-MANAGED FDS | 3306 | 206526 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 2596 | 204098 | AVANTIS US LARG |
| INNOVATOR ETFS TRUST | 5559 | 203654 | LADDERED ALC BFR |
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